After needing to find a new reliable CPA/Tax preparer, I stumbled upon this company through Yelp…read more I called the office and was greeted by Vince. I let him know what I was looking for and what my taxes would entail. We set up a meeting in person, although not necessary, but I felt it was better for me to do so. Vince was super knowledgeable and clarified a lot of information I was told in the past, but was not 100% true. He got my taxes done in a timely manner and it was a super straightforward process. I'll be coming back to Vince for my future tax needs!

Mike and his team are very professional and has done our personal and business tax returns for many…read moreyears. He's highly experience and promptly answers your questions unlike a lot of accountants. I highly recommend Mike and his wonderful team.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

Griselda Barragan, EA is simply the best , super friendly, extremely knowledgeable absolutely…read morestellar when it comes to getting our taxes done this year. Griselda is incredibly professional and highly knowledgable about current tax laws. Getting an appointment was easy , quick, convenient. The process is always smooth. out of

Gina is patient, we are a newly married couple who used TurboTax for a few years and didn't know…read morewhat we were doing. She was professional, personable, and very organized, communicating with us clearly and helped us understand how to better prep for next year. Highly recommend!!

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

I wish to check if there is a fit for our family working with this firm. Without engagement letter…read moreor privacy protection, they prompted for my past year's tax return right off the gate. The person on the phone is kind of new, and have to ask the manager every steps along the way how to address my questions / concerns. Althought it is common for CPA firms to request past tax returns during the new-client screening process to assess your situation before formally engaging with client, but best practices and professional standards recommend that these requests should occur via a secure method and ideally after an engagement letter or agreement is in place. Sharing sensitive personal information such as your previous tax returns before you sign an engagement letter or formal agreement exposes you to privacy risks and could be seen as premature, especially if there is no clarity around who will access your data and for what specific purpose.​ With the way my initial call is handle and how request of past year tax return is made, I would not recommend this firm for anyone seeking or considering them.

Way too expensive CPA fees. Went to bigger firms that quoted lessread more

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

I've been using these guys for five years and they are well worth it. They helped me out with…read morestrategies, payroll, and so much more. I couldn't have asked for better tax advisors. They are always there with a quick response whenever I have a question. I highly recommend this company for all your tax and payroll needs.

Showed up last minute for live scan and stuff was very fast. took us less than 10 minutes.read more

Highly recommend, Very professional and patients, Answer all the questions and go above and beyond…read moreto help me on taxes return, unlike other that just want to get the job done, take your money & kick you out! Please make an appointment before visiting!

They have been better. I think Covid times were challenging for them & us. But I can say they're…read morebetter being responsive.

Julia has done my tax returns for many years and she was wonderful. Last year for some reason Kuan…read moretook over my tax return and he was terrible. So I will not go back to Trois.

The lady who works here has been doing my moms bookkeeping for years! She is great and is so…read moreinformative of new laws and what is changing around taxes and etc. she's really nice, organized and I like how she is very punctual with sending us papers when needed. The office is inside a complex that is more like a suite? Amongst other mini offices. Even though this place is kinda far from where I live, it's so worth it because she gets the job done well. We get last minute things done here and she's always willing to do it asap for us :)

I have known her for over 30 years. She does things very efficiently and willing to help her…read moreclients get things done right the first time, she is a person with high integrity and knowledge, you can't go wrong with her or her staffs and you can sleep well at night knowing she will take care of the jobs.