They are the best in the west!!!…read more Great customer service, attentiveness to their clients. Always available to answer questions and concerns. I highly recommend them for any of your tax needs!!!!!

3 minutes ago NEW…read moreAlma has always been my tax preparer, my grandma has been doing her taxes with her for 20 plus years. I've been going to her since I turned 18. She really takes the time to get to know you and she will make sure you are comfortable in the office and she is so funny it doesn't even feel like you are doing your taxes. I've done my taxes her with her personally and all the other girls in the office whether it was Alyssa, Vanessa, or Marissa they all know what they are doing and just as knowledgeable as Alma. I really do recommend for anyone to make an appointment and see for yourself Alma and her staff are nothing less than amazing.

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.

Louis Aguilar was fantastic, great tax preparer! He is informative and very helpful…read more OC Tax Geek is great business and I am happy to have been a client for many years. New location is convenient and very nice!

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

I had been using Joey for almost 10 years. Up until last year everything was great! Last year he…read morefiled my taxes late causing me to incur penalties and he wouldn't take responsibility to pay for it. I should have cut ties with him and went to someone else then. The optimist in me decided to give him another chance this year to file my taxes for 2025. Communication was fine, he sent me what I would receive for my return, sent me the invoice, I paid his fee of over $800. Months went by and he never filed my taxes and became unresponsive. Not only did I lose the over $800 in fees, but now I will incur penalties on my 2025 taxes due to his negligence. He is a horrible tax professional and I do not recommend using him.

We used to have Joey do my taxes for more than 5 years- he and Ian were great at first. Joey became…read moreterribly unresponsive and and unprofessional, e.g. emails rudely, doesn't return calls or texts, leaves you hanging. Worst of all, he filed the wrong tax figures which set me back ~$2k and didn't even apologize. Shameful! Best to take your business elsewhere and save yourself much valuable time and resources.

I have been using Chris and alexis for the past 4 years and they are very knowledgeable and VERY…read morehelpful. I love how they are always there to answer your questions and keep you up to date on your file. I highly recommend them.

Christopher and his team are amazing. Super friendly and always a phone call or email away…read more Christopher and his team started helping us 3 years ago and we are super grateful they did. Our financial situation with the IRS has always been a tough one but thanks to Christopher and his wonderful team (Angela and Alexis are both amazing) we are in a much better place. Everything is done remotely so we never have to make the commute into the office. Any questions or concerns regarding our businesses have always been answered quickly and efficiently. The convenience and professionalism by which they assist us keeps us coming back year after year. Thank you!

I came to Allied Tax Experts because I owed around $32,000 in taxes from pulling money out of my…read moreIRA, plus I had several years I had not filed. I was getting letters from IRS and was getting pretty worried. Angelina called IRS for me and worked things out and got everything straightened out. I am so thankful for her help and I can breath much better now.

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

I've been going to her for the past 5 years, she's amazing and really helped me out a lot. I was in…read morea lot of debt with the IRS and she took care of it. I now have her doing my tax returns. I highly recommend her.....

I had issues where I owed over $10,000 in back taxes. She went through and reviewed and corrected…read moreerrors in my tax filings through H&R block and Turbo Tax over the past 10 years. She worked with the IRS on my behalf and I never once had to talk to them. Ever since I've been going to her I've been consistently getting a refund. I highly recommend her to all my friends and family.

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.