The business is welcoming, friendly and professional. My preparer was kind, courteous and knowledgeable. Will definitely use them next year. read more

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I contacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information. read more

!!! I WILL NEVER RECOMMEND THIS PLACE ANYONE !!! I have been using this company service over 12 years, HOWEVER, for the first time I am disappointed for the company 's high charge. The day before we did appointment for my friend, over the phone we explained that my friend has w2 and 1099 form, and asked estimated price, On the phone he gave us $200-250 for all. My friend went today, she started process do doubt about Unexpected fial service fee. Because my friend went there with my recommendation, also trusted the guy who made appointment. My friend shocked see the $620 TAX FEE at the end. The asked about phone confirmation price, lady who doing tax made some excuse and slip away from topic. My friend shocked condition ended up paying tax fee with last money from credit card. Please be careful, do not let system take advantage from you and from your relatives, friend whom you also recommend Taxpros service. I am sharing my friend's experience, NOW who read this review got lessons. read more

Thank you Jean Rivera-Payan for the professional service in preparation of our federal and state tax returns. I would like to give you and your office 5 stars. We were a walk in and you completed our return in less than 2 hours. Thank you Bob and Melanie Hoffman read more

I've been using Tax Pros for four years now since 2021 and I genuinely wouldn't go anywhere else. I originally connected with them through a small business group when I opened my own business, and I've been working with them ever since. I've dealt with several people there, including JJ, and every interaction has been consistently helpful and professional. They make the entire tax process very easy, explain things clearly, and always make sure I'm getting the most back. What really stands out is how personal the experience is they remember who I am, my situation, and my history, which is rare. Everyone there is personable, knowledgeable, and easy to work with. If you're a small business owner or just want a tax company you can trust year after year, I highly recommend Tax Pros. read more

Well if you read my review and the message from the co-owner JJ, then you know he offered to to refund the cost of the return and find the errors that were made. I went to meet him and before I even spoke with the preparer the receptionist handed me a check. What can I say, no one is perfect and the preparer "fell on his sword" and showed me that he put a number (8K) on the wrong line. There were two other issues that either we didn't discuss or missed but he accepted full responsibility and agreed that the only one who is perfect is my wife. As for Tax Pros and JJ , that's the way to run a business. I was very impressed the way he reached out to me and handled the problem. I will try to change the stars to 3. I mean it did still happen. read more

This place is great! I was hesitant to use a new tax accountant but they made the process easy, JJ & JC both were patient at explaining the process and figuring out best way to minimize taxes . Their cost to file is extremely fair. I definitely recommend. read more

Our daughter recommended Tax Pros and, particularly Jean Pierre, when our previous tax preparer was no longer available. As previously mentioned in other reviews, Jean is a charming individual who made us feel completely comfortable through the process. Within less than an hour, he completed our return and finished the electronic filing process. This is a great local business! read more

I highly recommend taxpros. I go to JJ, he is very helpful and thorough. He is always willing to answer any questions I have throughout the year,which I appreciate. Their pricing is very reasonable as well. read more

I was referred to Taxpros Plus by a coworker who has been using their services for years. From the moment I called, I felt welcomed and I knew I was in the hands of professionals! They have always offered me convenient appointments (even when it was close to tax day and I'm sure they were very busy)! Jean has explained everything to me and answered all of my questions patiently and with exceptional knowledge. He even looked into a matter I had during a previous tax year for me although it was prior to me ever being their client. Their office is conveniently located right off the freeway in San Clemente. It's a little bit of a drive from where I work, but it is worth it. They have plenty of free parking so that's never an issue. They are prompt to respond via text or phone when I reach out to them. I even love the little reminders they send to me during the year - sometimes with a little (useful!) gift like a magnet with a beautiful photo of the pier, a glasses cloth, and a few others. I hate when businesses send you junk that is cheap and ends up in the trash - and this is never the case with these guys! Their fee was very reasonable and affordable. Hopefully I won't always wait until the last minute to call them, but I know if I do, they are still just as friendly and accommodating as if I were calling well before tax day! read more

Having read the wonderful reviews, especially of Jean's work, I made an appt. with him to do my tax return. The prior last two years I've had TERRIBLE preparers, despite them being CPAs. Jean is an EA (NOT a CPA) but is VERY informed. I liked him a lot - he's very personable and asks questions, which he should! Did an xln't job and I HIGHLY recommend him. It was a "drive" for me but that didn't deter me and I'm so glad I saw him. I walked out an hour later with my return copies and filed with IRS and State. I will return (pardon the pun). read more

Just relocated to San Clemente. Found these guys on Yelp. They were the best!!! Glad I found a good spot to have taxes done locally. Vicky got me scheduled and was super friendly and professional. Jean was my tax preparer and he went above and beyond by helping me file my taxes properly, which my last place didn't account for my first time home buyers credit from over a decade ago. That caused my refunds to be delayed for over a year. Jean found out the information I could not recall and got my return filed right away. Will definitely be back. :) That's me smiling. I love smiling, smiling's my favorite. read more

I have been going to Jean at Tax Pros for the past few years. He's patient, kind, and very knowledgable. Each tax season I am impressed by Jean and everyone at Tax Pros being so efficient, thorough, personal and professional. They make the process easy and are very reliable. They're also great communicators (letting you know what to do when and if further documents are needed). Highly Recommend 100% (but don't wait until the last minute as they get booked up). Great team! read more

Jean is an amazing CPA. Ready to answer any questions you have and/or provide clarity on tax nuances that you may not be aware of. If you want a CPA who is attentive and an expert in his field I recommend Jean at Taxpros Plus. read more

This is the fourth year in a row I have used tax pros ---and that should tell you how great I think they are. Just got back from my appointment with JJ who is personable as well as professional .Plus which: very reasonable fee! read more

I had an excellent experience working with Taxpros Plus. It was my first year doing my taxes after college so I had no idea what information I needed but Jean walked me through everything. He was so helpful guiding me through the process and making sure I had all my documentation in place. Even though I was doing things at the last minute Taxpros Plus got it done promptly. I highly recommend them to anyone who needs help with their taxes. read more

I was very hesitant "handing over the reigns", but the team over at Taxpros have proven themselves to be capable, professional and friendly. Thanks Jerry, Jean and Vicky!! read more

I had taxpros plus complete my taxes from 2022 after being with another tax firm for over 12 years. The transition and communication was seamless. The process and ease was simple and effective. Jean and Vicky were top notch. read more

Excellent group of professionals to cover your every need involving taxes. I have been fortunate enough to work with most of the staff for various needs. All are experts and extremely nice. More recently, Jean helped me to review an old tax submission from 2019, which I filed on my own. A discrepancy was discovered many years later in 2023. Jean helped to retrieve my tax file, reviewed my case, and provided options to resolve the issue. His attention to detail and response time was top notch. TaxPros has been my go-to establishment for all tax-related services since 2020. Thank you Jean, Jerry, Brenda, and the entire team. I highly recommend TaxPros to anyone needing personal/business tax advice and tax services! read more

Jean took great care in preparing my 2022 federal and state returns. I was able to make an appt quickly after contacting the office. Jean went to work on the numbers, and was very thorough, yet efficient in his process and demonstrated excellent communication skills throughout. My questions were addressed and the cost is very competitive. See you next year! read more

Taxpros Plus has been my go-to tax preparer since 2017. Throughout these 6 years, everyone has been very kind and helpful. When I have any questions, everyone is careful and thorough with explaining answers. A few times, my taxes have been a bit complicated, and they had no issue with getting them done. I say "they" because I have spoken with several people who have been kind, courteous, and informative. Brenda Yecke has handled my paperwork. She's fantastic! I highly recommend letting them take care of your tax business. read more

I cannot recommend Taxpros Plus enough. They've helped me the last two plus years with my taxes and always answering my numerous questions with tons of valuable information and patience. They helped with my filing extension and then again with the actual filing until the very last minute (I provided them the information super late so that's on me). I haven't had to go in person since I submitted everything online through the portal. Jerry helped me with my tax filings and despite my delays, he was still very nice, helpful and got everything done before the deadline. (THANK YOU SO MUCH JERRY!) Vicky and Brenda (and the rest of them team) have also been really great in answering my questions whenever I call. I just spent almost 20 minutes on the phone with Brenda on self-employment taxes and she was super thorough in her explanation and provided all the information I needed to make the right decision. The whole team is very professional and SO friendly. Not to mention their fees are super reasonable. read more

They're really nice! You get lots of snackys, soda, candy and even avocados! Good music playing too. Jerry does his thing typing stuff while you sit there and chill and then he puts your paperwork organized into folders for you. They aren't super expensive but not cheap either. I say fair pricing for the convenience and expertise (for individual tax prep) Easy peasy process! I stayed out of tax jail because of them. read more

Love TaxPros! We started getting our taxes done here about 4 years ago. Brenda is awesome. She's professional, knowledgeable, personable and thorough. The fee is super reasonable too and I appreciate knowing that our taxes are being done correctly and in a timely manner. The office is inviting, clean and organized. I love that I get text reminders and follow up messages from Vicky who runs the office seamlessly. read more

I had an excellent experience today. I wanted to try someone new to file my taxes... Jean helped me out today, had a few questions and Jean was able to answer and assist with all the questions needed with a great answer. Great service. We also went on my daughter's birthday and all the staff greeted her with a " happy birthday " and a ballon. Little details come a along way and now they have gained another customer for a few years. Thank you read more

Been a small business owner for 6+ years now. This firm is BY FAR the best firm I've worked with. They are my 4th accounting firm since we began our journey and they will be the last! I cannot express how great J.J. and Jean have been for us. We have more insight into our business and they are there whenever we need them! If you are considering switching accounting firms, this is the best place hands down! Keep up the great work!!! read more

Our previous tax preparer notified us in January that he was moving to another company. After being his company's clients for 40 years we were a bit stressed. Also his price quadrupled! We checked reviews at Yelp and since we lived close by we thought we'd give Taxpros a try. We were very happy with Brenda. She reviewed our previous year's taxes and gave us good advice. We will be back next year! Brenda was great!! Thank you. read more

Our family has been trusting Taxpros with our taxes for personal and business for over 5 years! We love ALL the Staff! Jerry's is wonderful. They are kind, professional, punctual and savvy. read more

This is our first year with Brenda since we moved to San Clemente. She was very friendly, knowledgeable, helpful! I highly recommend Brenda and her team and Taxpros! read more

The team at Taxpros Plus are first rate! Professional, responsive, and conscientious. I had struggled to find a good resource after relocating to south Orange County who could handle my taxes without trying to manage my assets and this group filled the bill. They are not just good--but GREAT, with reasonable fees. Jerry and the team at Taxpros Plus get highest marks. I recommend them without reservation! read more

I have used Tax Pros Plus several times and have referred friends and family to their Financial agency. They have an excellent staff of people who are well qualified and go out of their way to make your experience a positive one. They are very accommodating and always willing to help in anyway they can. You would not be disappointed if you select their team to perform all your income needs. They are very professional and friendly in providing services to fit your needs. They take their time to ensure that the product they give you is right the first time. Everyone who I have talked with is very pleased with their services. I know that their business will always be successful since their willingness to make the extra effort with all of their clients. Best of luck and thank you very much for all of your efforts on my behalf. Respectfully, Everrett E. read more

Great tax preparation!! I highly recommend them for this as well as business accounting services

Super quick and helpful to my questions. Very relaxed environment. Perfect for financial stuff :) I literally contacted them the day of and got an appointment the same day. It was great. Peace of mind. Thank you for the help and convenience. read more

Brenda was very thorough professional and efficient. This was my first appointment with her and she reviewed my previous two years of returns (prepared elsewhere) to make sure that this year's return was complete. I will be back next year. read more

I just had my taxes done here for the first time today. The staff is very friendly and professional. Jean was super helpful in identifying all my write offs and helped me get a refund. They charge less than most tax prep businesses around here. This place has a great vibe. The office is located in a very convenient location close to the freeway and the ocean. read more

After having a pile-up of back taxes for several reasons and feeling completely overwhelmed/unsure about how to handle it, I showed up at taxpros. Brenda has been an absolute godsend. She is easy to talk to, clear, and reassuring that my tax problems can be tackled. She was able to make the hard contact with the tax board and work with me to turn my tax woes/stress into directed solutions going forward. The weight I feel that has been lifted is directly related to the work done by Brenda. I am so grateful and thankful for her expertise, professionalism as well as humanity during this process. read more

Very friendly and helpful. Didn't charge me when it was determined i didn't have to file. Great staff

Jean and everyone at Taxpros is no nice, knowledgeable and accommodating. The office is friendly and inviting, even during this time of Covid-19 l, while ensuring all safety precautions are in place . My daughter and I have been very happy with the service they provide. read more

I have been using TaxPros+ for a few years now and I definitely recommend them to anyone. Starting a small business is hard but Vicky, Brenda and the team have guided me through the needed bookkeeping steps to ensure diligence. I look forward to using TaxPros+ for many many years. read more

Tax Pros has been doing my taxes for the past 3 years. They have saved me a LOT of money and are most efficient. I give them my highest rating! Lani Wilson read more