This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Moved from Texas to California and needed to get situated with my taxes & finances. I came to…read moreHerbert financial and the staff was amazing! They are extremely responsive and are focused on your needs as a priority. They offer several different services for individuals as well as business owners. I will continue to use their services. I recommend them to all my family and friends.

I feel so comfortable getting my tax returns done here…read more Nancy is great! She is very helpful, knowledgeable, and prompt. Thank you for your service!

Extremely professional and efficient. They helped me out with my returns last minute and were able…read moreto get me the largest refund I have ever gotten. 10/10 recommend

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

My husband and I have been going to Mark for 5 years. Exceptional tax knowledge and easy to talk…read moreto. At the start of every year he sends us a packet outlining everything we need to bring in to our tax appointment so that the process is easy and organized - it's very impressive. I'll note that even when I forget something he says "Don't worry, you can email it over." I do, he's so easy to work with! I am starting a business and brought some documentation to my appointment that I didn't understand pertaining to the LLC I filed. Mark was so generous with his time and information. I have recommended Mark to several of my friends all whom have expressed gratitude for the introduction. I highly recommend Mark. A true professional.

Mark is such a great CPA! He helped me handle the trust tax return and personal tax return for my…read moremother. Once you meet with him you can do a lot of the follow up via email so it's super convenient! Mark is very knowledgeable and has office hours that very accommodating. I highly recommend him.

He got my state taxes wrong, said he would look into it and stopped communication again…read more Then I found out he used the wrong information to apply for my son's Trump account so I got rejected. Repeated error after error with lack of communication. Really frustrated with him.

I've been using Adam for a solid 5 years and he's done an amazing job. Good vibes and a CPA that…read moreworks with me well. I haven't had a single issue with him or his fees and he's an honest CPA. Lets keep it going Adam!

This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

Incredibly friendly and prompt service. I came here for my taxes as I tried to do them on my own…read morewith my 1099 forms as an Uber driver and was going to have to owe about $2k. I came here and they worked their magic and I ended up getting a return! I'll be coming here next year. Thank you!!!

I've been going to Marc for my taxes since 2017, almost 10 years now and I wouldn't go anywhere…read moreelse. Marc is incredibly knowledgeable, efficient, and always makes the process stress-free. I truly trust him and know I can count on him every tax season. He's quick, professional, and very convenient whether you prefer to meet in person or file from home. If you're looking for someone reliable to handle your taxes, I highly recommend coming to see Marc!

I first reviewed Budget Bookkeeping back in 2014, and after more than a decade of working with…read moreMarc, I can confidently say he remains one of the most reliable and knowledgeable tax professionals you'll find. His commitment to staying current with all annual continuing education requirements--and his expertise as an IRS Enrolled Agent--sets him apart from so many other tax preparers and bookkeeping services. Marc consistently delivers accurate, thorough, and stress‑free tax preparation. He explains everything clearly, stays ahead of deadlines, and makes sure we're fully compliant with the latest IRS rules and tax law changes. Whether it's personal taxes, small business bookkeeping, or general financial guidance, Marc brings a level of professionalism and care that's hard to find. What really stands out is his integrity and consistency. Year after year, he provides the same dependable, high‑quality service. In a world where tax regulations shift constantly, having a trustworthy expert who truly knows what he's doing is invaluable. If you're looking for a professional tax preparer, a detail‑oriented bookkeeper, or an IRS Enrolled Agent who genuinely cares about his clients, I highly recommend Marc at Budget Bookkeeping. We've been with him for over a decade for a reason -- he's simply the best.