I have been working with Monique for the past three or four years for tax preparation and various…read moreCovered CA issues. Monique has been available and quick to answer questions addressing our needs. Not only is she good at her job but she's also a sweetheart :-) I highly recommend Marie B Kelly & Associates for your tax filing needs.

From the owner: Specializing in: - Bookkeeping…read more- Payroll Service - Notaries Public - Financial Services - Accounting Services

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

I have been waiting for the taxes of my deceased father to be complete since February. There have…read morebeen several phone calls that went unanswered over several weeks and when I received a call back ( 3 weeks later) I was told more information was needed. This was Information that was already provided during the consultation. I hope others have a better experience. Not recommended if you need timely service.

Great place. Very kind and friendly. Open by appointment as well as during the week and weekend…read more Would definitely recommend.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

First time since I've been doing my taxes that all question I asked were answered.Very helpful, I…read morewill definitely be going back next year!!!

From the owner: At Ortiz Co., we pride ourselves on being honest, reliable, consistent, and convenient. We'll have…read moreyour taxes e-filed in no time. You can trust us to maximize your refund while handling your business with complete privacy and professionalism. En Ortiz Co., nos enorgullecemos de ser honestos, confiables, consistentes y convenientes. Presentaremos sus impuestos electrónicamente en poco tiempo. Puede confiar en nosotros para maximizar su reembolso mientras manejamos su negocio con total privacidad y profesionalismo.