My wife and I have been with Michael Weisz since about 2012. At the time, we interviewed a few…read moreaccounting firms near the Irvine area, and Mike struck us most as professional, courteous, knowledgeable, and very responsive to our emails. One of the reasons for why we had switched from our previous accountant was the lack of communication. We also liked the fact that his father had been running the firm for a very long time and was knowledgeable in other areas we had questions about that Mike did not specialize in yet. We also appreciated that both answered our inquiries without nickle-and-diming everything, often at no charge for relatively small questions. During the years we have been with Weisz, our returns had been quickly prepared, and Mike always took the time to listen to our questions while we discussed topics like planning for subsequent years to maximize our taxable income, and -- on a personal level -- how both of our families were doing. My brother's family joined in the tax preparation a year later, and he has been with Mike ever since too. We have no regrets being with Mike.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

Jeff is great to work with. He and his team are always professional and one-on-one discussions feel…read moremore like talking with a knowledgeable friend instead of a CPA just doing their job as quickly as possible to move onto their next client. It's hard finding a trustworthy CPA and I'm thankful to have found Jeff.

I highly recommend Jeff for his exceptional service and expertise. After reaching out to six…read moredifferent businesses regarding my situation, Jeff was the only professional who provided truly accurate, clear, and productive advice. Even though we did not end up moving forward with a formal service, he remained incredibly patient and took the time to explain every detail of my case. His professionalism and knowledge are outstanding, and I would absolutely trust him with future needs.

Ms. Irene Li is extremely responsive. She is fast, accurate, and friendly. Compared to CPAs I…read moreworked with before, she is very easy to work with. She is quick in her response, very accessible, and efficient. I also appreciate her proactive advisory. Instead of passively processing papers, she provides ideas and solutions with expertise. I feel like she put care and attention to my tax work and feel treated with respect. This is the first year I am partnering with her. I am looking forward working with her more in an expanded capacity. I feel very fortunate to have found her.

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

Very professional, she answered all my questions, she knows her profession. I will be using her…read moreservices from now on.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

My husband and I found Chad and his team on recommendation by my colleague. We have no regrets! Tax…read moreseason is so easy with the help of the Peshke financial team. + Checklists are provided every year to help gather all necessary documents + Worksheets for additional items like household employer taxes and child/dependent care expenses are also provided + Communication is fast and easy with text alerts paired with full email updates + Secure document submission via web Chad and Emilie are wonderful. Thank you Peshke financial!

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Olga is a very specialized, competent and efficient advisor. She is a subject matter expert in all…read moreareas of personal income, business tax and real estate. She was able to help me navigate a very complex situation that took a vast array of technical, strategic and interpersonal skills to successfully navigate. Despite the complexity, she was able to resolve every aspect with surgical precision and efficiency. I would highly recommend retaining her services!

Not only did Olga not know what she was doing, as she has personally advised us incorrectly and now…read moremy 2025 taxes need to be re-done, but she also worked on our corporate taxes and didn't finish the job she promised to do, after we paid her. All she did was file an extension and then give us a termination of her services all because we wouldn't pay her an additional $10k for unaudited financial statements that were requested when we hired her. According to her she never agreed to this and thus she had "no time" to do them. I would NEVER recommend her and think anyone using her should be very careful of what she's advising you to do, beware you will probably get audited.

Our business taxes were handled by a smaller firm for many years. A few years ago that firm was…read moreacquired by a much larger one. We saw the quality of our service suffer a bit while our invoices grew. We felt like we had become a number. This inspired us to research other options, which led us to Tehrani & Velez, LLP. We have a complex tax situation. Since we made the decision to take our business to T&V, our tax situation has been well under control. They have taken the time to understand the nuances of our specific situation and we have formed a positive relationship. We view T&V as a partner and we are confident in the advice they give us. Communication is very important to us. They are on the ball and easy to get ahold of. We are very pleased with our relationship with Tehrani & Velez, LLP!

I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.