The whole experience felt very transactional. Jist gave them my P&L report and our w2 forms. They…read morenever asked us any follow up questions, just had it ready to file. They just needed our signature, which was done in peraon. The worst part was that they forgot to file my personal federal taxes entirely. I only found out two weeks later when I checked the IRS "Where's My Refund?" tool, and it showed they had no record of my return. Because of this huge mistake, I had to spend a lot of extra time double-checking our business taxes to make sure those were actually filed, too. This oversight caused way too much unnecessary stress. I wouldn't recommend them because they lack communication and basic attention to detail.

Can't recommend this place enough. Scott is truly such a genuine, honest and caring guy. He is…read moregreat at understanding clients and their personalized needs. He is extremely knowledgeable and will get you your maximum return, while still maintaining a high level of professionalism, accuracy and responsiveness throughout the entire process. Liz is also a great asset. I'm so thankful we found TLC!

This is a long review, but I feel like it still doesn't do Yenny any justice for the long hours…read moreduring tax season. Yenny is an amazing CPA. I contacted several CPAs before finding her, and many of them either made me jump through hoops just to speak with an actual CPA or didn't fully understand my tax situation. My case was fairly complex, involving multiple state filings, the sale of property, and catch-up depreciation. As I explained my situation, Yenny immediately understood exactly what was needed. In fact, she mentioned Form 3115 before I even brought it up myself, which gave me a lot of confidence in her expertise. She has been incredibly thoughtful, precise, and professional throughout the process. Her knowledge of the tax regulations is clear, and she handled everything with competence and care. I highly recommend Yenny to anyone looking for a knowledgeable and reliable CPA.

While we're set for the 2024 filing year, my husband and I definitely plan to meet with Yenny…read moreKotani for 2025. I did call her just to briefly consult, and she was super helpful and friendly and knowledgeable. While Brea is a bit out of the way for us in SGV, she agreed that everything could be done electronically, so I'm so excited to finally have a professional CPA helping us once again and not just me fumbling through turbotax/Chat lol. Thank you, Yenny! Wishing you well the rest of the year and look forward to talking to you in early Feb 2026!

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

Michael is very knowledgeable and professional. It has been more than 10 years, that we are his…read morecustomer. We trust that he is the best. Thanks Michael

I have been preparing my taxes for years on my own using online software like TurboTax or H&R…read moreBlock. Last year I got hit really hard with owing taxes to Uncle Sam, even though nothing had really changed for me financially. Friends suggested that I look into working with an accountant for my taxes, and that it would make a huge difference. I reached out to Accountax Aid for some information, and they were very responsive and answered all my questions promptly. The appointment was easy to setup, and I was able to ask tons of questions I had about taxes and what I could do to help my tax situation for next year. Pooja helped me with my taxes for the year, and results couldn't have been better! I was able to get a significant refund instead of owing, it was painless and quick compared to doing it myself, and I have the peace of mind that my taxes were done right. She is very professional and knowledgeable, and I will be returning here for all my taxes and accounting needs in the future.

Just wanted to give Pooja another 5 star review, I'd give her 10 of I could. She made the process…read moreas safe as possible and offered a few ways to get the job done. It's great to know with all that is going on right now , Pooja and her team are doing a great job in keeping everyone safe while doing quality work!

I had promised Ed Simons a review many years ago, on my own initiative, and here it is…read more In his work with me as an accountant, Ed consistently demonstrated professionalism and knowledge; and, that rarest of qualities, the highest professional judgment. I relied on Ed's professional skills and expertise when it really counted. Although it has been many years and Ed's practice has grown, I have not forgotten his work. I highly recommend Simons Accountancy.

Ed is the best there is. Plain and simple. He's the kind of tax guru you go to when you've had it…read morewith the people who promise you HUGE returns and then simply turn around and get you audited the next 2 years... What sets Ed apart is his AMAZING work ethic (he will get back to you on a Saturday night with questions, even out-of-season), he'll prepare everything for you in a flash and usually can squeeze in a face-to-face when you need it, he'll be there for you via phone to answer any and all questions regarding letters, deductions, etc... and of course, he's a full-fledged CPA, not some kid or old lady that decided to quit her dayjob to become a real estate agent / "tax preparer" - he's the real deal. He handles a ton of my friends' business accounts and taxes and has been truly amazing to me from the get-go, and this is why I return to Ed, year after year, since I was introduced to him by my friend Patrick. You can pay a tiny bit less and get your taxes done by a walk-in place and miss a ton of cash or you can go to a shady tax preparer who doesn't really know what red flags to look for or in my case, tried to write off lottery tickets one year (I wish I was kidding)... ORRRRR you can come to Ed at Simons Accountancy Corp... get it done right. Have that peace of mind. Keep your money in your pockets and in your bank account. For me, it's a peace of mind and professionalism thing, plus of course the access he provides his clients. He's never missed once and for this I am truly grateful - can't recommend enough!

I just did my taxes with them. This is my second year using their service. I really like their…read morecustomer service they also speak Spanish. They are organized and honest. Highly recommend!" Talk to Ursula or Trina Customer service EXCELLENT!

I would highly recommend the Martir Financial Group for all your tax and accounting needs. My…read morehusband and I are small business owners so we absolutely need a great tax professional who knows tax laws and helps protect the "little guy." Trina is knowledgeable, experienced and very nice to work with. She has a great sense of humor and always so helpful. Her staff is organized, professional and helpful. They are great at prepping us and reminding us of what we need for our appointment. Trina works very efficiently and we usually leave the appointment with taxes done! We used to dread our tax appointments, but now we look forward to them! Trust me, you will love this team of professionals!

I was referred here by another coworker. Jesse Vasquez was the first available tax specialist. I…read morehave have a complicated tax matter related to the sale of a home and 3rd parties involved. Jesse helped me with the tax situation and I received my reimbursement within 2 weeks. He was very helpful, knowledgeable, and available. I highly recommend Jesse.

First time doing my taxes here. Edgar was very informative and helpful. Appointment was quick…read more Definitely worth having him do my taxes this year.

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!