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.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

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

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

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.

My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are…read morepleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.

My wife and I are so grateful to have Sam Dodin and the Excel Team carefully preparing our tax…read morereturns each year. Sam & her team are so thourough and ensure no stone is unturned in order to provide the best possible outcome for us. We are so thankful for the work and effort they provide. Thank you Excel Team!! James & Kathleen

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.

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.

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!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Olga has been great to work with. Her communication is very timely and she is highly professional…read more You can tell she cares about her clients. She was very rigorous with making sure we were taking advantage of the tax law and bringing things to my attention. I felt she was working for me and not Uncle Sam. Worth every penny. I would highly recommend and have to associates.

Olga was easy to work with and worked quickly on my return. She kept me informed throughout the…read moreentire process and clearly has a great understanding of her business and clients. She came to me highly recommended and I can see why. I would highly recommend working with Olga at Top Tier Tax & Advisory!

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.

We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!