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    Wealth Simplified

    5.0 (1 review)

    Services - Wealth Simplified

    Business loan

    Current year tax preparation and filing

    Life insurance

    3 More Services

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    2 years ago

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    Dang Tax & Accounting - Michael & Nina here to solve your tax problems!

    Dang Tax & Accounting

    (58 reviews)

    Little Saigon, Chinatown International District

    I spoke with Nina Dang today for my father's trust tax return. I was in a panic. I made an…read moreappointment and will see her soon. I am leaving this review because she took the time to speak with me, answered questions, and encouraged me to relax, and all will be well. That is not common, especially when you're not a current client. I look forward to meeting with her. I will update this after she works on my dad's taxes, but I expect it will be very positive.

    My husband and I went here in late March to complete our 2025 taxes. My husband called the day…read morebefore to ask if we could walk in and they recommended making an appointment. He made one for the following day at 1:00pm. The day of we arrived 15 minutes earlier and checked in. One hour passed by before my husband asked about our place in line. They told him there were other people who have appointments and that he'll be called shortly. Another hour went by and I followed-up about our place in line. This time she COULD NOT find our paperwork. We saw her scramble in the back and ask other co-workers. Once she returned she said we were 3rd in line. When we were finally seen-- we were the 4th in line to be called and two people who checked in after us for their 1:15pm and 1:30pm appointments were called BEFORE us. WE WAITED A TOTAL OF 3 HOURS WITH AN APPOINTMENT. We were really upset by this point. Reception had a lack of organization and abysmal management of customer walk-in and appointments. I strongly recommend that this is something that needs to be reviewed and improved upon. Other than that I would recommend their services- that's if you can get past reception.

    Steel Guarde, LLC - Joe Rush & Blake Steel

    Steel Guarde, LLC

    (75 reviews)

    Ballard

    Didn't find them to be very friendly. Just very matter of fact. The two years they did my taxes, I…read morepaid the most I've ever paid in taxes EVER and in addition to the fee for doing them, $275 for 20min.

    I've been going here for the last 4 years, based on the stellar Yelp reviews. During the first 3…read moreyears, I made an appointment with Sally early in the year to secure a spot since they can get pretty busy and booked out. But once I'm there, it's usually really quick. I never feel rushed or anything like that. A reminder is sent in December to let you know that you should schedule an appointment or upload all your documents to the SmartVault before the appointment or as a substitute for your appointment. Smart Vault is where they store all your past tax documents, which comes in handy if it's ever needed. This year, I decided to explore the other options and utilized the SmartVault option, so all I had to do was upload all my documents and just wait until Joe get a chance to process it. Joe called me with additional questions. After all said and done, he sent me notification that it's ready to file, and all I had to do was reviewed, signed, scanned, and upload to SmartVault for filing. The invoice for the service is also included, and you can make a payment over the phone with Sally. This is so convenient, and such an innovation way to do your taxes without having to leave the comfort of your home and fight traffic. Super awesome! And I will definitely be back, and suggest you do too!

    Abella Tax Services - Spread the word!

    Abella Tax Services

    (41 reviews)

    I am so impressed with Jessica and Abella Tax Services! One of my friends recommended Jessica to…read moreme, when I was starting up my business and had all these tax questions. Before finding out about Jessica, I called up all these other tax agencies and spoke with people that didn't sound like they really knew what they were talking about and many times gave me conflicting information. When I spoke with Jessica, she was able to give me good answers to my questions that I was able to understand, and also gave me great suggestions for my business! I called her probably about 3 times during those first few weeks, and was worried she would get annoyed with my questions, but she never did and always seemeed happy to hear from me. She helped me out with my state taxes, which literally, took maybe 2 minutes to complete. Wow! Talk about fast in-and-out service. I was also really impressed with how neat and clean her office was, and how she could pull up answers to question in minutes either on her computer or in some manuals she had. That last tax professional I saw about 10 years ago, had paperwork splattered everywhere, and had clients constantly going in & out of a very tiny office, where everyone could hear your personal information. I was so horrified by that experience & the fact that person bungled up my taxes, that it took me 10 years to go see another tax professional. I feel so lucky that I finally found Jessica, who I am totally confident in her ability to do my taxes properly and that I will get the best deduction I can get with her help. She just recently helped me with my federal taxes and again, it was smooth sailing. I was in & out in about an hour (unbeatable!), her fees are very reasonable, and I would highly recommend her to any of my friends. Getting an appointment is quick and easy, and you can also reach her either by phone or email, whichever is your preferred method of communication.

    I had some complicated taxes to be done, which 50% were done really well, but I had 50% i had to…read moreelevate to the owner because the tax accountant assigned missed and forgot to add and complete important tax deductions. I hired them to help us and know more than we do, but in the end I had to screen and edit the inputs. Once the owner took over they were done complete, but it added an additional 6 weeks to complete.

    CBX CPA

    CBX CPA

    (1 review)

    Capitol Hill

    I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! CBX CPA sent me a message in the middle of the night with a very detailed list of what I needed to file on my taxes and my son's and what to rollover. He also gave me his number and said, "Give me a call any time tomorrow..." No quote. Just good and clear advice on what to do. He even followed up with a second, "Sorry Mike, I forgot to add..." email and an example of what he meant. I currently do not need any other accounting/tax assistance, but if I did, I would call out to Cristian -- not because he's necessarily "any more right" than any other CPA -- that's why they are Certified: so there is consistency across the industry and a minimum knowledge about the rules so any good CPA will give you more or less the same answers, conservatively, even though they may differ depending upon how "creative" they are in interpreting those rules. I would call out to Cristian because he clearly values *MY* time and money -- not just his. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal," and taking a few minutes to type out the solution (*with detailed instructions and even sending a follow up email because he thought of something after he finished the 1st message*!) with no request for compensation speaks more volumes about him as a person than people who have paid for the service, in my mind. He's giving his expertise to answer what he felt was a simple question (but it wasn't so simple to me) out of the goodness of his own heart after evaluating whether or not he needed to charge for that expertise. This isn't common place -- I sent out 15-20 requests via Yelp describing my problem in detail and 60% of responses said "I'm too busy," and all but 2 of them said, "here's a quote for $100-$380." Two CPAs took time to write me actionable information, and CBX CPA's was the more detailed (though both were thoughtful and good). If he can be this complete in answers for a person who isn't paying him a dime when he has a CPA and it's tax season where he could for every minute, then how complete, thorough and diligent do you think they will be for a paying client? He didn't take my money so the least I could do is take the time write a truthful review and make this recommendation: If you're like me who wants even business relationships to be more than transactional but also with a person with grace who will help you out when the only self benefit being that he knows he did a nice thing for another human being when he could have charged for it and willingly been paid, then if you need a CPA, take the time to give Cristian a call to win your business.

    From the owner: I am trained in the complexities of federal, state, and local tax laws. I ensure accurate filing…read moreand help maximize deductions while minimizing tax liabilities. My tax preparation package includes the representation in case of audits, providing peace of mind and expert defense.

    Wealth Simplified - insurance - Updated May 2026

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