This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Sam is the absolute sweetest. He's very thorough and it's super convenient to do my taxes with him…read morebecause it's all online.

Working with Sam has been an absolute game-changer for me. While I've only used S&S for the past…read moretwo tax seasons, I can confidently say that I'll be sticking with him for my future returns. I started considering getting a tax accountant the year I began a new side gig which I knew would add some complexity to my tax situation. I was still leaning towards just using one of the free tax software options out there since it wasn't any crazy amount of extra money and plus, they were free. But I decided to get a few consultations set up and after a few unimpressive calls with other offices, I ended up talking to Sam. Since then, Sam's always been refreshingly straightforward in his services. He doesn't waste time, but zeroes in on what matters most--maximizing my returns and minimizing my stress. Plus, I've never had to waste time going in-person and taking care of physical forms since his office keeps everything digital and makes my job as easy as uploading my documents. Despite my initial hesitation over the cost of a professional vs free software, Sam's expertise has proven invaluable. He's done an incredible job with saving me money and the peace of mind that comes from knowing my taxes are in capable hands is priceless.

I've had a GREAT experience working with Hanane at HB Tax Services!…read more From the very beginning she's been beyond responsive, professional, and easy to work with. Every question I had (regardless of what time of day it was asked) was answered quickly and clearly, which made what is usually a stressful process feel effortless. Hanane's attention to detail and deep tax knowledge gave me great confidence that my return was done correctly -- and on time (filed by mid-feburary!). I was so impressed that I even recommended her to my brother, and he's been just as happy with her service! Highly recommend HB Tax Services to anyone looking for personable, knowledgeable, and reliable tax help!

I've worked with this tax service for several years and have been happy. I spoke with the Hanane…read moreon April 14th requesting an extension, she confirmed it would be filed. She has always been incredibly responsive. Fast forward a few months and I need a copy of my extension for an important application. I've reached out via email 4 different times over the course of two weeks for support along with 4-6 calls. Nothing. I checked my tax document folder for 2025 Extension and it's not there. At this point I assume the extension was never filed and the business has chosen to ignore me instead of being transparent on the error. Incredibly disappointing. Feel like others should be aware of this experience. Ghosting someone on their business and personal taxes is so inappropriate for a professional.

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

I found Angel after feeling overwhelmed with taxes and unsure who to trust. From the first call, he…read morewas calm, clear, and focused on helping me get clarity--not just rushing me through forms. He asked thoughtful questions, spotted things my last CPA missed, and helped me feel more confident about my finances. He doesn't just do taxes--he explains them in a way that makes you feel in control. If you're a business owner or just want someone who actually cares and knows what they're doing, Angel is the one.

Kevin and the team at Phlotic were fantastic to work with for our 2025 taxes. From start to finish,…read morethey were professional, responsive, and extremely organized. Kevin communicated clearly throughout the entire process, answered all of our questions promptly, and made what can normally feel like a stressful experience smooth and straightforward. We especially appreciated how efficient and proactive the team was -- everything was handled in a timely manner and with great attention to detail. Highly recommend Kevin and Phlotic to anyone looking for a reliable, knowledgeable, and professional accounting team. We look forward to working with them again next year!

Kevin and the team helped me save thousands in taxes. I don't even know what I'd do without them…read more Thank god for talented and smart individuals because TurboTax ain't doing anything for business owners.

Great experience, truly professional and very knowledgeable and helpful staff. Affordable and…read moreeasily accessible

5.0 stars for their services…read more Friendly and efficient! We were in and out within 15 minutes. We didn't realize we had to bring forms with us but they were kind to help us print our necessary forms, which was a huge relief. The place is easy to get to with their own small parking lot. Located on the second floor. They have a lunch break from 1-1:45 pm so just come around those hours.

I saw this Business in yelp had good reviews I search tax preparation This is a CPA firm with…read moreover 20 years of experience, they specialize in Tax Mitigation and have a strong understanding of the complexities involved in filing taxes. When I came in the office I was introduce to Mr Hanna he is a Managing Partner from Herbert Financial he and Mr Admir process my taxes I was pleased with how they handled this process with the amount of patience they have for their customers he explained everything they process Im in good terms my taxes were finally done they really care and value me as a new customer the price was affordable , I'm coming back with my family and friends , Thank you for your outstanding service

I could not be happier with the Herbert financial group. These guys here have made me feel so…read morecomfortable and confident in running my business and moving forward I wouldn't know what I would do without them. I cannot stress how important their knowledge and help has been. Please give them a call ASAP and get yourself locked in with them

I've been coming to see Ronald for several years now. He's efficient, has a wealth of knowledge,…read moreand tells silly jokes! Ronald is very accommodating to your schedule and that helps too! Added bonus: plenty of parking!

You will not get your money worth unless you're doing a 1040. And in fact they will charge you…read morelike you have a schedule C with 6 entities. It's called upselling. They do it hard and aggressively. Save your money etc and find a reputable spot. Just my 2 cents.

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes!

I have been referring my family members and friends to Michael (MZ Services) for over 10years for…read morethe their individual tax preparation needs. Michael is truly the best. He always answers your calls and takes care of you promptly. I have total confidence in Michael as far as taxation knowledge and professional courtesy. Everyone I have referred continue to have MZ Services handle their personal taxes. I recommend MZ Services without hesitation.

I have been coming to Michael for my taxes for at least 6 or 7 years, now. Since day 1 he has…read morealways treated me like family. Always there to answer my questions, charges me a fair price for his work, gets me back top dollar on my taxes and is fast. I come back to him every year because he's really really good at what he does and he cares about his clients and I appreciate that personal connection. :)