Just filed our 2025 tax returns thanks to Alec at Kellzi Group,CPA. The whole process was…read moreefficient and streamlined! This was our second tax season with Alec. In previous years our tax appointments with our previous accountant would take hours and sometime multiple visits. Alec got both of ours completed in under 1 hour!!! His assistant had sent us an email with a link to Intuit to get things started. We might have been able to do the whole filing virtually, however we like the opportunity to meet in person and ask questions.

I used Kellzi Group, CPA for my taxes this year and had a really good experience. Alec was easy to…read morework with, quick to respond, and made the whole process much less stressful than I expected. He was thorough, asked the right questions, and caught a few things I would not have known to include on my own. I also appreciated that he explained everything in a way that was easy to understand instead of just sending forms back and forth. Overall, the process was smooth, professional, and efficient. I'd definitely recommend Kellzi Group to anyone looking for a CPA who actually takes the time to do things right.

Tried to make an appointment, but Mr. McNelis' staff never returned my calls. I can assume there is…read moreno longer a CPA in that building on Honolulu Avenue, Montrose, CA.

I lost my valued CPA of 35 years, and it was a Godsend find Mark, who is knowledgeable, creative…read moreand operates with integrity. Look forward to our meetings.

UPDATE: During my problems with them, I sent many emails…read moreto Kelly & Small with my concerns and they were met with no empathy or any offer to make it right and my last email to them was sadly just ignored but now they want to DM ... day late and a dollar short! Had a horrible experience with this place. I think they maybe used to be decent but I think they are going through something because I received horrible customer service and had a very bad experience. Would not recommend!

I've been going to Kelly & Small for my business and personal taxes for a few years now. I've…read moregreatly appreciated the friendliness and knowledge of the staff, and patience and willingness to answer any questions I have had in depth. They are honest, efficient, and as one reviewer mentioned, do take genuine interest in their clients. Thanks David Small and team for taking the stress out of taxes!

Have been using this company for the past several years and I have found that their income tax…read morepreparation is solid and accurate. Alex is easy to work with and a very knowledgeable and friendly guy. Will continue to use them.

We had a seamless experience with Alex and Elizabeth. They were able to get our taxes done…read morevirtually and quickly and were transparent with costs ahead of time. They helped us navigate our expenses without pinging us with extra costs with every form like H&R Block.

Unfortunately, I have to give 1 star to the business that used to be my go-to place for all the…read moreaccounting needs. You could totally rely on Ed, the previous owner, and his extensive professional knowledge in taxes and everything that had to do with it, but I guess he's retiring. Now, they have a new owner, this Chris guy, who's supposedly a CPA, but that's just a title on a piece of paper. When you call in with a question and actually want to talk to the "CPA," he will put you on hold to go find out the answer to your question from his employees. He knows nothing about business, taxes, even basic things like EIN or business license. But he's raising the prices (lol I guess CPA to him means charging a higher price, not professional knowledge or responsibility) that Ed kept in place for years or even decades. Save yourself from trouble and avoid at all costs!

We've been clients (and friends) of Ed's for decades now…read more Ed is as good as it gets, for doing accounting, taxes and other business needs. Come on, he's an Enrolled Agent (he can stand before the IRS in court, etc.), he's an MBA (he knows business) and he's a great human being. I've had accountants in the past that seemed to work FOR the IRS, not for me. Ed is different - he'll go that extra mile to get you those same tax breaks that the rich guys get. And he'll give you good business advice, too. He looks out for you now, and down the road.

Alex is a complete professional. Not only is he honest but also very knowledgable. He knows what…read morehe's doing every step of the way. Everything I needed was addressed and taken care of during filing season. He was even was kind enough to remind me that he extended my filing process due being late last year. He's not like the rest of the accountants that carry on and drag your time, not only will he save you money he will get it done in a timely matter. The best part of having a good accountant is even showed me how I can save my money without having to spend extra. Thanks for all your help, looking forward to seeing how much I can save again this year!

Alex has been my law firm's CPA for a year now. Not only is he honest and upfront about everything,…read morebut he is incredibly knowledgeable. He goes out of his way to make sure my partner and I understand every step of the process. He laid out the pros and cons of every option and has been a great advisor. Would highly recommend him to any of my friends or family.

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.

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

I've been able to do my own taxes for a couple decades now...I do not have a very complicated…read morefinancial situation so doing them myself was no big deal. Until I was walloped with an overall taxes owed balance that was 10 times more than I'd ever paid a couple years ago. I found Sean and he looked them over for me...he verified that I had done my taxes correctly except for a credit that I had missed! A significant credit! I will no longer be doing my taxes by myself. Now I spend my time trying to keep from wondering what other things I've missed in the past years. In the meantime, I will be using Sean and US Tax Guru for my taxes. Through the process, Sean does not talk over my head. He includes me in the process, values what I have to say, and absolutely takes care of me as a client on a level that is far more personal than I have encountered in any dealings I've had with financial support providers.

Tax returns are no fun and using the services of an expert is the way to go! These folks are great…read more They are friendly, patient experts who provide excellent results.

Donna and her team are truly exceptional. This is honestly one of the most experienced and…read moreinsightful CPA firms I have ever worked with. Service requested: I needed help during a CPA transition, including QuickBooks Desktop and Online, personal and corporate taxes, sales taxes, 1099s, and overall business organization. From the very first meeting, Donna immediately understood my situation and clearly saw how to improve my QuickBooks setup and processes. Quality: The quality of service is outstanding. Donna is sharp, calm, extremely knowledgeable, and very clear in her explanations. She and her team truly put heart and soul into their work. They are not just technically excellent--they genuinely care about doing things the right way. Their secure portal for uploading private documents is a huge plus and gave me immediate peace of mind. Value: The value is excellent. You are paying for real expertise, experience, and thoughtful guidance--not just basic tax prep. The clarity, organization, and confidence Donna provides easily justify the cost, and honestly save time, stress, and costly mistakes in the long run. I highly recommend Donna and her team. If you are looking for a CPA firm that combines expertise, professionalism, and true human care, this is the place.

Great experience! Donna provided clear guidance on resolving a Corporate FTB status issue and a…read moresolid strategy on how to move forward efficiently. Professional, responsive, and knowledgeable as always.