Marlene set up my LLC back in 2021 and a few months after it was set up, I moved and had requested…read morefor her to update my new address. Her and Jessica did my taxes and bookkeeping for that year until 2022 and a few months of 2023 until I stopped my bookkeeping bc they were charging me $575/mo when in reality, Jessica would collect all my statements at the end of the year. She did this both in 2021 and 2022... realizing I was basically paying over 6k in "services" that were mainly handled at the end of the year. I didn't question it at first bc I was grateful they helped me set up my LLC and helped with getting a PPP loan. However the funds were already ran out by 2022 which is the year that I was continuing to be charged for not even having a payroll. So I canceled that service in March 2023. At the same time made a connection with a client who not only does tax preparation but has experience in business valuation for startups. Which he also was shocked at what I was paying and said I was being screwed by these two women. The worse thing is last year when I was doing my LLC paperwork, I found out my address was never changed. I had moved a SECOND time and asked Fannie to please update my address which she even had the nerve to charge $20 for. I sent her the payment thinking it would be handled and now my LLC is suspended bc I had to go to the FTB in person to find out what happened. FTB informed me that they had been mailing me letters (to the original address) that I haven't lived in for now over 4 years! And Fannie NEVER UPDATED MY ADDRESS EVEN AFTER I ASKED HER AGAIN FOR THE THIRD TIME AND PAID HER TO DO SO. Now I'm stuck with penalties from HER MISTAKE. To make matters WORSE, she's instructed her staff to "not service me bc I'm not a paying client" and I have screenshots of all this. Her Yelp reviews also show her lack of integrity and questionable behavior and services. Including her B- rating on BBB. She should be accountable for her actions. To top this off, she is part of a "leadership community" built off integrity and responsibility and you can see this clearly lacks here.

Beautiful office and amazing service. Gianni helped me with submitting my overdue taxes in a timely…read moremanner.

This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

Just came back to go over my personal and corporate tax. Jane has been super patient to explain…read morethings to me again. I brought my laptop this time to take notes, so that when I make my 941 payments monthly, all the details, I understand why and can get through the EFTPS system without worrying about doing it wrong. Jane is a big secret in the San Gabriel Valley. I really feel like somebody important to her, even though I am a small account. But she makes me priority when I speak to her.

Jane lee has been my cpa for the last 25 years, always look out for my best interest, thank you !read more

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.

An overdue review... My family and I have been working with Mary to file taxes for 20+ years! My…read morehusband and I drive an hour + every year to see her and it's well worth our time!! Mary and her team do an excellent job with our tax filing. She is very knowledgeable about the tax system and help us save $. Also, Mary is very helpful with our tax questions throughout the year and she responds via email promptly. Her staff are very friendly in the front too!! I recommend Exact Tax to anyone who is looking for a reputable and trustworthy accountant!

I got referred by my coworker. Henry is smart, knows the ins and outs on maximizing on returns the…read moreright way. He's patient with you and gives you great advices. His fees are reasonable based on your filings. Ver nice guy! He's by appointment preferred. Definitely recommend!

Henry is the best. I met with him earlier this year for my tax problems and I must say, it was a…read moregreat decision. I was overwhelmed with my business and personal tax problems. Finding a good accountant is incredibly hard. I worked with several CPAs before and the experiences weren't great. Henry is very patient and responsive. He always answers my questions in a timely manner. He not only helped me resolved my issues but also did a great job on my tax filing.

I highly recommend Tacadena CPA & Associates for anyone looking for a reliable and detail-oriented…read moreCPA. I wasn't actively searching for a new tax preparer or CPA for my parents, but after finding them on Yelp, I decided to schedule a consultation and I'm glad I did. Christeane responded quickly and set up a convenient virtual consultation, which I really appreciated. They offer both virtual and in-person appointments, giving great flexibility depending on your needs. Their process is smooth and secure, with an easy-to-use online portal for document uploads, while still allowing in-person submissions/reviews when needed. Throughout the process, Christeane and the team were thorough, patient, and clear in answering all of my questions. I'm very grateful to have found them, have already referred others, and look forward to working with them again next year & bego

We needed help to transition from us doing the books to someone professional. We interviewed some…read moreCPAs and decided to go with the Tacadena CPA. Fast forward 6 months later, I am glad and happy with Caroline and Christeane, their service and availability are superb. We business owners are so busy with running here and there and I am happy that they can accommodate us and to follow-up relentlessly :). If you need a great CPA I would highly recommend the Tacadenas.

Helen is always providing me with the right accounting information for my business. She is able to…read moreprovide me with clear information. I really trust her accounting ability for my business.

I've been going to Guatdian Tax Soultions for years, and they're the best. They always explain…read moreeverything clearly so I understand what's going on. Filing taxes used to stress me out, but not anymore! They make it so easy and even find me deductions I wouldn't have thought of. Highly recommend!