We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!

Eric answered all my questions I had about my taxes which I appreciated…read more I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

DON'T EVER COME HERE. Came in today to pick up payroll, and one of the guys working there parked in…read morea way the literally blocks the entrance to the lot and you can't go around his car without backing up into BOLSA TRAFFIC like 7 times like I did. I asked him to pull forward a little bit so I can get into the plaza and he proceeds to tell me that that is HIS parking spot and he will not inch forward. He called me crazy and pulled out his phone threatening to call the police and started recording me. This guy is so crazy?? Like I'm literally trying to go to YOUR WORK PLACE to provide by business and you're literally blocking me from doing so. He had the audacity to get angry and call me crazy like 15 times for just pulling into the plaza. Another lady comes out and asked what happened and when I asked if he can move his car forward a bit she just stood there. This guy just kept yelling that I was crazy and was humiliating me telling me to go around his car. It literally took like 10 minutes and backing up 8 times into traffic just to get into this plaza because this guy wouldn't move like 6 inches forward. Do not come here, you will be disrespected, humiliated, and upset. You know what the kicker is? When I finally got around his car, this guy still had at least 2 feet in front of his car in his parking spot to pull forward. There were also 2 more parking spots in front of the one he was in. I even provided screenshots from my dash cam. Eventually I got around his card and went and picked up what I needed, but you know what? No one in the office said anything so I'm assuming that this is normal behavior for him and he's probably the owner of the firm. Save your money and go to somewhere else with more professional accountants. For all of you that want to watch the videos let me know and I'll send them to you! I have them all recorded on my dash cam showing how crazy this guy is.

Robert is my guy! He's been taking care of my S Corp for years now! He's quick and very painful…read more(haha)-when I have to be a good citizen and pay up! Don't listen to all the Yelp complainers, they're just good at bitching. :) Get your taxes done correctly people or the IRS will come knocking at your door!

Quynh is so amazing! She really knows what she's doing and makes sure you're covered when it comes…read moreto legal matters. She's very organized in her work, which is important with handling so many employee documents or files. Besides taking care of all the payroll matters, she's just a hilarious person to work with.

I work in real estate and I have been using ADP for my payroll. It was expensive and ADP only…read moreprovided a platform for me to do everything myself. For my bookkeeping, I was using Excel but it was very cumbersome to keep it updated matching the receipts with the Excel entries. I am now so happy to use QC Payroll and Bookkeeping for both payroll and bookkeeping needs. Quynh was very professional and gave great advice. She suggested great tools for me to use with my business reducing the paperwork and making it very convenient. I'm able to integrate my mobile device into my business more by making it a bookkeeping tool with the apps Quynh recommended. My bookkeeping and payroll are now on autopilot and I get to concentrate on my business and clients. If I have any questions, Quynh and her team are very responsive to my calls or emails. I strongly recommend any small businesses (especially any realtors) to use QC Payroll and Bookkeeping, you will find their services second to none.

This tax servicer is a scam. The owner is rude and unhelpful. My parents went out to request her…read moreservices to help fill out and send forms for the car tax relief. She said yes and after they paid her she helped fill out maybe one simple form, she didn't help them send out the form because my parents at the time didn't remember their password to the account. The issue is not just that she didn't help them finish the full task they paid her to do, but her attitude through the whole process. She talked down on my parents and in the end couldn't even help them.

Still coming in super last minute to get my taxes done, but Stephanie (also goes by Thu) was super…read morehappy to help me as usual. Something's never change. There's a clear barricade and everyone was wearing a mask. I didn't feel any risk there at all.

The best tax guy in town! Understand tax codes and very caring. I appreciate 100%! I would…read moredefinitelt recommend.

Sonny was very prompt returning my first call the same day. It was late on a Friday and he had…read moreleft the office so we agreed to speak on Monday. Sonny had prepared for the call so answered my questions and provided the info & guidance I needed for dissolution of my deceased son's LLC. Sonny was professional, knowledgeable, and compassionate.