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.

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

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 been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

My husband is self-employed and had been using an accountant in the Altadena area until I…read morediscovered a major problem while filing a FAFSA for my daughter - unbeknownst to us our taxes had not been filed for the previous year! Needless to say, I was livid!! I found Kennelly and Associates on the internet and had my husband make an appointment. Bo was like a cool, calm drink of water on the hottest day of the year. He calmed us down, told us what needed to be done and set all the wheels in motion to correct years of incorrect filings by our previously mentioned whack-job of an account. He also gave us suggestions and pointed out many things our ex-accountant had neglected to tell us. This happened a few years ago and we've been returning to Kennelly and Associates ever since. Bottom line - Kennelly and Associates rock!! Bo is knowledgeable and has years of experience. I would highly recommend this accounting service.

Sometimes life throws you a curve ball, and you need a little extra kindness and efficiency. Bo…read morecame to my rescue when other professionals were only taking my money. Cannot say enough about how grateful I am for Bo's assistance.

Alec and Kaye make the annual nightmare of playing bookkeeper to the government, manageable…read more They have a system in place for everything. Emails and texts are their main form of communication, which is also mine. I do appreciate that! The upload portal makes it super easy, the online appt calendar is also easy and then the review is a thorough phone call where all my questions were answered. What a dream compared to other CPA experiences. Their preparation costs are also super realistic.

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.

Jean is professional, courteous, attentive, and extremely pleasant to work with. I had been doing…read moremy taxes on my own for many years, which in hindsight was a bad idea. This year, I shopped around for a CPA locally and couldn't find the right fit (one business tried to upsell me into something I shouldn't be doing). Jean helped guide me through the whole process and was able to answer all of my questions, from the most basic to the convoluted. We were even able to amend a previous tax year, which I did not know was possible. I definitely would recommend Jean, especially if you're a business and homeowner. Her credentials are impressive. You definitely want a former IRS tax agent in your corner before April.

Having worked with a few CPA's, I can say without a doubt, Jean Rhee is the best CPA. If you're…read morelike me and a fresh graduate, new to the tax world, she is your best friend. She takes the time to explain how taxes work, and what benefits you and doesn't benefit you. Jean is extremely knowledgeable about s-corps and accounting. She's also really good about getting back to you in a timely manner! :) She has a lovely and sweet personality, which makes doing taxes much less painful. My experience with her thus far has been great. Yes, her prices are steeper compared to CPA's in the San Gabriel area, but is she definitely worth it. Pay more for a quality CPA, and you will understand your taxes better. I wouldn't hesitate to recommend her to anyone. Tip: Street parking is better. The parking in the back is shared amongst the other businesses, and you don't want to risk your car getting towed.

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.

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

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've been with Ara for many years and find him a highly qualified CPA…read more I trust his very professional office to keep up with all my corp and personal accounting needs. I'm always able to quickly talk on the phone or get an appointment. It's always a pleasure to work with Ara and his assistants and it's nice to feel confident that my tax life is managed and in control.

Ara was very fast preparing my return and making revisions. He was knowledgeable, accessible, and…read moreeasy to work with. And his fee was very reasonable. Thank you!