Great services here, every encounter I've had with filing ever has been seamless and straight…read moreforward. I came for my 2023 taxes coming back for my 2024, honestly 10/10 recommend to get your taxes done! Love this place, will continue coming back.

If I could give more than five stars, I would. As a full-time content creator and mom, I was…read moredrowning in financial overwhelm before I found The Gold Standard. I was referred by another creator, and from the first call, I felt like I could finally exhale. Damari and James (plus all their amazing staff - shoutout to Elyssa and Melinda!) are the real deal. Warm, responsive, efficient, and insanely knowledgeable. Their online portal makes uploading everything seamless, and I'm constantly amazed by how quickly they get back to me (sometimes within hours). They've walked me through every step of switching from an LLC to an S-Corp, filing extensions, and helping me make sense of things that used to completely intimidate me. They've saved me money, time, and most of all, *stress*. I've recommended them to multiple people already, and I'll keep doing so. It's rare to find accountants who are not just brilliant, but genuinely human. I'm so grateful to have found them.

Whether it's preparing your Tax Returns, assisting you with Estate Planning, or utilizing their…read moreConsulting Services, Alex A Accetta & Associates will help you "get it done." Alex and his staff are exceptional! I've referred numerous people to them, all of whom are delighted with the quality and timely services they receive.

Small businesses face many challenges but Andrew and Alex are a company's best friend…read more If you own a business Accetta and Associates are the BEST in OC! I should know. I wasted time and money on some horrible accounting firms that almost ruined my business, but after 6 years with this "Dream Team" I have no worries. Thank you all!

Can't say enough great things about Lauren. After owning 5 homes my routines around obtaining…read moreinsurance changed when all of a sudden the newest home was hard to get coverage on due to being in a fire area. Lauren went above and beyond reviewing over 30 different providers to find me a policy very quickly. I was delighted by the speed, the service, the value, and what I ultimately paid for uncompromised coverage. I highly recommend her for all of your insurance needs, and she has won me and my client recommendations for as long as she's around. Keep up the amazing work!

Best place to get insurance. Lauren is the best. Always looking for the best deals. You can reach…read moreher whenever you need something. Would recommend to all my friends and family.

Terrible customer service. Worked with Lina for several weeks and never got my returns finalized…read more Gave her direct access to my bookkeeper and after dozens of request for more information, still nothing. She kept saying the reason for all of the delays was that they were busy. What about me. Something is wrong with her skill set and/or attitude. I gave up and went to a CPA and my returns for 3 LLCs and personal were completed in two weeks with only one question to clarify something. Beware!!!

After a bad experience with a prior tax return preparer, I just started searching online, and…read morebasically found CATS Tax service by random - I think the CATS caught my eye because i have cats. Anyway, I am a minister, and needed someone who understood the specific rules regarding ministerial income and deductions, etc. My preparer at CATS, Lina is an enrolled agent and understands all the rules and regulations. I have been with Lina for several years now, and I could not be happier! She is absolutely fantastic! Not only is she very knowledgeble and efficient, but she communicates clearly, is very helpful, positive, and friendly. Any time I have a question or get a letter from the IRS, I send her an email, and she gets back to me right away, She has helped me out numerous times. I just can't say enough about her. Excellent wonderful fantastic service!

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

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.

Dwivedi & Associates are extremely professional and someone I would highly recommend to anyone…read moreneeding help with their taxes. From the moment I started working with him, I was impressed by his thoroughness and attention to detail. He handled both my business and personal taxes with exceptional care, and for the first time, I actually received a refund for my business--something I had never experienced before. His expertise and meticulous approach gave me complete confidence in his methods. I've had absolutely no tax issues since working with him, which speaks volumes about the quality of his work. Having worked with many tax preparers over the years, I can honestly say he stands out as the best one by far. What really sets him apart is his professionalism and his ability to maximize returns while ensuring everything is done correctly. He was able to get me a substantial refund, and I owed nothing back in return. The peace of mind this has given me is invaluable. I'm so confident in his services that I now refer all of my clients to him. If you're looking for a tax preparer who is knowledgeable, thorough, and truly has your best interests at heart, Dwivedi & Associates is the clear choice.

I was so blessed to find PRASHANT DWIVEDI here on YELP! His…read morehonesty, caring and help on my IRS issues and my yearly returns has been OUTSTANDING! He negotiates and achieves only the BEST results with the IRS. I admire how being honest is his goal with this clients. This has meant so much to me. His kindness and skills also mean so much to me. I am so thankful for all the help he continues to give me. HE IS THE BEST...

Very disappointed. I met with Lynne for a consultation to prepare my income taxes…read moreof four years. I also provided some of the necessary documents for her to review. She said she would get back to me after the weekend with a final quote. We met on a Thursday (2/28/2019) It was 3/6 and I had not heard from her so I sent her an email and left her a message with the receptionist. No response. On 3/7 (Thursday)I sent her another email and she finally responded. She apologized and reassured me that she would have a quote ready by that Saturday. I NEVER HEARD BACK FROM HER.

I can't say enough nice things about Lynne! Prior to choosing Lynne, I interviewed a total of four…read moreCPA firms in the area. Having only lived in the area for a year, I wanted to select a group that I could grow with. After leaving my first meeting with Lynne, I knew she was the perfect fit! She was very understanding of what I was looking to accomplish, she educated us on what we need to do and she even coached us through the process of what future tax filings will look like. This is someone that loves teaching people and helping them become more financially secure. Thank you Lynne!

Laura and her team at Hess are professional, knowledgeable, and trustworthy. I've been having my…read moretaxes done here for many years and can honestly say they're the best in the business. If you want your taxes done right and want a wonderful experience, this is the place to go. I couldn't recommend them more!

My brother-in-law recommended Hess income tax. I had gone with him for a couple of years to help…read morehim out. So I decided to go with them this year. Laura has a lot of knowledge.