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.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes!

Anderson is great! Very personable, fast communication and has great rate. I had a lot of questions…read moreabout my taxes and he was super helpful in making the process less daunting. He was able to help me answer any questions I had. He also speaks English and Chinese, which makes it helpful for those who need translation. Overall, Anderson was very professional, efficient. I highly recommend Anderson for taxes!

I made an appointment, and no one was there when we arrived. I don't know if he forgot or ran late…read more He had us waiting outside for 10-15 minutes. He didn't get our tax return done when he said he would. Said he had a death in the family. Ok, I'm sympathetic to that. But when he finally got our return done weeks later, he made a big mistake that could've easily been avoided, which resulted in us owing $4k more in taxes, and then he had the gall to blame it on me. Considering the amount of time I spent making sure that he was working on our return and having to review it, I might as well have done it myself. The only silver lining was that his rate was low, but I also got what I paid for. (I did not provide you with two documents with conflicting info. One was a spreadsheet that I prepared that had my mortgage payments as part of my expenses. The other was the actual tax form from my lender with the mortgage interest amount which was the number that was supposed to be inputted. It was an oversight on your part. I don't take issue with how much we ended up owing in taxes. But if I hadn't caught the mistake, we would've underpaid.)

I have been going to Tobi and her team the past ~four years! Though my taxes are not too complex,…read moreI've had many forms throughout each year and too little time to handle. Tobi and her team are very organized and communicative, no matter how busy they probably are! I always feel well taken care of throughout the process and super appreciative of them for their flexibility and their patience. Shout out to Tobi and Iris this year!

I paid them in April to file my business taxes. In October, I reached out to get a copy of the…read moretaxes that were filed since it did not show in my client portal... only to find out that they were never done. Tobi had the audacity to offer to "withhold 20% of the fees and refund the rest if you want." The math was definitely not mathing. I ended up getting a full refund so that was nice. I felt like I was at the bottom of her client totem pole and was very disappointed with her services.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

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.

I had a great experience working with this CPA. He was knowledgeable, professional, and took the…read moretime to answer all of my questions. He made the tax process easy to understand and helped me navigate a complicated situation involving prior tax filings and an S Corp. Communication was prompt, and I felt confident that my taxes were being handled correctly. I highly recommend him to anyone looking for a trustworthy and experienced CPA.

Mr.Wang is very professional. I did not think I was going to get any refunds this year ,but he was…read moreworking so hard and so fast get for me very good refund .Very recommend.Very Thankful.Very excited we find the best CPA.

Horrible I do not recommend this business my dad has been doing his taxes here for a long time time…read morewell they screwed up his 2025 tax return and he went to get help and they told him we have a lot of customers you need to figure it out yourself and call the IRS... Whattt the heck? He paid for a service which makes him a customer he didn't get free service he got crap service and paid it makes me mad because he is older and very naive when it comes to things like this I will be reporting you guys to the Better Business Bureau.

Excellent Services. Very professional. Very nice and kind people. Been going there for years and I…read moreplan to stay there. I strongly recommend this Awesome place.

Came in for a quick notary for a child travel permission form. Andrea was the notary and she was…read moreexcellent. Very professional and friendly, we were in and out of there within 15 minutes! Would recommend for anyone looking for notary services!

I had called on monday to set an appointment to get a livescan done for a new job and i was given…read morean appointment for wednesday. Come wednesday I walk in and I was told they couldn't do it because the lady who conducts them isn't there. They had my contact information so they had plenty of time to call and simply explain they couldn't do it at that time but they waited until i drove all the way over there. I found that to be completely unprofessional and inconsiderate.