Going into our CA EDD audit, I thought our business was in serious trouble. We hired Allison…read moreSoares, and she completely took the burden off our shoulders. She dealt with the whole process. Thanks to her expertise, the auditor found absolutely zero issues with our accounting or our contractor/employee classifications. She obviously knows exactly what she is doing. I cannot recommend her enough!

Allison, was thoughtful and understanding of my situation. she clearly communicated to me the…read moreprocess and what the next steps were. I would highly recommend her.

Really helpful and prompt. Appreciated the friendly and informative advice…read more Also gave me some good pointers and helped me feel good about the complicated stuff involved. Highly recommend his services.

David was very friendly and extremely knowledgeable. He helped give me the straight forward advise…read moreI was looking for. I can highly recommend his services.

Alex helped me resolve a sticky international tax issue involving foreign accounts I inherited. I…read morecontacted Alex after I became concerned that I hadn't properly reported the accounts. He was clearly knowledgeable and provided clear options. I appreciated his professionalism and patience.

The IRS audited my tax return and questioned some personal and small business deductions I had…read moreclaimed. I called Alex on my accountant's recommendation. I'm really glad I did. He helped me understand the audit process and prepared my response. There were certain records that I had lost, but he suggested alternatives that the IRS accepted. Even better, he showed up at the audit for me and I never actually had to talk with the IRS. He definitely did a better job than I could have done on my own and I didn't have to pay any penalties. I'd definitely recommend hiring Alex to deal with an IRS issue.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

As an attorney myself, I'm very selective when referring or working with counsel outside my area of…read morepractice, and Brian Chew exceeded my expectations. Estate planning is not my specialty, and he took the time to clearly explain each component of the process in a way that was both thorough and practical. He is extremely knowledgeable, detail oriented, and communicates complex concepts in a straightforward, understandable manner. I felt confident in his guidance throughout and appreciated his responsiveness and professionalism. I would not hesitate to recommend Brian to anyone in need of a skilled and reliable estate planning attorney.

We contacted OC Wills and Trusts Attorneys to update our trust, wills, power of attorney and health…read moredirectives. Eric Lund, atty. helped us update everything. It was super easy to do and he was very responsive in any questions that we had. We received a binder with all the original documents and electronic copies. It could not have been easier and we are glad we chose them to do this work for us.

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.