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    Excellent Financial Solutions

    4.8 (72 reviews)
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    12 hours

    Response rate

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    Services - Excellent Financial Solutions

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Photo of B W.
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    3 years ago

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    1 year ago

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    2 years ago

    Been getting our taxes done here by Raymond. He's very thorough. I highly recommend!

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    4 years ago

    Amazing experience. Fast, friendly, knowledgeable. Thank you for getting me the most $$$ back . Thank you Armando .

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    2 years ago

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    6 years ago

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    3 years ago

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    4 years ago

    Raymond was very helpful. Highly recommended for income taxes or small business registration.

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    5 years ago

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    7 years ago

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    4 years ago

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    4 years ago

    Raymond is great been going here for a long time. Very smart and always willing to advise.

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    7 years ago

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    8 years ago

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    7 years ago

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    6 years ago

    Raymond is the man . Always figures my tax mess out for me with little to no stress. Truly appreciated

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    5 years ago

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    6 years ago

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    4 years ago

    Armando is the absolute best! He is so kind and will help any way he can, and answers all your questions! I highly recommend him!

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    6 years ago

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    10 years ago

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    11 years ago

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    7 years ago

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    7 years ago

    They do a great job. Quick, friendly, ethical and ongoing assistance with taxes after filed if needed.

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    11 years ago

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    Ask the Community - Excellent Financial Solutions

    Hi, I've been trying to contact but couldn't reach you?

    Hi Hong. I'm not sure why you could not reach us. You are welcome to call my cell directly, and I can assist from there. Talk soon!… Read more

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    Review Highlights - Excellent Financial Solutions

    I've been going to Raymond for two years and he's done an amazing job with our company taxes and bookkeeping set up.

    Mentioned in 40 reviews

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    I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

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    It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

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    Jeff Huang, CPA

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    4.4
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    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.

    I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good…read moreintentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again.

    Excellent Financial Solutions - financialadvising - Updated July 2026

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