Financial Connections

(141 reviews)

Best services in Southern California for Sure! Go see Abel…read morehe is amazing ! He truly cares and knows his job

This is our second year coming with Abel Trejo at Garibay Tax Services and we are very pleased to…read morealways be received with a smile! He explains everything very thoroughly and takes good care of our family! I was actually recommended by my dad!

Bharmal and Associates

(172 reviews)

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Peoples Choice Tax and Accounting

(29 reviews)

Choosing to do my taxes with Peoples Choice Tax for the first time was a great choice. Scheduling…read morean appointment was easy. During the appointment, Maria was very knowledgeable and friendly. Everything was handled during my appointment professionally, effectively and all my questions were answered at once. I received very quick replies when Communicating before and after my appointment . Thank you

My wife and I recently filed our taxes for the first time with Peoples Choice Tax and Accounting,…read moreand we had a great experience. Maria was very pleasant, professional, and made the entire process smooth and stress-free. We truly appreciated her helpful attitude and attention to detail. I highly recommend their services!

TT Tax and Accounting Services

(126 reviews)

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

Irvine Bookkeeping

(45 reviews)

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who…read morewas prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!!

Xoa Tax

(57 reviews)

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

Eric answered all my questions I had about my taxes which I appreciated…read more I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D

10 Tax Services

(11 reviews)

Fantastic experience with 10 Tax Services! I brought my tax documents to them, and they were able…read moreto fix errors from previous years and maximize my EIC for this year. The team is very knowledgeable, professional, and thorough. Definitely worth the investment for peace of mind. I'll be back next year!

They were the only ones that actually provided me with information and didn't just ask for money…read more They explained the process and needs before even discussing price. Asked detailed questions to determine the correct pricing.

PMB Bookkeeping Services

(3 reviews)

Excellent! Paula is very efficient, professional and knowledgeable. I'm so glad I found her.read more

Paula was very professional, requested all the right information and got my books well organized…read more We are working efficiently and effectively together now. Great business and work ethics! I highly recommend her.

Bedrock Accounting

(41 reviews)

We have been coming to Steven for a few years now. He is reliable, thorough, efficient each time we…read morevisit for our taxes. Anytime we have questions, he always answers to his best ability and if he is unsure, he will point us in the right direction. If you need any assistance with your taxes and/or accounting needs, don't hesitate to call Steven! He is wonderful.

I recently started working with Steven at Bedrock Accounting and have had a strong first…read moreimpression. He is organized, knowledgeable, and communicates clearly. From the beginning, he took the time to understand my situation and outlined a structured plan to get everything current, which I appreciated. His pricing is fair for the level of service he appears to provide, and he presents himself as someone who takes ownership of his work. I'm looking forward to seeing everything come together as we move through the process. If you're in Orange County and need assistance with personal or business tax filings, Steven is definitely someone worth considering.

Leonardo's Income Tax Service

See more unrecommended reviews

(23 reviews)

I've been going to Martha since last year, and I'm so glad I found her. She helped me with my taxes…read morelast year and again this year, and both experiences have been excellent. It's a family business, and you can really feel the care and personal attention they give to their clients. Martha is incredibly knowledgeable and truly knows her craft. She takes the time to explain everything clearly and makes sure I fully understand each detail before moving forward. I never feel rushed or overwhelmed. She's very kind, patient, and professional, which makes the whole tax process so much less stressful. I highly recommend Martha and her family business to anyone looking for someone trustworthy and thorough with their taxes!

Always so nice they never over charge and they care !!!! I…read morehave come here since i can remember I wouldn't change them for anything.

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Maria A.

11 years ago

I was first referred to Randy by a friend a couple years ago and have been going back every year ever since and plan to continue! Prior to coming here, I had only filed my taxes on my own once and didn't understand a thing. Nothing was explained to me. My favorite thing about Randy, that has caused me not to want to go anywhere else, is that he has the patience and takes time to explain things to me. Athough i am a very shy person, he makes me feel comfortable enough to ask any questions about things I dont understand without fear and always encourages me to feel free to call anythime if any other questions arise. He is very knowledgeable and I am definitely confident in working with him and taking any suggestions he has for me. Despite the fact that we meet only once a year he is able to recall who I am, which makes it a friendly environment. I don't feel like i'm just another client, which strengthens my trust in him. Staff in office is always friendly and welcoming. ServiceI was first referred to Randy by a friend a couple years ago and have been going back every year ever since and plan to continue. Prior to coming here, I had only filed my taxes on my own once and didn't understand a thing. Nothing was explained to me. My favorite thing about Randy, that has caused me not to want to go anywhere else, is that he has the patience and takes time to explain things to me. Athough i am a very shy person, he makes me feel comfortable enough to ask any questions about things I dont understand without fear. Despite the fact that we meet only once a year he is able to recall who I am, which makes it a friendly environment. I don't feel like i',my just another client, which strengthens my trust in him. Staff in office is always friendly and welcoming. Service is fast and always ready when promised, I am able to come in and pick them up without any delay. Office location is fairly easy to find. I'm never waiting long for my appointment. Service is fast and always ready when promised, I am able to come in and pick them up without any delay. Office location is fairly easy to find. I highly recommend Randy! read more

Gerald M.

11 years ago

My wife and I had been going to the same CPA for the purpose of having our relatively complex federal and state tax returns prepared for over 25 years. Due to the CPA retiring, we chose to go to Randy Owens at Financial Connections for preparation of our 2014 returns. I must say that Randy's work was absolutely exceptional! He not only was very thorough in our face to face meeting in order to familiarize himself with our past returns, but also identified additional legal deductions we had not previously been aware of which worked to our advantage. His final preparation of our returns and timeliness could not have been better. Given the great amount of effort he had expended in preparing and filing all of our returns, we felt the fees charged were more than fair. Needless to say, we could not be happier with Financial Connections and are looking forward to a long lasting, continued relationship. We recommend them highly! read more

Dina C.

11 years ago

Randall Owens is highly professional, knowledgeable, honest, and experienced. Our taxes have been prepared by Mr. Owens for almost ten years, so it is with strong confidence we recommend his firm, Financial Connections. When searching for an accountant to prepare our taxes, it was important for us to find an excellent firm that could find opportunities to minimize our taxes and that is what we found with Financial Connections. A business associate of ours recommended Financial Connections and we were beyond pleased. We are thankful for his reasonable rates and for helping us get the maximum returns every year. We sincerely appreciate Randall Owens' professionalism and personal touch. Sincerely, Dina and Steve Conner San Clemente read more

Debi C.

11 years ago

I have been a client of Randy Owens for more than 20 years. He has been preparing the taxes for my adult children, my sister and her family as well. I have referred friends to Randy and he is now their tax consultant. His office staff is courteous and professional. Appointments are easy to schedule and your tax return is done within a week. His prices are reasonable. He also makes recommendations to prepare for next year's tax return. Taxes can be stressful but Randy makes it a pleasant experience. read more

Nancy F.

11 years ago

I was referred to Randy Owens/Financial Connections by a member of my church. I don't make change easily; however since I was unhappy with the people I was using I thought I'd give him a try. I found Randy to be personable and instantly easy to talk to about finances. He made good suggestions and has guided me through what I consider the miasma of tax returns. His staff is always pleasant and the work is accomplished more than timely. I would highly recommend Randy & Financial Connections. read more

Rachel A.

11 years ago

Randy has been our tax professional for over 25 years. We have always been impressed with how he maintains yearly tax changes and knowledge. Not only is Randy friendly and capable, but he is very attentive to our needs no matter the time of year. I retired in another state and we like how we can send our paperwork in to his office for income tax preparation and then it is mailed back to us for our signatures when it is completed. Tax season is easy for us with Randy at the helm! read more

Candice M.

11 years ago

We have been having Randy do our taxes for over 15 years. He is very knowledgeable and has provided us with very good tax advice over the years. He has helped us with both our personal and business taxes. We only wish he had an office closer to us - but that also shows how much we like him as we drive to Orange County every year to have him prepare our returns! I highly recommend Randy for any of your tax service needs! read more

Carlos V.

11 years ago

I have been going to Financial Connections for over 15 years; I have found the information and advice Randal has provided me over that time to be invaluable. I developed such a great deal of trust and respect for Randal that I would not even consider going somewhere else. If you are looking for a true professional who is informative and easy to work with then Randal Owens is the right choice. read more

Erica N.

11 years ago

Randall Owens is knowledgeable, honest, and trustworthy. I have been going to him to have my taxes done for about 6 years now, and have always received great service (not just from him, but his office staff as well). He is always willing to discuss tax and financial issues, not just at tax time, but all year long. I highly recommend him for all of your tax and financial needs! read more

Kate G.

11 years ago

Randy was recommended by a friend several years ago and I have been using him ever since. He is responsive, informative and takes time to explain issues and options. He's excellent with complex tax issues. He is by far the best tax accountant I've ever worked with (and I've used both large box tax preparers and smaller firms). I recommend him highly! read more

Connie G.

11 years ago

I wouldn't go anywhere else for my tax preparation than to Randy's office. He makes you feel right at home and is very personable. He also knows his job - a great accountant! He's helped me through the years after becoming widowed 20 years ago. I highly recommend Randy for your tax needs and any consultation regarding money. Connie G. read more

Martel M.

11 years ago

Randy makes the hassle of filing taxes so easy! My family has been going to him for years and he is always very friendly, thorough, and quick. He takes the time to answer any questions you might have and he is a very down to earth, easy to talk to kind of guy. We highly recommend him to anyone looking for a tax/financial professional! read more

S. P.

11 years ago

Randy is great! His prices are very reasonable and he gets your taxes done within a week or less. I have been going to Randy for past 5+ years and will not go to anyone else. I have referred Randy to friends and family and will continue. He is always friend and happy to see you,which is nice because he appreciates our business. read more

Heather L.

11 years ago

Randy and his staff are the best. They are very helpful and friendly. We have been having him do our taxes for years and we are highly satisfied! He will also help you plan for your next year's returns in advance so you know what to expect. I highly recommend Randy and his staff to help you with your financial needs. read more

Elena G.

11 years ago

My sister in-law and brother referred me to Randy 4 years ago. I don't understand why they kept him a secret for so long. He is the best!!! I have my daughter going there also and an other daughter and her husband will be going to Randy this tax season. I am recommending him to every one who wants an excellent tax guy. read more

Marielena A.

11 years ago

Highly recommend going! My husband and I have been going to Randy for years and years now. He is very polite, kind, takes his time. And he's always available for questions if we have them. I've recommended him to my family because I wouldn't trust anyone else. He's a very good man, and his team is great too. read more

Steve D.

11 years ago

We have been going to Randy at Financial Connections for over 20+ years. He has always provided us with excellent service, knowledge and trust throughout the years. We give our recommendation to anyone who needs a competent tax professional and financial planner. Steve and Marta D. read more

Andrew M.

11 years ago

Me and my wife have been clients of Financial Connections for over 7years. For the simple fact that Randy and his team have always provide great service. appointments are easy and fast, refunds are even faster and the advice we get from Randy have been spot on. read more

Ginnie C.

11 years ago

Randy Owens of Financial Connections has been doing my taxes for 20+ years. He is always very organized, thorough, quick, but very personable. I've referred other friends with no hesitation. His office is very well run. His work deserves 5 stars! read more

Alicia F.

11 years ago

Randy Owens is the Best! my sisters recommended me to change from where I was going to Randy Owens and I couldn't be happier. He helped me with al the changed from my divorce. I recommend him to anyone and everyone, friend, family and strangers! read more

Financial Connections - accountants - Updated August 2026

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Rich & Company

(9 reviews)

I was not happy with my experience at all. And it looks like a more current review is needed. I had…read morean appointment on a Friday afternoon. This being my first time here I walked in, was not greeted, and was looked at as if I had a second head growing. I stated I have an appointment with Wanda at 3:30, to which i was told to hold on. I thought the woman went to tell Wanda. After about 5 minutes she returned and she tells me to come back. Turns out she is wanda. No introduction no nothing. She then tells me how tired she is and that she has been here since 7 am. Ok. I thought she was upset that she had a 3:30 appointment and that her 8 hrs is over. Made me very uncomfortable. Then she has some sort of computer issue, called her "guy" on speaker and was very irritated that this was happening. He said he was just wrapped for the day. And after some back and forth, she must have resolved her issue, as he didn't seem to be needed anymore. Then she seems to have some difficulty with my taxes, my taxes are not complicated. I also do not think she did somethings right as I owe. I have never owed in all my yrs of filing. Oh and then she had some religious music playing and even though it was low i didn't appreciate it. Guess next year I have to find a new place. Was not happy at all.

After 15 or so years with my previous accountant, I was referred to Mike to take over. Mike took…read morecare of my 2019 returns and one thing that really sticks out is his communication. He makes sure that he replies right away or within the same day. And I'm all digital. So using email to submit all my W-2s and other assets, and to my surprise, so was he. He had me sign documents over the cloud, pay my invoice using the cloud. I was a happy camper. My returns were good too.

The CPA Corner

(81 reviews)

I have used the same CPA since 1994. She was based in Arizona where I use to live. Even after…read moremoving back to California I would still mail her all my paperwork and she would complete my taxes. Last year I had started a Corporation and thought it was time to find a CPA closer to me here in California. After searching for many CPA's in my surrounding area and reading many reviews, I decided to give Nick from The CPA Corner my business. Let me tell you, I definitely made the right choice. He prepared my taxes for my corporation and my personal taxes. Nick and his staff are very professional and friendly. Nick explained everything and answered every question that I asked. I was really stressed about finding a new CPA since I've had used the same one for the pass 23 years. Thank you Nick for easing that stress. Michael

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Vuoso Pielago Spranza & Associates

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Have been having my taxes done here since 2013 and al pleased with the professionalism and speed to…read morewhich Rick has our 1040 ready.

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Simons

(15 reviews)

Ed is the best there is. Plain and simple. He's the kind of tax guru you go to when you've had it…read morewith the people who promise you HUGE returns and then simply turn around and get you audited the next 2 years... What sets Ed apart is his AMAZING work ethic (he will get back to you on a Saturday night with questions, even out-of-season), he'll prepare everything for you in a flash and usually can squeeze in a face-to-face when you need it, he'll be there for you via phone to answer any and all questions regarding letters, deductions, etc... and of course, he's a full-fledged CPA, not some kid or old lady that decided to quit her dayjob to become a real estate agent / "tax preparer" - he's the real deal. He handles a ton of my friends' business accounts and taxes and has been truly amazing to me from the get-go, and this is why I return to Ed, year after year, since I was introduced to him by my friend Patrick. You can pay a tiny bit less and get your taxes done by a walk-in place and miss a ton of cash or you can go to a shady tax preparer who doesn't really know what red flags to look for or in my case, tried to write off lottery tickets one year (I wish I was kidding)... ORRRRR you can come to Ed at Simons Accountancy Corp... get it done right. Have that peace of mind. Keep your money in your pockets and in your bank account. For me, it's a peace of mind and professionalism thing, plus of course the access he provides his clients. He's never missed once and for this I am truly grateful - can't recommend enough!

I had promised Ed Simons a review many years ago, on my own initiative, and here it is…read more In his work with me as an accountant, Ed consistently demonstrated professionalism and knowledge; and, that rarest of qualities, the highest professional judgment. I relied on Ed's professional skills and expertise when it really counted. Although it has been many years and Ed's practice has grown, I have not forgotten his work. I highly recommend Simons Accountancy.

A.N. Income Tax

(13 reviews)

Third year in a row here and it is always a pleasure :) thank you for treating us like family!read more

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Semper Tax Relief