Very nice and friendly service. We have been getting our tax done here for over 5 years already and I absolutely love how Peter takes his time to go over everything with us to make sure we get the best results possible. read more

Dong was great. I came in on a Tuesday afternoon, very mellow and calm place. I was working with Dong and he was awesome! Work was quick, efficient, and very informative. Will definitely come back and refer family and friends here! read more

First of all, since I am not the customer so I will not judge the quality of the office. I wrote this review to talk about the customer service. All front employees were really nice and helpful. I came to pick up my mother files and they did their best to help me. No one knows her case until I heard the owner speak up from his office. It seems like my mother talked to him yesterday and they were probably fighting. I heard him mentioned her as "the crazy woman." I mean I understand he can be mad and even if my mom is at fault, it is not professional to call someone crazy in front of their family. If you want to bad mouth someone at least please make sure I am out of your sight (at least you can comment whatever you want about her when I am not there anymore.) The rest of the employees are really nice and professional. read more

Mới lam thue xong cho ca gia dinh. Nhanh gon le. Bach is the best. Nam nao cung nhu nam do. Gui giay to hom nay. Next day la co het 3 giay khai thue cho 3 hộ gia dinh. Thiet là ưng ý het suc. Cam on em nhieu lam. Hen gap e nam sau nhe. read more

Daniel Phan, Outstanding, Example,Mr. Phan, Explains everything you need to know about Medicare Advantage Plans, I learned all the Advantage plans are Different,He makes sure you understand what's your Options are,I think he is very Patient,because I need to ask him to repeat a lot of things, which he is Very Respectful & very Patient. Thank you for being Patient. Sincere, Ken T. & L.Nguyen. read more

Working with Loc was smooth and efficient! I had trouble setting up my insurance but he helped me right away and resolved the issues for me. Great place for insurance and tax! read more

Worked with Joseph to file my taxes. Great experience! He was super helpful and so thorough. Thanks a lot!

Everyone is very enthusiastic to explain to me and help me get the right health insurance for me Thank you Dong for helping me. read more

I've done my taxes with them for years! Always courteous, efficient, and helpful. I'll continue to get my taxes done here for years to come just b/c their customer service is exceptional! Thank you, Wesley! read more

Been going to this place for years to have my taxes done. My mom also utilizes their other insurance services as well. They're always doing everything in a timely manner (so quick!). Vincent Duy Phan has been helping myself and my mom - he is so knowledgeable, professional, and always ready with answers whenever you have any questions! I would also like to mention that Vincent (and the rest of the team at this office) is great with communicating and walking you through every step of the way. Definitely recommend going here with any insurance/taxes needs. :) read more

This is probably my family favorite health insurance and tax filing place. This office explain to us very clear about the health insurance tiers and deductibles and how to get the plan we want by changing our income. Which is incredible! The staffs are highly efficient and knowledgable. Their tax filing fee Is much better than the other offices. Looking forward working with them for many years ahead!!! read more

First Source Insurance Agency - Business cards - Mortgage Brokers Near Me - Westminster, California

They're always polite, respectful, resourceful, & most importantly patient when it comes to taking care of their clients' insurance needs. Last year, I just moved here from Maryland & was new to California. I came in for a personal health insurance inquiry. Nhi was the one who helped me. With much knowledge & understandings, she made the whole process of signing up for ins. look so easy. She sent me home with a smile. This year, I came in on a Sunday with a question of a certain change in my health insurance. I was greeted & helped by Vy. She patiently & kindly searched, explained & signed me up w/ the best ins. options avail. I was once again going home a happy client. I've been in many offices of ins. agency, & none was anywhere close the level of professionalism posessed by these friendly & knowledgeable staffs at First Source. I highly recommend this business. read more

Like every year, I come to this office to renew my Medicare. They always have their benefits chart updated before open enrollment. They helped me save $100 per month for my Part B, which no one of my friends had the same savings! It is so lucky to know this office and staffs, they always help me free of charge. They have many employees and they are all nice. I hope the office will always have many clients read more

My dad actually found this place for a Quitclaim Deed. He did it and they misspelled someone's name... so he had to go back and get that fixed. Okay... silly mistake. Fast forward a year... My dad recommends this place to me for a Quitclaim Deed I had to do as well... We signed our papers in December... they didn't send it out to the county until mid/end of January. As a result I had to do a rate extension fee through my bank to hold on to the rate. As I called them to see what was going on, they informed me that don't even make copies of their documents before sending it up. What the hell? Are they really professionals? I ended up doing a new Quitclaim deed with a notary through the mortgage company I used. All in all, because I decided to save a few bucks, and because this company can't seem to do legal papers in a timely manner, the new Quitclaim Deed + Notary + Rate extension fee cost me $1200. All because I decided to try to save a few bucks. Worst part? I FINALLY got some letter from the county a couple weeks after I finalized everything with my mortgage company. And of course, it was cash only so this company was not willing to give me a refund. If you decide to go with these guys, ASK FOR COPIES OF EVERYTHING, FOLLOW UP, AND BE DILIGENT. If you're busy, like I am, just go with another company and pay a few extra bucks. read more

I referred my aunt here when she moved back to California to update her Medicare insurance. Jesse was very knowledgeable and professional. She was able to update her changes and made sure she was covered; within a few days the policy was updated. Came back to chat with her about my personal life insurance, she was able to provide a quote within minutes. They also have tax income filing services. And mortgage and real estate on the other side. read more

Peter is the boss here but he doesn't do nothing, when his daughter Nhi, screw up on my my Tax paper, She would ask Peter for answers while doing my Tax, Charge me $400 to do my tax, avoid Peter! read more

Oh my Lord. I don't know how to say it, to thank Jessie Nhi Phan and Peter. They helped me a lot with my loans and taxes specially Jessie Nhi very nice, patience, understanding of my situations and helping me out. I'm really highly recommend to come and check it out with them. what do you need. I believe they were do and help on multiple things. read more

I like Thao, she has good customer service, ko biet con nha ai vua dep gai vua de thuong.Thanks!!

Came here to get my taxes done as recommended by my friend. I called ahead of time for a quote but they said it really depends on how many forms I had. Anyway I came on a Monday at around 11am and brought all my forms with me. They were able to enter everything and get it all done in 1 hr at a VERY low price!! Very impressive. Will definitely come back for all future tax seasons!! Shoutout to Nina for helping! read more

Service good and friendly ^^ ! I signed up my Medi-Cal here. The service was free and the staffs were helpful and funny :) Loveee it !! read more

I want to recommend for you guy about Nhi (Jessie). She is the person who is taking care of my family's insurance. She is very nice and friendly, and she has a very careful style of work. read more

I called to request for a quote and the staffs here were really nice & polite. Planning to switch my insurance to them.

I Am appreciate Brother Peter, He tried so hard to help us. And less charges, ThankYou So Much Brother PETER

First Source is a place where you can go and get all your financial needs met! I have my personal and business taxes done promptly by the professional staff. Plus, they helped me save an extra $300 on my business insurance! They also have notary services here too. read more

My family come here to file tax return every year. Peter and his employees are soooo awesome. They help me a lots with my tax papers (which I totally lost in it :D ). They explain everything so perspicuous, and they help us to do what is best. I will totally come back each year and I feel very satisfied with every thing they've done. read more

This agency is VERY PROFESSIONAL agency . They are polite and helpful. I suggest people come this this agency for any service you need. I am so happy! read more

Yay, got my tax done professionally for such a decent price! Staffs are fast and knowledgeable. My whole family got Obamacare and did our tax here and we highly recommend this place. read more