I made an appointment for a document three times, and all three times I wasn't assisted--once…read morebecause the owner wasn't there, and another time because she had an emergency. The secretary offered no solution; she simply said, "Go somewhere else." They are completely unprofessional. Terrible customer service.

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.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

Best tax man in the business!!! Great service with…read morereasonable prices!!! Richard double checks everything to make sure your return is accurate and that you receive what you are owed. He was recommended to me by another happy client and I will recommend him to anyone that needs a tax return to file!!! Thank you Richard!!!

This year was my first time going to Mary Ann. I just moved to Covina. She answer all my questions…read moreand help me with my taxes. I do recommend coming with her. Thank you Mary Ann for helping me out!

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!

Professional staff, just call for an appointment They…read morehave been in business many many years. 8ve dine my taxes there a few times.

Terrible service, made an appointment to wait 40 minutes and then asked to drop off and they would…read morecall me when they are done. Two later finally got a call back.. to make another appointment to wait another 25 minutes to be seen.. then they finally filled my taxes mid April (after tax day) when I went in mid march... called to follow up and the receptionist Flor had such a terrible attitude while I'm just trying to inquire about a letter received from IRS ... I normally never complain but her attitude was so bad that that was enough!!!! Responding with quotes like 'Look Lady " and "so what's the problem " ... I paid them to do my Taxes and they give such an attitude not customer friendly at all!!

I saw this Business in yelp had good reviews I search tax preparation This is a CPA firm with…read moreover 20 years of experience, they specialize in Tax Mitigation and have a strong understanding of the complexities involved in filing taxes. When I came in the office I was introduce to Mr Hanna he is a Managing Partner from Herbert Financial he and Mr Admir process my taxes I was pleased with how they handled this process with the amount of patience they have for their customers he explained everything they process Im in good terms my taxes were finally done they really care and value me as a new customer the price was affordable , I'm coming back with my family and friends , Thank you for your outstanding service

I could not be happier with the Herbert financial group. These guys here have made me feel so…read morecomfortable and confident in running my business and moving forward I wouldn't know what I would do without them. I cannot stress how important their knowledge and help has been. Please give them a call ASAP and get yourself locked in with them

I've been coming to Gina for about 15 years. I started with her when they had a little small office…read moreon the other side of the parking lot upstairs. She's always been kind and super helpful, she takes her time doing our taxes and we've never been hit by the IRS.

My family and I have gone to get our taxes here on and off for years…read more SCHEDULE AN APPOINTMENT. Don't think that because you've been coming here for decades since way before they moved to this current building that it gives you privilege to be rude if they can't attend to you right away, or that you can walk in and not expect a wait. They're busy! Expect a wait. I went this year due to the fact that I moved back from Utah, went back to school, and have a unique tax situation and wanted to make sure I filed correctly. I wasn't prepared, and I didn't take all of my documents. Bertha was patient with me, she explained my options, and she even called the IRS while I was there and helped me get more information regarding my W2's. I so appreciate this family and their dedication to help others. One year her son even did my taxes for me. They're all great staff there and qualified to assist with your needs.

Great service. Thank you for taking your time with me and Guiding me through the process.read more

I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.