I had a great experience with Lupe. She was punctual and cordial, and it was clear she'd actually…read moreread my email before our call -- she came prepared and didn't waste any time getting up to speed. The consultation itself was free, which I really appreciated. Lupe walked me through my situation clearly and was refreshingly candid about what she could and couldn't help with. No overselling, no vague answers -- just honest, straightforward guidance. She's also very knowledgeable and genuinely caring, and isn't afraid to brainstorm with you and share free advice along the way. It never felt like she was holding back to save something for a paid session -- she just wanted to actually help. Great first impression, and I'd definitely recommend her to anyone looking for a CPA who's sharp and honest.

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

Very unprofessional, imagine driving from Palos Verdes to Claremont (2hr drive) to submit the…read morenecessary paperwork and not getting a callback. It's been over two months, I hope it was worth losing a client and getting a bad review!

My husband and I have been looking for a professional and wonderful CPA we can trust and have a…read moreconnection with. Corina was that person we have been looking for ! She has done our taxes for 3 Years now and I can see why she has plenty of long time clients. She is honest and funny at the same time! We even recommended my mother !

I cannot recommend enough!! If you're looking for detailed wealth management and tax services, THIS…read moreis the one stop shop!!!

Great place. John Allen has been doing my taxes for about 15 years. John has great advice on tax…read morematters.

We had a great tax accounting guy, but he had to move out of country due to family emergency so we…read morehad to find someone else that was closer to home with great ratings and experienced. Pete was friendly and answered all my questions through email/phone. I like that I was able to submit all my documents securely through their site. It didn't take him long to process my 2024 income tax that was filed jointly with a dependent. Sadly I broke even, but at least I know it was done by a professional. His fee was $300 which was way more than I expected. I plan to look elsewhere to see who else would be cheaper since I would pay before around $120.

Pete is very personable and knowledgeable. He walked me through a couple of scenarios to assist…read morewith my taxes. I highly recommend!

10/ 10 Transparent, professional and great customer service…read more If you need your taxes done please make an appointment because these guys are the real deal.

I've literally been with the same accountant all my life; the same one my parents use. However this…read morewas finally the year I had to find someone else to file our taxes (And No, I'm never going to file my own. I've heard that advice before "just file your own, it's easy.) I contacted 4 different local accounting service businesses and ultimately decided on Hongda & Gil Tax. I made an appointment and drove down at the end of February. Since it was my first time, they did have to get copies of our Drivers' licenses. I came alone, but happened to have a photo of my husband's and emailed it. During the initial set up, I waited in a common break room. They had water, coffee and vending machine if you wanted any snacks. After waiting about 10 minutes, I went in for my actual appointment. Everything was fairly quick, I was asked a few questions, provided advice on things to change on our W4, and told how much I would get back and what I owed. I checked my direct deposit a couple weeks later and saw I had already received by money back from the State! LOL The fee was also reasonable; just a tad higher than what my previous accountant charged, but the processes was really smooth and so fast. Definitely coming here again next year.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

The service I received was excellent. I've recommended them to a few friends, and each thanked me…read more I wouldn't hesitate to recommend them again if anyone asks if I know someone.

As a degreed Accountant, MBA, and working in Fortune 500 Corporate Finance for over 30 years I have…read morebeen seriously investing since my late '20s. Before working with professional advisement, watched my wife's and my portfolio grow from five, to six and to finally seven figures. Would consider myself an experienced personal investor. However, portfolio grew stagnant (stayed in prior winners, now losers too long), leveled offed, and was not achieving desired returns, and was often radically up or down pertaining to market whims. Found myself even being experienced, being emotional in making needed financial decisions. Thus decided to finally pursue and rely on professional financial investment advisement for better consistent long term returns. Went thru a most thorough rigorous search and review process to choose the right Financial Advisor to entrust my entire now seven figure portfolio. This was a four step process that entailed screening firms for the right kind of (1) financial advisor formal university education, (2) investment training & licensing (CFP, CFA or CPA etc.), (3) firm reputation, especially local reputation, not just based on a national name recognition and (4) firm Investment style and practices. Basically wanted a firm that primarily were not just a bunch of financial salespersons (who got into the business a few years ago and primarily earn their income generating financial product sales) and genuinely care about the long term growth of their clientele. It would not make sense to invest my hard earn money with advisors who knew less (often far less) about Finance, and even less about the real Stock Market than me! I would sincerely say that 80% to even 90% of the firms out there do not meet or even close to my set standards (which should apply to you if you are a serious investor). Thus took almost two years to find the right firm to meet my set standards and long term goals. Personal care was of course considered, but all said $ results matter! After initial on-line screens in the dozens, went thru nearly a dozen actual person to person firm interviews. That said, I chose Gould Asset Management in Claremont, now going on four years, and have not looked back. They have the highest credentialed, formal finance educationally trained, market tested experienced, personnel with a better than Gold reputation in the community. They developed a medium and long term plan which I have entrusted my entire family's portfolio (with highly protective safeguards that they incorporated at the broker house level, i.e. Fidelity, Schwab, etc.) I have now been getting better consistent steady returns with softened market fluctuations. Guarantee you will only find this level of firm competence, financial investment knowledge, and true customer care and financial planning to meet your needs and goals only with Gould Asset Management and a few firms perhaps in the LA highest rent districts, think Bel-Air or Beverly Hills. Young or older as myself, if you are serious about developing a well planned diversified portfolio, look into Gould Asset Management. Ten, twenty years from now, you will be glad you did. CJ Wong, Experienced Investor

From the owner: We help our clients manage their unique financial situations as they traverse a variety of…read moreimportant life events. Our clients are individuals and organizations with portfolios that range in size from approximately $1 million to in excess of $20 million. Gould’s experienced investment professionals can design a sound portfolio strategy to fit your needs and achieve your financial goals. Getting started is simple: We’ll meet with you in person, by phone, or by video-conference, according to your preference, to learn in detail about your current financial situation and clarify your goals and aspirations for financial security.