Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

Best in the business! Quick, reliable, knowledgeable, and he comes to you. What more can you ask…read morefor?? Would definitely recommend!

Great advice. Will call him in the new year. Very helpful with a tax situation I needed assistance…read moreon.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

Fast response, professional, articulate, generous with his time. Spoke with Chad directly. Highly…read morerecommend!

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

As a real estate investor and business owner, my tax situation involves multiple…read morelayers--transactions, entity structure, and long-term planning decisions. Before working together, I didn't realize how much opportunity there was to optimize everything strategically. Olga took a comprehensive approach, advising on mergers and acquisitions, structuring entities correctly, and guiding several real estate transactions, including cost segregation strategies. She also helped plan around retirement through Roth conversions and coordinated everything into one cohesive tax strategy. The impact has been significant--well into six-figure tax savings--while also creating a clear structure for future investments and business growth. This goes far beyond tax preparation; it's true advisory and long-term planning. If you're an investor or business owner dealing with complex decisions and want a CPA who thinks strategically and proactively, I highly recommend working with Olga.

I'm a W-2 earner and also run a growing business, so my tax situation is more complex than a…read moretypical return. Before working together, I was mostly reacting at tax time and missing planning opportunities. Olga approached everything strategically--looked at my salary, equity compensation, and business income together, helped optimize entity structure, and implemented proactive tax planning for the year ahead. The biggest difference is that this isn't just tax filing. It's ongoing advisory. We identified deductions and strategies I didn't know existed, reduced my overall tax liability significantly, and created a clear long-term plan. The advisory more than paid for itself. If you're a high-income professional who also owns a business and wants real tax strategy instead of just compliance, this is the kind of CPA support you need.

I can't believe no one has given Fred a review yet!!…read more Fred is amazing. I have recommended friends and acquaintances to him over the last several years. He has been doing my taxes for close to 10 years now! A friend worked in his office and recommended his services to me. My friend moved to Texas and I stuck with Fred. You can make an in person meeting or simply fill out the forms he sends you. He keeps great records and is super organized in everything you get. I receive my packet from him the end of December or the beginning of January (first week usually), so I can get most things filled out... if I didn't procrastinate. He also mails out monthly financial tips, stock information and well wishes. When I turned my taxes in this year (2021) for my 2020 taxes, it was the first time I saw him in person in at least a year. He greeted me by my name. I can barely remember people's names that I met after 10 minutes. This guy cares. I HIGHLY recommend him.

I was referred to Fred from a member of the family years ago. My taxes can be pretty complicated…read morebut Fred helps make it a breeze. He let's me know what he needs ahead of time so that I'm not left sitting around for hours. Fred is honest, kind, and you can tell truly cares for you. He also has very fare wages. Fred sends out a cool quarterly letter with some fun information on it to get you thinking about your own life and finances. I would completely recommend Fred to anyone. He will do a great job for you as he has done for me for the last 6 years! Thank you Fred!

This is my first year using Brian and I'm super THANKFUL I found him! This man is a true…read moreprofessional, very much passionate and most important knowledgeable about what he does!! I had a personal and an Estate return to file this year and he went out of his way to ask all the questions and find solutions! THANK YOU SO VERY BRIAN!!!

Brian was easy to reach, personable, and extremely knowledgeable and thorough throughout the…read moreprocess of having our taxes done. My husband and I get confused and do not know a lot of the details; however, Brian truly provided us with such a quick, easy, reassuring, and amazing experience. Brian's knowledge of the tax field is extremely valuable. We look forward to working with Brian again in upcoming years and truly appreciate how easy he makes the process.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are…read morepleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.

From start to finish, my experience with Honest Tax Solutions was nothing short of outstanding…read more What immediately stood out to me was their transparency--there were no hidden fees, no confusing explanations, and absolutely no pressure. Everything was explained clearly, patiently, and in a way that made me feel confident and informed the entire time. Taxes can be stressful, but the team at Honest Tax Solutions made the whole process feel smooth, organized, and surprisingly stress-free. They took the time to really understand my situation, answered every question I had (no matter how small), and made sure I felt comfortable with every step before moving forward. What I appreciated most was how genuine and human they are. You don't feel like just another client or number--they truly care about helping you get the best outcome possible while staying fully compliant. Their professionalism, knowledge, and attention to detail are incredible, and it's clear they take pride in doing things the right way. Because of the trust they've built, I will continue having Honest Tax Solutions handle my company taxes every single year. This is the kind of business you trust long-term and confidently recommend to friends, family, and colleagues. Thank you, Honest Tax Solutions, for such an incredible experience! Simple Teck Solutions, INC Hector C

I'll be honest, dealing with the taxes for both of my businesses is usually the most stressful part…read moreof my year. I saw a few other people mention how much relief they felt after coming here, and I completely get it now. They don't just crunch numbers; they actually sit down, listen to what you've got going on, and figure out the best path forward without making you feel stupid for asking questions. If you've been putting off dealing with your tax stuff because it gives you anxiety, just go here. The peace of mind is worth every penny.