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

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

I had a business tax issue that was a little unusual and I was very worried about how I would get…read moreit handled. David at AT&A had no trouble understanding the situation that I was struggling to explain, he clearly explained the relevant regulations to me and he helped me address the issue very quickly.

I have been coming here for a few years and my experience has been great. David and the rest of…read morethe staff are always very friendly and professional. David meets with me briefly when I need to turn in my tax information to him and he goes over everything I need to know I never feel rushed or like I don't know what's going on. He is very friendly and the services he offers are affordable and well priced. I have recommended him to friends, family and coworkers. Great experience always!

Fantastic professionals to work with: responsive, highly reliable in terms of timelines, and value…read morefor money in terms of the experience, insights, and project management skills they bring to the table. When it comes to financial and legal matters, you never want to go cheap, but you also should never overpay. EA Tax Resolutions is priced right, and they execute flawlessly, on time, and with a level of professionalism that far exceeded my expectations.

My studio has been working with EA Tax Resolutions for over 6 years, and it's always been an…read moreextremely supportive and deep partnership. They answer every question and explain all the details, so you really understand what's going on with your numbers.

Came back this year to file our taxes, they moved to a bigger location which is more convenient…read morewith a big parking lot. As usual Mina met us on time, provided us with clear guidance, explaining all details in a simple way. Great value for our time and money. Very much appreciate his great efforts to maximize our tax return. Also everyone in the office is very welcoming and cheerful!

From the owner: At JCB Financial Services, we specialize in providing comprehensive financial solutions tailored to…read moremeet your needs. From expert tax preparation and planning to detailed bookkeeping, payroll management, and auditing, our experienced team is dedicated to helping individuals and businesses thrive. We pride ourselves on delivering accurate, timely, and personalized services to ensure your financial success. Whether you’re looking to maximize your tax savings, streamline your accounting, or need support navigating audits, JCB Financial Services is here to guide you every step of the way. Choose us for professional expertise, unmatched attention to detail, and a commitment to your financial growth.

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

I came to Allied Tax Experts because I owed around $32,000 in taxes from pulling money out of my…read moreIRA, plus I had several years I had not filed. I was getting letters from IRS and was getting pretty worried. Angelina called IRS for me and worked things out and got everything straightened out. I am so thankful for her help and I can breath much better now.

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!

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.

My husband and I were referred by a close friend a few years ago and we have been beyond pleased…read morewith the tax help they have provided over the years. They know their stuff and even for odd tax situations they know exactly how to handle them. They give great advice and take time to understand your situation so they know how to best help. I'd highly recommend them to anyone; you will not be disappointed.

Tu and Danny have always taken care of me and my mom since my college years and that's nearing 10…read moreyears! The last time I've been in their office was over in Garden Grove and they get super packed and from what I see their office is now in Fountain Valley... Tu told me to just transfer to email 3 years ago and although it has kinda taken longer (understandable) just be patient with them. The pay off is well worth it! They are busy up until now as I wait to finish my taxes...and last time I checked they were not accepting any new clients. The whole point is they are professional, knowledgeable, and the pay off is great.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

I just posted my review of Miss Anna Chin on Google and now I am compelled to do so on Yelp. I am a…read morepsychotherapist and recently became a S corp in CA. I was feeling lost and stressed of all my responsibilities such as payroll, quarterly taxes, bookkeeping etc and Miss Chin offered a complimentary phone consult to guide me in the right direction. No other CPA in Orange County nor tax preparer offered to help. Either I am told I have to pay for a consult or I don't even get a call back. Thank you Miss Chin! I look forward now having you as an ally to help me with my business and individual tax return. Please support this business as I personally endorse Miss Chin. Kindness and patience still exists!

Anna has been my family's CPA for the past few years. I was referred to Anna's tax services through…read moremy parents. My family owns a restaurant and Anna takes care of our personal income taxes, S-corp tax prep, and our payroll. We can always count on Anna for all our tax needs. She does our quarterly tax board submissions for our family's restaurant and our annual tax return filings. Her turn around time is superb and all documents neatly presented in a folder for our review. Her fees are very fair compared to industry standards and she has a warm personality that makes us comfortable during the would-be stressful process of filing our taxes. If there's anything we don't understand, Anna explains it all with clarity and precision. Anna is fluent in Mandarin, Korean and English, which is great considering my parents don't speak English so well, and I don't speak Mandarin so well. :) I would definitely recommend Anna for all your tax needs!