Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!

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about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn.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.

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

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

Don't waste your money here, you are better off doing your own with turbo Tax. Unorganized office…read more I dropped off my documents ahead of time. They called me to make an appointment to come in to sign my paperwork because my filing is complete. When I arrive, I waited 2 hours. 1:20 to be seen, and 40 minutes for them to work on my taxes in front of me (when they told me it's ready) There's always something suspicious about an older age man employs only females staff. Never coming back!

I've been working with Jonathan for several years as my CPA, and I've been super happy with his…read moreservices. He's not only knowledgeable about taxes but also has a way of making complicated matters seem clear and manageable. Even outside of tax season, Jonathan has always been available to offer advice and answer any questions I have, which I really appreciate. Highly recommend contacting him if you're looking for a tax professional.

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've been coming here for several years. The cons: their…read morenew location added 15 to 20 minutes to my drive! Also when they start to get busy they disconnect the phone or something because it always goes straight to voicemail and the voicemail is never set up lol. The pros: everyone working here is pretty nice. I have gone to have them done both by Danny and Tuet (?). Both of them are very knowledgeable and professional and they're very patient when it comes to getting information. A big plus is that I always get my refund within 2 weeks I don't know how they do it! The girls up front are pretty nice as well and chill. One plus about this location though is that it's next to a restaurant I discovered called Thai Station that is bomb lol.

Still coming in super last minute to get my taxes done, but Stephanie (also goes by Thu) was super…read morehappy to help me as usual. Something's never change. There's a clear barricade and everyone was wearing a mask. I didn't feel any risk there at all.

This tax servicer is a scam. The owner is rude and unhelpful. My parents went out to request her…read moreservices to help fill out and send forms for the car tax relief. She said yes and after they paid her she helped fill out maybe one simple form, she didn't help them send out the form because my parents at the time didn't remember their password to the account. The issue is not just that she didn't help them finish the full task they paid her to do, but her attitude through the whole process. She talked down on my parents and in the end couldn't even help them.

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.

Tony and his team have been helping me with my taxes for 3 years now, and I could not recommend…read morethem enough. I came to them as a new business owner, and Tony sat me down to help me structure my LLC for maximum benefits. They have been nothing but professional, and have put my mind at ease every tax season.

This is my 3rd times that I've got my tax return done at Tony Lam CPA and every time was such a…read morepleasure. The first two I got it done by Tony Lam (Cuong or Tuong) probably. Sorry for horribly remembering names. He was awesome, really trying to help out a lot with his fantastic experience and well explanation. The 3rd time I had Tram Anh who is sitting right at the front desk, she is very knowledgeable as well and such a sweet lady, willing to go extra miles to help me out. AN ABSOLUTE 5 STAR OFFICE! I will definitely return to this place for years to come! Thank you !

i've been coming here for years, fast and reliable service. by fast, i mean once you're in the…read morechair in front of a tax consultant. the wait leading up to it, depending on when you file, could be hours on end. i usually go to pauline or danny. both are very knowledgeable and i love how they bluntly answer all my tax questions. i love this spot because if i get a fat refund, i go across the street and treat myself to some gold jewelry at the asian garden mall. yeeeee!

There's a long wait for a reason! Just be patient…read more It was my first time filing taxes here and Connie who helped me, did not disappoint. By the way don't forget to bring last year's tax return, especially if you are new. I forgot to bring mine, but luckily Connie said I could come back and held my place in line. Not only did she file my taxes, she also informed me on maximizing my deductions. For example, I am a Teacher. Connie pointed out that since I am an educator, I receive 300 credit to itemize! She also saw and explained the mistakes my previous tax preparer made. Overall, I am so happy I found this place. Thank you, Connie!