We are a small business, and over the years we've had several different people manage our books,…read moreeach with their own approach. This left things a bit tangled, but Nabi and Tracie at California Tax Boutique have done an outstanding job straightening everything out. They are extremely knowledgeable, detailed, and committed to keeping our books in order. Beyond their expertise, they keep us well-informed, communicate clearly, and are genuinely kind people to work with. Their professionalism and dedication have been a huge blessing to our business. We truly appreciate them and highly recommend California Tax Boutique.

We've been getting our taxes done by CTB for years. Ours are relatively simple, but I've always…read moreappreciated the kindness, sense of humor and generosity of spirit Peter has.

I have worked with Cara Watson and her team for 4 years now. I wanted to update my review as they…read morecontinue to provide top notch service and advice. I HIGHLY recommend them for your personal and business tax needs. They are absolutely amazing and make things very easy. Thank you again Cara and team!

I'm a bit surprised here. I only talked with Cara Watson on the phone and she resolved my concerns…read more Every other tax advisor (about 4-5) wanted to charge me $400 - $550 an hour for their advice. I let her know that I don't need a tax person this year, but I certainly will for next year and you better believe that she will be my go to person!! It seems to me that it's difficult to find someone sensible, I could actually understand what she was saying, who is helpful as well. I greatly appreciated her time. Will definitely be referring her and returning to actually give her my business.

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Just finished my 4th return with HM Partners. We worked with Olivia for the first three years, and…read morethis year we worked with Susanna. I can't recommend them enough! Susanna was incredibly helpful in answering all of my questions and thorough in her explanations. The online system they use is very convenient and secure. Everything was done very quickly. Definitely worth the cost to have your taxes done professionally. Thank you so much!

Excellent service and genuine care, awesome personality too!! best tax service i have found.read more

When your only job is to file taxes and you fail to do so. Super unprofessional and failed to file…read moremy taxes then sends this email as if I would ever use her services again. Keep looking for someone else as there are hundreds of tax preparation services.

We have been getting our tax services done by Ruth for over 20 years. We will be using her for…read moreanother 20 years. Wonderful tax lady!!!

Ruth Maloney knows her stuff. She is extremely knowledgeable and helps you to understand the what…read morecan be very overwhelming process of filing your taxes. Ruth has been doing my fathers taxes for 30 years as he is an independent business owner, and now has helped my husband and I make sure we are getting as many tax breaks as possible. She truly has our best interest in mind. Do yourself and or your business a favor and trust her to do your taxes! I guarantee she will become part of your family too.

Randy is so accommodating and knowledgeable. He came to our house per our appointment. The…read moreprocess was fast and no stress.

For the past 6 years, Randy has been my go-to tax preparer, and I'm just as thrilled with his…read moreservice now as I was the very first time. He's incredibly thorough as I stated before, he takes the time to explain everything in detail and answer any questions I have--no matter how small. He's always flexible with scheduling and makes the entire tax process stress-free and straightforward. If you're looking for reliable, top-notch tax help, Randy is the guy. Thanks Randy!!

Highly recommend Max as your CPA! He is extremely knowledgeable and meticulous, and his easygoing…read moremanner makes him a joy to work with! My experience with him has been outstanding, and the value I've gotten from his services is immense, both in peace of mind and in dollars saved.

My husband and I are very excited to have Max and his team helping us with our financial growth. He…read morehas not only helped us with our taxes but also helped my husband set up his business entity. He hasn't left us to do it alone but has been a guide and teacher. He quickly identified low returns we were receiving and showed us how to maximize our investment. Just that alone made it all worth it. We highly recommend Max Drew.

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!

Elaine was great. Made filing my taxes quick and painless and she answered all my tax related…read morequestions. I had a bunch of tax issues that I was worried about but she was able to resolve them all and give me advice on what to do in the future as well. Got my taxes done quicker this year than last too. Great location definitely coming back again for next year.

We have been going here for years and were generally happy until this year…read more We dropped off an envelope with our tax info and told the man to give it to our guy who does them every year. We set our appointment and left. We had our appointment, with our normal guy, taxes were filed and thought everything was fine. Upon checking "where's my refund" it kept giving us a code. We called the IRS and found out our income was recorded wrong. Looking into it we found out 1. Our regular guy did not do our taxes. Someone else did. 2. Our income did not include fmla or unemployment. Non taxable in CA, very taxable per federal tax. 3. The man who did our taxes consulted with 6 others , my guess is, because of the fmla and unemployment. Potentially giving our info to 6 people I don't know. 4. This was an EZ form. We had no other deductions other than the kids. All the info they needed was on clearly printed out forms. 5. We were charged over $500 for their fee and should have been $150. 6. They did amend the return and did not charge us for the amended return however, now our return is delayed until July. 7. They did not offer us a refund per their own rules. It states, we would be given up to $5000 if it is their mistake. 8. Now are giving us the run around for our refund of their services. Not at all happy this year.