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.

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.

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.

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.

DON'T EVER COME HERE. Came in today to pick up payroll, and one of the guys working there parked in…read morea way the literally blocks the entrance to the lot and you can't go around his car without backing up into BOLSA TRAFFIC like 7 times like I did. I asked him to pull forward a little bit so I can get into the plaza and he proceeds to tell me that that is HIS parking spot and he will not inch forward. He called me crazy and pulled out his phone threatening to call the police and started recording me. This guy is so crazy?? Like I'm literally trying to go to YOUR WORK PLACE to provide by business and you're literally blocking me from doing so. He had the audacity to get angry and call me crazy like 15 times for just pulling into the plaza. Another lady comes out and asked what happened and when I asked if he can move his car forward a bit she just stood there. This guy just kept yelling that I was crazy and was humiliating me telling me to go around his car. It literally took like 10 minutes and backing up 8 times into traffic just to get into this plaza because this guy wouldn't move like 6 inches forward. Do not come here, you will be disrespected, humiliated, and upset. You know what the kicker is? When I finally got around his car, this guy still had at least 2 feet in front of his car in his parking spot to pull forward. There were also 2 more parking spots in front of the one he was in. I even provided screenshots from my dash cam. Eventually I got around his card and went and picked up what I needed, but you know what? No one in the office said anything so I'm assuming that this is normal behavior for him and he's probably the owner of the firm. Save your money and go to somewhere else with more professional accountants. For all of you that want to watch the videos let me know and I'll send them to you! I have them all recorded on my dash cam showing how crazy this guy is.

Robert is my guy! He's been taking care of my S Corp for years now! He's quick and very painful…read more(haha)-when I have to be a good citizen and pay up! Don't listen to all the Yelp complainers, they're just good at bitching. :) Get your taxes done correctly people or the IRS will come knocking at your door!

I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

I had a really good experience with Mindy Doan CPA. She was easy to talk to and explained things in…read morea way that actually made sense. She caught a few things I would have missed, which I really appreciated. Overall, super reliable and easy to work with.

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Been going here for many years. Not only that Dominique and his staff are friendly, they'd go out…read moreof their way to help you w questions pertaining to your taxes. Would recommend to anyone, however heard they're no longer accepting new clients.

My family and I have been coming here for over 15 yrs and still coming. What is nice about him…read morebesides being friendly and reasonable...if you have a question he answers all your calls...no CPA does that without charging you.

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!