2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

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.

My wife and I recently filed our taxes for the first time with Peoples Choice Tax and Accounting,…read moreand we had a great experience. Maria was very pleasant, professional, and made the entire process smooth and stress-free. We truly appreciated her helpful attitude and attention to detail. I highly recommend their services!

Choosing to do my taxes with Peoples Choice Tax for the first time was a great choice. Scheduling…read morean appointment was easy. During the appointment, Maria was very knowledgeable and friendly. Everything was handled during my appointment professionally, effectively and all my questions were answered at once. I received very quick replies when Communicating before and after my appointment . Thank you

There is a reason why you should leave things to professionals! We are so glad to have found Olga…read morefor our tax needs. She is very knowledgeable, professional, and efficient. She was able to help us maximize our tax savings and saved us a lot of money and stress. We will continue to work with Olga for our taxes and we highly recommend her services.

Not only did Olga not know what she was doing, as she has personally advised us incorrectly and now…read moremy 2025 taxes need to be re-done, but she also worked on our corporate taxes and didn't finish the job she promised to do, after we paid her. All she did was file an extension and then give us a termination of her services all because we wouldn't pay her an additional $10k for unaudited financial statements that were requested when we hired her. According to her she never agreed to this and thus she had "no time" to do them. I would NEVER recommend her and think anyone using her should be very careful of what she's advising you to do, beware you will probably get audited.

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

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.

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.

Nina is amazing, she was very attentive throughout the tax filing process. She was very diligent…read moreabout checking different sources to ensure all documents are getting accounted for. Her communication and transparency for each step helped put me at ease, and she has so much empathy that I felt cared for and not just a client. You're not just a client to her and for me, that already adds so much value to the amount you pay for the services she provides. She was also the only one with affordable rates after I reached out to different preparers, I look forward to working with Nina in the future!

I would just like to say that Nina was exceptional and that she was super nice and I really…read moreappreciate her, she got my taxes done in a timely manner. Thank you so much for your kindness and your patience. I would highly recommend her to anyone.