This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

Came in for a quick notary for a child travel permission form. Andrea was the notary and she was…read moreexcellent. Very professional and friendly, we were in and out of there within 15 minutes! Would recommend for anyone looking for notary services!

I made an appointment for a document three times, and all three times I wasn't assisted--once…read morebecause the owner wasn't there, and another time because she had an emergency. The secretary offered no solution; she simply said, "Go somewhere else." They are completely unprofessional. Terrible customer service.

I have been coming here for years. Joseph is very knowledgeable, friendly and professional. He has…read morealways taken the time to answer any questions I may have which I appreciate. I love that we can do things electronically without having to drive to the office because now I live in the high desert. I have recommended them to my family and friends because they're the best I know. If you need a place to do your taxes give this place a shot. I know I will continue to come back.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Best tax man in the business!!! Great service with…read morereasonable prices!!! Richard double checks everything to make sure your return is accurate and that you receive what you are owed. He was recommended to me by another happy client and I will recommend him to anyone that needs a tax return to file!!! Thank you Richard!!!

This year was my first time going to Mary Ann. I just moved to Covina. She answer all my questions…read moreand help me with my taxes. I do recommend coming with her. Thank you Mary Ann for helping me out!

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes!

Terrible service, made an appointment to wait 40 minutes and then asked to drop off and they would…read morecall me when they are done. Two later finally got a call back.. to make another appointment to wait another 25 minutes to be seen.. then they finally filled my taxes mid April (after tax day) when I went in mid march... called to follow up and the receptionist Flor had such a terrible attitude while I'm just trying to inquire about a letter received from IRS ... I normally never complain but her attitude was so bad that that was enough!!!! Responding with quotes like 'Look Lady " and "so what's the problem " ... I paid them to do my Taxes and they give such an attitude not customer friendly at all!!

Terrible service and horrible parking. Made an appointment but waited over one hour. After one…read morehour, I saw them taking others that waited less than 5 minutes.

I saw this Business in yelp had good reviews I search tax preparation This is a CPA firm with…read moreover 20 years of experience, they specialize in Tax Mitigation and have a strong understanding of the complexities involved in filing taxes. When I came in the office I was introduce to Mr Hanna he is a Managing Partner from Herbert Financial he and Mr Admir process my taxes I was pleased with how they handled this process with the amount of patience they have for their customers he explained everything they process Im in good terms my taxes were finally done they really care and value me as a new customer the price was affordable , I'm coming back with my family and friends , Thank you for your outstanding service

Andy is very knowledgeable and helpful. We were looking for an EA to do my Business and Personal…read morereturns about 6 months ago. But by the time we were ready to make an appointment and meet with his EA, Andy informs us that they no longer have one, just CPAs which I dont need. So I had to try to find another one at another office, but was really looking forward to working with Herbert Financial group.

I've been coming to Gina for about 15 years. I started with her when they had a little small office…read moreon the other side of the parking lot upstairs. She's always been kind and super helpful, she takes her time doing our taxes and we've never been hit by the IRS.

My family and I have gone to get our taxes here on and off for years…read more SCHEDULE AN APPOINTMENT. Don't think that because you've been coming here for decades since way before they moved to this current building that it gives you privilege to be rude if they can't attend to you right away, or that you can walk in and not expect a wait. They're busy! Expect a wait. I went this year due to the fact that I moved back from Utah, went back to school, and have a unique tax situation and wanted to make sure I filed correctly. I wasn't prepared, and I didn't take all of my documents. Bertha was patient with me, she explained my options, and she even called the IRS while I was there and helped me get more information regarding my W2's. I so appreciate this family and their dedication to help others. One year her son even did my taxes for me. They're all great staff there and qualified to assist with your needs.

Great service. Thank you for taking your time with me and Guiding me through the process.read more

I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.

Horrible I do not recommend this business my dad has been doing his taxes here for a long time time…read morewell they screwed up his 2025 tax return and he went to get help and they told him we have a lot of customers you need to figure it out yourself and call the IRS... Whattt the heck? He paid for a service which makes him a customer he didn't get free service he got crap service and paid it makes me mad because he is older and very naive when it comes to things like this I will be reporting you guys to the Better Business Bureau.

I have been here twice since my initial review. Both times were for notary services…read more First off, it took about 15-20 minutes for someone to come out and acknowledge people waiting. Then, what I noticed each of these two times is she took my ID and my paperwork needing notary signature to the back where I couldn't see. She took awhile. Why? First time she said she was making a copy of my ID which I did not appreciate. The second time she didn't even say anything. Just left with my ID AND my paperwork and several minutes later returned. I felt very uncomfortable. When I asked her If she took my ID and document to make a copy, she said no. Then why disappear in the back where I can't see you instead of just signing so we both go our merry ways? Note to all: you have a right to deny a notary from making a copy of your ID and/or documents. I will not be returning here. It's a shame because I will be needing a lot of notarized documents and I want to support local small businesses but I no longer trust this one with my important papers.