Look no further for a tax professional! If you need your taxes done, she is on it! She's my go-to…read moreevery year!

Shawny was such a pleasure to work with very, prompt, professional and transparent! Set…read moreexpectations and exceeded them. It's a blessing to get referred to your service in the darkest time for my family and I... you really gave me hope and now I can live comfortably with this nice return. It's worth it invest in HER!!!! Thank you again!!!

I have been getting my taxes done by Robert and his team for years. I appreciate their expediency…read moreand deep knowledge. They always have a great service and walk me through each step of the process. Thank you, Robert and the Diskmate team!

Robert has been doing my taxes for many years now. He is very knowledgeable and always answers…read morequestions and concerns. I highly recommend him and his team!

I've been using this company for 15yrs and they are friendly and professional and the best service…read moreavailable. I had appt Mar 7th and refunds from federal and state was in my bank Mar 27th. I refer anyone who asks about tax services.

Mark is great ! Takes the time you need, answers all of your questions and gives you great tax…read moreadvice. Much better than going to other places with temporary people pretending to be tax experts. Highly recommend!

Best and most affordable I've ever had. I felt like I was family when I went here. She truly cares…read moreabout getting me every dime possible back on my taxes. Can't recommend her enough. Keep up the great work and now I can actually afford to take my family on vacation this year. Well done, Denise!

communication is horrible and that is key to a successful business. Denise doesn't like to clean up…read moreher mistakes or maybe doesn't know how. Very unprofessional, eats while on zoom doing your taxes, or if in person, she has many interruptions from her staff. Your appt isn't sacred time and your time is not respected. She also sent me someone else's taxes when it came to sign on DocuSign, exposing all the other clients personal information and social security numbers. Learn from my mistakes, don't waste your time or money on this business. Also, within one week of doing my taxes with her, my social security number was on the dark web. I have many regrets using her has my tax preparer.

I used Michelle Clancy's tax service for the first time this year. I previously went to H&R Block…read moreand she beat their price substantially. I like the fact that she answers all of her communications very promptly. I will certainly be using her services again.

Finding Michelle was an absolute blessing for my wife and me. I work in sales with various comp…read moreplans and bonuses so each year it was a struggle to stay on top of how much I'd owe each year but with a lot of guidance and amazing client service Michelle was able to help us actually get money back year after year. I'm no expert in this field but after doing some research on her title as a "CRTP" it all made sense on why Michelle is the best and an absolute home run when it comes to handling our taxes. I'll save readers the time and post a simple explanation below: "CRTP Professional Education Requirements Compared to CPAs Your tax returns will be prepared by a California Registered Tax Preparer (CRTP), who has undergone a rigorous course curriculum and an examination specifically geared to federal and California income tax law, procedure and preparation. CPAs take a 4 hour exam on federal taxation only, only once in their career, and the examination does not include California tax law or procedure. CPAs are not required to update their income tax knowledge and stay current with continuing professional income tax education to renew their CPA license. CPAs are required to complete 80 hours of education every two years, but none of it is required to involve either federal or California income taxation. By contrast, CRTPs are required to renew their California state registration every year and are required to complete a minimum of 20 hours of tax education, involving both federal and California tax laws and procedure, to qualify for renewal. Registration must be completed and renewed every year." Needless to say the gap only widens in expertise and knowledge, which shows in Michelle's dedication to her work and clients. Tax & Financial Consulting Services in OC will always be our number #1 go to for tax and financial needs. FYI they are at a new location just down the street. New Info: 333 City Blvd West Suite 300 Orange, CA 92868 Office:714-627-2446 https://taxfinancialsvcs.com/

Came across a reminder and Reason why you must think TWICE prior to hiring for service. NOT a very…read moreprofessional establishment based on associate, employee; possible owner of this establishment. As of today still NEVER herd from Mr. Chacon.

Blas and Heather have been extremely knowledgeable and effective. They've been doing a great job…read morewith not only my taxes but also my families and my business'. Thank you B. Chacon Associates!

Update to respond to the business owner: this was outside of tax season, and I'm well aware of how…read moreto use email, I checked all folders. Not trying to hurt anyone's small business, especially since this is not a bad review...it's an average review of the business. Glad there is time to reply to the Yelp review but not other contact. Did not get actual service done here. However, after reaching out I was told that we would receive details with a portal to sign up, which never came. Then we were told to contact them. Which I planned to do...but honestly after the original mix up, we just ended up doing our taxes ourselves.

I called and got an appointment the same day with Kareena. She said she could help me file my taxes…read more. I turned in the paper work and she assured my i qualified for a refund ! She charged me 200$ . I waited for my refund but it never came ! I then got a paper from irs saying it was incomplete and was missing documents. I felt scammed that she charged me knowing she didn't process correctly or with all the information needed . I lost out on tax money and lost 200$ : I do not recommend this place from personal experience. I will not stay quiet , this was unfair and unacceptable

Steve is awesome! Whyte and Assoc. was highly recommended to me by my brother-in-law who I always…read moretrust with financial stuff. Steve has given me financial and tax advice on several occasions. He not only knows his stuff, but is down to earth, takes his time with me and doesn't make me feel rushed, and always returns calls in a timely manner. I can't recommend him highly enough. Thank you Steve!

Finding someone you can trust to do your taxes is like trying to find the perfect doctor - a pain…read morein the butt and always without sacrifice of time and money. So when someone refers you by good ole' fashion word of mouth, you go because sometimes google searches and Yelp reviews just don't cut it... Except this one: **Think of this as a good ole fashion word of mouth recommendation** and hit up Tony Banta to do your taxes! He is straight up, honest, and values your time and money as if it were his own making sure you get back what you deserve. He is very knowledgable and professional, and has loads of experience. If you've forgotten to add something - no problem. He provides you with a way to contact him easily and he responds in a timely manner. I am confident that I have found a trustworthy taxman and I highly recommend him and will definitely be returning next year to get my taxes done. Thanks Tony!!