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!

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

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

I went in for notary services. Quick easy and inexpensive. The representative that helped me was…read morewelcoming as well

Great experience here, first time customer. Came here for the fingerprint scan was quick, smooth…read moreand professional. The lady does a good job and the pricing was transparent. Will be back for future live scans

Edwin, as an accountant and tax professional, is extremely thorough and knowledgeable. Throughout…read morethe process of closing my company, he explained every possible situation and handled everything in a way that was most beneficial to me.

Tax people were cool and didn't take long to file but I only have 1 w2 but overall great peopleread more

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.

Anderson is great! Very personable, fast communication and has great rate. I had a lot of questions…read moreabout my taxes and he was super helpful in making the process less daunting. He was able to help me answer any questions I had. He also speaks English and Chinese, which makes it helpful for those who need translation. Overall, Anderson was very professional, efficient. I highly recommend Anderson for taxes!

I made an appointment, and no one was there when we arrived. I don't know if he forgot or ran late…read more He had us waiting outside for 10-15 minutes. He didn't get our tax return done when he said he would. Said he had a death in the family. Ok, I'm sympathetic to that. But when he finally got our return done weeks later, he made a big mistake that could've easily been avoided, which resulted in us owing $4k more in taxes, and then he had the gall to blame it on me. Considering the amount of time I spent making sure that he was working on our return and having to review it, I might as well have done it myself. The only silver lining was that his rate was low, but I also got what I paid for. (I did not provide you with two documents with conflicting info. One was a spreadsheet that I prepared that had my mortgage payments as part of my expenses. The other was the actual tax form from my lender with the mortgage interest amount which was the number that was supposed to be inputted. It was an oversight on your part. I don't take issue with how much we ended up owing in taxes. But if I hadn't caught the mistake, we would've underpaid.)

I Had the pleasure of completing my Tax Return for this year with Marlene, I have been coming to…read moreher for 7 yrs and every time she's always been pleasant, friendly and professional. She went over everything with me, she answered any and all questions and concerns I had at that time. The service I received from her staff was also appreciated they were very Friendly and made me feel welcome as soon as I walked in. It did not take long at all to complete the process, as I was in and out quickly. Her fees were reasonable & affordable. With that said I am very satisfied and I will continue to come back. I Recommend Taxes By Marlene, for your Income Tax Return Filing.

Marlene set up my LLC back in 2021 and a few months after it was set up, I moved and had requested…read morefor her to update my new address. Her and Jessica did my taxes and bookkeeping for that year until 2022 and a few months of 2023 until I stopped my bookkeeping bc they were charging me $575/mo when in reality, Jessica would collect all my statements at the end of the year. She did this both in 2021 and 2022... realizing I was basically paying over 6k in "services" that were mainly handled at the end of the year. I didn't question it at first bc I was grateful they helped me set up my LLC and helped with getting a PPP loan. However the funds were already ran out by 2022 which is the year that I was continuing to be charged for not even having a payroll. So I canceled that service in March 2023. At the same time made a connection with a client who not only does tax preparation but has experience in business valuation for startups. Which he also was shocked at what I was paying and said I was being screwed by these two women. The worse thing is last year when I was doing my LLC paperwork, I found out my address was never changed. I had moved a SECOND time and asked Fannie to please update my address which she even had the nerve to charge $20 for. I sent her the payment thinking it would be handled and now my LLC is suspended bc I had to go to the FTB in person to find out what happened. FTB informed me that they had been mailing me letters (to the original address) that I haven't lived in for now over 4 years! And Fannie NEVER UPDATED MY ADDRESS EVEN AFTER I ASKED HER AGAIN FOR THE THIRD TIME AND PAID HER TO DO SO. Now I'm stuck with penalties from HER MISTAKE. To make matters WORSE, she's instructed her staff to "not service me bc I'm not a paying client" and I have screenshots of all this. Her Yelp reviews also show her lack of integrity and questionable behavior and services. Including her B- rating on BBB. She should be accountable for her actions. To top this off, she is part of a "leadership community" built off integrity and responsibility and you can see this clearly lacks here.

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 compared four tax service companies and this place has the most reasonable price. They always…read moreresponse my email fast and work very efficient. Highly recommend their professional tax services.

Best service ever! I've been coming here for 3 years and never had a bad experience. I would…read moredefinitely recommend this place to everyone who needs a professional tax service. The workers there are always very helpful and kind!

This is a business that takes Customer Service to another level. It's a small business and I'd…read morelike to say "if you know, you know" the ladies, Irma, Maggie, Sophie and the rest of the crew treat you like an old friend.?Always ready to help and ready to answer questions regarding taxes and immigration services. They give you the knowledge to take action in making your life easier/or better. Knowledge is Power! Definitely a diamond in the rough. Don't hesitate to call with any questions regarding the above. Qualified, Knowledgeable, Caring, Professional and ready to help.

This office came recommended by a coworker. I normally don't file this late, but she was able to…read moregive me an appointment and file my taxes right there and then she was very nice and patient. In fact the whole office was really nice. I think I found my forever tax repair. Also, her fees were very reasonable.