Alec and Kaye make the annual nightmare of playing bookkeeper to the government, manageable…read more They have a system in place for everything. Emails and texts are their main form of communication, which is also mine. I do appreciate that! The upload portal makes it super easy, the online appt calendar is also easy and then the review is a thorough phone call where all my questions were answered. What a dream compared to other CPA experiences. Their preparation costs are also super realistic.

Just filed our 2025 tax returns thanks to Alec at Kellzi Group,CPA. The whole process was…read moreefficient and streamlined! This was our second tax season with Alec. In previous years our tax appointments with our previous accountant would take hours and sometime multiple visits. Alec got both of ours completed in under 1 hour!!! His assistant had sent us an email with a link to Intuit to get things started. We might have been able to do the whole filing virtually, however we like the opportunity to meet in person and ask questions.

Have been using this company for the past several years and I have found that their income tax…read morepreparation is solid and accurate. Alex is easy to work with and a very knowledgeable and friendly guy. Will continue to use them.

We had a seamless experience with Alex and Elizabeth. They were able to get our taxes done…read morevirtually and quickly and were transparent with costs ahead of time. They helped us navigate our expenses without pinging us with extra costs with every form like H&R Block.

Sam is the absolute sweetest. He's very thorough and it's super convenient to do my taxes with him…read morebecause it's all online.

Working with Sam has been an absolute game-changer for me. While I've only used S&S for the past…read moretwo tax seasons, I can confidently say that I'll be sticking with him for my future returns. I started considering getting a tax accountant the year I began a new side gig which I knew would add some complexity to my tax situation. I was still leaning towards just using one of the free tax software options out there since it wasn't any crazy amount of extra money and plus, they were free. But I decided to get a few consultations set up and after a few unimpressive calls with other offices, I ended up talking to Sam. Since then, Sam's always been refreshingly straightforward in his services. He doesn't waste time, but zeroes in on what matters most--maximizing my returns and minimizing my stress. Plus, I've never had to waste time going in-person and taking care of physical forms since his office keeps everything digital and makes my job as easy as uploading my documents. Despite my initial hesitation over the cost of a professional vs free software, Sam's expertise has proven invaluable. He's done an incredible job with saving me money and the peace of mind that comes from knowing my taxes are in capable hands is priceless.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Robert is an excellent CPA. I recommend him to everyone. I've worked with a number of CPAs both…read morepersonally and professionally, and Robert really stands out. He prepares returns quickly and is incredibly responsive whenever I have questions. His professionalism, promptness, and attention to detail make the entire process smooth and stress free. I'm very grateful to have found him and highly recommend his services.

Robert has done it again, he is the #1 CPA this side of the Mississippi! He gets all tax returns…read moreprepared in a timely manner and more importantly, mistake free. He responds to all inquiries. He'll even reach out to ensure all documents required are there. Robert's professionalism, price, knowledge, and execution as a CPA are what taxpayers deserve. Appreciate you, Robert.

Alan Mehdiani prepared my 2024 tax returns, but the experience was disappointing. The process felt…read moreimpersonal, with limited communication. Questions were handled through voicemail, responses were often delayed, and some calls were not returned. I also paid a retainer based on their detailed questionnaire. Two months after my taxes were filed, I received an unexpected $275 invoice with no explanation. When I asked for clarification, I was told the retainer only covered preliminary setup and that additional forms identified during preparation resulted in extra charges. These fees were not clearly communicated in advance.

I had a good experience working with Alan Mehdiani. He answered my tax questions clearly and helped…read moreme understand a few things about deductions and filing that I was unsure about. The communication was professional and the process felt organized and straightforward. It was easy to schedule and everything was handled in a timely manner. I would recommend him if you need a CPA in the Beverly Hills area.

If I could give this incompetent shady firm negative stars I would. I'm new to LA and needed my…read moretaxes done and didn't know where to go so I chose this firm right by my job. Absolute mistake, they botched up a single person with no children return. Irs claims they need supporting documentation. Never had this happen before, and I get no support until I send a nasty email telling them to do their job that I paid for. They claim they then resubmitted the return this was in April yet nothing. I asked them after 90 days to follow up with the irs. All I get is excuses about everyone experiencing this. I follow up again and later get this and that bs needed. It's just an excuse one after another. If you're even thinking of hiring these incompetent people don't. My goal now is to make sure they don't get any business. If they had any integrity they would refund me the $ I wasted on their firm.

I wish I could -1. They messed up my taxes in 2016 and still battling to get them fixed eight…read moreyears later. I had to hire Legal Team and pay thousands of $$$$$ to take legal actions because they will not stay liable for this mistake and I am owning IRS almost $80,000 due to their incompetence. They argue the statute of limitations. Avoid at any cost.

Mo deserves a ton of kudos for his diligence, responsiveness, integrity and overall effectiveness…read more This is my 2nd year going to him for my business and personal tax filings, and he's earned a spot on my core bench of human resources. Pre-Mo, I'd searched and tried it all to find that sweet spot of time savings, quality, and cost....online filing services, locally-installed software, big chain CPA firm, smaller/local CPA practices, and even attempting to file directly using IRS form instructions (not recommended unless you want a recurring headache). In the end, Mo's subject mastery, judgment, and professionalism made him the superior choice.

I have an extremely busy schedule throughout the year, but when it comes to tax season, Moe is the…read moreman to hire! For the past three years Moe has been taking care of my Business and Personal taxes. He's knowledgeable, informative, and always finds the time to answer any of my questions. Before Moe, my former CPA was making false claims on my tax returns resulting in the IRS penalizing me for large amounts. Moe was able to amend my previous returns and save me tons in the process.