We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

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.

i've been coming here for years, fast and reliable service. by fast, i mean once you're in the…read morechair in front of a tax consultant. the wait leading up to it, depending on when you file, could be hours on end. i usually go to pauline or danny. both are very knowledgeable and i love how they bluntly answer all my tax questions. i love this spot because if i get a fat refund, i go across the street and treat myself to some gold jewelry at the asian garden mall. yeeeee!

There's a long wait for a reason! Just be patient…read more It was my first time filing taxes here and Connie who helped me, did not disappoint. By the way don't forget to bring last year's tax return, especially if you are new. I forgot to bring mine, but luckily Connie said I could come back and held my place in line. Not only did she file my taxes, she also informed me on maximizing my deductions. For example, I am a Teacher. Connie pointed out that since I am an educator, I receive 300 credit to itemize! She also saw and explained the mistakes my previous tax preparer made. Overall, I am so happy I found this place. Thank you, Connie!

Winn Financial is Super nice, pleasant and efficient. I highly recommend Winn!…read more Thank you.

Submitted my tax documents in February, it's now June, they're still not done or even attempted to…read morestart anything or call me other than supposedly an extension filed on my behalf. Run away... these guys are absolutely horrible at following up with anything. 6/2/2025: Update... they didn't even file taxes for my corporations in 2024...

For almost 20 years my family has been going to John for our taxes. I know that having to do taxes…read morereally sucks. I've even told people if I ever had to learn the tax code or if I ever had to do taxes I'd probably kill myself LOL. JP Tax Services is amazing. They make you feel like an actual person instead of a number. They are professional and amazingly affordable. If you want you're taxes done right the first time without any red flags I personally suggest going here. I will not go anywhere else for taxes.

Jeff at JP Tax does an AMAZING job. He is very honest and friendly and he doesn't make you seem…read morelike just another case. He makes sure you know what you're getting into and helps make the tax season so much smoother. I definitely recommend!

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

I had a really good experience with Mindy Doan CPA. She was easy to talk to and explained things in…read morea way that actually made sense. She caught a few things I would have missed, which I really appreciated. Overall, super reliable and easy to work with.