James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I had a disappointing experience with this accountant. Throughout the process, I felt rushed and…read moredidn't feel like my questions or concerns were given proper attention. It seemed like there was little interest in actually helping or providing thoughtful guidance. Given the level of service, the pricing felt quite high and didn't reflect the value I received. Unfortunately, I would not recommend their services based on my experience.

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

3-21-2023 Lupe is the best! So professional yet so engaging…read moreand sweet to us during our appointment this past Monday. She is very sharp with details and actually cares about her customers.......awesome!!!

Very unprofessional, imagine driving from Palos Verdes to Claremont (2hr drive) to submit the…read morenecessary paperwork and not getting a callback. It's been over two months, I hope it was worth losing a client and getting a bad review!

My husband and I have been looking for a professional and wonderful CPA we can trust and have a…read moreconnection with. Corina was that person we have been looking for ! She has done our taxes for 3 Years now and I can see why she has plenty of long time clients. She is honest and funny at the same time! We even recommended my mother !

Service was quick and professional. We used them for notary services for different documents.read more

Wonderful experience. Very knowledgeable very helpful and overall very efficient service. Would…read morehighly recommend.

I've been coming to this business for years now, they are so efficient and very professional. I…read morewouldn't go anywhere else for my taxes or related services.

It's my first year getting my taxes there and all I can say is very well done, they were super nice…read more& very professional! I'll for sure get my taxes done next year! Thank you Kimeza!!

I cannot recommend enough!! If you're looking for detailed wealth management and tax services, THIS…read moreis the one stop shop!!!

Great place. John Allen has been doing my taxes for about 15 years. John has great advice on tax…read morematters.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

Amazing., so Fast for files my tax 2026, and he's Humble and very nice too and the price is…read morereasonable., i will let my brother and my friend know, Sunny Gill is the best