1. Martir Financial Group

    1. Martir Financial Group

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    Placentia, CA

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    Martir Financial Group

    4.9 (45 reviews)
    Closed 9:00 am - 6:00 pm
    Updated 2 months ago

    Services - Martir Financial Group

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    11 years ago

    More than generous fee, and Trina always delivers when filing your taxes!

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    12 years ago

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    Review Highlights - Martir Financial Group

    I have had many accountants and tax preparers in the past and none have the customer service and knowledge like Trina.

    Mentioned in 38 reviews

    Read more highlights

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    Simons

    Simons

    5.0
    (15 reviews)

    Ed is the best there is. Plain and simple. He's the kind of tax guru you go to when you've had it…read morewith the people who promise you HUGE returns and then simply turn around and get you audited the next 2 years... What sets Ed apart is his AMAZING work ethic (he will get back to you on a Saturday night with questions, even out-of-season), he'll prepare everything for you in a flash and usually can squeeze in a face-to-face when you need it, he'll be there for you via phone to answer any and all questions regarding letters, deductions, etc... and of course, he's a full-fledged CPA, not some kid or old lady that decided to quit her dayjob to become a real estate agent / "tax preparer" - he's the real deal. He handles a ton of my friends' business accounts and taxes and has been truly amazing to me from the get-go, and this is why I return to Ed, year after year, since I was introduced to him by my friend Patrick. You can pay a tiny bit less and get your taxes done by a walk-in place and miss a ton of cash or you can go to a shady tax preparer who doesn't really know what red flags to look for or in my case, tried to write off lottery tickets one year (I wish I was kidding)... ORRRRR you can come to Ed at Simons Accountancy Corp... get it done right. Have that peace of mind. Keep your money in your pockets and in your bank account. For me, it's a peace of mind and professionalism thing, plus of course the access he provides his clients. He's never missed once and for this I am truly grateful - can't recommend enough!

    I had promised Ed Simons a review many years ago, on my own initiative, and here it is…read more In his work with me as an accountant, Ed consistently demonstrated professionalism and knowledge; and, that rarest of qualities, the highest professional judgment. I relied on Ed's professional skills and expertise when it really counted. Although it has been many years and Ed's practice has grown, I have not forgotten his work. I highly recommend Simons Accountancy.

    Crossroads Planning

    Crossroads Planning

    4.9
    (132 reviews)

    Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

    TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

    Martir Financial Group - taxservices - Updated July 2026

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