I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Rebecca is incredibly professional and good at what she does…read more She's kind and knows her craft. It's almost like a one stop shop, notary, taxes ... you name it she can do it and if she can't, she knows someone who can. I can always appreciate her personable services and would recommend anyone to come here for her expertise!

I called Rebecca the day before to come to my house to notarized several documents for me. She was…read morevery responsive. Confirmed the meeting. And arrived right on time. She is very professional and I highly recommend her.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

The person who had been preparing my taxes the past decade wasn't available, so I submitted a quote…read moreto S3K and a few other tax preps. Portia responded quickly and gave me her price, which was reasonable. She was very responsive since I'm a new customer and we needed to ensure the details were accurate. I uploaded my forms using a secure portal she provided and had my return soon after. She also guided me through submitting my 1040 payment online. Her process was simple and she was very professional. I definitely saved a lot of time with Portia and S3K.

Honest and helpful. Helps the community and as a former educator, Frank knows that it is important…read moreto keep his clients in the loop.

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.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

Stan & his office assisted me immediately to remediate a error notification from the CA State Tax…read moreBureau. Despite the fact I was not a long term customer and they had other appointments on the calendar I was reassured by Stan's quick assessment of what the problem was and his immediate contact with the state to rectify the error. I will definitely use Stan again.

Great experience. Even though I was not a customer, Stan took his time to review my tax returns and…read moreprovided professional advice. Highly recommend. Thanks again Stan!

I am the treasurer of a very large non-profit organization. I took over from my predecessor of 15…read moreyears that kept the books on an older version of Quicken. I recently migrated to QuickBooks Online and needed help to add in investment accounts as well as ensuring all accounts/categories/etc. were set up correctly. Finally, I need help in finding my mistakes in preparing the Statement of Financial Position. Louise and Eric Liewald did an outstanding job in assisting our organization. We are now set up to maintain our QBO financials and can easily produce our required reports. Their costs were very reasonable and they have saved me from many sleepless nights. I highly recommend them.

I been a customer for well over 8 years, very good service and professional advice. One of the best…read moreCPA firms. My business is in good hands. Gregory V Moss Footsteps Of A Champion LLC Owner

Ryan has made a world of difference in my financial life. From our first call, he outlined current…read moremarket trends and gave me concrete guidance on how to invest wisely with limited capital. He quickly diagnosed my financial health and we discussed my goals--graduate school, present needs, and retirement--in detail. I tried investing on my own for years with minimal results. In just a few months with Ryan, I've achieved what took me years to reach on my own. He's outstanding to work with - he prioritizes communication, responds quickly to emails, and is always willing to jump on a call when I have questions. His market knowledge is extensive, and I trust his recommendations completely. I've recommended Ryan to friends and family, and I'd strongly encourage you to call Gerber Kawasaki and hop on a quick call with him.

The financial advisors at Gerber Kawasaki are incredible. From my experience, I've found the team…read moreto be insightful, knowledgeable, and attentive. The founders are exceptionally intelligent, and that expertise is reflected throughout the firm. I got to meet the team at their beautiful Santa Monica office where they are also great hosts. My advisor, Brett Sifling, has been especially great to work with. He is highly intelligent and takes the time to understand the financial goals and plans I have in mind. Rather than simply putting me into a standard strategy, he helps guide me with my specific goals at the center of the conversation while also bringing his own ideas and expertise to the table. I appreciate his ability to think strategically about what is held in my portfolio, why it is held, and the appropriate time horizon for each investment.

You need report your taxes here is the most accurate place to do it. He is an expert in this…read morearea,you will get your money back without preoccupation. Ochoa has the best price for summit the W2.

Wow! I am very, very happy to have found this hidden gem! I was referred by an Uber driver (yes,…read moreyou read that correctly) after expressing how disappointed I'd been last year with my previous tax person. I am so happy to have taken that ride. Mr. Gabino is a very friendly, professional, family oriented man with a great sense of humor! He was happy to answer all of my questions & I received my money quickly. I will definitely be returning.