This tax from is just wonderful to work with. We have used the service this past 2 years. We will continue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it. read more

I have been using Ohana Tax Service for many years because of the best service I get from Bridget. Whenever I send her a message, she gets back to me extremely fast. Yesterday, I received invoices from IRS which I've already paid. I sent her a message asking questions, and she got back to me right away to resolve the issue. Whenever you need help, Bridget is always there to support you. This is truly the best service you can get. I highly recommend Ohana Tax Service!! There is no comparison as she is the best of the best. read more

This review is overdue. Bridget from Ohana Tax Services has been doing my taxes for at least 5 years. At the time my fiancé and I were looking for a tax person and Yelp led us to her. We have never met in person, but to us that is a plus because our schedules are so busy and of course during covid. She is thorough and knowledgeable. After preparing my taxes she sent a video explaining in depth the differences between the previous year and this year's taxes, which was awesome. I sent any questions I had to the chat and they were answered within 24 hours or less. The portal she uses for communicating is easy to navigate and the communication updates are great! read more

Ohana Tax Services - Tax Services Near Me

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go and drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent. read more

A new experience for us to do taxes this way. My initial hesitation was quickly extinguished. It was great working with Bridget!

Bridget was so great and easy to work with! My tax situation was slightly more complex this year and she was able to answer all my questions thoroughly and in detail. She gave me a couple of different options on how to proceed and was very quick to respond and provide the necessary documents (all online) to complete my taxes for this year. Will be coming back again! read more

I had a great experience working with Bridget for my taxes. She is extremely informative, professional, and takes the time to explain every step of the process in great detail. I highly recommend Bridget to anyone looking for a trustworthy and knowledgeable tax professional! read more

We reached out to her for 2024, but she saw some errors in 2023 and took it upon herself to help us fix. Even though this season seemed really busy, Bridget was very communicative and reachable. Her video breakdowns are very thorough and easy to understand, which answered all of our questions. read more

Bridget and her team at Ohana Tax Services have been nothing but amazing! I've been working with her for 3 years now and have never had a single issue. She's always prompt, communicative, and takes the time to explain everything in a way I can actually understand--which I really appreciate because taxes are not my strong suit! The platform she uses is incredibly organized and easy to navigate. I especially love the personalized videos she sends to explain my tax return and how to use the platform--such a thoughtful and helpful touch. Bridget is always so kind, responsive, and patient. I truly feel supported every step of the way. If you're looking for a reliable, knowledgeable, and client-focused tax preparer, I highly recommend Ohana Tax Services. Thank you so much, Bridget! read more

First time working with Ohana Tax services and I have been super happy with their services. They identified errors with previous tax returns that I had not noticed and went beyond just filing my current year returns. read more

Bridget is very knowledgeable and took very good care of us! We had been with our tax preparer for many years so making a change was very stressful. Bridget walked us through every step and sent a step by step guide for us to review our return. Uploading our information was much easier than our previous preparer. Overall, it was as painless as taxes can be. She truly is a gem. read more

Bridget has always helped to understand the tax laws and what is required to help with your taxes. I have confidence in her expertise and guidance to file taxes correctly without issues. read more

I was looking for tax service for personal and my new business locally. I researched and saw that Ohana Tax Service has a large amount of positive reviews and was excited to connect with them! I reached out and connected with Bridget on 1/6/25. She scheduled a meeting for today 1/14/25 @ 11AM and was very pleasant to speak to. Unfortunately, no one showed up to the scheduled meeting today, no notification that the meeting was canceled, and no response when I called the number to see what is going on. What a bummer..... read more

I have had a wonderful experience with Ms. B, as she has been preparing my taxes, among other services she provides for me. I highly, highly recommend her services. If you browse Ohana Tax Services you will see all of the services that she provides. She has saved me thousands!!! Thank you and I looking forward to your continued assistance and knowledgable experience. read more

I highly recommend Bridget's business because of her excellent customer service and effective communication. The tax preparation process was efficient, smooth, and stress-free. I appreciated the informative chats, videos, and instructional guides. The online tax preparation platform was user-friendly and updated in real time. I felt I could trust Bridget because of the high quality of work she provided and because of responsiveness, timeliness, and transparency. I look forward to working with her again in the future and I'm glad to recommend her to others. read more

Amazing service! Bridget was very patient and explained the whole process and made it so easy that I can now rest knowing my problems are now fixed. I highly recommend her services! read more

Unable to help and says all work only available thru computer. Being most businesses now meet in person ~ seems odd no in-person service. When I mentioned I missed deadline for filing extension, she seemed reluctant to work with me read more

I started working with Bridget when my previous tax person left me hanging for 2023. Bridget picked up the work and helped me file my taxes on time. She also helped correct mistakes on my previous years returns. She is an amazing communicator and is very organized. I often don't have any questions at time of filing as she explains things very clearly. I am very happy with her services and will be going back to her for my tax needs. read more

I filed my own taxes and did a terrible job. Got a notice from the IRS that I had underreported capital gains from sold investments. I panicked. I reached out to Ohana Tax Services for help and they were amazing. I worked with Bridget and she made everything go incredibly smoothly. She got back to me immediately, reassured me, and concisely listed the documents they needed from me. Ohana uses an intuitive web portal for communication and document uploading. I simply uploaded the required tax documents, answered a few questions, and within 2 days my amended return was filed. It really couldn't have been more painless. And Ohana charged less than several of the other quotes I had received. Thank you Bridget and Ohana! They'll be handling all my future tax returns. read more

My wife and I have had the pleasure of having our taxes completed by Ohana Tax Services for five years. Bridget has been very professional, reliable, and knowledgeable in doing our taxes these five years. We totally trust Bridget in handling any new tax laws that may affect us. We highly recommend Ohana Tax Services and Bridget! read more

Flawless organization & extremely prompt ! I have loved working with brudget. I love how the tax portal is always updated & informs you of all events going on. read more

We've been using Bridgette for about 5 years in a row. She's wonderful to work with. She is knowledgeable and explains things thoroughly.

This is the first year we use a tax preparation service and I am glad that I found Bridget! She is beyond exceptional on what she is doing. I love how easy it is to work with her and her tool that makes our communication so smooth. After she completed the preparation, she sent us a video that carefully walked through everything we need to know. And followed up with a video call with my husband to let him clarify a few questions. We are very confident with her work this year and will work with her in the future. read more

We've had the pleasure of working with Bridget twice for our tax preparation. First was for 2019 and again for this past tax year. She's efficient, convenient and responsive to any questions you may have. After completion of our tax documents, she allowed an opportunity to review the information via Zoom/Microsoft Teams meeting as to ensure we fully understood the numbers, what was being filed, and to answer any other questions we had. Additionally, she was able to catch a mistake from our taxes from last year that was done by another tax preparer and filed the documents to correct the mistake. Her knowledge and experience confirmed we made the right decision to go back to her and know our taxes will be filed correctly for years to come. read more

Bridget is Amazing! Always timely in her preparation and very thorough! We have used her for years and plan to continue for years to come! She is a great tax preparer and very reasonable for all she does for her clients! read more

Bridget is friendly, extremely knowledgeable, and on time. I am a foreign alien with complicated situation for tax. Then she gave me options how to handle the situations with pros/cons. Thank you for the service. Highly recommended! read more

It has been a delight working with Bridget and her attention to detail and guidance throughout the process helped us navigate tax filing with confidence. We had some unique challenges for our tax prep and it was great to have Bridget supporting us. She was super responsive and always thinking ahead. Certainly felt having her as our tax preparer was great value for money. Looking forward to working with her in future as well. read more

I made some mistakes in my previous year returns. Bridget helped to amend 2 of my previous year returns and helped file the current year tax return. She is very professional and knowledgeable. She was quick to respond to queries and kept us constantly updated on the progress. She was diligent in identifying all the scenarios that help the customer to save on taxes. I felt that her service costs were a bit expensive, but it is worth the quality of work. read more

I had a very bad experience here. Stay away from this "no office, 100% virtual" (according to her word) tax service if you are looking for someone who are experienced and responsive. She didn't make my tax filing easier, I have to be the person keep reminding her my filing deadlines and finding ways to reach out to her. Here are some facts: She spent more than one month on vacation during the period of preparing my tax returns even though I told her that my deadline is approaching please file the returns as soon as possible. After the lagging services, she finally filed the return, but it turns out that she implicated a wrong business type on my tax return. And she blamed me that I didn't choose the right entity type(the one she chose for me on the returns) when I set up the entity. I don't want to argue with her which type is right for my company as she is not a corporate lawyer, it is okay that she lacks of certain knowledge of that. However, it is careless of her to assume the wrong entity type, especially when the abbreviation of entity type is a part of the company's name. IRS sent a letter regarding the business type and request to send response within 30 days, she was just too busy to help me with it. I have to email her multiples times before she is willing to help me out. I rarely gave bad reviews, but I am extremely disappointed at her "professional" service. Please consider twice before retaining her to file the returns for you, especially business returns. read more

Bridget has always on top of my taxes for over 10 years now. She communicates and responds in a timely manner, and her online set up really makes doing taxes quite easy and convenient. You just have to have your documents in order and send her the scans (maybe camera phone apps can do this nowadays). Highly recommended! read more

Our tax situation was a bit complicated for this year for multiple reasons, but Bridget really came through for us and figured out the best scenario moving forward! She put in the work to run through multiple filing scenarios and was able to get us the maximum return. She was very reasonably priced to boot. The most impressive thing about the whole experience was Bridget's availability. Even with us sending her questions at odd hours of the night, we would typically have a response within 5-10 minutes. I highly recommend her services! read more

Found Ohana Tax Services on Yelp and reached out. Received prompt response from Bridget Cascayan and she explained the next steps. I initially came for my 2023 tax returns. On reviewing past tax filings, she pointed out the errors and proposed how to fix them. Once I agreed to fix, she went through a very detailed analysis of my past tax returns and prepared necessary amendments. I was surprised to see that I would actually get money back from past years filing! I am super satisfied with her service and would highly recommend! Thank you Bridget! read more

Bridget is awesome and excellent to work with. I've been using Ohana Tax Services for several years now and haven't been disappointed. The team always gets things done on time, even through struggles with last-minute submissions and changes (e.g., due to institutions issuing corrections or sending forms uncomfortably close to Tax Day). Their expertise takes nearly all the stress out of annual tax prep. read more

I have been doing our tax filing with Bridgett for the last six years; she is extremely professional, organized and prompt, she is very diligent in making sure the returns are accurately filled. I can recommend her without any reservations. read more

Once again, Bridget and Ohana Tax Service has come through with great service. This year everything was virtual, so it was even easier, from uploading docs to payment. I highly recommend Ohana Tax Service Thank You Bridget read more

I've been client for many years! Bridget is professional, personable and a great tax preparer. I hate paying taxes, but live working with Bridget!! read more

I contacted Bridget with help with tax forms about three weeks before the tax deadline. After briefly meeting with her online and sending her the requested documents, she was able to prepare the tax forms in a timely manner. She was professional and a great communicator and I would certainly user her services again. read more

I've worked with Bridget for several years now and she always does an amazing job preparing my taxes and answering all of my questions! Definitely recommend her services. read more

Bridget is amazing! I have been going to Bridget since 2019 to file my taxes and I won't go to anyone else. She is thorough, professional, and extremely helpful with any questions I have through out the year and during tax season. read more

Highly recommend! I am very skeptical about hiring professional services on Yelp - especially a tax preparer. I did my research of three and hands down found Ohana Tax Service to be the best. This is my second year and found Bridget to be consistent, efficient, professional yet personable. Value of services is reasonable based on prior experiences. read more