comete fraude el preparador, usa un banco sin decirle a sus clientes o dar muy poca información. El…read morebanco se usa para mandar los fondos del cliente y de ahí el preparador de Taxes. Se los manda el reembolso a sus clientes prometiéndole que los va a resolver en caso de que se presente algún problema con el IRS esto es muy usado por los ESTAFADORES. Y EL COSTO DEPENDE DE CADA CLIENTE PERO POR EJEMPLO PUEDE SER HASTA $600 POR ALGO QUE NUNCA SE PRESENTA. this place uses a third-party bank to fund the IRS tax returns to their clients. This is a known tactic for scammers and should be reported. He charges a $500 fee or more to his client for a guarantee/ warranty that he will solve any issues that prompt from receiving their funds. He uses an account from a third-party bank. He does not use his client's personal BANK account accounts. SCAM. FRAUD.

Rafael is very good tax man. I been looking for a good tax guy for a while and finally found him…read more No doubt I'll be back next year.

I had such a great experience with this company! They made the entire tax process quick, easy, and…read morestress-free. Everyone was incredibly friendly and welcoming, which made a huge difference. What I really loved is that they can handle my taxes no matter where I live in the United States--that kind of flexibility is amazing. Miguel especially stood out--he was so kind, patient, and really took a lot of the stress off my shoulders. You can tell they genuinely care about their clients. Thank you so much for all your help! I'm looking forward to working with you for many years to come.

Sadly, we didn't even have a chance to receive any service they provide…read more Landed an appointment with this place after I called around to many tax places in and around Murrieta and majority of them accommodated business owners. We were just looking for simple tax filing for military family with property in different states. When I spoke to Claudia, I shared exactly that information and she said she can accommodate then had setup an appointment for us with her, months ahead before tax deadline. I asked if she had a list of items she will need from us and she said we will receive a text. Fast forward to last week, I received a text to confirm my appointment with tax company, I confirm yes but didn't receive a list of things needed neither a secured link to drop required documents. Night before our appointment my husband put together what we normally drop in a link for previous tax companies, W2, bank statements, receipts for medical, military, donation statements/receipts, work related mileage and uniform care, etc, tax documents from previous year, and of course government identification. We expected to have everything with us when we arrive at our appointment since we were traveling 40 miles one-way to get taxes done. We finally arrived 15 minutes late because of traffic we jumped on the Fastrack not realizing the next exit was a couple miles past our exit...lesson learned. Called to let Claudia know we will be late and check if we should just head back home. The gentleman who answered the call said Claudia was in a meeting and proceeded to say that he is actually going to take care of us and we can still show up for our appointment...interesting we got passed up to someone else but heck that's what we get for arriving late perhaps. We arrive and was asked for our driver licenses, then was asked if we had our social security cards with us...that's a first! I told him we didn't know what you all needed from us so we just brought what we typically bring to tax appointments. And he says that they require a social security card and not to worry because we can just "email" photo images to him. In my line of work, I know that is unacceptable, in fact, all law enforcement affiliates would never recommend you send PII via non-secured email accounts. My husband chimed in and said we have never had to provide social security cards to any tax company and the guy interrupted my husband saying all tax companies do require a social security card by law... I couldn't help but wonder if he thinks we file our taxes outside of the United States because we have been filing taxes for over 30 years and this is the first time any tax company has ever asked for our social security cards. But heck, seems like he wants to be right and that is ok. We were in traffic too long to argue with a wall. Perhaps they are unaware that when U.S. citizens acquire a government ID that social security cards were already verified to obtain a government ID...who knows. Well, we weren't going to sit there and argue with the guy. And we already knew that we don't care to travel another 80 miles just to bring our social security cards because our passports and or Driver licenses didn't suffice. Neither would we ever send photo images or typed characters of our SS numbers via email. We already have to write our SS numbers on tax forms, if IRS cannot verify it with their super secret computers then it comes back to the tax-payer for proper verification. Simple as that and not worth the argument. We told him to have a good day and walked out. One star for allowing us to show up late. :shrug: No value in this visit and no service was rendered. Just a massive headache from the traffic to get there and the unnecessary banter over social security numbers.

I've been coming here for a few years now to get my taxes done and they always do a good job and…read moreare pretty quick. Obviously the closer it gets to the deadline date for taxes. It gets super busy, but you can email them and make payment over the phone and they will have the taxes done for you that same day.

This place has been so helpful with so many different questions that I have had and my services…read moreespecially Zuri I have called so many times with so many different questions and she has helped me every time never had an attitude has very great customer service and their services are great. I totally recommend this place.

Kris at all about taxes was awesome to work with. Very professional, speedy, and kept me informed…read moreevery step of the way. Tax season is a stressful time and with Kris she takes the stress out of it. Most definitely would recommend her to everyone I know.

Kristianne is the best Tax Pro around. She took her time and asked us all the right questions for…read moreus to receive all the deductions we qualified for. We highly recommend her.

10/ 10 Transparent, professional and great customer service…read more If you need your taxes done please make an appointment because these guys are the real deal.

I've literally been with the same accountant all my life; the same one my parents use. However this…read morewas finally the year I had to find someone else to file our taxes (And No, I'm never going to file my own. I've heard that advice before "just file your own, it's easy.) I contacted 4 different local accounting service businesses and ultimately decided on Hongda & Gil Tax. I made an appointment and drove down at the end of February. Since it was my first time, they did have to get copies of our Drivers' licenses. I came alone, but happened to have a photo of my husband's and emailed it. During the initial set up, I waited in a common break room. They had water, coffee and vending machine if you wanted any snacks. After waiting about 10 minutes, I went in for my actual appointment. Everything was fairly quick, I was asked a few questions, provided advice on things to change on our W4, and told how much I would get back and what I owed. I checked my direct deposit a couple weeks later and saw I had already received by money back from the State! LOL The fee was also reasonable; just a tad higher than what my previous accountant charged, but the processes was really smooth and so fast. Definitely coming here again next year.

Need an experienced CPA for your taxes? Gordon is your man. He's been doing my taxes since 2001,…read moreand I have never had a problem during all those years. He handles both my Personal and Corporate taxes, and all things Payroll related, efficiently, promptly, and professionally. He handles it all! Great job Gordon!! I really appreciate being your client for the past 18 years.

I was looking for an accountant to help me with my taxes. I called and got a prompt appointment for…read morethe next day. Mr. McNamee was very personable and helpful. I was very pleased with his professionalism and his attention to detail. I would highly recommend his services.

Limited parking because of construction in the front, you'll need to park at the back…read more We were referred here by my husband's co-worker a few years ago and this is the third time we came here. We were ready to pay our taxes early but to our surprise, the 2025 federal "One Big Beautiful Bill Act" (OBBBA) significantly increases the State and Local Tax (SALT) deduction cap for California homeowners from $10,000 to $40,000 for tax years 2025-2029, which meant we didn't owe Federal or State taxes this year. The quality of work offered is superb and accurate which is why we will come back here next year.

I've been using Merchants Bookkeeping for 4 years now and have been extremely happy with their…read moreservices. Karen and her staff are always quit to respond and always takes care of all of my payroll needs. I cannot recommend them enough.

My husband and I decided to find a new tax professional to prepare our 2025 taxes. My husband…read moresearched Yelp and found Oak Tree services. He was able to quickly make an appointment online. We were able to converse with our tax preparer, Melissa, via email, phone and then for our final tax appointment we met her in person. Melissa has such a warm and lovely demeanor. She is very professional and knowledgeable about taxes. I highly recommend her.

The experience was wonderful. From the moment we arrived Melissa made my family and I feel welcomed…read morewithin her home. The atmosphere was cozy, warm, and inviting. The office was spacious and clean. Melissa helped me and my wife file our income taxes with ease and answered all our questions and concerns appropriately. We also brought our 3 year old daughter with us, Melissa interacted with her made her feel included within the process by offering her a coloring book to keep her entertained. Keep in mind this was our very first experience with Oak Tee Financial and Tax Services, so she really made a first impression. Thank you Melissa and Oak Tree Financial and Tax Services for making the process seamless. I will definitely be back next year and would recommend their services to anybody I come across.