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OTA Tax Pros

5.0 (5 reviews)
Closed 9:00 am - 5:00 pm

By appointment only

Services - OTA Tax Pros

Accountants

Current year tax preparation and filing

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

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Recommended Reviews - OTA Tax Pros

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1 year ago

Working with them for many years--extremely knowledgeable and reliable! Highly recommend their expertise for all tax needs.

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8 years ago

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10 years ago

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10 years ago

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7 years ago

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Gill Tax Group

Gill Tax Group

(44 reviews)

Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

Stellar. If I can…read moreonly use one word to define the experience I received, it is stellar. Gill Tax Group (GTG) took me in last minute, thoroughly reviewed my returns after I had a hiccup with TurboTax and discovered that the TurboTax software did not flag the necessity to file in another state.* Had GTG not checked this and had I relied on TurboTax, I would have been subject to a review and possible full audit by not only the California Franchise Tax Board, Commonwealth of Pennsylvania, but also the Internal Revenue Service. GTG cares and is very thorough. If they make a commitment to help, they have proven that be true. Trying to get through to TurboTax customer service was a nightmare and nobody understands what I'm asking or trying to do, notwithstanding the technical gliches they have. GTG understood came through and took over immediately and filed expeditiously--and I am very thankful. I cannot recommend this wonderful firm enough to others. * Had I opted for the "audit free protection" offered by TurboTax, it would likely have been denied because it only protects you in the State you file. TurboTax did not recognize that I needed to file a return in another state and therefore I would have l been denied the protection had I went that route if I were to be reviewed and audited. WTG GTG! Thank you for the rescue and peace of mind =)

Corellia

Corellia

(39 reviews)

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

Excel Tax Group

Excel Tax Group

(96 reviews)

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

OTA Tax Pros - taxservices - Updated June 2026

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