1. Our Place Financial

    1. Our Place Financial

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    Irvine, CA

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    Our Place Financial

    4.3 (3 reviews)
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    Tax planning

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    5 months ago

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    Excel Tax Group

    Excel Tax Group

    4.9
    (97 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.

    Honest Tax Solutions

    Honest Tax Solutions

    4.4
    (96 reviews)

    From start to finish, my experience with Honest Tax Solutions was nothing short of outstanding…read more What immediately stood out to me was their transparency--there were no hidden fees, no confusing explanations, and absolutely no pressure. Everything was explained clearly, patiently, and in a way that made me feel confident and informed the entire time. Taxes can be stressful, but the team at Honest Tax Solutions made the whole process feel smooth, organized, and surprisingly stress-free. They took the time to really understand my situation, answered every question I had (no matter how small), and made sure I felt comfortable with every step before moving forward. What I appreciated most was how genuine and human they are. You don't feel like just another client or number--they truly care about helping you get the best outcome possible while staying fully compliant. Their professionalism, knowledge, and attention to detail are incredible, and it's clear they take pride in doing things the right way. Because of the trust they've built, I will continue having Honest Tax Solutions handle my company taxes every single year. This is the kind of business you trust long-term and confidently recommend to friends, family, and colleagues. Thank you, Honest Tax Solutions, for such an incredible experience! Simple Teck Solutions, INC Hector C

    I'll be honest, dealing with the taxes for both of my businesses is usually the most stressful part…read moreof my year. I saw a few other people mention how much relief they felt after coming here, and I completely get it now. They don't just crunch numbers; they actually sit down, listen to what you've got going on, and figure out the best path forward without making you feel stupid for asking questions. If you've been putting off dealing with your tax stuff because it gives you anxiety, just go here. The peace of mind is worth every penny.

    Tehrani & Velez

    Tehrani & Velez

    4.6
    (35 reviews)

    I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.

    We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!

    Quartermaster Payroll Service

    Quartermaster Payroll Service

    2.7
    (7 reviews)

    PAYROLL TAXES DEDUCTED BUT MULTIPLE STATES NEVER REGISTERED FILED OR PAID!! OWNER UNRESPONSIVE!…read more I am a small business owner who doesn't have the bandwidth the experience or expertise to deal with part of the business, which is why I engaged Scott for his professional service. This has cost me over 100 hours of admin time plus hundreds of dollars of late fees for each state (SO FAR). It's still unresolved... In 2019, I was referred to Scott Doody at Quartermaster Payroll when I was hiring my first two CA employees. As I grew my team, I asked Scott if they could support payroll for out of state employees. He assured me he could do the registration and appropriate filings and said there would be admin fees to get them set up. I agreed to let him do it. I ended up hiring a total of 4 out of state employees in OR, TX, NV and PA. Fast forward to Dec 2022. We were growing and I made the business decision to switch to a PEO so that we could bundle payroll/benefits/HR services, etc. That's when I learned that Quartermaster NEVER registered our company with any of the other states. They were *withholding* payroll taxes and UI deductions but not actually filing and paying them to the states! I spoke with Scott on Dec 12th 2022 and he assured me that the taxes and UI monies were sitting in **escrow and impound accounts** until the registrations were completed. He also told me that he'd get started on getting us properly registered. He got OR set up then I started getting LATE NOTICE penalties and interest for late filings. I set up WA and began getting late notices there too. (We were 1 year past due). Every time I receive a notice, I send it to Scott and request an update on the status of the filings for all of the states because I want to get caught up. I've called, he never answers the phone or returns my phone calls. I've emailed and he almost NEVER responds. As of today, 4/27/23, I have no idea the status of NV, PA, or TX. I do know that WA is waiting to be filed but I had to pay another penalty there today. **WHERE IS THE MONEY SCOTT? Other Errors: * Sometime in 2022, my TX employee notified me that she was seeing CA tax payroll deductions. It turned out, the same was happening for two other out of state employees. Quartermaster had to redo the numbers which resulted in credits back to each employee. But it also meant our Quarterly Reports were incorrect and I never got corrected Quarterlies. * Getting the payroll preview and noticing vacation & sick time accruals being incorrect. In some cases, giving away too much time, in others, not giving enough. * Multiple times failing to remove a previous payroll cycle's expense reimbursement, which had I not caught it during the preview/approval, the employee would have been reimbursed twice. * Applying the incorrect tax codes, resulting in an employees' owing more in taxes. Working with Quartermaster has really created so much havoc and chaos related to payroll. To say we are disappointed is an understatement.

    I did business with a company that did my payroll for 16 years. Quartermaster purchased that…read morecompany since the owners were retiring. The owner of Quartermaster, Scott has undone everything in just a years time. We'll be moving on from Quartermaster.

    Our Place Financial - taxservices - Updated July 2026

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