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.

Nina is amazing, she was very attentive throughout the tax filing process. She was very diligent…read moreabout checking different sources to ensure all documents are getting accounted for. Her communication and transparency for each step helped put me at ease, and she has so much empathy that I felt cared for and not just a client. You're not just a client to her and for me, that already adds so much value to the amount you pay for the services she provides. She was also the only one with affordable rates after I reached out to different preparers, I look forward to working with Nina in the future!

I would just like to say that Nina was exceptional and that she was super nice and I really…read moreappreciate her, she got my taxes done in a timely manner. Thank you so much for your kindness and your patience. I would highly recommend her to anyone.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Best in the business! Quick, reliable, knowledgeable, and he comes to you. What more can you ask…read morefor?? Would definitely recommend!

Great advice. Will call him in the new year. Very helpful with a tax situation I needed assistance…read moreon.

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.

does my taxes both personal and business. He is detailed and…read morehas great knowledge. I would reccomend his service to everyone.

I had an issue come up with a previous tax return so I came back to Gerardo. He was able to assist…read moreme quickly. Yes, he's not great at picking up the phone but making an appointment thru the website and meeting is the most efficient way in getting a response. Thanks Gerardo! For your help over the years.

Amazing tax experience. Made it very stress free. Highly recommend!! Definitely going back…read more Brenda Bollinger

We worked with Aryna and she was fantastic! Above and beyond -spectacular service. Very calm and…read moreprofessional. Very understanding. The woman who works in the front office was fabulous also. We are so grateful and so happy. Exceptional service. Thank you!

Exceptional year after year. Thoughtful, detail-oriented, and consistently proactive. I trust them…read morecompletely and truly value their guidance.

My husband and I have used Orange Coast Tax for a few years now. When Sergio was doing our taxes,…read morehe did a great job. We never had issues. These last two years have been very disappointing. They have made some big mistakes, and charge a lot of money. After several attempts of trying to get Sergio to respond to our complaints, I have not been successful it getting a response. We were sent the wrong taxes to review at first and they never filed our state taxes which had a return for us this year. I had to investigate and figure out what was taking so long. Turns out they had never filed the state taxes and they didn't even notice. Almost 800 dollars later, we have not heard from Sergio or their team. Really really disappointed

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

I was able to get a consultation the next day after contacting this business, during the last few…read moredays of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable.

Brian was referred to me by a family member. He provided excellent consultation and tax services…read morefor more of my complicated tax processing needs this year.

This is my first year using Brian and I'm super THANKFUL I found him! This man is a true…read moreprofessional, very much passionate and most important knowledgeable about what he does!! I had a personal and an Estate return to file this year and he went out of his way to ask all the questions and find solutions! THANK YOU SO VERY BRIAN!!!