Dana has done our tax returns the last few years. We have been very satisfied with her work. The…read morereturns were completed promptly. She is very knowledgeable and was able to answer any questions we had. I would highly recommend her and Personalized Tax Service.

I had been with my previous provider for over 40 years and through three different owners, but as…read morethe service declined to an unacceptable level, I knew it was time for a change--something I didn't take lightly. Dana Norton made the transition seamless. She was professional, knowledgeable, transparent, and consistently prompt in her communication. The entire process was smooth and stress-free. I truly appreciate the outstanding service she provided and highly recommend her to anyone considering a switch. I've not only found a new tax preparer, but a trusted advisor who can assist with tax planning, estate planning, and guidance on property sales and purchases.

Very unprofessional, imagine driving from Palos Verdes to Claremont (2hr drive) to submit the…read morenecessary paperwork and not getting a callback. It's been over two months, I hope it was worth losing a client and getting a bad review!

My husband and I have been looking for a professional and wonderful CPA we can trust and have a…read moreconnection with. Corina was that person we have been looking for ! She has done our taxes for 3 Years now and I can see why she has plenty of long time clients. She is honest and funny at the same time! We even recommended my mother !

Theresa Hansen is a wonderful accountant! She gets the job done with ease. Any issue you may have…read moreshe will work it out for you! I was so worried about filing back taxes and so scared to do it. She put me at ease and completed the filming for a very reasonable rate! I highly suggest giving her a shot

I went out of my way to try and obtain services with this business. I really needed help with JUST…read moreONE CAL. F.T.B. real estate form. I was told in a very rushed manner to call back after the April tax filing deadline after I had initially made contact with a female representative here. I even explained what I needed assistance with. Well, I called back after that time hoping to secure an appointment for the same reason, and then I was told by the same female subject that no assistance would be provided to me. I was instead advised to consult with a tax attorney. At the last minute, I ended up calling a 75+ year-old tax prep who used to do my family's taxes in EAST LOS ANGELES decades ago (who still sees clients in his home), and he knew exactly which form I was referring to. The gentleman literally walked me through the F.T.B. form in less than 10 minutes. He even invited me to send SMS pictures so he could review my work... at no cost. What a glaring difference.

Claudia is amazing, she is knowledgeable and always has the answers to whatever I have going on…read morewhether tax related or not. I have been a client 15+yrs. My whole family come for their service needs too.

Claudia is professional, reliable, quick and thorough. Claudia offers many services, she supported…read moreme through my divorce response. I'm sure all services opt for different pricing, however, I'm satisfied with the payment for her services. I will refer to others!

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I had a disappointing experience with this accountant. Throughout the process, I felt rushed and…read moredidn't feel like my questions or concerns were given proper attention. It seemed like there was little interest in actually helping or providing thoughtful guidance. Given the level of service, the pricing felt quite high and didn't reflect the value I received. Unfortunately, I would not recommend their services based on my experience.

We were having trouble getting any response from Sedgwick for a documented worker's comp injury…read more There was no disputing the injury. We just could never get ahold of the adjuster. It had gone on for 6 months. MRI was done and diagnosed an injury. But that was it. Nothing for 6 months. Went to Moga Law and we had a doctors appointment scheduled within a week!! They've handled everything and get things done quickly. Highly recommend them.

I called MOGA Law Firm because I noticed that he posted on Facebook that he was doing Free Wills…read moreduring the Beginning of the Covid Pandemic. I contacted his office and he did a Will for free he is very courteous and helpful to the community. Front office staff very helpful and polite. I will be doing my Trust with him soon I hope. I recommend him if you need a Will or trust

I have been getting my taxes done by Robert and his team for years. I appreciate their expediency…read moreand deep knowledge. They always have a great service and walk me through each step of the process. Thank you, Robert and the Diskmate team!

Robert has been doing my taxes for many years now. He is very knowledgeable and always answers…read morequestions and concerns. I highly recommend him and his team!