Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

Highly recommend this business, needs help in clearing out some QB entries and she showed up right…read moreon time and fixed the problem quickly.

5 out of 5 stars - Highly Recommended! I can't say enough good things about Debra Gansert and Swell…read moreCrest Accounting! As a small business owner, I was overwhelmed trying to manage my books on my own, but Debra made the entire process seamless and stress-free. She expertly set me up with QuickBooks, customizing it perfectly to fit my business needs. From the initial consultation to training me on how to use it effectively, Debra was incredibly patient, knowledgeable, and responsive. Her attention to detail and deep understanding of accounting for small businesses turned what could have been a daunting task into a smooth transition. Thanks to Debra, I now have clear financial insights, better organization, and more confidence in my day-to-day operations. She's not just an accountant - she's a true partner who genuinely cares about helping businesses thrive. If you're looking for top-notch bookkeeping, QuickBooks setup, or accounting support, look no further than Debra at Swell Crest Accounting (info@swellcrestaccounting.com). She's outstanding - 10/10, would recommend to anyone!

Debra has been outstanding. She not only is very well experienced but also extremely informative…read moreand attentive to your business needs. I am so happy that found her and I would absolutely will recommend anyone to get her services as they they will not be disappointed at all! She immediately responds and continue to follow up until work is complete to the absolute best as possible. Thank You Debra for all you have done and continue doing.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

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.

Cindy was quick to respond to us, and flexible with her time, and came at the time she said she…read morewould be there. She was very professional and pleasant to deal with and I highly recommend her services to anyone looking for a notary, and I will definitely keep her information in my contacts for any of our future needs.

From the owner: When your overwhelmed with paperwork and don't think you can carry it all to my office, let me come…read moreto yours! I will work at my place or yours. Full spectrum Bookkeeping with A/P, A/R, H/R, Payroll, using Quickbooks desktop, Mobile Notary & Mobile Remote I-9 Verification, Organizing Offices, Legal Documents, Legal Servings, Get your Profit & Loss statements & Balance Sheet ready for your CPA to get taxes done I can just spend a few hours teaching you about Quickbooks, help out where you went wrong, showing you around the Chart of Accounts, if you want to do it yourself. No job too small, I do it all!! Weekly, Bi-Monthly, Monthly, Quarterly, Every 6 Months, Once a year. I have all types of clients. Chiropractor, Physical Therapist, Appraiser, Construction Company, 2 Bars/Restaurants, General Contractor, Mobile Dog Grooming, Auto Mechanic, Off-Road Vehicle builder, Rubber Company. I’m also a Member of the Garden Grove Chamber of Commerce. The Treasurer for the Women’s Division, Garden Grove Chamber of Commerce

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

The best in service office in the OC. that I have ever worked with. Very Professional , Fast…read moreReliable and Cost Effective .. Creative Marketing Concepts and services.

This office has all the professional equipment needed to produce print-quality materials…read more They met and exceeded my vision. Why don't they have more reviews?

Such an amazing experience with Gina and Jayden. Gina is so sweet, made me feel comfortable right…read moreaway. They helped us out so much. Been coming here for 4 years. Made my in-laws and parents come here too and they love it. The ONLY place I trust to do my taxes.

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.