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    Prudence CPA

    5.0 (6 reviews)
    Closed 9:00 am - 6:00 pm

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    8 months ago

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    4 years ago

    Amazing service and diligent attention to detail. I absolutely recommend. Next tax season take yourself or your business needs here.

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    5 years ago

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    9 years ago

    Joseph was very helpful and responsive took the time to personally answer questions related to my immediate concerns.

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    9 years ago

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    12 years ago

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    Excel Tax Group

    Excel Tax Group

    (95 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.

    Tehrani & Velez - Bobback Tehrani and Gabriel Velez at our Irvine headquarters.
  www.tandvllp.com/contact |  (949) 587-9890

    Tehrani & Velez

    (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!

    Stephanie Lee, CPA

    Stephanie Lee, CPA

    (1 review)

    I had an excellent experience working with Stephanie for filing tax returns and all my accounting…read moreneeds. At every step of the process, I always received exceptional service and prompt responses. After meeting her, you tend to inherently develop trust in her ability to catch things other people in the past may have overlooked and her professional advice was right on. I would highly recommend Stephanie Lee to anyone looking for a genuine accountant. I will definitely be using her again for my tax need in 2017.

    From the owner: Stephanie Lee, CPA specializes in BookKeeping, QuickBooks, Payroll, and other accounting services…read morefor small to medium businesses. She is a 15 year accounting veteran who is a Certified Public Accountant with the State of California and has also been certified as a QuickBooks Pro Advisor. She has a wealth of experience working for some of the top accounting firms in Southern California. She's served a myriad of customers in a diverse set of industries spanning education, non-profit, entertainment, retail, real estate, and professional services. Her mission is to provide the highest level of accounting and customer service to her clients while holding true to her professional and personal code of ethics, which includes always adhering to accounting regulations and standards. Stephanie helps her clients succeed by staying true to her six core tenets of what makes an ideal accountant: Trustworthiness, Organization, Attention-to-Detail, Client-Focus, Flexibility and Communication.

    Prudence CPA - financialadvising - Updated June 2026

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