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.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

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.

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.

Not only did Olga not know what she was doing, as she has personally advised us incorrectly and now…read moremy 2025 taxes need to be re-done, but she also worked on our corporate taxes and didn't finish the job she promised to do, after we paid her. All she did was file an extension and then give us a termination of her services all because we wouldn't pay her an additional $10k for unaudited financial statements that were requested when we hired her. According to her she never agreed to this and thus she had "no time" to do them. I would NEVER recommend her and think anyone using her should be very careful of what she's advising you to do, beware you will probably get audited.

Olga has been great to work with. Her communication is very timely and she is highly professional…read more You can tell she cares about her clients. She was very rigorous with making sure we were taking advantage of the tax law and bringing things to my attention. I felt she was working for me and not Uncle Sam. Worth every penny. I would highly recommend and have to associates.

I can't believe no one has given Fred a review yet!!…read more Fred is amazing. I have recommended friends and acquaintances to him over the last several years. He has been doing my taxes for close to 10 years now! A friend worked in his office and recommended his services to me. My friend moved to Texas and I stuck with Fred. You can make an in person meeting or simply fill out the forms he sends you. He keeps great records and is super organized in everything you get. I receive my packet from him the end of December or the beginning of January (first week usually), so I can get most things filled out... if I didn't procrastinate. He also mails out monthly financial tips, stock information and well wishes. When I turned my taxes in this year (2021) for my 2020 taxes, it was the first time I saw him in person in at least a year. He greeted me by my name. I can barely remember people's names that I met after 10 minutes. This guy cares. I HIGHLY recommend him.

I was referred to Fred from a member of the family years ago. My taxes can be pretty complicated…read morebut Fred helps make it a breeze. He let's me know what he needs ahead of time so that I'm not left sitting around for hours. Fred is honest, kind, and you can tell truly cares for you. He also has very fare wages. Fred sends out a cool quarterly letter with some fun information on it to get you thinking about your own life and finances. I would completely recommend Fred to anyone. He will do a great job for you as he has done for me for the last 6 years! Thank you Fred!

I can't recommend Brian enough! He took my dad on as a new client after his accountant of over 30…read moreyears retired and handled two business returns plus his personal return. After working with the same accountant for so many years, we weren't sure what to expect with the transition, especially with multiple returns involved. Brian made the entire process incredibly easy and stress-free. He was extremely quick, responsive, organized, and easy to communicate with. He kept everything moving and made what could have felt overwhelming feel very straightforward. The turnaround time especially impressed us, everything was handled SO quickly without ever feeling rushed or like details were being overlooked. We're so happy we found Brian and feel completely confident having him handle my dad's taxes going forward. Such a refreshing experience and a huge weight off our shoulders. Highly recommend!

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!!!

Very professional, she answered all my questions, she knows her profession. I will be using her…read moreservices from now on.

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

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.

My experience has been extremely difficult. They don't return emails. They were to have filed my…read moretax payment electronically but never did. This resulted in a late fee and penalties of over $600. Not happy at all.