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.

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.

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.

My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are…read morepleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

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!!!

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!

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.

6 minutes ago New I'm…read moreso glad we contacted Masler and Associates for our tax preparation this year. Sharon and her team are awesome. We had multiple tax issues including trust documents that needed to be dealt with and Masler has all the best people to do the job right. Highly recommended.

Masler and Associates have been my trusted accounting firm for over 12 years, and I couldn't be…read moremore grateful for their exceptional service. From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support. Their dedication and attention to detail year after year have made them an invaluable resource. It has truly been a pleasure working with their team. Thank you for being such an integral part of my business growth and expansion over the past 12 years. Dr. Mindy Bixby

Chad was very helpful in reviewing our tax return and answering key questions about our tax…read moresituation. Our call was efficient, and his answers were very clear. He offered advice on future ethical ways to consider reducing our taxable income. We'll be coming back to Guild Accounting for our future tax needs.

I reached out to Chad due to his positive Yelp reviews and he was efficient and courteous in…read moreassisting me with my personal tax return. He asked questions and gathered all the appropriate information to ensure my return was complete. I was very happy with his service and found his pricing affordable and a good value for the quick turnaround he provided. Will use him again and would recommend him!