Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

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!

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.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

Turn my taxes over to the government that he prepared because they wanted to investigate what I was…read moredoing financially and got paid to do it all without my consent

The whole staff was professional and courteous. Explained…read morein detail every step of the way

Tammy and her team are super knowledgeable and efficient and are taking care of my small business…read morebook keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes!

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

Old school face to face banking. Greeted on a first name basis and have your best interest at…read moreheart. We have a small business and i wouldntbank anywhere else! Ila Gomez, Kevin and Hua Ling are fantastic! Thank you!

Hauling, Jamey & Kevin are always such a great help! They're very personable and reliable with all…read moreof my requests, I will continue to be a returning customer

Eric answered all my questions I had about my taxes which I appreciated…read more I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

Not sure why Kyle doesn't have any reviews on Yelp. Was initially hesitant to go with him, but…read morechecked him out on Google and people had some good things to say. Anyhow, called Kyle about what my best options would be to handle some Business debt I've incurred and he was super helpful in getting me the information I needed to make a more informed decision. There was no upsell, just advice and I appreciated that a ton and found it super refreshing. Anyhow, thanks again Kyle!

From the owner: We help you position yourself to achieve your financial goals. Reach out if you're ready to take…read morecharge of your financial future.

Martin Stuka is such a great insurance agent, does what's best for you, the insured, at all times!read more

Martin and our family have had a 25 year plus relationship. Always super professional in any…read moredealings.

Had a quote for condo and auto from a company my employer works with but wanted to stay loyal to a…read morerelationship with AAA since 2022 and paid what was quoted in full. 7 weeks later they drop the condo insurance which I can understand and get my head around but then they are asking for almost $500 more dollars for the autos since they pulled the multi policy discount. Any decent company would eat their mistake and keep a customer. Kerry Petersen is horrible at her job, doesn't return calls, A "so called" manager Brittany Hamilton doesn't return calls. AAA is a dirtbag company that's probably getting their ass handed to them because the fires so it's a money grab. It may be hard to find any great insurance company, but anyone will be better than these creeps. PS- Shout out to Fausto in the Glendale CA office for not hiding, letting me vent and explaining the BS that took place.

I called AAA for roadside assistance at 11:30am. On 10/27/2025 for the…read moreBattery to be charge. The person they sent couldn't charge my battery so, he suggested to wait for another person to come which it would take about an hour so, I thought it would be too late , so, he suggested if I wanted my vehicle to be tow at my house and I thought it was a better Idea then later in the morning I would call AAA again. When he brought my vehicle to my house, He mess up my vehicle's handle (driver side) and all he said was "sorry", for which I called AAA to let them know and they stated to call this the tow truck company directly to resolve this issued and I was given a phone number to call so, I called several times and they answer very rude or when they see my phone number they don't answer unless I call private or from another number and when they finally answered they stated they need to review the damage claim and they would go from there. I called every day for 3 days (both the AAA and the towing company) and today, the towing company called stating they can fix it and can pick up my truck and they set up an appointment for me to take it to shop on 10/30/2025 at 6:00am. then an hour later I got a message from them that they change their mine, stating that it wasn't the driver's fault so, they decided not to take responsibility of the damages that was done by their driver so, I called AAA and spoke to the person called supervisor who apparently was in charge of handling my case "Evita Hernandez" and told her about what this tow company stated and she said at this point she no longer work on my case because she needs to transfer it to a "Specialist" from AAA and to wait 2-3 business days. I told her I need a car rental or transportation to go to my job while there is a decision, and she said she totally understands but I just need to wait.