Tu and Danny have always taken care of me and my mom since my college years and that's nearing 10…read moreyears! The last time I've been in their office was over in Garden Grove and they get super packed and from what I see their office is now in Fountain Valley... Tu told me to just transfer to email 3 years ago and although it has kinda taken longer (understandable) just be patient with them. The pay off is well worth it! They are busy up until now as I wait to finish my taxes...and last time I checked they were not accepting any new clients. The whole point is they are professional, knowledgeable, and the pay off is great.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

I had a really good experience with Mindy Doan CPA. She was easy to talk to and explained things in…read morea way that actually made sense. She caught a few things I would have missed, which I really appreciated. Overall, super reliable and easy to work with.

This tax servicer is a scam. The owner is rude and unhelpful. My parents went out to request her…read moreservices to help fill out and send forms for the car tax relief. She said yes and after they paid her she helped fill out maybe one simple form, she didn't help them send out the form because my parents at the time didn't remember their password to the account. The issue is not just that she didn't help them finish the full task they paid her to do, but her attitude through the whole process. She talked down on my parents and in the end couldn't even help them.

Still coming in super last minute to get my taxes done, but Stephanie (also goes by Thu) was super…read morehappy to help me as usual. Something's never change. There's a clear barricade and everyone was wearing a mask. I didn't feel any risk there at all.

Been going here for years. The team at JC is well versed at what they do and provide outstanding…read moreservice.

John and Hien are the best! I have been filing my taxes with them since 2012 and there is no…read moreonline tax service that could replace them. Their combined professionalism, expertise in taxes, personable service, and family oriented business is what keeps me coming back. The amount they charge is also super affordable compared to what I used to pay in the early 90s. I always love to catch up with Hien on the amazing travel bucket list that she has compiled over the years. I always recommend their office to anyone that asks. Plus, at the end of filing you leave with the butter cookies that you can use the tin for sewing supplies.

Gul is argumentative and rude. Will not be returning here again. Overpriced as well. Cost did not…read morematch what was advertised on the wall

I've been coming here for the last 4 to 5 years and I have to say I am actually very happy with…read moretheir service each year. They go out of their way to try to minimize the amount I have to pay back. This year was no exception.

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.