I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes!

I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

Tax prep done without issues. Great value for what we got. All done online and easily uploaded…read moreall information.

My wife and I worked with Dylan Schmidt at Black Inc for our taxes this year and couldn't be…read morehappier. From the first meeting, we felt like we were in good hands. He walked us through everything, explained what we were actually signing, and never made us feel rushed when we had questions. We came from a firm that went fully digital after the pandemic. What used to feel like a real relationship turned into an assembly line. With Dylan, it was the complete opposite. When I mentioned that we're looking to build something long-term as our businesses and assets grow, he got it immediately. No explanation needed. He stayed on top of everything throughout the process. Nothing fell through the cracks, and we never had to follow up on anything. It just felt like working with someone who actually cares. We'll be back next year for sure. Thanks, Dylan.

I got my taxes done here and I believed I would have to pay! They are truly amazing! I will…read morecontinue to Go here and they are super flexible! Was a little pricey for my first time. Hoping next year will be better!

I have been using Advance Tax since 1995 Excellent service ,…read more David is very knowledgeable with taxes. BTW the front desk girl Maggie also very helpful and working since 1995 also.

I been using Advance tax for over 10 years with David Li. David has been given me great advice for…read moremany years to save for my retirement and explained where to invest my money to save tax and build up my retirement. Everyone in that office is wonderful and professional to deal with. I will stay with them for a long long time.

Anderson is great! Very personable, fast communication and has great rate. I had a lot of questions…read moreabout my taxes and he was super helpful in making the process less daunting. He was able to help me answer any questions I had. He also speaks English and Chinese, which makes it helpful for those who need translation. Overall, Anderson was very professional, efficient. I highly recommend Anderson for taxes!

I made an appointment, and no one was there when we arrived. I don't know if he forgot or ran late…read more He had us waiting outside for 10-15 minutes. He didn't get our tax return done when he said he would. Said he had a death in the family. Ok, I'm sympathetic to that. But when he finally got our return done weeks later, he made a big mistake that could've easily been avoided, which resulted in us owing $4k more in taxes, and then he had the gall to blame it on me. Considering the amount of time I spent making sure that he was working on our return and having to review it, I might as well have done it myself. The only silver lining was that his rate was low, but I also got what I paid for. (I did not provide you with two documents with conflicting info. One was a spreadsheet that I prepared that had my mortgage payments as part of my expenses. The other was the actual tax form from my lender with the mortgage interest amount which was the number that was supposed to be inputted. It was an oversight on your part. I don't take issue with how much we ended up owing in taxes. But if I hadn't caught the mistake, we would've underpaid.)

Mason is the best!! He's helped us with our taxes for several years now and it's always so smooth…read moreand easy! We have 1099s, W2s, LLCs and an S-Corp and he takes care of it all.

I needed to file my taxes, mason got it done for me the same day as my appt. He made the process…read morequick easy and convenient. I'm not in his area, so I emailed him everything, made an appointment and he called right in time for my appointment to go over some of the finer details and see if there was anything he could do to maximize my return.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!

My daughters and I were in the San Gabriel Valley (SGV) area for lunch with my dear friends. After…read morelunch, we did our food run for the week, but I didn't have much cash on me. We found this Wells Fargo on Walnut Grove just a few minutes from the food court where we were heading. And it's in the same shopping center as Walmart. Funny, I have been a SGVer for the last 4+ decades and I have never shopped at Walmart out in SGV... maybe because I am normally out here to eat and shop for Asian stuff LOL. Anyway, this Wells Fargo has two ATMs for use. It doesn't look like a big bank from the outside, but looks can be deceiving. It was a very quick ATM visit indeed. Looks pretty clean outside. However, what caught my eyes were the two trash bins nearby adjacent to the bank. Not sure if the trash bins belong to the bank... I doubt it, but they were nicely covered so they don't appear to be trash bins. I'll be back to use this bank when on the south side of SGV. Yes, there is also a Wells Fargo on the north side that I use LOL. Gotta cover all compass of banks.

Zero Stars if I could don't believe there are $300 promotion for starting up a new account and…read moresetting up direct deposit they say that they can't find it so I'm out $300 promoting false advertising

Thank you for taking the time to clean my tax record for fraudulent activity. You guys were patient…read moresince I had to set up an online account to create pin on my IRS. Will be going either way you guys for now on.

Smarmy attitude. Curt. Rude. It's a father/son team, and thus far, the son's been dragging the…read moreplace down. A prime example of how nepotism is a terrible idea in the work place. Tax preparation is still a people business; a tenet that they've completely forgotten. Avoid at all costs.

Small tax office with great care for your business…read more Luciano and his team are well thought out and the work on the office is remarkable.

This was our first time using Tax Masters and to be honest, it was not even really planned. We did…read morenot attempt to do our taxes until like one day before the deadline, so my husband took a chance and walked in. It was about a 2 hour wait to be seen, but it was what it was since we waited until the last minute. Once we were in, Alejandra did a great job preparing our taxes and was extremely patient and kind. Glad we took a chance on this business with kind and helpful staff.