Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

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.

Best services in Southern California for Sure! Go see Abel…read morehe is amazing ! He truly cares and knows his job

Super great staff. Easy in and out (if planned ahead of time). I have gone to them every yearread more

Scott Luke, TLC ACTION TAX SERVICE , was exceptional to work with. He was professional,…read moreknowledgeable, and made the entire tax process simple and stress-free. He took the time to answer all of my questions, explained everything in a way that was easy to understand, and ensured every detail was handled accurately. His responsiveness, patience, and expertise gave me confidence throughout the process. I truly appreciate his dedication and outstanding customer service. I highly recommend Scott Luke to anyone looking for a trustworthy, reliable, and efficient tax professional.

The whole experience felt very transactional. Jist gave them my P&L report and our w2 forms. They…read morenever asked us any follow up questions, just had it ready to file. They just needed our signature, which was done in peraon. The worst part was that they forgot to file my personal federal taxes entirely. I only found out two weeks later when I checked the IRS "Where's My Refund?" tool, and it showed they had no record of my return. Because of this huge mistake, I had to spend a lot of extra time double-checking our business taxes to make sure those were actually filed, too. This oversight caused way too much unnecessary stress. I wouldn't recommend them because they lack communication and basic attention to detail.

I found Small Business Tax on Yelp and, needing help with my taxes, decided to first visit their…read moreoffice in-person before committing. That was last year and I have already gone through filing two years of taxes with their help, so I thought that this review is way overdue! I always felt an unresponsive distance from accountants I had worked with in the possible, but Small Business Tax is truly different. They are seriously like family. I have engaged with a half-dozen individuals there, from the CEO to the receptionist, and they are all professional, friendly, and simply get the job done at a reasonable rate looking for ways to save you $$$ on taxes. I really can't recommend them enough. I know it might sound weird to find tax help on Yelp, but I am really glad I did and if you are in need of help, please give Nicole and team a call!

Been going to Nicole the last 9 years since I've been a business owner, let me tell you her and her…read moreteam know what they're doing! So many stories I've heard of bad accountants but one of the best decisions I've made for my business was going to Nicole. She's always taken the time to thoroughly help me go over the numbers. I always end up saving more money I've even referred over a few friends with their own businesses who are EXTREMELY happy. The price is not cheap but guess what, as a business owner you get what you pay for and her service is worth every penny every time. Thanks Nicole and Small Business Tax, I'll be a life long client!

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.

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.

Called for a mobile notary service and was able to schedule for the Next day with 4 People and…read morenumerous signatures. She came right on time and it cost less than expected. I would use this service again

This Tax Firm is amazing! They worked diligently to help me find answers to my issue. Any questions…read moreI had about my tax returns & IRS they were able to help me understand everything. We got to the bottom of my issue which helped me feel more at ease. I would definitely recommend their services to anyone. Not only are they professional in their work but it was way more convenient to seek their help then to do figure out my issue on my own with the IRS. Thank you!

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

Hired them to help me fix an issue I had with my 2024 taxes, they did that and everything was…read moregreat. I had a few questions about the return and I will say getting a response via email was a little tough, but then last night Joe spent an hour on the phone with me talking me through every step I need to understand with my LLC. I really appreciate how he went above and beyond. Recommended!

After a Yelp search, to find a tax expert to assist with my unpaid federal taxes, and other…read moreworries, it took about 5 minutes before I received a response from Joe. I prefer to hire people who are paying attention to their own accounts as he did. Joe is charming and reassuring. Over the phone, he explained everything he would need from me and told me what to expect from him. He shared how he would help, providing best and worst case scenario. And a timeline. Joe moved away from California, but does return regularly as he's a Ducks fan and has season tickets. He may have been worth the price he quoted. I don't know. The two other quotes I got were more than 50% less than what he quoted. It does not make sense for me to pay 2x as much for somebody living in another state to do my taxes. I am writing this review because after and despite my explaining to him and his colleague why I would not be utilizing their services, I began receiving daily prompts to sign a contract. There was no contract when I let them know I would not be hiring them. Yet they sent it. It's seems shady to this old fart. The nerve!