Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

Mr. Ron is a kind and helpful guy. I recommend him for your Tax needs. He explains things and he is…read morevery straightforward. Visits with him are simple and fast.

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

Yenny helped me with a special request during high tax season. Quick and easy to work with. Would…read moredef recommend.

While we're set for the 2024 filing year, my husband and I definitely plan to meet with Yenny…read moreKotani for 2025. I did call her just to briefly consult, and she was super helpful and friendly and knowledgeable. While Brea is a bit out of the way for us in SGV, she agreed that everything could be done electronically, so I'm so excited to finally have a professional CPA helping us once again and not just me fumbling through turbotax/Chat lol. Thank you, Yenny! Wishing you well the rest of the year and look forward to talking to you in early Feb 2026!

Professional and good service！…read more gave me a lot of help！

I wanted to write and thank you, Ken for your prompt and thorough accounting service. After I…read moreprovided you with my initial documentation, you went right to work and prepared the needed documents in short order. I came on a Thursday afternoon, and you completed my return the same week, Sunday. I like that you also value my security and privacy by using encrypted methods to pass communications. Your rates are very reasonable as well.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

After needing to find a new reliable CPA/Tax preparer, I stumbled upon this company through Yelp…read more I called the office and was greeted by Vince. I let him know what I was looking for and what my taxes would entail. We set up a meeting in person, although not necessary, but I felt it was better for me to do so. Vince was super knowledgeable and clarified a lot of information I was told in the past, but was not 100% true. He got my taxes done in a timely manner and it was a super straightforward process. I'll be coming back to Vince for my future tax needs!

Mike and his team are very professional and has done our personal and business tax returns for many…read moreyears. He's highly experience and promptly answers your questions unlike a lot of accountants. I highly recommend Mike and his wonderful team.

Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.

Very fast service and appointment is easy to make, parking lot a lot space , and a lot timing…read moreoption, can go any day after work Will come again Recommend Kail