Very disappointed. I met with Lynne for a consultation to prepare my income taxes…read moreof four years. I also provided some of the necessary documents for her to review. She said she would get back to me after the weekend with a final quote. We met on a Thursday (2/28/2019) It was 3/6 and I had not heard from her so I sent her an email and left her a message with the receptionist. No response. On 3/7 (Thursday)I sent her another email and she finally responded. She apologized and reassured me that she would have a quote ready by that Saturday. I NEVER HEARD BACK FROM HER.

I can't say enough nice things about Lynne! Prior to choosing Lynne, I interviewed a total of four…read moreCPA firms in the area. Having only lived in the area for a year, I wanted to select a group that I could grow with. After leaving my first meeting with Lynne, I knew she was the perfect fit! She was very understanding of what I was looking to accomplish, she educated us on what we need to do and she even coached us through the process of what future tax filings will look like. This is someone that loves teaching people and helping them become more financially secure. Thank you Lynne!

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Responsible, Professional, Trustworthy. It does not get…read moremuch better than this. We don't even have to worry about our tax problems. Thanks to Eric. 100/100!!

I've worked with many other tax services in the past -- from filing it myself with TurboTax to…read moreother CPAs in the Bay Area and in Orange County and Eric surpasses them all in leaps and bounds. I've never had better guidance from a CPA or a bigger return! I've been using AT&A in Anaheim and they've got amazing reviews and haven't had an issue with them but we relocated and our normal tax guy left the group. We figured now would be a good time to find a CPA closer to us. I reached out to a handful and Eric was the most prompt and professional, with a client portal that was so easy to use. Eric takes his time, answers every question, and doesn't rush through the process. I didn't feel like a number but a teammate. I felt well looked after and he really cared about his work. Thanks so much Eric, we will work with you for as long as you'll have us!

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

This accounting company is very professional and reliable. They provide clear advice, accurate…read morework, and always respond quickly to questions. I truly appreciate their support and highly recommend their services.

Tamara is very knowledgeable and efficient and the process for filing was quick and seamless. I…read morehighly recommend working with Tamara!

I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.

We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

My husband and I had used this CPA for our personal and business taxes for several years. I wanted…read moreto stop using them after the first year but my husband thought it was best to just stay with them. Let me say that Kimberly is very pleasant and easy to deal with- NICK IS AWFUL. He is rude and expects to be paid for the tiniest question. I gave them a 4 star rating after meeting with Nick the first time and getting established. I wasn't ready to rate them yet as they had done nothing but Nick kept calling me for a review and then when I gave them 4 stars he BADGERED me until I grudgingly changed it to 5 stars as he kept asking. I just wanted him to leave me alone. FINALLY, my husband agreed to stop using them. We needed some records from the past and asked for those to be sent to us. We were required to pay $60 for OUR ELECTRONIC RECORDS because we were no longer clients. I suspect that was illegal but we just want to be done with this place.

Had a great experience. Kimberly is extremely competent, quick-witted, and knowledgeable on a…read morevariety of complex tax situations. To be specific, I had multiple states, part-owners, investments, divestments, passive & active income, all confidently and competently handed. Customer experience and responsiveness very solid and structured enough to build confidence that they knew what they were doing. Will get busy pretty quick.