Griselda Barragan, EA is simply the best , super friendly, extremely knowledgeable absolutely…read morestellar when it comes to getting our taxes done this year. Griselda is incredibly professional and highly knowledgable about current tax laws. Getting an appointment was easy , quick, convenient. The process is always smooth. out of

Gina is patient, we are a newly married couple who used TurboTax for a few years and didn't know…read morewhat we were doing. She was professional, personable, and very organized, communicating with us clearly and helped us understand how to better prep for next year. Highly recommend!!

You know, sometimes we just need a nice person on the other end who is willing to take time to…read moreanswer a few questions. Jean did this for me and I appreciated it very much.

Jean is the best and our business go to for everything CPA, accounting, and tax related.read more

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

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 first reviewed Budget Bookkeeping back in 2014, and after more than a decade of working with…read moreMarc, I can confidently say he remains one of the most reliable and knowledgeable tax professionals you'll find. His commitment to staying current with all annual continuing education requirements--and his expertise as an IRS Enrolled Agent--sets him apart from so many other tax preparers and bookkeeping services. Marc consistently delivers accurate, thorough, and stress‑free tax preparation. He explains everything clearly, stays ahead of deadlines, and makes sure we're fully compliant with the latest IRS rules and tax law changes. Whether it's personal taxes, small business bookkeeping, or general financial guidance, Marc brings a level of professionalism and care that's hard to find. What really stands out is his integrity and consistency. Year after year, he provides the same dependable, high‑quality service. In a world where tax regulations shift constantly, having a trustworthy expert who truly knows what he's doing is invaluable. If you're looking for a professional tax preparer, a detail‑oriented bookkeeper, or an IRS Enrolled Agent who genuinely cares about his clients, I highly recommend Marc at Budget Bookkeeping. We've been with him for over a decade for a reason -- he's simply the best.

I've been going to Marc for my taxes since 2017, almost 10 years now and I wouldn't go anywhere…read moreelse. Marc is incredibly knowledgeable, efficient, and always makes the process stress-free. I truly trust him and know I can count on him every tax season. He's quick, professional, and very convenient whether you prefer to meet in person or file from home. If you're looking for someone reliable to handle your taxes, I highly recommend coming to see Marc!

I have been using quality Bookkeping for many years now! Kathleen is an AWESOME accountant! She's…read moreprofessional and gets the job done well! She really knows all the tax laws and takes the time to explain and advise you on your taxes. The office is located in temple city and has plenty of parking. If I could give 10 stars I would! Service is always excellent!! Thank you Kathleen and staff! Job well done!

Kathy and her team a great and so VERY HELPFUL! They do the…read moretaxes for our PTA and know all the rules and extra things we didn't know about for schools. They are so very responsive and will answer all your questions. I love that we can just email them all the documents and they get everything together so that when we come in, we just sign, put a stamp on the envelope and drop it off at the post office.

Dana is the best of the best. She is professional, organized, thoughtful, knowledgeable, reliable,…read moretrustworthy, communicative, and an overall pleasure to work with. Our organization hired Dana based on a fantastic referral from our CPA. Dana quickly adapted to our dynamic business and proved to be an immediate contributor over-delivering in all areas. Dana was instrumental in helping our organization restructure and implement new processes and systems to ensure our books and accounting/finance functions were organized, efficient, and compliant. She worked closely with our CPA and Board leadership to reconcile and resolve multiple, complex issues and her calm demeanor was unwavering through many ambiguous situations and circumstances. A true team player, Dana proactively identified opportunities to provide further support to the organization and offered to absorb additional responsibilities when needed. She is an excellent communicator and very reliable: deliverables were consistently provided within time and scope and she was always timely for calls and meetings. Dana continues to be a trusted asset providing endless value and support to our organization. Without a doubt, I would recommend Dana for your bookkeeping and accounting needs!

Dana worked with our company in reorganizing our entire financial process which provided us with…read moremore time, clarity and assurance in moving forward as a small business. Her work ethic, guidance, and foresight were indelible and she was an absolute pleasure to work with.