We are a small business, and over the years we've had several different people manage our books,…read moreeach with their own approach. This left things a bit tangled, but Nabi and Tracie at California Tax Boutique have done an outstanding job straightening everything out. They are extremely knowledgeable, detailed, and committed to keeping our books in order. Beyond their expertise, they keep us well-informed, communicate clearly, and are genuinely kind people to work with. Their professionalism and dedication have been a huge blessing to our business. We truly appreciate them and highly recommend California Tax Boutique.

We've been getting our taxes done by CTB for years. Ours are relatively simple, but I've always…read moreappreciated the kindness, sense of humor and generosity of spirit Peter has.

This is our second year in a row using EDH Tax Solutions and we continue to be impressed! A huge…read morethank you to Alexandra and Ginni for making the process of getting taxes done STRESS FREE! We appreciated the option to drop off paperwork in person or to upload documents to the secure and easy to use online portal. Professional = check Knowledgeable = check Top notch communication = check Reasonably priced = check Efficient = check If you are looking for assistance with your taxes, give them a call. You won't be disappointed.

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

I called R&S Tax Service and requested a tax appointment in November of 2024. Roger told me that…read morehe doesn't start making appointments until January of the new year (2025). In January I called and made an appointment and filled out the new customer questionnaire. I was given an appointment for 4pm on March 18, 2025. On March 18th I was ready for my appointment. At 3:15pm I received a text from Roger exactly as follows: "I'm cancelling our appointment for today. A bit later in the season we can meet." I asked Roger by text when we could reschedule. No response. I asked if I had somehow offended him. No response. I never heard from Roger again. I strongly encourage anyone needing your taxes done to look elsewhere.

Sam Hoppe has been preparing our taxes for over 10 years and during that time he has proven again…read moreand again to be thorough, knowledgeable, timely and caring. He uncovered a carryover loss early in our relationship that had not been previously addressed which has saved us considerably over the years. Sam makes a tax season easier to deal with because of the trust we have in his abilities. We've been happily referring friends and family for years, and will continue to do so. Thanks so much to Sam and his team. They're great!

I've been using Sam Hoppe for the last five years to do my taxes. A couple of those returns were…read morecomplicated due to divorce and sales of properties, and I was quite anxious going in. Sam simplified it all to me and completed the returns promptly. He is a kind man as well as a quality CPA. Thank you!

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

Vincent Ha has been handling our tax needs for a while now, and he's outstanding. He's quick to…read morerespond whenever I have questions or need updates, always gets back promptly, and does excellent work--thorough, accurate, and tailored to our situation. No surprises, just reliable service that saves us time and stress during tax season. If you're looking for a responsive and skilled CPA in the area, Vincent is the one to go with!

Adrian has been doing my taxes since I've been able to work and been doing my family's taxes for…read morelonger. I'll never stop going to them. He's been so helpful in everything he's done for me and my family.

The whole process went great as I've been with them for 35+ years.I recommend them for everyoneread more

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

This is by far the best tax preparation company around and we feel so fortunate to have found them…read more Jake Taylor is our CPA and he is amazing and knows exactly what he is doing! He is always very through and makes sure all the boxes are checked when preparing our taxes. He has saved us so much time and money, all while being so personable and trustworthy. We are so grateful and thankful for all that Jake has done to help our family. Thank you!

Another year another dollar. I can speak specifically to my experience and my tax guy. I have been…read moreusing Nate Tuttle since he was legally allowed to work on a person's taxes 2013ish. I need someone that I knew would look for every possible way to get me a fair return but didn't want to pay more than TurboTax type prices. And honestly being able to talk to a real human being without a hiked price was a huge win. Since then he has provided great customer service and has been a major asset to the Weston & Tuttle family. Every time he has saved me money, got me a return, with little to no questions for me. I provide him with all documentation and he puts his head down and goes to work. THE VERDICT: Cannot be more pleased with the service rendered by Nate and highly recommend using him, not just if you live in the surrounding area but his knowledge of tax law and information expands throughout the entire United States. (and honestly maybe further but that is all the help I have ever needed). Go and get some chedda!

I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

We had a great experience with David our first year - 2nd year had some hiccups in communication,…read morebut overall it was fine. However year 3 was a nightmare, that has solidified we will never be back and will not recommend his services. I went to his office where he went over all the paperwork I had. On my way out, I asked the receptionist to pay and she said I could when I picked up hard copies - which is weird, because the previous year I all but begged for hard copies. So I said ok, and left. I sent numerous e-mails and called to confirm that our return was filed - finally I got a "yes". Fast forward 4 months and I still have no refund. I call and e-mail several times again and finally get a "we were waiting on payment"...TO WHICH I NEVER RECEIVED AN INVOICE. I was told I would pay upon hardcopy pickup. So I paid right then, and had my refund about a week later - so we were waiting for 4 months for NOTHING. Getting a copy of my returns was another circus - I was fine with a PDF or a hardcopy, but wanted SOMETHING (don't most people want a copy of their tax return?). It again was a month long process of calls and e-mails that went unanswered and finally I received a PDF copy. Overall, the systems in place here SUCK. Nobody has any idea what's needed for the next step, and the communication is even worse. Additionally, their pricing isn't even a bargain. For a good service, I'm willing to pay, but not when I have to chase people for months to do their job. Go anywhere else, save yourself the time.

Update. As mentioned in my previous review David has (past tense) always been proactive, promptly…read morereactive and client-centric. I have no idea was has transpired in 2021 for David to make a near 180 degree turn for the worse from years past. Leading up to an October 15 filing David's reponse times to phone, text and email were lagging at best. I was satisfied with, at mininum, getting a response and figured that my simple return would be easy enough to file on time. In retrospect I should have been more insistent with David. Current status: David missed the October 15th deadline after claiming he had all my information and that he had indeed filed on time. My taxes were filed on October 21. There is now a late fee for filing post October 15 deadline. Further my return was rejected. I found this out because I called the IRS on November 19 to personally inquire about my filing. The IRS stated that my preparer, David Airola, would have received the rejection notice shortly after the October 21 filing. I heard nothing from David. I called David on November 19. I spoke live with David and I presented him with the fix that the IRS recommended. Unfortunately I had to jump into a work meeting. I told him I would call him back which I did. He did not answer. It was the Friday before the Thanksgiving holiday. No response from David at all during that week. I called him again and left a pointed voicemail on November 29. I sent him a detailed email as well. As of the writing of this updated review I have heard nothing from David. Again, I'm saddened as to whatever has transpired with David that his client service and follow-up have taken a turn for the worse. My return is not a complex one. I pay David's rate for filing a individual (non-corporate return). His fee is higher than most. I expect service commesurate with the fee that I paid (on time and in full). The information I have provided him with is straight forward. He has even stated to me that my return is, "easy enough to take care of". It's possible that because I am not some large corporate client that I am last on his list. That's only a guess.