Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Just finished my 4th return with HM Partners. We worked with Olivia for the first three years, and…read morethis year we worked with Susanna. I can't recommend them enough! Susanna was incredibly helpful in answering all of my questions and thorough in her explanations. The online system they use is very convenient and secure. Everything was done very quickly. Definitely worth the cost to have your taxes done professionally. Thank you so much!

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!

I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

Excellent service and genuine care, awesome personality too!! best tax service i have found.read more

When your only job is to file taxes and you fail to do so. Super unprofessional and failed to file…read moremy taxes then sends this email as if I would ever use her services again. Keep looking for someone else as there are hundreds of tax preparation services.

Very knowledgeable and honest person. Did my taxes fast, explained every detail and answered my tax…read morequestions. We met at Panera bread but he was well prepared and even brought his printer with him! Gave me all my tax forms printed and emailed them to me. And my refund came only in 4 days after filing! Paul is a cool guy:)

Very knowledgeable and good communication. Would recommend to anyone that needs there taxes filed.read more

Thank you, and highest praise to Jaque, who helped me amend the taxes I filed with TurboTax. She…read morewent above and beyond -- not only helping with my taxes, but also providing so much valuable advice and guidance. I walked away feeling truly supported and informed. I greatly value this business and especially appreciate Jaque's kindness, professionalism, and expertise. Looking forward to seeing her again next tax season!

Taxes and Books was doing our taxes until Judy passed away. We then followed Marsha because she is…read moreamazing she and Judy ran the company. Taxes and Books did not notify us that their system was compromised and we had to report identiy therft to the FTC. This has been a huge hassle and takes up to two years to correct. Very sad!

I'm a bit surprised here. I only talked with Cara Watson on the phone and she resolved my concerns…read more Every other tax advisor (about 4-5) wanted to charge me $400 - $550 an hour for their advice. I let her know that I don't need a tax person this year, but I certainly will for next year and you better believe that she will be my go to person!! It seems to me that it's difficult to find someone sensible, I could actually understand what she was saying, who is helpful as well. I greatly appreciated her time. Will definitely be referring her and returning to actually give her my business.

Not sure if they went out of business, but I emailed them at the email address on their website,…read moreand it was returned as undeliverable.

I can't say enough great things about Faith! She is the perfect combination of professionalism and…read moregenuine care. She takes the time to explain everything clearly, answers every question with patience and truly looks out for your best interests. You don't feel rushed. You can tell she cares about her clients beyond just the numbers. Her office staff is equally amazing--friendly, organized, and always ready to help. First impressions are everything! The entire experience is smooth, efficient, and surprisingly stress-free. If you're looking for someone knowledgeable, trustworthy, and personable, I highly recommend her. I wouldn't go anywhere else!

These folks are the real deal!…read more Did someone say relief? Who knew I would ever look forward to talking with someone about my taxes?! If you are behind on your filings or just need someone who knows their stuff and can help you get settled, look no further! This is where you need to be! Faith and Imran are the best! They put me at ease straight away! They listened to all my questions (many) and patiently answered. I looked up many firms before selecting and I am so glad I went with them! Did I mention they are great people?! They are also very professional and made me feel like I was with family! No judgement, just help.

Not sure if they're still in business. I emailed the email address on their website, and it was…read morereturned as undeliverable.

Highly recommend Max as your CPA! He is extremely knowledgeable and meticulous, and his easygoing…read moremanner makes him a joy to work with! My experience with him has been outstanding, and the value I've gotten from his services is immense, both in peace of mind and in dollars saved.

Let me start off by saying I've had terrible experiences with previous CPA's with the exception of…read moremy last CPA, California Tax Boutique (CTB). I found California tax boutique online, they had amazing reviews and the ability to load everything online, so I never had to leave my home. I've been working with CTB, particlarly Tifiany since 2019 and I found her to be knowledgeable and quick to reply. She did an amazing job looking for deductions on everything I qualified for, she was extremely thorough and timely. From me contacting them, to her filing my taxes, was roughly 2 to 3 business days. I'll definitely be using Tiffany's services next year! I've even swayed a few of my friends and family to make the move. Keep up the great work!!!

Tiffany helped my wife and I with out personal and business taxes. She is very competent and…read morepersonable. Highly recommended!