This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Overall bad experience. I was highly pressured into leaving a 5 star review when I first them…read more Tania is sweet. Mo is nice. But Andy.. oh boy he is very high strung and gets upset when you dont buy into all the insurance stuff they try and sell. I left after a few months. I am now worried they will try to hinder my business because of this review. But others need to be aware.

I feel so comfortable getting my tax returns done here…read more Nancy is great! She is very helpful, knowledgeable, and prompt. Thank you for your service!

Extremely professional and efficient. They helped me out with my returns last minute and were able…read moreto get me the largest refund I have ever gotten. 10/10 recommend

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

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've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good…read moreintentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again.

My husband and I have been going to Mark for 5 years. Exceptional tax knowledge and easy to talk…read moreto. At the start of every year he sends us a packet outlining everything we need to bring in to our tax appointment so that the process is easy and organized - it's very impressive. I'll note that even when I forget something he says "Don't worry, you can email it over." I do, he's so easy to work with! I am starting a business and brought some documentation to my appointment that I didn't understand pertaining to the LLC I filed. Mark was so generous with his time and information. I have recommended Mark to several of my friends all whom have expressed gratitude for the introduction. I highly recommend Mark. A true professional.

Mark is such a great CPA! He helped me handle the trust tax return and personal tax return for my…read moremother. Once you meet with him you can do a lot of the follow up via email so it's super convenient! Mark is very knowledgeable and has office hours that very accommodating. I highly recommend him.

I've been using Adam for a solid 5 years and he's done an amazing job. Good vibes and a CPA that…read moreworks with me well. I haven't had a single issue with him or his fees and he's an honest CPA. Lets keep it going Adam!

He got my state taxes wrong, said he would look into it and stopped communication again…read more Then I found out he used the wrong information to apply for my son's Trump account so I got rejected. Repeated error after error with lack of communication. Really frustrated with him.

This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

Incredibly friendly and prompt service. I came here for my taxes as I tried to do them on my own…read morewith my 1099 forms as an Uber driver and was going to have to owe about $2k. I came here and they worked their magic and I ended up getting a return! I'll be coming here next year. Thank you!!!

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 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.