I was fortunate to find TLC through numerous recommendations on a local community social media…read morepage. My tax situation isn't especially complicated, though I do receive both a W-2 and 1099. For years, I handled my taxes myself, but eventually it became more than I wanted to manage on my own. I needed someone knowledgeable, trustworthy, and patient, as I was admittedly nervous about seeking outside help. Scott came highly recommended, and now I understand why. From the very beginning, Scott and his team were responsive, professional, and incredibly helpful. I had a lot of questions, and they took the time to answer every one of them thoroughly. At no point did I feel rushed or dismissed. They genuinely seemed to put my financial interests first and made what could have been a stressful process feel manageable and straightforward. The first year I worked with them, I had already filed an extension myself and, as usual, procrastinated on scheduling an appointment. Even so, once we got started, the process moved quickly and efficiently, and I was able to get everything wrapped up with far less stress than I expected. One thing I particularly appreciate is how streamlined their process is. They use a secure online portal where documents can be uploaded easily, and their team carefully reviews everything before reaching out if additional information is needed. Communication was always prompt and clear. The office staff deserves special recognition as well. Everyone I interacted with was friendly, knowledgeable, and eager to help. The entire experience was efficient, organized, and professional from start to finish. I am incredibly grateful for Scott and his team and would not hesitate to recommend TLC to anyone looking for a tax professional they can trust.

The whole experience felt very transactional. Jist gave them my P&L report and our w2 forms. They…read morenever asked us any follow up questions, just had it ready to file. They just needed our signature, which was done in peraon. The worst part was that they forgot to file my personal federal taxes entirely. I only found out two weeks later when I checked the IRS "Where's My Refund?" tool, and it showed they had no record of my return. Because of this huge mistake, I had to spend a lot of extra time double-checking our business taxes to make sure those were actually filed, too. This oversight caused way too much unnecessary stress. I wouldn't recommend them because they lack communication and basic attention to detail.

Yenny provides my clients with her services and has done such an amazing job at ensuring they're on…read moretop of their taxes for both their personal and business needs. She's extremely quick at responding and is very proactive about her clients' situations. She answers questions before they even know what to ask. She's also very personable and does a great job at explaining the complicated tax information in ways that are easy to understand, without all the tax jargon. I definitely recommend using Yenny's services.

This is a long review, but I feel like it still doesn't do Yenny any justice for the long hours…read moreduring tax season. Yenny is an amazing CPA. I contacted several CPAs before finding her, and many of them either made me jump through hoops just to speak with an actual CPA or didn't fully understand my tax situation. My case was fairly complex, involving multiple state filings, the sale of property, and catch-up depreciation. As I explained my situation, Yenny immediately understood exactly what was needed. In fact, she mentioned Form 3115 before I even brought it up myself, which gave me a lot of confidence in her expertise. She has been incredibly thoughtful, precise, and professional throughout the process. Her knowledge of the tax regulations is clear, and she handled everything with competence and care. I highly recommend Yenny to anyone looking for a knowledgeable and reliable CPA.

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

Great service! I had a discrepancy between the amount my employer was taking out and called into…read moreseveral tax places. A lady answered my call and took the time to walk through the numbers and answer all my questions. I wasn't expecting her to be so thorough in her answers especially since I just randomly called. She took down my salary numbers per paycheck and gave estimates that resolved my questions. I appreciate the great customer service and highly recommend their services.

I have been preparing my taxes for years on my own using online software like TurboTax or H&R…read moreBlock. Last year I got hit really hard with owing taxes to Uncle Sam, even though nothing had really changed for me financially. Friends suggested that I look into working with an accountant for my taxes, and that it would make a huge difference. I reached out to Accountax Aid for some information, and they were very responsive and answered all my questions promptly. The appointment was easy to setup, and I was able to ask tons of questions I had about taxes and what I could do to help my tax situation for next year. Pooja helped me with my taxes for the year, and results couldn't have been better! I was able to get a significant refund instead of owing, it was painless and quick compared to doing it myself, and I have the peace of mind that my taxes were done right. She is very professional and knowledgeable, and I will be returning here for all my taxes and accounting needs in the future.

Just wanted to give Pooja another 5 star review, I'd give her 10 of I could. She made the process…read moreas safe as possible and offered a few ways to get the job done. It's great to know with all that is going on right now , Pooja and her team are doing a great job in keeping everyone safe while doing quality work!

I had promised Ed Simons a review many years ago, on my own initiative, and here it is…read more In his work with me as an accountant, Ed consistently demonstrated professionalism and knowledge; and, that rarest of qualities, the highest professional judgment. I relied on Ed's professional skills and expertise when it really counted. Although it has been many years and Ed's practice has grown, I have not forgotten his work. I highly recommend Simons Accountancy.

Ed is the best there is. Plain and simple. He's the kind of tax guru you go to when you've had it…read morewith the people who promise you HUGE returns and then simply turn around and get you audited the next 2 years... What sets Ed apart is his AMAZING work ethic (he will get back to you on a Saturday night with questions, even out-of-season), he'll prepare everything for you in a flash and usually can squeeze in a face-to-face when you need it, he'll be there for you via phone to answer any and all questions regarding letters, deductions, etc... and of course, he's a full-fledged CPA, not some kid or old lady that decided to quit her dayjob to become a real estate agent / "tax preparer" - he's the real deal. He handles a ton of my friends' business accounts and taxes and has been truly amazing to me from the get-go, and this is why I return to Ed, year after year, since I was introduced to him by my friend Patrick. You can pay a tiny bit less and get your taxes done by a walk-in place and miss a ton of cash or you can go to a shady tax preparer who doesn't really know what red flags to look for or in my case, tried to write off lottery tickets one year (I wish I was kidding)... ORRRRR you can come to Ed at Simons Accountancy Corp... get it done right. Have that peace of mind. Keep your money in your pockets and in your bank account. For me, it's a peace of mind and professionalism thing, plus of course the access he provides his clients. He's never missed once and for this I am truly grateful - can't recommend enough!

I just did my taxes with them. This is my second year using their service. I really like their…read morecustomer service they also speak Spanish. They are organized and honest. Highly recommend!" Talk to Ursula or Trina Customer service EXCELLENT!

I would highly recommend the Martir Financial Group for all your tax and accounting needs. My…read morehusband and I are small business owners so we absolutely need a great tax professional who knows tax laws and helps protect the "little guy." Trina is knowledgeable, experienced and very nice to work with. She has a great sense of humor and always so helpful. Her staff is organized, professional and helpful. They are great at prepping us and reminding us of what we need for our appointment. Trina works very efficiently and we usually leave the appointment with taxes done! We used to dread our tax appointments, but now we look forward to them! Trust me, you will love this team of professionals!

I was referred here by another coworker. Jesse Vasquez was the first available tax specialist. I…read morehave have a complicated tax matter related to the sale of a home and 3rd parties involved. Jesse helped me with the tax situation and I received my reimbursement within 2 weeks. He was very helpful, knowledgeable, and available. I highly recommend Jesse.

First time doing my taxes here. Edgar was very informative and helpful. Appointment was quick…read more Definitely worth having him do my taxes this year.

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!