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.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.

We have been coming to Steven for a few years now. He is reliable, thorough, efficient each time we…read morevisit for our taxes. Anytime we have questions, he always answers to his best ability and if he is unsure, he will point us in the right direction. If you need any assistance with your taxes and/or accounting needs, don't hesitate to call Steven! He is wonderful.

I recently started working with Steven at Bedrock Accounting and have had a strong first…read moreimpression. He is organized, knowledgeable, and communicates clearly. From the beginning, he took the time to understand my situation and outlined a structured plan to get everything current, which I appreciated. His pricing is fair for the level of service he appears to provide, and he presents himself as someone who takes ownership of his work. I'm looking forward to seeing everything come together as we move through the process. If you're in Orange County and need assistance with personal or business tax filings, Steven is definitely someone worth considering.

I can't say enough good things about my experience working with Eddie! Before I found him, my…read moreexperience with another CPA was a complete nightmare--many things were done incorrectly, leaving me to fix them myself. I was kept in the dark, received little to no response, was given inaccurate information, and encountered several mistakes. It was incredibly stressful. I'm so grateful to have found Eddie. He is professional, responsive, and reliable--qualities that are extremely important to me. He answered all my questions clearly and thoroughly, and took the time to educate me on many aspects of managing an S-corp. I always felt informed and never forgotten. He stayed on top of payment schedules and got things done quickly and efficiently. I never felt lost or unsure throughout the process. Eddie is also very detail-oriented. He discovered a major oversight from the previous CPA--something I wasn't even aware of--and helped me correct it step by step. I was initially overwhelmed and stressed, but Eddie was patient, understanding, and even available during off-hours to guide me through it. Thanks to his help, everything on the business and accounting end has been corrected, and I finally feel like I'm on the right track. The accounting software he uses is also very efficient and allows me to upload everything in a well-organized manner. When dealing with so many numbers and accounts, that level of organization is a huge plus. I fully trust Eddie and highly recommend his services!

My last accountant was terrible! He made an error on my return which resulted in me owing money…read morewhen I was expecting a refund. And when I needed help correcting the return, he was totally MIA. I knew I had to find someone new who is trustworthy and reliable. Fortunately, I was referred to Eddie by a friend and have been very pleased with his services so far. I find Eddie to be very professional and knowledgeable. He gave me a quote before working on my return and stuck by his quote even though my return was a little more complicated than expected. He also looked at my previous return and identified the errors and omissions made by my previous accountant. Eddie is also very responsive and tech-forward. Most of our interactions have been via email but he makes himself available on the phone as well. He also provided me with tips for my next return so I could get a bigger refund. Thank you, Eddie!

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 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.

She has on her website a request form to book a 30 minutes meeting…read more I requested that and got an auto confirmation. Of course I sent a brief. A day later she canceled and this was her statement "I apologize but I am not interested. I am too swamped to commit to this service. Thank you for your consideration. " I think she wanted to say I do not know how to handle a complicated rental income LLC with foreign members. or she is short on staff. Either way that was unprofessional answer in my opinion at least. She should have accepted and listen to what I have or maybe refer me to someone who knows how to handle my company. Better yet, update your website. She was recommended for this specific service by Chat GPT.

Aidreen, has been doing my Business Tax Return and Payroll for about 2 years, when I started, I was…read morethree years behind and she is truly a life saver, she is extremely knowledgeable and very professional. she's even called the IRS, and was able to get me a refund, that's a big plus. i am extremely grateful for all her help. As long as i have my Business she will continue to be my CPA. Carlos A.

I had been using one of the big name payroll companies, and I am so happy that I switched to Apex…read more Not only do they save me money every month, but the service is so much better. Quick responses to any inquiries. I highly recommend Apex Payroll.

Super surprised at the professionalism and informative service provided by only one person. Very…read moreunassuming and no wonder he's the best kept secret in professional tax preparation. Yvonne Moss

I've been going to Lorie at Quiktfor over 15 years, and I truly cannot say enough good things about…read moreher. She is not only incredibly knowledgeable and professional, but she genuinely cares about her clients and their financial well-being. Over the years, she's given me sound, strategic financial advice that has quite literally changed my life. I went to grad school because of her so I trust her completely with not only my taxes but financial planning and I always leave our appointments feeling more informed and secure. She's sharp, detail-oriented, hilarious, and somehow makes even the most stressful tax seasons feel manageable. If you're looking for someone honest, experienced, and genuinely invested in your success, look no further. She's the best of the best!!

I was recommended by a friend, first time using them. Got lazy doing my taxes on my own this year,…read morewanted an accountant. Augusta was very detailed in explaining some of the questions I had. I like how they have a portal to send secured documents and very efficient. Definitely will return again this year and recommend her to other.

Best services in Southern California for Sure! Go see Abel…read morehe is amazing ! He truly cares and knows his job

Super great staff. Easy in and out (if planned ahead of time). I have gone to them every yearread more