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UC Financial Solutions

5.0 (7 reviews)
Closed 10:00 am - 5:00 pm

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Services - UC Financial Solutions

Business filing for current tax year

Individual filing for current tax year

Current year tax preparation and filing

5 More Services

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Recommended Reviews - UC Financial Solutions

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9 months ago

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2 years ago

Highly recommend, they helped doing my daughter's taxes and process was quick and easy. Daughter was happy with great results.

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2 years ago

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Excel Tax Group

Excel Tax Group

(95 reviews)

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Tran & Co - Angels baseball day 2023

Tran & Co

(22 reviews)

My family members and I have been using Tran & Co for years and every year Andrew and his top notch…read morestaff really take care of my every tax need. Each year they send out a letter asking me to organize and save important documents that I will need for the next year. This always gets me off to a great start and takes any confusion out of the process. Then after I submit my documents for review they always take the time to look at all the documents I summit very carefully while trying to find ways to help me file correctly while saving the most money. If I have any questions during the process their office is always open and ready to help me. They do all the filing electronically and makes the process smooth and easy. I highly recommend using this service year after year! Thanks Eric

I've been using these guys for a few years now for both personal and business taxes. They're super…read moreaccommodating even when they get busy around tax time. It's quite a refreshing change from my last tax guy who would keep me in his waiting room for 30 minutes before he helped me. Every time I've done my taxes here it was so simple and I didn't have to wait to see them. I scheduled my appointment and they saw me right away. Plus the easy going demeanor really takes any stress or headaches out of the equation. It also helps that they know their stuff when it comes to taxes. The office is clean and conveniently located close to me. The parking lot is pretty big with plenty of parking every time I've been there which makes it even more hassle free. For sure I'll be coming here for many years to come.

Gill Tax Group

Gill Tax Group

(44 reviews)

Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

Stellar. If I can…read moreonly use one word to define the experience I received, it is stellar. Gill Tax Group (GTG) took me in last minute, thoroughly reviewed my returns after I had a hiccup with TurboTax and discovered that the TurboTax software did not flag the necessity to file in another state.* Had GTG not checked this and had I relied on TurboTax, I would have been subject to a review and possible full audit by not only the California Franchise Tax Board, Commonwealth of Pennsylvania, but also the Internal Revenue Service. GTG cares and is very thorough. If they make a commitment to help, they have proven that be true. Trying to get through to TurboTax customer service was a nightmare and nobody understands what I'm asking or trying to do, notwithstanding the technical gliches they have. GTG understood came through and took over immediately and filed expeditiously--and I am very thankful. I cannot recommend this wonderful firm enough to others. * Had I opted for the "audit free protection" offered by TurboTax, it would likely have been denied because it only protects you in the State you file. TurboTax did not recognize that I needed to file a return in another state and therefore I would have l been denied the protection had I went that route if I were to be reviewed and audited. WTG GTG! Thank you for the rescue and peace of mind =)

UC Financial Solutions - taxservices - Updated June 2026

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