I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and I was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend! read more

Eric answered all my questions I had about my taxes which I appreciated. I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D read more

One of the best firms that I was fortunate to speak to and find. The front desk staff was very kind and helpful with my concern. Upon taking my message, she promptly called back within the promised time and gave me a clear answer to my case. The front desk I spoke to clearly explained the steps if I wanted consultation or if I wanted to do tax with them in the future. In addition, they called to follow up this week to see if I have any further questions. How sweet and kind! They are super polite and professional to work with. Overall, highly recommend Xoa Tax and their team! read more

I was going try online tax return 2023 year with the usual organization like TurboTax or taxslayer but unfortunately their representatives told me that I needed to amended my 2022 due to errors with property rental declaration. The bummer was they didn't want to help me at all and I feel like they don't have the expertise as they should to help me. Luckily I found XOA tax service with CPA agents who happily accepted my case. They were able to process my issues but the BIG surprise was they were able to get an 2023 estimate refund of few thousand dollars for me. The price is a bit more than the usual tax return service but it is worth it if you have a complicated tax return cases. It took sometimes to process so please plan your timeline careful and don't expect to get a instant result but you will get your tax return professionally done and have no worry about getting issues like I did Highly recommended read more

I've been filing my taxes here for the last three years and each year has been a pleasant experience. In a nut shell: if you're looking for professionalism, timeliness and quality, look no further. The good folks here are very communicative and will answer every question you have. They make sure all your documents and information are in order, and if you forget a form or document, sending it to them is very easy. I love that I can simply text, call, or email and someone gets back to me in a timely manner. I started taking my mom here last year and it's been a smooth process for her as well. As far as cost, I'm not too familiar with the cost across other CPA firms, but I believe the pricing here was fair, though I'm sure this can vary based on the complexity of your tax situation. In any case, I thought pricing was more than affordable. Overall, I only have positive things to say. I'll be back next year! read more

I was expecting a call at a time that this company suggested. When they didn't call, I followed up to making sure they would still be calling me and they said they would but they still didn't. When I followed up again stating that the time had passed. He apologized and asked if they could reschedule for another day?! I don't understand why he couldn't just call me if he had the opportunity to keep texting me back and forth. I believe they are using AI bots .. wasted my time .. moving on with other companies. read more

I highly recommend XOA Tax for both personal and business tax return preparation. The process is very smooth - everything can be handled remotely by sending documents through their secure online portal. Returns are always completed ahead of filing deadlines. Pricing is affordable and they guarantee the maximum possible refund. I'm happy to pay a little more for their expertise and great service knowing I'm getting the full deductions I deserve. I also appreciate that they are available year-round to answer any tax-related questions. I never feel lost or on my own even after filing my returns. Overall, a 5-star tax preparation experience that I would highly recommend to any small business owners or individuals wanting an experienced team you can trust. read more

Been looking for a tax preparer CPA office that provides top-notch services and I finally found it here. I worked with Uyen and she is very prompt answering my questions and concerns. I was able to submit and have everything completed in the comfort of my home. And even after I submitted my taxes and had issues, they were still diligent in helping me address it. Definitely a return customer and would recommend this to anyone needing their taxes prepared. read more

"I have been working with XOA Tax to file my personal and business taxes for three years. Celine Huynh and her company do an excellent job. My case was very complicated, I have my own S corporation, a full-time job, and a new house as my office and residence. They not only helped me file my tax return but also gave me good advice to organize my accounts. They promptly emailed me when new tax policies came out, helped me file some forms that I should submit annually for free, and solved my tax problems that made mistakes by the State of California FTB instantly for free. A CPA explained every detail of tax filing in great detail to me in 2022. I appreciate what they did for me, and recommend XOA to anyone who needs Tax or account servic read more

I've worked with my tax preparer for years, but he is no longer available... I didn't know where to turn for help with taxes....But luckliy Hoang was highly recommended by my old CPA ...now I know the reason !! He is young and energetic but has a deep understanding of tax. He helped me out on an amendment from a previous tax year & he helped with last years taxes during the off season. Many tax preparers close up for late filing, but he was available. Going to a new tax preparer can be awkward and they are often clinical/mechanical in their approach or interaction with you. Hoang is much nicer than other tax preparers I have been to, which helped make the process less frustrating and more pleasant. Today, I am grateful for meeting Hoang and having him as my new trusted CPA. It was lucky day for me and I plan to continue going to this accountant year after year read more

Xoa Tax - XOA Tax plaza parking lot - Tax Services Near Me - Costa Mesa, California

Been doing my personal taxes with them for 2 years now. Overall a great firm to work with. The whole process took a little over 2 weeks. The team was always responsive and easy to work with. Best to drop by ready with your documents and have a conversation with them about your tax situation. They charged a reasonable rate and definitely of great value. Give them a chance if you are looking for a tax firm this year. read more

XOA Tax is the best! This is our second year using their services. Kevin, Johnny and Winnie are such a great team to work with. They are professional, knowledgeable and very efficient. Prior to filing our taxes, we actually hire them for Financial Analysis meeting, which helped us to see our financial goal much more clearer. Kevin is super knowledgeable, he answered all of our business and personal tax questions. I highly recommend XOA Tax!! read more

I worked with Xoa Tax to help me complete a gift tax return. They were very knowledgable and professional. I would definitely return to them again if I need additional help with my tax returns. read more

I randomly found xoa on google search since I had questions about filing for gift tax/estate tax. I spoke with Kevin, one of the CPA, he was very knowledgeable and helpful. I am grateful for his willingness to help with the explanation of my unanswered questions. I highly recommend him and if you are looking for someone to do your taxes. You will be in good hands. read more

Han provided excellent service for my yearly tax return. Her expertise made the process stress-free, and the office was clean and professional. Highly recommend! read more

This is my second year with XOA TAX. Duy has always been professional and respectful. I am happy with their services thus far. I would recommend giving them a chance if you are looking for a reliable establishment to do your taxes. ​ read more

Fast response and I can Feel he's happy to help with my inquiry, Looking forward to work with him read more

XOA Tax has been nothing short of stellar for my ongoing tax needs every year. They combed through multiple different documents and were very communicative along the way. They offer an amazing service for an affordable price and would recommend them to my friends and family anyday. I'll always continue to work with XOA Tax year after year as they've provided amazing service for the past few years. Thanks again XOA! read more

Another tax season successfully taken care of by XOA team. Having my business, payroll and individual returns nicely done for the third time now and not once did I ever receive anything less than top-notch service from everyone. I understand I am not a perfect client and not all of my previous tax practices are horrible, but with XOA I can never be more grateful that we found each other. They are truly someone what I wished to have in my journey: 1) they ask, 2) they listen, 3) they answer 4) they deliver. And I think a lot of business owners do share the same expectation. Having worked with different staffs throughout the years, I was never in doubt the quality of their work be lessen in any way, if not more. That is one big plus from management and one of the reasons I am confident to assure you that in the near future, this team will go places. read more

Johnny and Duy were very helpful. The whole process was very easy to upload my documents. They helped me with my tax return and also sorting out some mistakes that I had made myself with doing my own returns. I learned my lesson, tax returns are better left to the professionals. And these guys are professional and know what they're doing. read more

Friendly and professional place to get your tax done. So far I have been very happy with the service they've provided here. Amy has been very awesome and communicative with me throughout. Thank you for everything and definitely recommend this place. read more

Highly professional people, very responsive, familiar with all the processes and helpful along the way. I highly recommend them as reliable CPAs for anyone. read more

I would give them zero stars if I could. My tax took over almost 2 months to be completed. I paid $280 for my services and mind you, my documents is very straight forward. I met with my preparer to submit my documents. He told me I have to pay the fees upfront via zelle which I thought was odd since service has not even started. After they made copies and took my payment, it took them weeks to respond with open items via email. The open items was on an excel list and they request to respond on that excel list. No coutesty call or nothing. I'm not saying my $280 is a lot but service and communication like this is my first time seeing and so laughable. After my documents was completed they explained to me that the tax for this year has been extended so I still fall within the deadline. Yeah it's extended but does it really take u that long to finish my taxes? I had a few questions on my tax and hoping the actual CPA would reach out to me directly to explain my taxes, but nope. The preparaer/ tax accountant became middle man and advise me what the CPA told him. He couldn't even explain in detail what the CPA recommended. Although my documents was reviewed by a CPA but the CPA didnt reach out to me for questioning. After all that, they sent me my files via email for signature. So if you're not tech savvy, and responsive to emails, I suggest u stay away. Never again I will come back. Service and communication is shitty. If u really need CPA advice and actually want to see them in person to ask questions, please go somewhere else. There's no person to person interaction. Everything processed here is electronically. What a waste of time! Update: The response from the manger said I was disrespectful to the team. Please provide evidence that I was and in what ways? Don't play the victim game. It's not very professional. You can reach out to me and I will personally give you the details. I would like you to provide me evidence for calling me being disrespectful to your team members. Thank you! read more

I've used XOA TAX for taxes the past 2 years - they're awesome! Friendly, knowledgeable staff take the time to understand my complex tax situation with rental properties and multiple businesses. They ask tons of questions and always find extra deductions I miss, getting me max refunds. Before XOA, taxes were a pain. Now I look forward to my yearly appointment. Their reasonable fees reflect the personalized, caring service. Taxes are stress-free and enjoyable thanks to XOA's excellent service. I confidently recommend them to anyone seeking a trusted tax prep firm. Five stars! read more

I contacted Xoa Tax this year because I was getting ready to sell a property. I figured out through my own independent research that the accountant I had been working with, if given accurate information about when and how to sell the house, may have given me some bad advice.The capital gains taxes I was facing could have been avoided if I had been given sound advice a few years prior. I reached out to Hoang, and within 15 minutes he was able to assess the situation and understand my problems.Although his fee was much higher than other competitors, I decided to give him the opportunity due to his excellent Yelp reviews and great conversation on the phone. Hoang helped me take care of everything at the office, and I didn't have anything to do but worry about my tax payment. I felt confident that my taxes were handled properly since he's an great CPA. A month or so after I paid the property taxes, the county notified me. Apparently there is a retroactive tax that I needed to pay. When I talked about it with Hoang, she said that my old accountant had been using the wrong number for calculating how much my home was worth. He then filed my amendment for free, which ended up saving me a lot of money. Pros: 1. Exceptionally responsive via email. I never waited more than 3 business hours for a reply. 2. Quick to assess a situation and knows which questions to ask. 3. Will answer your questions in a timely manner regardless of the topic. Cons: 1. Cant think of anything now, could be the lack of face-to-face communication but I can live with that as long as my concern is addressed promptly. I'll be coming back to Xoa Tax and recommending them to every person I know read more

This tax preparer is very reliable and efficient and had a very good experienced compared to my previous preparer. Highly recommended for your personal and business tax preparation needs. Alex C. read more

Hoang helped me to file my 2020 Tax Returns. He first explained the steps involved in filing and how to best plan for future taxes. During the filing process, he explained every detail and what those numbers were. My point is that you don't need to ask any questions because he explains everything before you have a chance to ask! Before sending my tax to the IRS, he reviewed the final numbers and helped me calculate what I could receive by choosing different options. It was my first time meeting Hoang, but he made me feel like an old friend. He is knowledgeable, energetic and sharp to help you with any questions or requests. At the end of my meeting, I left feeling happy and satisfied. Highly Recommended read more

I was impressed with the straightforward tax preparation service I received. Although my taxes are typically simple this year's situation was more complex than I could handle alone. I contacted Hoang and he responded very promptly. The cost was a bit higher than expected but ultimately worthwhile for the expertise and efficiency provided. I submitted all of my documentation and my taxes were completed just two weeks later. I knew I would owe taxes this year and was dreading the process so I'm grateful it was handled smoothly and quickly. Hoang also provided helpful suggestions for planning my tax payments next year. I don't live live in CA anymore but I will likely return to Hoang next tax season because I feel like I can trust him & his team. read more

I highly recommend XOA TAX. I've had the pleasure of working with Hoang, whose years of experience in public accounting makes him knowledgeable in personal and business taxes. The company provides transparent pricing, timely service, and great follow up. I found Hoang to be efficient, professional, and personable. Hoang is great at explaining my accounting and tax situation each year and has assisted many of my friends who started their businesses. If he doesn't know the answer to a tax or accounting question, he does his due diligence and finds the answer or refers you to the appropriate resource. XOA is the company I always recommend when friends, family, or coworkers are looking for a tax professional/accountant. read more

I've been using XOA TAX to prepare my personal income taxes for the past 2 years. Every year they handle my somewhat complex tax situation flawlessly, finding all eligible deductions and making sure I get the maximum refund possible. The tax preparers are very detailed, meticulous, and always explain everything to me in understandable terms. They keep up with the latest tax law changes so I don't have to worry about missing anything. I never feel rushed or treated like just another number. I highly recommend XOA TAX if you want reasonably priced tax preparation services from CPAs who know individual taxes inside and out. They have streamlined the tax prep process for me and give prompt and personable customer service. read more

The team is is quick, informative and affordable. I received exactly what I requested and they gave me lots of info on transitioning my business out of state as a prepare to relocate. read more

XOA TAX is a great CPA firm which gets the job done right and fast. It made the entire process easy and stress free. He offers different options based on my needs saving my time so rest assure my tax season had been great. read more

Found XOA TAX on Google and they've been a life-saver with dealing with my stressful IRS issue that came up. I met with attorney Thinh, whom I was very impressed with. Thinh took the time to listen and understand the complexity of my tax situation.  I never felt pressured or that he was hard selling. I felt reassured and confident that my case would be handled well. He gave me several options on how to deal with the IRS and the California franchise tax, and we came up with a genius plan together. In the end he surpassed all my expectation. I also refer a friend who had a similar tax law issue, he seems to also be thrilled with his services. I'm so glad that I found a firm like this one to take care of my tax needs. They're the best in town! Thank you and see you next year!!! read more

I got info. via Yelp.com, my son Anthony needs filing his 1st time tax return to qualify Federal Stimulus by Nov 17,2002. We came in, met with Amy and Uyen (CPA), well explained , all done in 15 minutes. We are happy with well customer serviced. A little bit surprised that on Yelp, XOA charged $75 for a short file, whereas my son probably a short file case, we were charged $150 plus fees for payment via Amex CC card. read more

XOA TAX has done an excellent job! I'm completely satisfied with the way they handled my tax return. I don't think my tax situation is complicated, but I appreciate the fluid communication with my preparer. He answered all my questions and took additional time to explain many tax "things" that I never had the knowledge of. And because of this new information, I will be able to plan out my 2021 taxes to maximize my refunds. Definitely coming back next year!! read more

Kevin Zhang was professional and his response time was very quick. I am very satisfied with the entire company. I recommend them for all your tax needs. read more

I filled my tax return 2023 with Duy Nguyen. A very nice and knowledgeable CPA. He explained in detail how to optimize my tax return and filed the documents accurately. read more

If you are looking for a knowledgeable firm that understands businesses, deductions, and all the fun tax stuff then look no further. Hoang at XOA Tax knows how to handle my business and keep me out of trouble! Even better, he can do it all remotely, all documents and sensitive information is exchanged via a secure portal with password protection on top. Normally, talking to a CPA during tax time is difficult. But communicate with them through email, sms, or phone is a smooth experience.  Their fee also competitive and transparent.  I don't have to deal with high accounting fees anymore. That also means more money in my pocket every month! Highly recommend XOA Tax services. Save your time, save your money. I will definitely be a long term customer. read more

Amended my tax and did my 2023 tax in a quick manner. Answered all my questions promptly and handled without any hassle.

Running a business can be rewarding, but at times challenging. Doing your own taxes as business owner is stressful and time consuming.Atleast that is for me.I contacted Thinh over a year ago to discuss our taxes and he responded quickly. We met for a consultation, I explained the mess with our taxes and we discussed strategies on how to better understand my legal obligations as well as his in terms of investing offshore matters. He was helpful getting my tax situation in order and made the conversation about sensitive topics easy. The attorney gave me good advice about dos and don't in business as well as a few referrals for matters that he doesn't deal with. He didn't make me feel annoyed by the legal jargon and instead explained how they work. Their pricing is fair. You're paying for someone who has the expertise and time to help with things that you don't want to deal with. I'll be working with them again without a doubt. read more