8AM - 6PM
Mission Viejo“Jeff and his team did a fantastic job in helping my wife and myself this past tax season. Jeff maintained constant and consistent communication, insuring that our needs were met and that our questions were answered despite the craziness of tax season.“
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24881 Alicia Pkwy E-144, Laguna Hills“Knowledgeable, clear, smart and fast. Had been doing my own taxes for so long and then things got more complex. Needed help and have enjoyed working with them so far!“
“Haydee is super smart and she has a nice tidy office conveniently located upstairs from my manicurist. I got my notary on so I can get my birth certificate to get my SS card. What an ordeal!! Haydee makes it so east and I'm happy I discovered her here in my neighborhood!!“
“Milan did my taxes very quickly and professionally. 100% would recommend if you are in the market for a new tax preparer. Will be back next year.“
“I'm not a "numbers guy," so for years I procrastinated until the last minute to get my taxes done. It was always an extremely stressful time for me, because I also own rental properties. Several years ago I spent 14 excruciating months being audited by the IRS, and my prior CPA did more damage than helping me in our many meetings with the IRS agents. When that was resolved, I looked for a new CPA and Will Martensen was recommended to me. Ever since then he has held my hand and been patient as I collected my data for him, and each time I left his office I felt a HUGE sense of relief! This past year, I was expecting to have to pay a lot of taxes, but instead, Will got me a REFUND of almost $17,000! I think he's the best CPA in Orange County, plus he has the additional qualifications of being an "enrolled agent" with the IRS!“
“He has been our trusted financial advisor for close to 40 years. We implicitly trust his expertise and we really admire him. He always responds to our needs very promptly. We are very lucky that he has been on our team.“
8AM - 6:30PM
28202 Cabot Rd Suite 367, Laguna Niguel“Sergio and team are exceptional! It's been such a pleasure as they make this process as seamless as possible. I've had several questions along the way and the team is always willing to help. They've definitely made stressful tax situations better. I highly recommend reaching out to Sergio!“
“I've been using my CPA for my payroll for years. I own a retail shop with about 6 employees. I would get the report on Monday of the pay week, I then calculate the break taken for each employee, import the data to an excel spreadsheet to get the total for each employee. I would then email to my CPA(who did an excellent service, no complaint there). Once I get the paystubs, I would enter the amount to another excel spreadsheet that has to calculate the actual paycheck after various deduction/additions. It's quite a work. Jeff and his team will consolidate all that into a very streamline process that still gives me control. Thanks Jeff!!“
“My Whole life has being so meaningful, ever since God brought a live saving human MR KEVIN to me. I have tried many times, and I fail countless times. The great news is that I never give up. Until I meant KEVIN God now brought a great smiles to my life. Minimum Investment of $1000 Target Profit of $11,500 just in a week. He’s ? legit Contact MR KEVIN on: Gmail.: [email protected] Whatsaap': +17262683019 am from canada ????“
“Visited the firm's office to track down an old friend we hadn't seen in 29 years. Scott was extremely helpful in facilitating the reconnection. ? We did no accounting business with them.“
“I have worked with Robert Owens, CPA and his staff for well over 10 years and have been impressed with their knowledge particularly in the area of the common interest association type of financial reporting and codes.They have been very timely and eager to answer questions through the audit and tax preparation process. My clients and I have grown to depend on their excellent and timely service. Could not be happier.Emily Benedick, CPMPremier Property Management“
“Using them for years, I trust them with everything. They helped me fix problems my last accountant missed, saved me a lot of trouble. Very professional, always answer when I need them.They are efficient, get everything done for my personal and business, excellent advisors too.Have a lot of experience, know all the laws, know the new laws before they begin and call me to plan accordingly so I am compliant.“
9:30AM - 4PM
30011 Ivy Glenn Dr #224, Laguna Niguel“There isn't enough space to tell of the WONDROUS ways that The Tax Expert Group helped is wade through years of tax issues. Miracle workers who truly know tax code to help us beyond anyway we could've helped ourselves! So thankful!“
9AM - 11PM
34392 Calle Naranja, Dana Point“Greg is easily the best tax accountant i've worked with! Quick communication and turnaround, plus he was able to help me with my crypto assets. Very reasonable pricing for great service. A+“
8AM - 5PM
85 Argonaut #100, Aliso Viejo“Brian Hill and the team at DH Tax are outstanding, timely and so hood wt what they do. We have been either Brian for 10 plus yrs and will follow him for all our personal and business tax needs.“
9AM - 5PM
23986 Aliso Creek Rd #519, Laguna Niguel“Natalia was a huge help with my tax preparation. Her attention to detail and understanding of my situation as a single mom really made a difference. She took the time to explain many details to me and offered valuable recommendations for the future. Her services were not only incredibly helpful but also reasonably priced. I recommend her to anyone who needs personal tax assistance or runs a small business.“
“I had a complicated tax return to handle this year and turned the job over to John. He couldn't have been more helpful and worked with my financial advisor to get it taken care of while finding the best deductions. Personally, he's a super nice guy and always seems to have time to take a phone call for some professional tax money saving advice. When he presented his bill, I was amazed how much work he did for the very fair amount he charged. I'll be using John for all my future tax needs. You can't go wrong with John Mellotti!“
9AM - 6PM
23172 Plaza Pointe Dr #165, Laguna Hills“Alan and his crew are truly one of a kind, I came to him from a CPA I had for over 20 years, so I was a little apprehensive. He cleared up any doubts I had with his professional and caring manner. His entire firm is very organized and are always ready to answer any questions. They will go out of their way to meet your needs and reassure you. I highly recommend Alan Chabok to anybody looking for a great CPA who is organized and will get the job done. Thanks Alan and staff!!“
“I was referred to Annie through a business acquaintance. I was a little hesitant at first because I thought the fee was high.Boy was I wrong! She has paid for herself many times over, and then some! She is able to find things that most miss.I started out as an employee and and now as an business owner. She has prepared my taxes for the last three years.Annie and staff are very thorough and really do have the client's best interest in mind.I highly recommend Annie. She definitely knows her stuff!“
“They are the best people. Jon is the ultimate professional with so much knowledge and patience. Ranette is a Jewel! Thank you guys for everything!!“
10AM - 5PM
111 Corporate Dr, Ladera Ranch“We were extremely satisfied with the work done by Rick at RMJR Tax and Accounting. For all new clients he will make sure you are in the best position possible going forward.“
10AM - 5PM
465 Forest Ave, Laguna Beach“The team at RMJR Tax and Accounting did my return last year and did such a good job. They communicate very well and work efficiently. I recommend their services to anyone who needs help with their taxes.“
“Peter has been preparing my taxes and providing money management services since 2012, consistently providing excellent service, always gets back quickly. A very important part of working with Peter is his Risk Management tools which are used to measure how much risk you are willing to take in your investment portfolio. My financial situation has changed several times in the 11 years working with Peter (going from wage earner to consultant to full retirement) and my Risk Scale has changed each time and Peter has made changes to investments accordingly.Peter's staff has always been pleasant, professional and very easy to work with. Grant Prescott is a great addition to the team. I would highly recommend Prescott Tax & Wealth Management to anyone looking for personal, professional assistance in these areas.“
“I have been using Aliso Tax for many years and they are extremely good at helping with my tax return. I have to deal with income properties out of state and they have always been professional and helpful in our dealings. I keep coming back because of their good work. I give them 5 out of 5.“
8:30AM - 5PM
22600 Lambert St # 702A, Lake Forest“I have been using Dennis and Chelsea for the past 7 years. They are the most complete team you could ask for. PROFESSIONAL. COURTEOUS. ACCURATE. This is the best way to describe them. They ask questions and don't assume anything. THE BEST TEAM EVER.“
“Scott from AAdvanced Business Systems is a very helpful bookkeeper. He is very detailed and organized and will not only take care of your books but will help you optimize them so they are efficient and dialed in for taxes or other reporting needs. Scott is a wonderful person and I would recommend him to anyone in need of a bookkeeper for their business.“