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February 2024 by Liz D.
I've been doing my Taxes with her for many years now and never had any problem. She is extremely knowledgeable in what she's doing and because of her thorough preparation, there were no surprises and everything is perfect. She is very easy to communicate and on top of everything all the time. Definitely will be working with her in the future. She's the BEST!!!
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November 2023 by Richard E.
I have been with another tax accountant service for over 33 years, for some reason during covid 2021, any and all communication ceased, after numerous attempts, I started looking for a new tax service. After researching tax services, for some reason, Ohana seemed the way to go . So Ohana had to get my 2021 taxes done and my 2022, thank God for the extension. I must of emailed over hundreds of pages of documents including my 2020 so Bridget had an idea of what my returns looked like from the prior tax services. She is great with follow up via her email and docs are loaded to her own secure website email, (pretty impressive). She submitted the returns electronically Oct 8 both Fed and state. We had to pay Federal 2021, she gave me the figures including penalties and we paid that on line. On Wednesday, we received our state tax refund 2021 and 2022. My wife and I were both WOWED! Two weeks after we received our Federal refund for 2022. On November 4, we received a refund for the amount we paid for 2021. As you can see, Ohana Tax Services is highly recommended. Thanks Bridget for the awesome job. We'll back next year. Ohana Tax Services No Ka 'Oi. Mahalo Rich
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October 2023 by Natsu Y.
Bridget is friendly, extremely knowledgeable, and on time. I am a foreign alien with complicated situation for tax. Then she gave me options how to handle the situations with pros/cons. Thank you for the service. Highly recommended!
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August 2023 by Lela G.
Friendly and extremely knowledgeable! Made the experience of doing taxes easy for me. Will definitely be seeing her next year!
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August 2023 by Lena W.
Bridget has been amazing. I have been working with her for many years now and every time she's been super thorough. Not only that, but she listens to her clients needs, in addition to doing what needs to be done professionally.
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July 2023 by Juana B.
Bridget was excellent with handling our tax return. She took great care and attention in understanding our paperwork, and it really paid off, as she was able to find errors in a previous year's tax return that led to an amendment which got us a significant refund for that year. She is also very communicative, responding quickly to any questions we had. We look forward to continuing working with Bridget.
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July 2023 by Google user
I hired this business to help me with changing my company from an LLC to an SCORP and then subsequently handle my accounting, payroll, and taxes. I don’t want anyone else to fall into the same soup that I did. Throughout the year, things were fairly good. She answered all my questions, filled out the forms and filed them, maintained payroll, etc. Part of the work that I had hired her for was to maintain and reconcile my books for 2021. This was not even started until 2022 and was never fully completed. By the time September 2022 rolled around, and things not being completed, I decided to terminate our work altogether. My time with this CPA led to an over-contribution of almost $50k into my 401K, issues with the reconciliation, and my taxes being filed on September 14th when I had submitted all documents before January 1, 2021. I was not even told until April 15th, 2022 that my taxes had not been filled, and was provided no estimate of taxes owed, so I could avoid a penalty. I paid this CPA to maintain and reconcile my books and until September, I was charged, but it wasn’t complete. I hired another CPA who looked over things and confirmed this. If you want your taxes done on time, without any stress, and don’t want to be correcting your CPA many times (in the last days before my taxes were finally filed, there were at least 4 iterations done at the last minute),then think twice, please. There were so many mistakes that were made, despite me giving her the information numerous times. There were many times that I had not heard back from her, after numerous attempts at contact to understand what was going on with my taxes. In summary, it is scary as hell (literally) when the person you trusted has dropped the ball and doesn’t even bother letting you know or even try to placate your worries. I had found out that due to numerous errors, the tax return filed by ohana was in purgatory - as good as not filed. It is now almost July 2023 and I had to hire another CPA to redo my taxes and still haven’t received my money. What an utter unavoidable nightmare. I would never want to hurt a business owner hence I have only submitted my review now when still years later this is causing me grief.
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April 2023 by Terri M.
I've been client for many years! Bridget is professional, personable and a great tax preparer. I hate paying taxes, but live working with Bridget!!
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April 2023 by Johanna B.
I came to Ohana Tax Services as a first time client. I had inquired with friends on recommendations for a new tax preparer. After futile and discouraging attempts, I came across Ohana Tax Services. The minute we connected, I knew I had found my new Tax Preparer. The preparation of my taxes was one of the best experiences I've had. Bridget answered all my questions thoroughly with a great response turnaround time. She was professional, informative, and helpful! Being able to trust someone new with one's personal finances can feel uneasy but that was never the case with Ohana Tax Services. I'm so grateful I ran across her services and look forward to continue using her services for all my tax and financial needs. Ohana means, Family and that is exactly how I felt! She takes care of her customers, thank you Bridget!
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April 2023 by Jess V.
Ohana Tax Services made filing our taxes painless, the process was quick and really simple. Bridget in particular was communicative and helped answer all our questions, going above and beyond for us. We will definitely be return clients. Thank you, Bridget!!
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April 2023 by Robert A.
My wife and I have had our taxes completed by Bridget at Ohana Tax Services for 5 years. The first year we sat down with Bridget she found discrepancies in our past two years with our previous tax person. Bridget was able to save us $800 hundred dollars that was overlooked! She is professional and well-informed of new laws that are implemented every year. Because of Ohana Tax Services, my wife and I never worry about our taxes being completed correctly. I highly recommend Bridget at Ohana Tax Services if someone wants to get taxes done stress-free!
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March 2023 by Vishal G.
Bridget is an expert at handling taxes. She understands her field really well, she is compassionate with her clients and always give them great advice. We have had awesome working experience with her since past many years. Thank you for your service!
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March 2023 by Michael L.
Bridget has provided excellent service with my tax returns for the past few years. She has corrected my mistakes from the previous years and saved me a ton of headache. If you're looking for a tax service, look no further. Ohana Tax Services will get your paperwork right and in a timely manner with excellent communication at a reasonable price. The online portal is easy to use and communication through the website is instant and smooth. I would have no hesitation to use Ohana Tax Services again next year. Thank you for the great customer service!
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March 2023 by K D.
I've been using Ohana Tax Services for few years now and as always it's 5 star service. Bridget has always been helpful and available to answer my questions! I love the virtual secure process of filing. Even though I'm no longer a CA resident, I continue and will continue to file my taxes with a person and place I can trust.
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February 2023 by Cathy P.
My wife and I were looking for a Tax person about 4 yrs. ago and saw her Business Sign near our home, so we took a chance and were a bit skeptical but after meeting Bridget she just really made us feel comfortable. We had so much in common with our Personal lives in our first meet and here we are 5 yrs. later with the comfort of a Family like member, so to speak, doing our Taxes is what everyone is looking for! She even went as far as to look into my Brothers previous Taxes and was able to make adjustments to garner him some serious $$ back even after years of filing. We will be continuing to go back to what we call our Tax Professional and Friend/Family confidant, needles to say we will be sticking with Bridget for many more years to come!
