-
July 2023 by Hank L.
Mary took the time to explain to me the different aspects of tax planning. Although we didn't get to work together, Mary was very patient and did not mind that I had a lot of questions.
-
July 2023 by Timothy I.
2022 was a rough year for our family, with one twist of financial fate after another. By tax time I was so exhausted and confused I couldn't get my head straight. Staring a my folder of scanned paperwork, I decided TurboTax will not cut it anymore. Honestly I have such bad experience with CPAs, I picked Exact Tax because I wanted someone who speaks Cantonese. Even though I've been American for decades, I needed the refuge of the mother-tongue - that was how stressed I was. Boy was I lucky with my choice - Mary understood my situation right away, and came up with a satisfactory solution in 1 meeting. She was calm, methodical, and professional, and when it was finished, it was a better result than I expected. The peace of mind Mary gave us was invaluable, and I didn't end up needing to speak Cantonese after all!I highly recommend Mary and Exact Tax and believe I'll be using their services for years to come.
-
April 2023 by J W.
I went to Exact Tax for pension rollover information after having switched jobs. Jerry was very thorough in outlining the different outcomes I could choose and what the implications are. He was very knowledgeable and clear with answering my questions as well. Will def go back to him for tax advice
-
April 2023 by Annette Marquez
Mary is an excellent and extremely knowledgeable tax accountant. I have been going to Mary for 8 years. Two years ago I moved 2 hours away but I make the drive to see her and will continue to do so. Mary asks the right questions resulting in positive outcomes even when I didn't expect to have deductions. Then she is very patient as I retrieve the requested documents online. Mary is very friendly and never hesitates to thoroughly explain answers to tax questions.
-
April 2023 by Lorraine
Jerry is truly the best - so patient, so professional, so thorough and so dedicated. You cannot ask for a better accountant!
-
March 2023 by Vivian R.
Wow a few bad comments bad very bad.. I'm looking for a professional tax office.. I don't care bout the driving as long as they do the job but I don't think I can handle rude,arrogant unapologetic staff .. well .. I'll keep looking I guess...
-
March 2023 by Ann A.
I chose Exact Tax, Inc. based upon all the positive Yelp reviews. At first, I was hesitant because the receptionist had difficulties understanding me. I realize that this business is located in Monterey Park, where the majority of the people are Asian and followed by Hispanics. I am completely appreciative of hiring employees who speak other languages that pertain to the location of the business. When I met Mary Wong, I was elated that we didn't have a problem at all understanding one another. It was a very pleasant experience. I would definitely recommend Mary Wong.
-
February 2023 by Mel A.
My husband and I met with Mary for a tax consultation. She answered all our questions, provided feedback and overall was helpful. She is honest and fair. I'll definitely keep her in mind for future tax work. Some tax businesses appear to be after the customer's money and may hold back on information. Mary's business prides on being transparent. I appreciate how she conducts her business. It's no wonder she gets stellar reviews. Keep up the good work.
-
February 2023 by Bryce C.
I started a construction company and Mary has been such a huge help for me in handling my bookkeeping and accounting! I would definitely recommend her as she really truly does care about her clients! If you need an accountant go to Mary. Shout outs to Jerry and Lily (:
-
February 2023 by Jenn D.
I briefly spoke with Stan and he was very professional and redirecting me to the right person to help me out. Mary was the one who I got to speak with personally with my needs and she reassured me in my worries. IRS is never fun to deal with. I have never had this level of professionalism and comfort from a tax services. What stood out to me immediately was Mary explaining thoroughly my options and allowing me to make my own decision, which is really important to me. I appreciate their services and definitely will recommend to my friends and family!
-
February 2023 by Christopher F.
Exact tax set a timely appointment, provided an upload link to drop all of my documents ahead of time, and Jerry was prepared and worked efficiently to complete my tax return for the maximum refund in my situation! Fair pricing and a painless process!
-
August 2022 by Van T.
I'm beyond grateful that Exact came into my life. I was on a tight deadline and Mary was able to meet me after hours on a Friday to see how she can help. She agreed to work on our file even though it was such short notice. I worked with Deliang mainly & he was very nice, responsive and very patient as I gathered missing info for him. The entire time Mary was cc'd on all communications and I appreciate that because we had an extra set of brains keeping us on track. The entire office is super nice and helpful as well. I'll definitely be coming back!
-
August 2022 by Melanie H.
I was on the search for a new accounting firm to work with and came across Exact Tax. I can gladly say that Exact Tax lives up to their great reviews!As mentioned in the other reviews, Jerry was really great to work with!He gave me helpful tips on the do's and don't's regarding tax related topics. He was also very informative and was able to explain things step by step. Whenever I had questions, he responds quickly!Highly recommend Exact Tax and working with Jerry to help ease your tax stress!
-
June 2022 by Myrna G.
Mary, the head of Exact Tax, is great. She prepared my 2022 taxes dealing with capital gains tax. I appreciated her genuine customer care as well as efficiency. On top of that, her staff went above + beyond to correct a serious IRS mistake. They were on top of it everyday keeping me informed. Thank you, Exact Tax!
-
May 2022 by Samantha Y.
After I uploaded my review Mary the owner of Exact Tax reached out to me to ask about my previous experience and asked if I wanted to come in and have her help me with my taxes this year. I decided to give them a second chance because I really appreciated that she reached out to try and make things right. I made an appointment and came in and Mary fully explained to me how my taxes work as well as why I recieved the tax return did. She was patient and efficient and gave very thorough answers. We also talked about my previous experience here where I wasn't remembered although I was a returning customer for 2 years already and how the former accountant didn't answer my questions and was rather cold/blunt. I believe it definitely had to do with the language barrier so I would recommend you ask for a different accountent if you aren't vibing with the initial one they set you up with because they will pair you with one that works better with you. I was also discounted on the fee to makeup for the additional fee I paid last time which I appreciated. I can tell that Mary truly cares about her customers and if there's something that can be fixed then she will go out of her way to make her clients happy. I was really impressed by this and I look forward to my 5th year returning to Exact Tax next year. Definitely worth a second chance or a first try.
