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“He worked hard to complete my return in a timely manner. I did end up owing money ( quite a bit) that I have never owed in the past . Being retired & on a limited amount this was tough. However, he was very pleasant, & explained the return. Really, can government figure something out for not paying taxes on taxed income? Please that is just rhetorical.”
“Our daughter was referred to Cynthia from a friend two tax seasons ago. The CPA we have used for the past 30 plus years recently retired so we decided to go with Accurate for our tax preparation. We don't have a simple filing with a business and two rentals but Cynthia made the transition a breeze. I was able to forward everything via email including the final filing with the tax agencies. On top of her accuracy and professionalism, we saved over $400 on our return from our former CPA. It was a pleasure doing business with her. We will be back next year.”
“Spoke to Earl about investing some money. He provided very solid advice about my current life situation. He is really genuine and cares about helping individuals. I'm really grateful for his help. Even though I couldn't invest with him at the moment. I really look forward to working with him in the near future.”
“I highly recommend Luz as a loan officer and community leader. She goes beyond her role as a loan officer to help build businesses and connect with all facets of the community. I had the pleasure of working closely with her when expanding to a new office, and her support was invaluable.Luz is knowledgeable and adaptable, always staying up-to-date with the latest market trends and technologies. Her vast knowledge and connections make her a valuable asset for any business. I was impressed by how she and her team utilized all available resources to ensure smooth lending processes for our clients.As a former loan officer myself, I can attest to the importance of having an experienced and knowledgeable loan officer. Luz's expertise surpassed my expectations, and I was glad to see her willingness to share her knowledge and effective practices.In short, Luz is one of a kind, and her dedication to her clients and community is commendable. All my buyers' clients were taken care of exceptionally well, and the lending process was smooth and beyond my expectations. If you're looking for a community leader and effective loan officer, look no further than Luz.”
“Tamar is an absolutely exceptional accountant! She has helped me with every aspect of my practice as a licensed clinical psychologist from incorporating to bookkeeping and taxes. For someone like myself with very little knowledge or understanding of these processes it has been such a huge help! She is also incredibly responsive and has been able to address all of my many questions.”
“My family and I, all do our taxes here and we have never had a bad experience. Always very knowledgeable and helpful. Quick and easy process every time. Clean and positive environment.”
8:30AM - 5PM
8020 2nd St, Downey
Financial Advising
“Great service! It was my first time filing my taxes and didn’t really know what to expect and one of the accountants (Gabby) guided me along the way and made it super easy! 10/10 service and I would 100% recommend this place.”
“We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our transition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.”
“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”
“Leticia is the only tax prepare that I've gone to for the last 5 years . If I had knew of her before , I would of came here before . She's very knowledgeable with taxes and all the of the questions I have for her . She's very reasonable with her prices as well. If you don't have a to go to tax person, Leticia is the person to go to!”
“I can't say enough good words about Schwab. Their banking and investing products are smart and easy to use and their customer service is impeccable. This office has challenging parking, so give yourself a few extra minutes when you visit.”
8:30AM - 5:30PM
100 Corson St #310, Pasadena
Financial Advising
“Ricky has guided me through several situations that could’ve been catastrophic. He advised me to better diversify my assets in the market before it crashed in 2008. And following the stock market crash where many people lost so much, my portfolio was well protected. What I like most about Ricky is he’s a professional who knows what he’s doing. He’s personable, easy-going, and doesn’t mind re-explaining concepts until you fully understand. I’ve recommended Ricky to a few friends, because he’s helped me through thick and thin.”
“Absolutely highly recommend Emma. She is thorough. She explains everything very well and works with you to accomplish your goals while also ensuring you are set in the event of an emergency. I appreciate and value her guidance so much.”
“If I could rate my experience 20/10, I would all thanks to Jose Hernandez! He provided exceptional customer service that really ensures my banking relationship for the long run. He was incredibly patient and informative. Thanks so much, Jose!”
8:30AM - 5PM
15111 Whittier Blvd # 380, Whittier
Financial Advising
“My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.”
“As a business owner I appreciate the thorough work, time, and effort out into my complicated taxes. Thank you again! I will definitely be coming for the foreseeable future.”
“Website is lacking. It's like so outdated and not user-friendly. Their services are whatever. Even during coronavirus times, they suggest I should leave my money in the market. It's a head-scratcher, but I'll leave my money in the market and see where this takes me. Wish me luck.”
8:30AM - 5PM
225 S Lake Ave Suite 1185, Pasadena
Financial Advising
9:00 AM - 9:00 PM
9901 Paramount Blvd #135, Downey
Financial Advising
“Rita Rodriguez the nicest MD in PHP you will ever meet . The most real person I have met. The Downey office visit was a huge success impressed and in love more with PHP than before.”
“This is a small office, and even though there was a line on today's busy day, they were pretty quick and very friendly. I live nearby, so it's great to have this location here.”
“(Translated by Google) I've been here for several years doing my taxes and everything is normal.(Original)Ya tengo varios años aquí haciendo mis impuestos y todo normal.”
“Keith at West Tax has been doing my taxes for 20 years. I have heard so many bad reviews that were alarming but, realized those were few compared to hundreds of satisfied customers. Let's face it taxes are stressful but, Keith has always taken the stress out of doing taxes. The one or two times he couldn't accomplish that were not his fault. I highly recommend Keith, Joseph and Robin.”
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“Excellent service, my mom has used them for years. After my mom suffered 3 strokes in 4 months she did not get to file taxes. Ann and Andrew did the job quickly for her. They are reasonably priced.”