Excel Tax Group
Aliso Viejo, CA
Excel Tax Group provides strategic tax advisory and compliance services for businesses, trusts, and estates. They specialize in entity structuring and proactive planning to minimize liabilities for clients in Aliso Viejo, CA, and surrounding areas.
5 Reviews
★★★★★
I've been working with Sam for several years. Finding a great CPA can be tough, but Sam and her team make it easy to see why people stick with them. From the first interaction, they were organized, communicative, and just genuinely pleasant to work with. They're on top of everything, answer questions quickly, and make you feel confident that your taxes are in the right hands. No stress, no surprises, just solid, reliable service. If you're looking for a CPA who's both sharp and easy to work with, look no further. Five stars, no question.
★★★★★
As a business owner, finding CPA who genuinely understands the fast-paced nature of our work is invaluable. Sam has been a game-changer for my business. Her super responsiveness means I never wait long for answers, making my decision-making process much smoother. Reliability is key , and Sam consistently delivers, ensuring every deadline is met without a hitch. What sets Sam apart is her smart, tailored recommendations that really helped me. Sam is a no-brainer.
★★★★★
Sam is excellent! She responded to my general inquiry on Yelp within minutes (seconds?) and was immediately available for a phone conversation to discuss my needs, all on a Saturday. She was very kind and helpful, and respectfully stayed on top of me to make sure I got her all of my documents in a timely manner (this was the week of the tax deadline). She then completed my tax preparation by the end of the following day!! All of this at a cost at or under quotes provided by other firms. I will definitely continue to use Sam and highly recommend her to anyone.
★★★★★
I've used Sam's services for several years on end now. She is nothing short of exceptional! Highly responsive, patient and a true professional. I have recommended her services to colleagues and friends, of which all came back to state how satisfied they were with her services. If you're reading this review are are contemplating using Sam as your tax advisor, CPA, etc. think no further, Sam is the smart choice for you. Thank you, Sam!
★★★★★
Sam Dodin did an excellent job with my tax returns this year (2019 tax season). She was very thorough and took her time completing my return. My taxes are a bit more complicated due to the industry I work in but she understood my needs and worked with me to make sure everything was correct. I don’t write reviews often, but I can’t recommend her enough. She is extremely professional and I will return next year for all of my tax needs.