Exact Tax

I really couldn’t believe how Mary treated my mom who has been going to her for the past years. I had my taxes done here a few years ago but thought their prices were unreasonable for the sub-​par service they provided, so I found another place. I accompanied my mom to have her taxes done here this year because she didn’t want to go through the hassle of going to a new place. Big mistake. Mary had made a mistake on her taxes and demanded she come back and pay for the extra time spent to rectify THEIR mistake. My mom’s schedule was very hectic in the past month but Mary seemed to have only one concern, how to inconvenience my mom more and charge her more unnecessary hours. Is this really how one treats a loyal customer? My mom eventually made time to go into see Mary and what I witnessed in my visit with her was truly inexcusable. There were no other customers in the office and Mary acknowledged my mom had arrived but intentionally ignores her. She continues to leisurely chat with one of her staff members for 15 – 20 minutes while glancing several times at my mom with a «I know you’re here but I’m going to make you wait just because» expression. I was furious and wanted set her straight but my mom finally spoke up and said she was in a hurry and if she can please get things sorted out. Mary decides to play an extremely childish game and not speak directly to my mom even though she’s standing five feet away from her. She tells her employee what to say to my mom rather than directly saying it to her and this goes on for another 15 minutes. There really is no sane reason why an owner would treat a customer like this. So, please don’t even attempt to write a comment on this review that involves anything other than a sincere apology. There is absolutely nothing that justifies this type of behavior. Nothing.
I would never recommend anyone to entrust such an unprofessional business with their taxes.

I’ve had my taxes done here for the past 2 years and the service has been wonderful. I trust these professionals to handle my taxes. Deliang has worked on my taxes for the past 2 years and he’s been a super great guy. He takes the time to explain everything and I always leave their office feeling educated and confident about my taxes. Mary is also super friendly and gave some helpful sound advice. Don’t be afraid to ask them anything. I took my boyfriend here and he agreed that their service was fantastic and efficient. Thank you Exact Tax!

My experience with Exact Tax was EXCELLENT! Jerry, the EA that handled and processed my tax issues is great! I needed to file amended returns from 2012 forward (both state and federal), and have my taxes for 2015 done. Jerry handled all my issues for me, and I’m glad he did! All work was completed in a timely and professional manner. Jerry is very friendly, knowledgeable, and has excellent communication skills. He’s also very patient and has a great sense of humor! Mary, you definitely scored a grand slam with Jerry and run a very professional, outstanding business! I definitely recommend Exact Tax to anyone who is looking for a great place to bring your tax needs to! I will be back next year!

I got my taxes done with Deliang this morning. He helped me organize all of my expenses and guided me through the entire process. I’ve always just handed everything over to my accountants in the past but he was willing to involve me working through everything. This was probably because I had a lot of questions! I was educated and felt much more confident in my own tax situation moving forward. I would highly recommend getting your taxes done here!

I’m inclined to think that our communication was … rough because of cultural and language issues. I don’t think our EA was necessarily intending to be rude, but he, unfortunately, made the experience filled with some awkward and uncomfortable moments. In the end, the job was 80% done (unanswered questions) because we just gave up. Paid $ 120 for an easy form (I would advise calling and asking for a quote before walking in because I think they’ll charge much less to get you in there) – doing our own taxes from now on, btw.
They ran 15 minutes late, acknowledged one of us when greeted, simple questions were evaded (this is where English seemed to be lost in translation), and there was an overall cold and insensitive attempt at dialogue. Kept saying all the wrong things and was completely oblivious. I’m not suggesting they need to have the gift of gab or treat their customers like they’re kings or queens, but a little friendliness and repectfulness go a long way. More importantly, I see this process as building a relationship about important financial issues and this was far from being anything close to that.
Lastly, the people taking our money up front found it too challenging to offer a simple thank you. Just a weird and overall unpleasant experience.

My friend recommend me Exact Tax so I went here to do my tax return. The service is really good.

They opens till 8 pm during weekdays, very convenient. Like the walk-​in room, clean and tidy, smells like medical facilities though; but, I like that (yea judge me I don’t mind). Wade helped me out with my report, efficient and knowledgable service, knowing various consequences and providing easy-​to-​understand answers. Recommend t’ya.

Recommend this place especially for the Chinese international students. Wade is helpful, efficient and professional. He helped me with my tax document in a quick time and answered my questions about tax filing patiently.

I’ve been filing my taxes with Mary for two years. She’s very straight forward and knows how to do this even in her sleep. She is an expert and a professional.
I’ve recommended her to multiple acquaintances and they’ve all been very pleased.

Mary Wong from Exact Tax was recommended to me by a friend and I’m grateful he did because she has been great. She explains everything about the taxes, breaking it down to make it easy to understand. This is my second year going to her to file my taxes and I know I will continue using her services.

Very efficient and fast. Good service. Wade is very excellent and experienced on form 1044. I would surely come back next year and highly recommend.

I heard about ‘Exact Tax’ through the Alhambra Chamber of Commerce. I was interested in placing an ad for my business when Stan Yonemoto, Marketing Manager of the Chamber mentioned Exact Tax’s ad in the «Around Alhambra» newspaper. Exact Tax was so close by so that was a huge plus. The actual selling point, as Stan mentioned was how Exact Tax eliminated a Franchise Tax Board $ 7,000,000 tax assessment. I was like, «Someone can actually go up these giants?» That sold me.
I arrived at my appointment with Mary Wong and was immediately offered coffee. How did they know I needed it? lol. Mary warmly greeted me and invited me to her office and listened attentively to my needs as a small business owner. A few days later I was called saying that the paperwork was ready to be finalized.
As a side note. I wasn’t aware that their parking is to the left side of the building next to the Garvey Inn.
I was very pleased with the great service and hospitality.
Benjamin

A very convenient and great place to do your taxes! What I love about this place is that they are open on weekends which works perfect with my schedule. The Tax Preparer Wade is very knowledgeable and helpful. Stop by and see for yourself!

We just came back from filing our annual taxes for our business and personal. We just got married last year and would be filing jointly for the first time. Mary made everything easy to understand and broke down any questions we had about filing together. Since we both own businesses it was very helpful to know that Mary’s 20 year + experience was there.
I highly recommend business owners like myself to work with Mary on bookkeeping, tax preparation and planning.
We had our appointment at 11 and we’re seen around 11:15am. She was prompt and got to know us as people than just another client in her office. Parking was easy and available. Her staff was polite and friendly when processing our payments and paperwork.
Thanks Mary!
Kevin and Megan

I guess they just want money. I went there in a morning to meet one of their accountants. The guy with glasses was very nice. However that doesn’t matter. What matters is that he asked for $ 150 service fee if I were to prepare my tax paper there. It’s not the first time have accountants prepare tax forms, and I know the price! So I decided not to do it there. Later I found another place and was only charged $ 55 dollars.

Wade is amazing, he is so nice and professional! And also he educated me, will definitely come back next year!

Mary the owner is amazing. Quick and efficient. I am extremly Thankful to her, she educated me as well. Will be doing my taxes here again

Jerry is the best. I will come back for his services. Don’t bring your kids! Less distracting lol

Quick summary: fast friendly service
Kim was very friendly and attentive with all my questions. I was in n out in 20 – 30 min. She made owing the IRS slightly less awful. Schedule ahead bc they do book up fast!

This place is a 1 star due to the comment made by the owner of this business in regards to my review on 5÷4÷2104. I have both the duplicate checks from both years that I filed with them and the pricing is DIFFERENT. For the business to say that the price I paid for both years were the same is incorrect. Dishonesty is not appreciated.