Grace Tax Group - Diamond Bar, California

jK S.

Where the American education system failed me, Grace Tax Group did not.

I am perhaps the most financially illiterate person and I'm friends with someone with a 400 credit card score. I called Grace Tax Group using the number provided on Yelp and was greeted by a friendly agent of the group. Dana was professional and educated when answering all my ridiculous questions when it came to filing my taxes. I think she and I had a good laugh at how I was able to make it this far in life filing taxes that I did my previous employment years.

Dana helped me file for my 2024 taxes and even provided advice on registering my own business in California and the IRS. The tax group's services are extensive and affordable. I'm grateful to have found this firm and I'm looking forward to many years of business with them.

M W.

Had a great experience working with Dana this tax season! I feel like I'm a pretty uncomplicated case, but she still took the time to go through what to expect and the timeline for filing. I also really appreciated her advice for how to improve my finances and savings and tailor them to my current income and goals. She's quick, efficient, professional, and communicates well. Really glad I went with her for my taxes!

M K.

My taxes were a complete mess. Dana has been our personal and corporate accountant and financial advisor and I learned more about investments with her in one sitting than I ever thought possible. She has gone above in beyond with service. She was able to point out tax credits that I did not know existed and helped me get a significant of money back that is life-changing! I would strongly recommend Dana and her team, hopefully you get the benefits of working with Dana as well!

Luis L.

Dana's expertise, caring demeanor, and attention to detail truly sets her apart from other CPAs.

From the moment I walked into the office, Dana made me feel at ease with her warm and friendly approach. She took the time to listen to my concerns and patiently addressed all my questions. What impressed me the most was her genuine care for my financial well-being – it wasn't just about numbers for her; she truly wanted to ensure the best outcome for me.

She went through all the necessary documents, making sure nothing was overlooked, and took the time to hear out my financial situation. Her thoroughness gave me confidence that my tax return was in good hands.

Her explanations offered a clear insight, leaving me feeling completely confident about the entire process.

Needless to say, I'll be back next tax season. Thank you Dana!

Emmett

Dana was truly an amazing accountant and has helped me so much in 2022. I recently got a job as an independent contractor so I had to figure out how to do taxes for this new position. Not only did I receive awesome help from Dana, she told me many many ways for me to save money and really hone in on my finances. If you’re looking for an awesome accountant, then Dana is definitely the one for you!

Maureen S.

I own an Amazon FBA business and I came to Dana to understand the best route to take as for filing my taxes. My old CPA was kind of unaware of how e-commerce works which led me to find Dana who had marketed her business as someone who can deal with complicated online businesses like mine. Not only was she extremely helpful, she answered everything quickly and efficiently. I was honestly fearful of my taxes and losing tons of money but she made it very easy for me get everything done without any issues. Highly recommend.

Jack L.

Dana is amazing!! I work for a mortgage company so my finances can be a little hard to deal with. I’m commission based with the money I earn so I was wondering how I could save money on things I invest in for my sales and whatnot. Dana really provided me really solid information and at such an affordable price. She really makes it easy for me to also invest in my stock portfolio which is really amazing for me as well. She’s the best and I completely trust her to give me the best, up to date, information!

John N.

I'm a small business owner that has worked with 3+ professional CPAs over the past 9 years. Dana and her team are the best I've ever worked with for a few reasons.

Professionalism - From our very first phone call, Dana stood out as compassionate and professional. She wanted to meet face to face or over Zoom to personally go over our case to see if she could help. Since then, she has been responsive and has actually taken the time to teach me about many tax related things I had never learned with the previous CPAs.

Service - She continually goes above and beyond in both communication and action. Our particular case was very messy and she constantly kept me in the loop about what her team were doing. In the end, she achieved an incredible result that I had not believed to be possible and charged a very reasonable rate.

Warmth - Dana is very personable and approachable. Previous CPAs were very condescending and dismissive when I asked questions about my taxes. Dana genuinely cares about doing a great job as well as giving me advice on things I might do to make my business even more successful.

All in all, my experience has been fantastic and I'd recommend her and her team to anyone looking for a CPA that not only cares about delivering an exceptional level of service, but is also committed to your long term financial success.