CFOmate, Inc. - Whittier, California

Gabriel E.

We have been getting our taxes done with Eddy and his team for almost a decade now. Back then I was newly married, my husband was from Japan and we were both self employed, so you can imagine how much help we needed. They were AMAZING! We keep on coming back to CFOmate because we know that they always do their best to make sure everything is taken care of properly and with ease. We are grateful that Ryan is always responsive and helpful with all the questions we have each year. This past year we worked with Arin, and he is just as great as everyone else that is a part of them team. Thank you all for your help and knowledge, it makes tax season feel simple.

Cody B.

I’ve been using CFOmate for the past few years, and I can’t recommend them highly enough! From the very first interaction, their team has been incredibly professional and knowledgeable. They took the time to understand my unique tax situation and provided tailored advice that truly made a difference.

What I appreciate most is their attention to detail and transparency throughout the process. They explained everything in a way that was easy to understand, and I never felt rushed or pressured. Their responsiveness to my questions, no matter how small, was impressive—they always made me feel like a priority.

Additionally, CFOmate has streamlined my tax filing experience. They utilize modern technology, making document submission and communication a breeze. I felt confident that my taxes were being handled efficiently and accurately.

Overall, CFOmate has turned what used to be a stressful experience into a seamless one. Their expertise, customer service, and commitment to their clients have earned my trust. I’ll continue to rely on them for all my tax needs and wholeheartedly give them a 5-star rating!

David L. A.

We’ve had a great experience working with the team. The flexibility for in-person or remote appointments is fantastic. And their process for preparing taxes is very thorough and streamlined. Highly recommend.

Josh H.

legend tax is still excellent, and were very thorough with helping me prepare my taxes this following year. I’ve been using them for many years, and will continue to do so.

Alec D.

Fantastic service from Arin and the team ! Loads of technical questions not only answered, but amazing solutions were provided and put into action quickly and efficiently. We had lots to change for our business and Legend tax came in on top ! Would highly recommend to anyone looking for the very best.

Joe S.

Aaron did a great job, very professional and courteous. I live out of state but he handle my paperwork like a champ.

Karen D.

Armine and accountant staff did a tremendous job everyone was very professional and efficient. I would recommend them to other associates

Jose G. M.

Great experience, easy to submit the required documents and fast reimbursement. Highly recommend their services.