Reviews
What people say after the work is done
Every review below is real and unedited. We have not written any of them, and we have not trimmed the ones that mention another name.
“I had a fantastic experience working with the team at Herbert Financial Group. Andy Hanna, Tania Herbert, and Theo Minassian were all incredibly helpful, friendly, and knowledgeable.”
“I can't say enough great things about my experience with her financial group. Tania and Theo were absolutely amazing.”
“Andy was super helpful in finding me a last minute appointment! I had called and let him know that my previous tax preparer had made me feel very uncomfortable so I had THREE DAYS to find somebody to file my taxes.”
“Great service with my personal and self employed taxes. I was able to save money compare to other tax companies.”
“Herbert Financial have been extremely efficient and helpful to myself and my business.”
“Andy with Herbert Financial was ready to help and support my sister and I with the business's finances.”
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Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS, in any state.
CTEC Registered
California Tax Education Council registered preparers — CTEC #A354653.
CPAs on Staff
Certified Public Accountants review complex returns and financial statements.
IRS e-file Provider
Authorised IRS e-file provider — returns filed electronically and tracked to acceptance.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.