Grace Tax Group

jK Samus

Apr 11, 2024on

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.

Luis Lee

Jan 9, 2024on

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!

John Nguyen

Aug 13, 2023on

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.

M Wang

Feb 27, 2023on

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!

Alice C.

Nov 7, 2022on

Dana is the best! I’ve worked with accountants before and none were as helpful as Dana was. She’s always willing to help and, the best part is, she never makes me feel like I’m bothering her. I had troubles with filing for my 1099 and she really made the process a breeze for me. Honestly, Dana has become someone I fully trust with my taxes and I’m never going to change CPAs. Try her out if you’re looking for some really awesome service in the Diamond Bar area!

Vinny Ruiz

Nov 7, 2022on

Dana is awesome! I have a hard time going out these days due to COVID which is why its so awesome that Dana provides virtual services where I can get her service from the safety of my own house. She really took care of all of my concerns and we did it without even going to her office. She’s kind, friendly, and most of all, she’s efficient. Totally recommend Dana for your next set of taxes!

Weilong Wang

Nov 7, 2022on

I own a food blog and get paid through an ad network which supplements my income. My previous CPA did not know how to handle it which is what led me to find Dana. Dana informed me about tons of decisions I could make and really guided me through the entire process (sorry for being so annoying Dana). She’s a great person and I will be coming to her again for my tax issues!

Phillip Pak

Nov 7, 2022on

Amazing service. I came to Dana for my Solo 401k and back door Roth conversions and she led me through the process beautifully. I have nothing but good things to say about her. If you’re a business owner and looking to save a ton of money, then Dana is the way to go!!

A Tseng

Nov 7, 2022on

I own a trophy company and my sales have been amazing. Dana has really helped me with getting my finances in check and allowed me to even invest some money at the end of the year. I totally recommend her to anyone looking to save some money and learn about the steps needed to get your finances in check!

Cathy Nguyen

Nov 7, 2022on

I own an Etsy store and I have a job as a teacher so I was really confused on taxes such as whether or not I’m a 1099 or a W-2. Dana really helped me understand how to file taxes as both of these things and I’m so glad she could clarify. She did an amazing job simplifying things for me and I really am thankful for her work. If you’re looking for an awesome CPA, then you definitely go to Dana!

Jack Lee

Aug 18, 2022on

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!

Emmett

Aug 18, 2022on

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!