• About Us
    • Services
    • News
    • Events
    • Kind Words
    • Contact Us
Welcome to Exact Tax, Inc. Accountants, Tax Services, Payroll Services

About US

Exact Tax, Inc. provides tax preparation, payroll, bookkeeping, and LLC and Corporation forming services. As a trusted advisor, we make ourselves available to provide insightful advice in order for our clients to make informed financial decisions.

Our tax preparers are licensed by the State of California and are supervised by the State Franchise Tax Board, Internal Revenue Service and the United States Treasury.


We Are Here For You. We Want You To Avoid Costly Mistakes and Want You To Enjoy Your Tax Preparation Experience!


ACCREDITED PROFESSIONALS

Our staff is composed of Certified Public Accountants (CPA) and Enrolled Agents (EA). Exact Tax has experts in Business and Personal Taxes and have unlimited practice rights.

  • Authorized IRS e-File
  • Member of the National Association of Enrolled Agents (NAEA)
  • Member of the National Association of Tax Professionals (NATP)
  • Accredited by the Better Business Bureau: Start with Trust® (BBB) with an A+ Rating.


  We Speak English, Cantonese and Mandarin.


MONEY SAVING BENEFITS

We provide a 10% discount for 1st time clients
You receive a $10.00 gift care for personal tax referrals or a $25.00 gift card for business tax referrals.


Schedule Appointment

SERVICES
INDIVIDUAL & BUSINESS TAX PREPARATIONS

As an individual and/or small business owner, it is important to remember the benefits of having a professional handle your tax planning and preparation. It is easy to overlook deductions and credits to which you are entitled.

Using a computer software program may be tempting but there’s no substitute for the assistance of an experienced tax professional and should you be audited, the software can’t represent you but here at Exact Tax, we are committed to being your advocate through any audit.


PAYROLL

Exact Tax has an outstanding reputation for knowledge, accuracy and delivering sound guidance with our payroll accounting services on a consistent basis. We provide direct deposit or checks and are confident that your employees will receive guaranteed-accurate documentation.


BOOKKEEPING

A full service bookkeeper and business consulting firm servicing San Gabriel and the surrounding area since 2007. We are a full-service bookkeeping firm helping individuals and businesses keep their books and accounts in order, including accounts receivable and payable, payroll posting, and account reconciliation. Financial statement prep and review.


SALE TAX PREPERATION

For businesses filing sales tax returns, Exact Tax can perform Ad hoc guidance, consulting, and support as needed.


NEW COMPANY REGISTRATION

Thinking of owning your own business? Starting a business of any kind involves a great deal of planning and preparation. Whether you need assistance in starting an LLC (Limited Liability Company), SCorp, CCorp or DBA, Exact Tax helps clients step-by-step in forming their business entity. We offer additional products like entity name search and trademark registration which is useful to entrepreneurs.


COST SEGREGATION

Cost segregation studies have become an increasingly valuable but not commonly understood tax strategy for taxpayers who own, constructing, renovating or acquiring real estate. A cost segregation study decreases your tax liability while adding cash to your company’s bottom line. The tax benefits can be applied to various types of real estate: apartments, rental homes and any commercial building as long as it is not your primary residence.

YEAR

NEWS

01
2016 Newsletter download link

EVENTS - Coming soon

Kind Words
Just got my taxes done with Kim and she was great. She was patient, informative, and thorough. [ ... ]
Just got my taxes done with Kim and she was great. She was patient, informative, and thorough. She found that our loan origination fee was tax deductible which saved us some money. Thanks Kim! I highly recommend!
( click to read more )
26 Jul 2015
Posted by Ford
服务非常的好,而且很热情,工作效率很高,很快就可以处理好,他们会很详细的跟你解释你的问题。 解决你的各种问题。 工作认真,[ ... ]
服务非常的好,而且很热情,工作效率很高,很快就可以处理好,他们会很详细的跟你解释你的问题。 解决你的各种问题。 工作认真, 服务周到, 每个人都很 nice。而且现在还可以抽奖哦,大家记得都去那里报税哦,我明年还会去的。
( click to read more )
31 Jan 2015
Posted by Eason Z.
Great service! Fast and friendly. The tax preparers are so helpful and professional. [ ... ]
Great service! Fast and friendly. The tax preparers are so helpful and professional. Their service fees are very reasonable and fair.
( click to read more )
26 Jul 2015
Posted by Nathan F.
Had my taxes done by Mary today...she's amicable, efficient and I was in and out in a relatively short time. It's nice [ ... ]
Had my taxes done by Mary today...she's amicable, efficient and I was in and out in a relatively short time. It's nice when tax time is as painless as possible...getting a refund always helps out. Don't hesitate to frequent this establishment...they are first rate...highly recommended!
( click to read more )
26 Feb 2016
Posted by George S.
Mary the owner is amazing. Quick and efficient. I am extremely Thankful to her, she educated me as well. [ ... ]
Mary the owner is amazing. Quick and efficient. I am extremely Thankful to her, she educated me as well. Will be doing my taxes here again.
( click to read more )
19 Feb 2016
Posted by Antoinette R.
We took a shot at having Mary prepare our 2015 Taxes based on the YELP reviews. We have recently had a string of bad [ ... ]
We took a shot at having Mary prepare our 2015 Taxes based on the YELP reviews. We have recently had a string of bad luck with two (2) previous tax preparers; their mistakes and carelessness caused us many headaches and stress having to deal with the IRS. Mary of Exact tax was professional, kind and willing to show us how we receive the tax credits that we did and how we arrive at our corresponding tax bracket. We have never had anyone explain to us how all this "tax stuff" works. She gave us a common persons explanation (for someone who is not in the field of taxes and accounting etc...) and made us feel confident and comfortable with the preparation and tax reporting. Our taxes are not complicated and she completed our tax forms within 15-20 minutes including the explanation. We will definitely continue coming to Mary and her staff for our tax preparation from now on. Additionally, Mary has been in the tax business for 20+ years and is heavily involved in her community with her non-profit that helps at-risk-youth.
( click to read more )
16 Feb 2016
Posted by Rene M.
Contact US

1024 E. Garvey Avenue
Monterey Park, CA 91755

info@exacttaxinc.com
Phone: (626) 573-0788



© 2016 Exact Tax, INC.