I have been advised by Brent since 2003. Multiple tax issues resolved, and financial advice taken…read more I was able to retire early knowing my financial position was secure. His is dedicated to serving my needs and responds very fast. He provides you with up-to-date tax information and avoiding investment mistakes. Your decisions are respected. He is reasonable and quite friendly. I rarely write reviews but putting my mind at ease was worthy of acknowledgement for his services. jerryg

Brent is a professional with a true service mindset. He was recommended to me and I have since…read morerecommended him to friends and family. Brent is not only knowledgeable and thorough in his work, he is exceptionally responsive. While I was in the middle of some intense legal proceedings a few years back, Brent took time out of his day to join via phone and explain some financial nuances to the entire party so we could move forward with drafting the contract accurately. He is honest, fair, and skilled at his work. Highly recommend!

Second year with Randy, very satisfied. After last year's catch up and a few adjustments I got a…read morenice return for 2016. (Last year's review:) Randy at ABC was great. I had several years of un-filed tax returns to catch up on (mostly W-2 income with one year of additional 1099) and we just got everything wrapped up. Randy was very helpful not only in preparing the returns, but also explaining what he was doing and why. He prioritized the returns that were time-sensitive and let me know what additional information I needed to gather to maximize deductions/minimize amounts owed. He even helped with a payroll glitch that I otherwise wouldn't have known about. This was an unprecedented experience for me, so I can't vouch for how his rates compare with other tax professionals, but I can only imagine that the bill for the service was fair. It was an expensive mistake on my part, but I'm very glad I came to ABC to get the issue resolved and will definitely be making a return visit (early) next year for my 2016 returns.

My husband and I have used Randy for our taxes for the last three years, and are extremely grateful…read morefor his services. He is incredibly knowledgeable about all of the relevant issues with our taxes including self-employment, military out-of-state residency, child tax credits, etc. The process to submit all of your forms is very easy, and his turnaround time for filing is usually only a day or two. We are very pleased, and will be returning customers year after year.

I can't say enough good things about Paul and his business!…read moreHe's provided countless assitance with my tax needs, saving me thousands of dollars, and most importantly days of headaches!

HORRIBLE. Do not use them for personal tax returns they will steal all of your money and bill you…read morefor doing nothing that free turbo tax couldn't do, horribly managed and I'd never do business again with them.

Brian and his business are AMAZING. I initially needed Brian's services when I received a large tax…read morebill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the IRS a significant amount of money. I contacted Brian on a Saturday morning and he had responded within the hour to have a plan to fix my problem. Brian indeed saved me thousands of dollars and most important a ton of unneeded stress. This year I used him to file my 2018 taxes and it was worth every penny. Very easy online portal to upload information and necessary documents. Brian had my return completed within 2 weeks with very prompt and thorough work. I highly recommend Brian and his services. Never again will I use a cheap tax service such as turbo tax... don't make the mistake I did by using turbo tax.. rather use Brian and his services. A+ all around!

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

Steve Alpinieri CPA along with his team of financial professionals offer a full array of accounting…read moreand financial services (both personal & business) that includes: tax preparation/filings, financial planning, bookkeeping, payroll, business entity formation/sale & management, CFO services and much more! This place is definitely an ONE STOP shop for all of your financial needs - we were referred to Steve Alpinieri years ago by a good friend for some business tax filings and bookkeeping. After we sold our company (Steve & his team also prepared those financial docs for the sale of the business), our family began using Alpinieri CPA for our personal finances/planning and tax filings. From the moment we met Steve, we felt his kind care, attentiveness and professionalism. Whether on email, phone or in-person, Steve & his team always proceeded with expertise/extreme knowledge in answering of all our questions meticulously. Our previous CPA would take days to respond to a simple question. Steve, on the other hand, has always been available to quickly answer all of our questions and navigate us through the complicated tax guidelines along with the ever-changing laws. In short, we would recommend Steve Alpinieri and his team to anyone without hesitation. One piece of advice that we would give to anyone is to streamline efficiencies - gather good & complete records of everything prior to your meeting with Steve (his team would generally provide a list of what docs are needed), and to also not wait until the very last minute to file your taxes. Steve, Ryan, Hunter & the rest of his team work wonders everyday to make things happen for their clients, but there is ONLY so much time in a day!

AVOID USING THIS CPA. Your taxes will not be done on time, they will not be done correctly, your…read moreemails and phone calls will not be returned, and you will be charged additional amounts outside of the CPA's original invoice. My wife and I are by no means tax experts, which is why we went to Steve Alpinieri to make sure that our taxes were filed correctly, as my wife had just begun her small business. Despite giving Alpinieri all of our documentation months before the tax deadline, he and his team did not complete them until the Friday three days before they were due. Thankfully we looked over our taxes instead of blindly trusting our CPA, as we immediately found that the taxes were done incorrectly with us owing thousands of dollars for a state where we actually owed $0. I sent multiple emails to Alpinieri in an attempt to clarify our tax return, all of which he eventually claimed were going to his spam folder. I guess all of my phone calls and voicemails must have also been going to his spam folder too. When my wife and I finally did get a chance to sit down with him, he spent 40 of our 60 minutes talking about his personal life and his legal battles with his sibling. After our "meeting" we received another tax return filing from him which was once again done incorrectly. Sadly, this year we used his services again under the assumption that all of our information was already saved into his filing system. This year, we have received multiple fines and penalties from the IRS for our tax return being improperly filed. Despite these fines, Alpinieri has also been attempting to charge us more money than his own invoice states he can. Apparently, my wife and I are not the only ones having issues with Alpinieri has he has just been fined for repeated negligence and failure to comply with professional standards. I wish we knew any of this before we ever began working with Alpinieri. https://www.dca.ca.gov/cba/consumers/actions.shtml?license_id=CPA%2078613 https://www.cba.ca.gov/cba/discipline/actions/ac-2024-2.pdf

I have been using York Taxes for over five years. I have always been very happy with Davids help.read more

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

Billeo helped us so much with our old tax debt problems having to go back 10 years and file every…read moreyear and business tax filings . He has unfrozen bank accounts the IRS had taken our bank accounts . He is my beach style and that's my style with no suits , no high overhead for rent and advertising, great smart smart ladies like Lineth always in his office . Billeo in 70,s probably fit , has young and old children , lives locally , and rides bike to work in flip flops and trunks . He's so smart and very comical that's why we crowd in his small office every year instead of just picking up our taxes. They can help with Corps , small tax filings , anything State and IRS Tax issues and give great advice. I feel like kinda buds now they know who we are when we show up . Try it you'll like it for half the price of high overhead firms with big advertising and rent . Namaste , Tony George Point Loma Landscape

Thank you Taxman for keeping us on track and sending over any needed forms when asked in a timely…read moremanner.

Daniel worked with my wife and I on our taxes this year, and he helped explain the new tax codes…read moreand what they may mean for us. Tax preparation was a breeze and he completed it before we arrived at the office. He's very friendly and was a pleasure to talk to, and we look forward to working more with him!

This was my first time working with Daniel and my first time filing taxes as a small business…read moreowner. Daniel was meticulous. He went through and corrected things that my book keeper had done incorrectly, went through the forms line by line and made sure I understood exactly where the numbers came from. As a small business owner with very little exposure to taxes, Daniel was heaven sent. I plan on working with him for years to come.