We've been working with Linda for several years now. It's been such a relief to find someone…read moreprofessional and personable to handle our taxes. She knows her stuff and I never feel like I need a second opinion. I highly recommend her for your personal, small business or corporate taxes.

Linda has been my CPA for over 25 years…read more She has kept up with the latest tax laws and advises me every year on items that saves me thousands every year in income tax. She has always been professional in our meetings and has been concerned when family tragedy's have happened, going above and beyond the typical tax consultation. My family would work with no one else.

I've been working Suzie for a couple years now in my most recent business venture. Accounting and…read morebookkeeping might seem like an avoidable cost but they're not. It is the best money I spend every month. I've now started working with Cheri and Kimber for payroll and managing my employee's w2's. The gist - they are ultra responsive, personable, and good at what they do. I know this because I make a lot of money but don't get crushed every year with taxes. Suzie is always available for a call and encourages me to come into the office for accounting 101 from time to time. If I have an idea to run by her she gives me advice or puts me in touch with the right people. They are great. Use them.

**RUDE AND OVERPRICED. They requested I pay $500 for work that I ended up paying another CPA $100…read morefor.** I had the misfortune of dealing with Ms. Suzie, a rude and condescending business representative that made sure I will never be using the services of this firm and its bloated fees. As part of my green card application I was asked by my immigration lawyer to provide the immigration authorities with a letter from a CPA. The letter was about three lines long and required minimal accounting work, which summed up to estimating 2013 annual income based on previous tax return filings. Basically, a work that would take more time to type up than to prepare the "analysis" (which had already been put together by another bookkeeper who had provided Ms. Suzie with the materials and the analysis beforehand). It seemed that Ms. Suzie, too, was well aware of the minuscule amount of work my letter required, since when I asked for an ETA she indicated that the letter could be produced within less than a day. I'm assuming that my question also indicated to Ms. Suzie my pressing need for the letter, as I had also mentioned to her that I was required to submit it as part of my immigration process. Ms. Suzie told me that writing the letter would cost me $500. Yes, you read that right. 500 bucks for three lines and a few minutes worth of work!! At first, I was certain I had misstated to her what the letter should contain and that as a result of that Ms. Suzie may have been under the impression that I had required more work than what was really needed, since surely no one in their right mind would charge so much for such little work. When I called Suzie to inquire about the fee I was faced with a condescending and rude tone that quickly turned into a full on obnoxious and testy attitude when I tried to make sense of her fee (if it was a flat consultation fee, for example, or an hourly charge). Not only did Suzie avoid answering my questions, but she also hissed at me that she "urges" me to "go around and call other CPAs", since she is "sure" that I would get some other firm to write the letter for me for a smaller fee, and that she is "happy" with that. I have no idea why anyone would talk to a client this way, but I sure am not going to give business to this kind of rude customer service. I hope that Suzie's understanding of my immigration status and pressing need for the letter didn't factor into her decision to jack up the price for me. I don't know. But given that she was so reluctant to explain her fee to me I also can't know better. I would like to mention though that I do not know Mr. Wendroff and I have never spoken to him about the fee I was given nor the work I was asking for, so it might be that he was not involved in my request at all. If so, I'm very sorry for giving his business such a bad rating, which is solely based on my awful experience with Ms. Suzie Korth.

Fred and the team did an excellent job handling a complicated tax return involving some real estate…read moretransactions. I'm extremely pleased and impressed with the outcome and I would highly recommend! Great communication and very professional!

After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

I found Katie through a Google search and she ended up being in the San Diego area as well. She was…read morequick to respond and set up our first chat. She understood what I needed and was super knowledgeable and helpful. Her rates are reasonable and she gets the job done in a timely manner. Although I needed her for somewhat of a short term project in this case, I will keep her info and use her services again in the future!

I was referred over to Katie after doing the books myself. Turns out I did them wrong!…read more Don't do the books yourself, hire Katie. She'll pay for herself.

Unfortunately, my experience working with Tanisha was very difficult. Expectations regarding the…read morescope, budget, and timeline were not clearly communicated upfront. I was initially given a deadline of September 15th, but was later told that more than 2,000 transactions needed to be completed essentially the following day. Additional expectations were also communicated after work had already begun, including specific vendor notation requirements, which I incorporated into the work. I ultimately spent approximately four additional hours working on the project that I was not compensated for. I understand that deadlines and priorities can change, but clear communication is extremely important when working with independent contractors. I was disappointed that despite the miscommunication and additional effort I made to accommodate the changing expectations, I received a negative review that I don't believe accurately reflects the circumstances. Based on my personal experience, I would recommend freelancers or contractors make sure the complete scope of work, budget, deadlines, and communication expectations are documented in writing before beginning work.

Tanisha Mills CPA has provided my business exceptional services with bookkeeping, yearly taxes and…read moresteering us towards the direction that will help us best when it comes to taxes and proper record keeping. I am not one to push numbers all day and night, I have a lot more things to do to keep growing than to stay stuck to my books. Tanisha Mills team really provides that extra added support. I recommend giving her and her team a call when you're looking for business accounting services. Shes not limited to business accounting either, she provides tax audits, estate planning, personal tax filing, bankruptcy filing and management. Let her steer you towards the direction that will suit your business best.

I have worked with Wilna for many years and she is an absolutely wealth of knowledge and just a joy…read moreto work with. I cant recommend her enough! She's helped me save so much time and money.

I have been working with Wilna for several years now and it has been a very professional and…read morehelpful experience. When my husband passed, overnight I went from silent partner to chief operating officer. Wilna successfully transitioned my husband's 60 year old accounting techniques into an updated system integrated into quickbooks while tolerating my grieving process. It was a nightmare scenario and Wilna 'righted the ship' so to speak so I could successfully maintain the business and prosper. I am eternally grateful for her services, her expertise and her emotional stability at a very difficult time for me.

My wife and I were seeking a tax preparer that we could build a relationship with for now and the…read morefuture. We feel incredibly fortunate to have found Hinal. Hinal is everything we were hoping for: (1) she is responsive, communicative, and friendly, (2) she understands all tax and income scenarios (stock, settlements, write-offs, etc), (3) she has technology and software available to work quickly and remotely (we met her via video), (4) she has incredible turnaround, which made the process so much smoother. We can confidently, HIGHLY recommend Hinal. We've had good, bad and worse for tax preparers in the past. Hinal is exceptional and we will continue to work with her for the future!

Hinal is the best. I hadn't done my own taxes in two decades and didn't know where to turn. I found…read moregreat reviews on YELP about Hinal and her services. She was easy to work with and her client portal was easy to navigate. Her communication was clear and timely. Her rate was fair and I appreciated the extra work she did for me. I highly recommend her and will be happy to trust her again next year.

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!