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.

Taxlana is fast, efficient and reasonably priced. Very patient and helpful with resources to do…read moretax preparation.

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Gina is a delight to work with. Helped me to get organized in my small business which helped get…read moretaxes done. Tax time is always an anxious process for me and it was way more simple after her help. I recommend her to anyone needing accounting services.

Did a quick overview together about Quickbooks, categories, what I was doing right and/or wrong!…read moreGot some good ideas as to what I can change in the future to help save money on taxes, thank you!

I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

Excellent experience working with PWR. Linda helped me and my wife come up with a short-term action…read moreplan and longer-term financial strategy, and we are very happy overall. Linda was patient with our questions, easy to work with, and extremely knowledgeable in all the right areas. We feel like we have a much better grasp of our finances, and are confident in our ability to build wealth and navigate toward our retirement goals. I highly recommend working with Linda and PWR.

Linda has provided financial planning services for us for about 3 years now and we are very…read moreimpressed with her professionalism and knowledge.  We selected Planning Within Reach due to the fact they are a fee-only financial planner.  Basically, this means you pay for services provided for the time they spend on your plan and not a percentage of your assets.  The service provides inclusive planning for everything from asset allocation, verification of insurance coverage, savings plans, and cash flow with your personal financial goals in mind. At the initial meeting, we discussed our financial goals and subsequently provided requested information for the plan.  Once the plan was prepared we had another meeting to review the plan including action items for us to perform.  This included things like rebalancing 401(k) and other investments in addition to other action items to complete.  We do annual checkup planning meeting with Planning Within Reach and find the discipline very helpful to stay on track with financial goals. If you are starting out or a few years from retirement, this service is worth every dollar.  We have confidence and peace of mind having our plan in place and recommend it to anyone looking for financial planning services.

Outstanding service!! She is incredibly personal and has a brilliant mind with numbers. Her office…read moreis very comfortable but more importantly she is vested in taking care & her expertise is extremely valuable. I run a small clinic and will keep my tax information with her to continue being prepared & presented it properly. She has dignity & scoured my old taxes like forensics.

Ludmila Lebed is very personable, knowledgeable and thorough. She is prompt and very reasonable. I…read morehighly recommend her.

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.

I recently experienced a troubling tax issue regarding my retirement plan and sought professional…read moreguidance. Based on her excellent reputation and positive reviews, I scheduled a consultation with Lori. I am exceptionally grateful for her assistance; she demonstrated deep technical expertise and provided a clear, straightforward resolution to my problem. Lori is a highly knowledgeable professional who instilled complete confidence throughout the process. I highly recommend her services.

My mentor advised me to interview multiple tax professionals. When I asked how to recognize a good…read moreone, he responded, "They'll stand out to you. You don't know good until you've seen great. You don't know great until you've seen phenomenal. You don't know phenomenal until you've experienced life-changing." Lori has proven to be exactly that--a life changer. She answered every question with complete clarity, maintained transparency, demonstrated a forward-looking perspective, and developed a tailored plan for me. I envision working with her for the next five years. Her expertise, professionalism, and, most importantly, her heartfelt approach truly impressed me. I do not just feel confident, also, I know and trust that I will be in good hands for years to come.