Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

Professional, Personable. Am very pleased with my bookkeeping services I received with Heidi. I…read morereceived great quality of work and was impressed she made it much easier me. I highly recommend H &M Bookkeeping services.

Super quick to respond - works quickly and efficiently - would recommend to anyone - very detailed…read moreand organized

They are a great team of experts to help with your tax prep needs, Mark and Tiffany are fantastic…read moreand very knowledgeable folks. Wonderful group.

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

Stevan, Sara and Brett are awesome. They have been doing our taxes for many years now. Our taxes…read moreare very complex and Stevan often tells us our taxes offer challenges to him that keep him on his game. Priority Tax and Finance has navigated our taxes through 3 rental properties, inherited IRAs, 1031 exchange purchases, then later the sale of that exchange purchase, Vacation rental income, and stock donations to charities. We have given them many challenges and Stevan, Sara and Brett always come through with the our best options in filing. They guide us with specific questions for each situation to maximize our deductions. They will guide you in setting up your best tax benefit for your situation. I trust them implicitly, and have known Stevan and Sara for many years, and know that they will treat you as family. You can rest assured in using them with your most sensitive information. They take the security of your information very seriously, and have excellent security protocols in place. We will always use them until the day they retire. That will be a hard day for us!

I found this company on Yelp while investigating for a new accountant. I am stoked I decided to go…read morewith them. They make it a super easy process and got my business taxes and my personal ones done very quickly. I definitely recommend them!

Maria and her team are just FABULOUS!! I contacted Maria…read morethrough a referral as I needed someone to help me organize my business. Not only was she extremely knowledgeable, but she went out of her way to set me up and keep me organized well into the future of my business. From her help with tax preparations to her constant availability, she literally helped me with every facet of my business from start to finish. I am forever thankful for Maria's help and the assistance of her team through this process!! Thank you ladies for your constant attention! We truly appreciate it!

Crisp bookkeeping is exactly that! Crisp, Sharp, clear, fresh! Maria keeps everything on track &…read morewhen I'm in order my work, & my clients are in order! She simply "gets it!" A true on point Pro! CRISP Saves me money w my CPA, he can't believe how much more orderly & clear my books are. I highly recommend Crisp bookkeeping!

I have known Megan for about a year now and she has been rock solid from the beginning. She is very…read moresavvy with her technology, has a great attitude with pulling/submitting reports and is genuinely a fun person to work with. I'd highly recommend her bookkeeping services.

Called Handy Bookeeping and got a quote to do our bookeeping. Meagan was very reasonable and…read morepersonable. They are great people and I would highly recommend working with them.

Great tax person if you are willing to wait at least 6 weeks for her to complete a standard return,…read moreand if you email her with a question, do not expect a response within a week. Otherwise she does her job and there's never been an error.

Kayla with firefly bookkeeping is wonderful! She really knows how to prepare your books and records…read morefor preparing your taxes. If you're ever audited by the IRS, you're going to want to make sure that you've got everything in order and organized. Kayla know her tax guidelines too so she can help you make sure you account for expenses in the right accounts.

Wholehearted Bookkeeping has been a delight to work with and they rescued us when we had a handful…read moreof bookkeeping challenges at Sustainable Economies Law Center! Emma, Iliana, and Garrick helped us catch up on an 8-month bookkeeping backlog, solved a bunch of puzzles in our books, and helped us prepare for an audit all on a very short timeline! They are kind and lovely humans, which makes it fun to be in meetings with them and solving problems together. Their whole team brings a range of skills and experience working with specific platforms (Gusto, Bill.com, etc) and in specialized areas, like nonprofit accounting and audits. They set up a great work-flow system with us to ensure tasks don't fall through the cracks, and have been helping streamline our systems. We also have an unusual organizational structure and a lot of staff involved in our financial work, and they have been very adaptable in working with our structures. Here are some additional testimonials from members of our financial team: Sue: I have enjoyed working with Emma and Garrick so much and I have learned so much from them. They are patient with our decentralized work group and so supportive of our whole team. I am so relieved by their "we can do that" attitude. They've taken the time to understand our systems and help us improve them without forcing us to change things in ways that don't fit for us. Erika: +1 everything said already! In addition, I've found them very flexible and quick to respond to questions and requests.

I was referred to Wholehearted Bookkeeping by a dear friend and in the first 6 months of working…read morewith them, I feel so well taken care of. My books were a bit of a mess as I have multiple accounts and small business activities. Iliana has been so understanding and patient with me and has set me up for an easier life with cleaned up books!

North County Books is great! Super nice and very helpful staff. Highly recommend them!read more

I want to thank Hailey for all the great advice you offered about taxes and the great job her tax…read moreplace does. You for sure have a future client in me. I will be calling

Melissa is so knowledgeable and helpful! When I found out how behind some books were I was amazed…read moreat how much work her and her team put in to making them current and less disorganized. Hers may not be large business, but the work she does essential nonetheless! If you have a small business and need help with your books, I recommend giving Melissa a shout.

My wife and I highly recommend this service to anyone needing bookkeeping and/or tax filing…read more Melissa is not only very professional and knowledgeable, but she is also one of the most sincere and kind business woman we've ever dealt with. I've been filing my taxes with her for more than 5 years. Each time they are done in a timely manner, with clear notes and comments about each section. If you're looking for anyone in the North County San Diego area for Bookkeeping, give this one a try. You won't be disappointed! - John & Mia DeMarzo