Great. Quick . Thank you Bharmel and Associates. I will see you next year . I hope. Easy to talk…read moreto quick response

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Selling a luxury car dealership is no small task, but Travis Wilson handled every step with…read moreexceptional professionalism, integrity, and dedication. From valuation to negotiations and closing, Travis worked tirelessly--often going above and beyond--to ensure every detail was smooth and accurate. His knowledge of the automotive industry, clear communication, and calm confidence made a complex transaction feel effortless. He was always available, transparent, and genuinely cared about achieving the best outcome for all parties. I highly recommend Travis Wilson to anyone looking to buy or sell your business--he's truly one of the best in the business. Thank you for getting SBA approval and full asking price Travis..!

If you're thinking about buying or selling a business, you need to talk to Travis Wilson and the…read moreteam at Transworld Business Advisors of Newport Beach. From our first conversation, it was clear they knew exactly what they were doing. Travis brings the perfect mix of professionalism, strategy, and clear communication and his team backs it up with responsiveness and real expertise. They made a complex process feel smooth and well-managed. I always felt informed and confident in each step. You can tell they truly care about helping their clients succeed. Highly recommend working with them!

Louie and his team are incredible at what they do. They take the time to detail everything. His…read moreteam is truly passionate on delivering an exceptional service to small businesses and helping business owners grow their businesses responsibly. Highly recommend to any small business owner needing a new Accounting team.

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Gerardo at Camacho Law helped me figure out exactly what I needed for my business structure without…read moreovercomplicating anything. Super knowledgeable, easy to talk to, and gave me real advice that actually made sense. Definitely someone you want in your corner.

Camacho Law provided us with an excellent business contract for our painting company. Gerardo is…read morevery professional and knowledgeable. With business law and contracts. I definitely recommend this law firm for your business needs.

Had a chance to hear Dr Andy speak at Mariners Church - and left completely inspired by his True…read moreNorth Radical Resilience program! Have since binged all of his True North Movement podcast - which then led to me paying to go through his True North Radical Resilience coaching course. I've never felt more on fire for life, work, my marriage, etc.! Defining who I am - my purpose, my values, my guiding principles, my superpowers - and having a super powerful strategy for how to apply all of this self awareness - has enabled me to experience breakthrough after breakthrough! Would highly highly recommend Dr Andy - his approach is unlike anything I've ever experienced before! If you want to see what you are capable of when operating at full capacity - then Dr Andy's program is exactly what you need!!

Dr. Andy is incredible - he is receptive, amiable, reliable, and incredibly easy to open up to. I…read morecame to him after seeing many therapists in an incredibly tough time, and within just a few weeks of seeing him, I had made more progress than all of the previous therapists combined. He helped me achieve my mental health goals with what felt like small, achievable steps. Through weekly meetings, I reached a point of stability that I had never before experienced. I had grown emotionally strong in every aspect of my life, and had broken free from my previous weaknesses. He helped me experience happiness in areas of my life that I didn't even know there was happiness, and this set him above the other therapists I'd seen. Dr. Andy is an astute listener and truly cares for people. I could not recommend anyone more highly. I am incredibly grateful to have found Dr. Andy, because he truly changed the course of my life.

Our somm made my birthday celebration a fun, informative, and incredible memory! I have received so…read moremany compliments from friends and family about their enjoyment of the wine pairing experience! Thank you Lexie!

The Wine Fundamentals tasting class, which included old and new world wines, was very informative…read more Karen was knowledgeable, fun, and offered great cheese and food pairings aswell.

We're a cannabis business that was in disarray as far as our business structure and books. Working…read morewith Peter and his associates has got us on track!! I definitely appreciate the time and effort they have put into getting us on the right track.

Talk about full service for Tax service, Accounting, Audits, & insurance, they have it all covered…read more Peter Digregori the Principal CPA there has such a pleasant & knowledgeable demeanor about him. He is excellent in explaining what plan or strategy is best suited for his clients. He has helped me file one of my Corporation Tax returns & also I have sent some referrals over to him that have been very pleased with the service there. It really is a top notch professional service there. It is nice to know that u have someone on your side when u are dealing with the IRS or the State Tax Board or a Bank that is asking for all of your important financial information. This place is as good as it gets!

I've worked with quite a few recruiters and none have impressed me more than Jayde of OSTechnical…read more I've heard the "we're here for you" lines which were exactly that, lines. Jayde, on the other hand, didn't give me any of those pitches instead just hustled.  She booked me for an interview on the first day she contacted me, March 13, and have gone to another interview since that first one. Already that's more than any recruiter has ever gotten me.  Usually, I get one then I don't hear from them again.   She walks the talk of other recruiters.  Speaking of walk, she has also walked me into each one of my interviews which not only gives me some much-needed confidence but a certain reassurance that she's here for me and looking out for my best interest.  Even her emails to me far exceed my expectations. And my expectations are based on my past experiences. Jayde emails me information about the company and person who is interviewing me and she includes interview pointers and a little "heads up" of what the employer is looking for or not looking for.  She includes advice on what to say or avoid saying based on the information she was given by the employer which no recruiter has ever done. I've had other recruiter give me tips like "you should check the company website and also look up your interviewer". Jayde of OSTechnical also gave me that same advice but she took it up a notch by providing me the website and LinkedIn web address in a clickable hyperlink. It's those little things that shows me that she wants this process to go as smoothly as possible for me. I can't say enough great things about her and OSTechnical. OST has definitely found themselves a keeper with Jayde and left me very impressed. I'm making them my go to for my employment needs without a doubt. I dare any recruiting company to try and top this service.

Working with OST has been an awesome experience. They helped me find a great opportunity in my…read morefield. The entire process was very quick and painless. Thanks OST for all your help!

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

Nayeli and her team are great. They helped us understand what was in our best interest for an area…read moremy partner and I know nothing about. I would recommend her anyone needing business financial planning like we did.

Nayeli Ballesteros is extremely knowledgeable. She is extremely patient and took the time to…read moreexplain the process of financial planning. You can tell right away from meeting her that she absolutely loves her work that she does. She didn't see me as just another $$$. I truly feel as though Nayeli had my best interests in mind as we were sitting down to discuss my financial plan. I can truly say that I am much more knowledgeable and confident at this time after having consulted with Nayeli. I actually have a bit of a vision now and the future doesn't seem as scary in terms of my financial outlook. If you're thinking of financial planning now or in the near future, please don't hesitate to give Nayeli Ballesteros a call. (951) 264-7556. You won't be disappointed. She is always quick to respond with a text or phone call. Thank you, Nayeli.