I scheduled a consultation and had to move other important meetings around to free up time. The…read moreagent never called me and when I texted the firm, I was told he's busy with another meeting. They offered to reschedule at a later time. This firm has difficulties understanding the importance of clients' time. It's extremely unprofessional not to show up on a confirmed meeting with no prior notice. If they can't manage their time, how can you trust them with your tax return?

We have used other services before, but were looking to establish a relationship with tax preparers…read morein San Diego (since we are relatively new to the area). They charged us significantly more than the quote, and I had to email them back and forth asking for an explanation for over a week (and very close to the filing deadline). I also noticed that my name was continuously spelled incorrectly throughout correspondence, and was disappointed to have had to ask them to confirm that my name was spelled correctly on any forms they prepared for us. Unfortunately, cannot recommend this company.

Iren, the owner is very knowledgeable. She helped me with a tax issue I felt overwhelmed by. She…read moremade it so easy. I highly recommend her

We had a great experience working with IMAccounting on our personal tax return. Iren was very…read moreaccommodating to our schedule, easy to work with, and maintained a high level of professionalism throughout the process. Her communication was clear and straightforward. It made the process smooth and stress-free. Her pricing was very fair. I'll definitely be using her services again and would confidently recommend her to anyone.

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.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Steve helped me with numerous issues I had with my finances and guided me literally to retirement!!…read more Steve and his team are the only team I trust with my money. Keep in mind I retired just after 40 for working at UPS for 20 plus years.

Disappointed with the experience as a whole. I felt that I was assured better results than I…read morereceived and ultimately cost me more than it saved.

Came here for a tax filing and there was no wait to get it filed. Mr. Dang was super nice and the…read morefiling didn't take too long. He was able to explain the breakdown of the filing. The workers also speak Vietnamese which is helpful to those who would rather speak in Vietnamese. The price of the filing was super affordable and I would recommend coming here to get your taxes filed!

I've been going here for at least 5 years, single the first 2 years or so and married filer the…read morelast 3 years. Go with either Mr. Tung aka Mr. T or the owner Mr. Phone. The other tax preparers are not that friendly. One less star is because we had to amend this year's and last year's taxes because my husband and I didn't know that with a rental property, we could claim the hoa fees. Mr. T didn't ask us either which was not cool since he's the knowledgeable tax preparer and we had to pay an additional $100 to amend on top of the usual $200 fee to file married jointly (with 2 incomes). But overall, quick service as long as you make an appt. We still owe taxes regardless.

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

We had an appointment with other CPA whose office was also in Convoy area, and the guy was a no…read moreshow. So, I immediately looked up on yelp and found John with great reviews. It was very easy to make an appointment with him right away, even though he seemed busy towards the end of the tax season. John made sure the tax is filed correctly and explained everything. The file he created was super organized, and John is very professional and knows what he is doing. Highly recommend him!!!!

We have been going to John for quite some time now and are very happy with him. He does a great job…read moreof keeping up on new tax laws and has great knowledge and expertise in accounting. He also turns things around super fast which means we get our returns sooner! We would highly recommend him for all your tax/accounting needs.

This is the second-year that we are doing our taxes at Cal budget services. Miss Shahin is so kind…read moreand knowledgeable. She explains clearly and does her best to help.

I came here as a walk-in to get some finger printing done. Shahin was so kind, funny, and efficient…read morethat I referred my friend, who also had a great experience! The services were also much more affordable than other locations I checked like the UPS store. Definitely returning for future needs.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

My husband and I had the greatest experience here ! Lisa is amazing ! She's very detailed and…read moreknowledgeable and taught us a lot about things that our previous tax preparers missed in previous years. They're definitely consistently busy. But they move fast and we didn't wait a long time. Barry did our final review and provided us with filing recommendations for our future plans. The office is pretty small and there's only street parking. Definitely would recommend and look forward to doing business with them again next year.

Barry is amazing!!!! Very knowledgeable and professional I love this place thank you Barry!read more