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.

Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

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.

If you need assistance with prepared taxe(s), yes plural! This place can assist! I know these folks…read moretake the time to review your documents, and guide you through the process, making filing my taxes super easy(less scary). The office staff are super friendly thanks to Divya, and admin staff Lauren. They are true business professionals, and willing to go the extra to guide you. I am so happy to share and recommend this place for your tax and business tax needs. Also, they offer a tax dome, that you can locate all your previous tax stuff at your finger tips. So no need to call them, just log onto your personal private Tax Dome and get your stuff. Super easy,and helpful. I love that I can pick up phone,email or pop into office. Thanks to the staff for your continued support with my family tax needs!

Got a screening call. Agreed to move forward and never heard back from anyone. If this is the type…read moreof service before initiating anything, I will pass.

Leroy was able to fit me in very quickly to his very busy day for a consultation call! Answered all…read moremy questions and offered so much help! Appreciate how he was able to breakdown concepts that I was confused about very easily! If you are a small business owner just starting and lost about taxes, I highly recommend at the very least, to have a call with Leroy!

Leroy refuses to meet in person because he's "very busy" and doesn't have time. He does not want to…read moreanswer my questions over the phone bc he's "very busy". If he's THAT busy, than I'll gladly take my business elsewhere. He makes me upload sensitive documents to a website that is "secure". I already felt uneasy about it, but I trusted Leroy. Now, the IRS is coming to me about my taxes bc HE made a mistake. But of course, I can't call or meet him in person bc he's "very busy". I'm not going to text this whole situation over the phone and then wait for a response. I'd rather talk over the phone or in person to get it over and done with. When I first came to Leory, he was polite and nice. Overtime, he became rude. Take extra caution choosing Leroy as your tax accountant.

If you do your own taxes, you're a real dumb-dumb. I mean, taxes suck and unless you went to school…read moreto crunch numbers why in the world would you take on such a task yourself? Paying someone who's built for this type of work is absolutely priceless, which is why I keep going back to Ian. Granted, this was the first year that I have to actually pay taxes but that's on me, not on Ian. In past years I always got a chunk back but this year was a different story. The key words in that previous sentence are "in past years." Why, you ask? Well... I picked Ian as my CPA a few years ago because I'm never going elsewhere. I don't want some old fart dying on me and leaving me to drag all my paperwork to someone else to figure out for the first time. Ian is young, Ian is skilled, and I'm going to the grave never having to hire someone else to do my taxes. Sorry Ian, you're stuck with me and my wackadoodle taxes.

I picker Macdonald CPA because of their 5 stars rating on here, and Ian is a really 5 stars one!…read moreHe was pretty fast on preparing our tax returns and even helped revise some for our previous years. Looks like we finally found our tax advisor :)

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

I needed assistance with filing an amendment for the prior year as the accountant that I used was a…read moredisaster. I found David and had the best experience. Scheduling was a breeze, I received a link to upload my documents, we had a call to review where he made his suggestions and we agreed to a plan and a price. By the next day he was finished and ready to submit my e-file. The best part was he saved me a huge amount of money (clearly this is my own situation and won't happen for everyone!) He was responsive and very knowledgeable. I'm happy I found him. I plan to hire him to do my taxes for next year also. Thanks David!!

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157

Reached out to SD Taxman beginning of April. We previously utilized another firm and were unhappy…read morewith the output price involved. Reaching out ten days before filing deadline, I figured we would not have any luck Nick responded right away and was very helpful and communicative throughout the process The process was so easy with online secure portals to upload information We were looking for a reasonable rate and suggestions moving forward San Diego taxman exceeded our expectations and we will certainly be utilizing next year

Nick has been doing my taxes for a few years now, and I would recommend him to any friend. His…read morecompany has grown over the years, which is no surprise. Everything is thorough and well done. He responds quickly and makes the process seamless and easy for me. It's all done online, which I really appreciate.

Kelli has such a calming way about her, when you are dealing with 2 years of back taxes…read more A bit pricey, but it was worth it. For the piece of mind. I love her!!

I have been going to Kelli at L&L Tax Services for over 20 Years. I will never trust anyone with my…read moretaxes except for Kelli. Kelli is professional, extremely knowledgeable and always on time, never late! There are so few people, organizations and businesses that I truly trust but L&L Tax Services is one of them. There is not enough space to fully articulate how much I respect Kelli's work!