Professional staff & CPA. So nice to work with people who answer their phone will respond as planned.

Bret met with me today and helped me so much. I was distraught after having my taxes done by another tax preparer. I have been very upset and worried. Bret was so calm and friendly. I was instantly relieved that I had found a professional and very pleasant CPA. He is as wonderful as the reviews state. He is my new tax guy from now on. I will recommend him to anyone who asks. I already have. Thank you so much Bret read more

Bret is very knowledgeable, quick to respond to questions, and provided excellent service in preparation of my Income tax returns this year. Everything was done in a calm and thoughtful manner with thorough explanations and easy to follow instructions for uploading documents. A great experience overall, and I plan to be back next year! read more

We've been seeing Bret for many years, and he continues to impress us every single time. His work is absolutely top notch. He also recently amended one of our returns on his own and ended up getting us a bigger refund..something we would have completely missed without him. His attention to detail, professionalism, and genuine care for his clients make him stand out from anyone else we've worked with. I was also able to use him as a resource throughout the year. We fully trust him with our finances and couldn't recommend him more highly! read more

I 100% recommend Bret McMillan and appreciated his advice and his many years of expertise and Five star service! Thank you Bret for the consultation! Lola read more

AAA experience!! Where do I begin? I reached out to Bret for three needs: 1) I needed help with filing a trust return and personal return, 2) I started my own LLC and needed guidance to ensure I was in compliance and 3) I have a family member who hadn't filed State or Federal returns in more than a decade! Bret and team were unbelievably helpful and responsive! When I think about the amount of work they did for what they charged, I'm still wondering how they can profit! Oh, and did I mention this was all done in the busiest time of the tax year? Incredible!! The trust and personal returns were filed electronically and most of the back taxes needed to be filed old school. Bret's team mailed us a packet with pre addressed envelopes! All we had to do was sign the returns and take them to the USPS. The time, energy, and attention to detail during their very busy season still blows me away! I've always done my own taxes. However, when you find someone who can take that burden from you and do such a quality job, you really have no choice but to continue working with such professionals. I'm happy to say, I'll never do my own tax returns again; I have a CPA and his name is Bret! read more

Stepped in and help me with my questions and was effective and on point ! I was really impressed by his quick response and service.

This office will not be looking out for Your best interest. They will do the bare minimum to get a pay that could potentially screw your over and end up owing money to the IRS. They filed my taxes including a child tax credit that I had already received. They said that I am entitled to a tax child tax credit and so they filed my taxes claiming a tax credit that I had already gotten. They should know about these advance payments from the IRS & ask me their clients about it. I ended up receiving a bill from the irs to the tune of $3,347!! They didn't even offer to review my file and accused me of lying to cover their mistake read more

I needed some advice about an inheritance and reached out to Bret. He got back to me very quickly and was very helpful. He put my mind at ease, and he did so at no charge. read more

Professional, courteous and efficient. My husband and I will definitely use him from now on!

Excellent tax preparation, and he probably has many other services for business owner. Brett is very professional, knowledgeable and trustworthy. And they are dig lovers, so need I say more? read more

100%. highly recommend Bret McMillan to resolve any IRS tax issues. We were dealing with another tax company who ghosted us the first 30 days after paying them $1,000 so no refund. Then decided they needed $10,000 to fix problem.. I ghosted them!! I called around and found Bret. He was prompt to return my call Professional/ friendly and a Tremendous amount of experience. According to IRS we owed $48,000. (Penalties/late fees) Just received another bill from IRS stating our new bill was $00000. Thank you so much Bret you are a God send and looking forward to working with you in the future for my small business.. read more

Bret McMillan CPA - Tax Services Near Me - Oceanside, California

My new husband and I have been on a tortured path these past 5 years in terms of filing tax returns. In those years, we have had three different CPAs AND three occasions to file an amended return because of a mistake. We are happy we chose Bret this year. He is both personal and professional. His tax preparation service relies on several reviews before submitting the final forms. We found this reassuring. We filed promptly and are expecting a nice refund for the first time as a couple, thanks to Bret and his support team. read more

Needed a new tax man, so I was in the hunt. I was googled/yelped about 20 different tax people. The most important thing I was looking for in a tax guy was for them to be Organized, be a official CPA not someone with their tax license, easy to submit my paperwork, and have a clear line of communication incase I have questions, and someone that knows tax laws so I don't get audited . Also to have tips on what can I do to save more money on taxes . Which I did ask and I did get tips from Mr. McMillan. I live about an hour and a half away from Mr. McMillan so I asked if I can submit everything to him by mail. I found out he actually uses a secure app called Liscio that I can scan all my documents to him through the app and I can message Mr. McMillan as well with questions. This saves me money on postage at the post office . I literally called Mr. McMillan as a new client 3 weeks before the tax deadline, which he filed a extension within the hour of talking to him so I have a buffer on getting my taxes done. I submitted all my documents 2 weeks before tax day and he actually finished my taxes before the deadline, even though I had an extension. Doing taxes is always stressful. But through Mr. McMillan's tax services I was really happy, and it was a painless process. Even with me being long distance as well all I need to do is scan my docs and tell him to work his magic. I will definitely keep him as my tax guy. read more

I would strongly encourage anyone to avoid this place at all costs. Bret made so many errors during this tax preparation that we ended up going somewhere else even after having to pay Bret. I won't list everything that went wrong, but the top three are as follows: 1) Made errors in my tax preparation and reported to me that I owed $5K more than I actually owed. 2) Sent my Docusign to the wrong person. 3) After telling Bret we no longer felt comfortable having him prepare and file our taxes, he said that he would still bill us either way and sent us an invoice for $625. I understand that he needs to be paid for work done, even if it was done incorrectly. HOWEVER, we had already paid him the full amount several weeks before and this was an attempt at billing us twice. Unfortunately, this was not what my wife and I had hoped for going into this tax season and it caused us a substantial amount of unnecessary stress due to what we perceive to be simple inattention to detail. Bret was very nice, but when dealing with money, I would prefer accuracy over kindness. read more

Bret did my me and my husband's taxes and everything went smoothly also not too costly which we enjoyed.

For years I have managed my own income taxes, but over the years my taxes became more complicated. I finally gave in and started looking for a CPA. I reached out to a number of local CPA's, through Yelp. Bret was immediately responsive, upfront with his fees, and gave me a quick run down of what to expect. I met with him soon after, handed him all my paperwork, and he and his team went to work. It was the best experience I ever had with income taxes and I will definitely be using him for all my tax needs. read more

Very skilled CPA. He worked on our taxes, provided solid recommendations for tax savings. Prepared very clear and concise worksheets to prepare for next tax season. He is very digital in his tax prep process. He also provides timing for when to pay advance taxes. If you are looking for a season professional CPA, call Bret. I am already recommending him to my friends and family members. read more

This is the first time I needed to use a CPA and wasnt sure where to go. I found Bret via Yelp and I am so glad I did. It was a bit of a rough situation for me tax wise and Bret was able to help me gain clarity on where I had gone wrong on my initial W4 with my employer so that I could fix any problems moving forward. It was very easy to get an appointment with his team. They were very communicative and transparent about the break down of steps, what was needed, how much everything cost and helped me set up payment plans for both the IRS as well as with them directly. I could not be more impressed and had such ease of mind moving through a stressful situation. I highly recommend! read more

The best and most efficient CPA firm I've ever worked with! Bret and Zahira are very responsive and patiently explained the nuances of our filings which are a little complicated. And they are really nice people!!! Can't recommend Bret and his firm any higher! read more

My wife needed an experienced and skillful CPA for her taxes and we happily discovered Bret McMillan CPA. We met with him last June and we were immediately comfortable and confident with his manner. He gave us advice regarding my wife's pending sale of a rental property and we had concerns about capital gain issues. He advised us for free and even estimated the tax payments for us when the house sold. Now, nine months later, he has completed our returns and done an excellent and professional job. The process was abetted by his remarkable, ever-charming staff. Audrey and Tala were above and beyond helpful during the process. This firm has a solid 5-star rating for a reason and I would eagerly recommend them to all. read more

After hearing about Bret from my colleague, I deceived to meet with Bret for help with my 2022 taxes. This is my first year not working as a W2 so it was scary to try and tackle this alone. After meeting with bret for a free consultation, he made it seem almost too easy!! He was super helpful/knowledgeable and extremely relaxed. Provided me with a game-plan that I feel great about. I'm look forward to a long relationship with Mr. McMillan! read more

I had some very basic questions about putting solar on my house and Bret answered them all within the first hour. He didn't charge me, as the first hour is free. I thank you Bret for being such a great guy. read more

Bret was an absolute pleasure to work with. He took the time to review my information in detail and walked me through everything. I highly recommend him to anyone who may need tax services. Thank you! read more

Bret and his team were responsive, accommodating and answered all my questions regarding my taxes this year. I contacted him about a week before deploying for 7+ months and he assured me it would not be a problem. Thanks Bret and team! read more

I have never written a YELP Review before, when we interviewed for a new CPA, convinced us that we would be in good hands.....our experience we processed our own returns...it is a 'puppy" mill...no personal attention at all...has a large staff, probably interns...every time completed returns were sent to us there were errors....we are over 65, did not file that way. Was never offered IRA contributions to lower taxes....Never owed taxes before went from owing $2400 to getting funds back when properly processed....do NOT us him.....and super expensive...for simple returns....I could go on and on....we basically processed out own returns...be mindful read more

Bret was able to meet with me immediately and help me sort out my LLC taxes, requirements, and bookkeeping. He is always responsive and very knowledgeable. I will be continuing to use Bret for all my accounting and tax needs. read more

I was able to meet up with Bret in person. He listened to my story and allowed me to ask questions that I had about taxes and how it fit in with my life. He gave me a quote and stuck to it. Stand up guy. read more

Very helpful & personable. Took care of my tax issue right away. Cost was reasonable. Would definitely use his services again!

Fantastic CPA and team. Not only did they help reduce my current year taxes, they went back and fixed my return from last year with a refund on the way! Highly recommend! read more

Bret is very knowledgeable and helpful. Efficient and expeditious. I would highly recommend him to help with your accounting needs.

This will be my first year using Bret. He is very prompt & is a pleasure to work with!

Bret is the best CPA I have ever worked with. Honest, kind, and very intelligent. Thank you for years of service.

Bret is very professional and informative! I look forward to continue working with him in the future!

I reached out to a few different people on Yelp for assistance with an IRS form that was holding up my refund. Bret got back to me right away and sounded confident, yet kind and quoted a reasonable rate. He met with me right away and got the form completed and returned quickly. He's down to earth and not stuffy or arrogant like some tax types. The IRS kept me waiting but eventually everything worked out....thanks to Bret. Highly recommend! read more

I was responsible for finding someone to prepare my fathers taxes this year. Trying to find someone that was both trustworthy and affordable was an intimidating task for me. After procrastinating for months, I finely decided to check on Yelp. There were several tax preparation services listed, but after reading the 5 star reviews he received I decided to call him first. I was able to meet with him in person and he was impressive in every way. He took the time to explain everything to me and made the process easy and stress free. I'm very grateful that I found him and recommend him 100%. read more

Bret is AMAZING!!! Honestly an answer to prayers. He is a take the ball and run with it kind of guy! I sent out a request for help and before I knew it Brett was working with me and had answers no one else had or was willing to give. Taxes and working with the IRS is never on the top of anyone's list of priorities but when it becomes necessary wither by accident, typo, audit, it's best to have someone on your side that knows exactly what to do. Brett communicates timely, honestly and professionally on a regular basis. His follow up is above and beyond others I have been dealing with for years. Looks like it's time for a change. Bret is going to be handling my taxes and others I can refer to him including my brother. Do yourself a favor and have Bret help you you'll be SO glad you reached out to him. I was! read more

Took our taxes to Bret for the first time after being with another CPA for 20 years. Bret took the time to meet with me in person (during the pandemic), we got to know each other a bit, he explained our options, walked us through our daughters first tax filing, discussed pros & cons, etc.. We got everything back correctly, timely and professionally. Thank you Bret, great work!! read more

I met with Brett, he jumped right in helping us with our taxes. I look forward to working with him in the future, need i say more.. Rick Huff read more

Bret and his team are all you would hope for in a CPA firm. Friendly, knowledgeable, and super responsive. My tax situation was very complicated and where other tax firms have failed, Bret was able to successfully work through the complications. Highly recommended. read more