David Simpson, fellow CPA's and office staff are awesome. Been using them for over 20 years and…read morewould not let anyone else handle my taxes and recently my investments. Their knowledge and customer service skills are top notch. I highly recommend Pacific Tax & Financial Group.

I used to work as a tax preparer at a major tax preparation company for an eight years, but for…read morethis specific form I needed an expert and I found one in Pacific Tax (which was recommended by my former coworker). Kirstin contacted me right away, one phone conversation and then providing some information by emails - it's all done by Enrolled Agent (she even suggested to do 2 forms separately for me and my wife still for the same quoted price). Well done Kirstin. I highly recommend Pacific Tax company and Kirstin by name.

We have been using San Diego Tax & Financial for years to help us with our business tax needs…read more These folks are detailed, responsive and 100% have proven time and again they will save us money. Tax season is a miserable time of year for most people but when we walk into the office with Troy he makes it clear and effortless. I cannot recommend this company enough and a big shout out to Troy, after all of these years I can't believe it took us this long to pop up a review for a service that has been so advantageous to our businesses and lives.

I've used been a loyal customer since 2016. This year we owed 7400 to the feds. We've never owed…read morebefore. Confused and worried, we noticed there were some receipts that could be used for extra deductions. Troy said we don't want to add those receipts in because he would have to charge us more and maybe next time I should have all my paperwork together before trying to file. On top of all this, him and his staff addressed us on email by our last name like we were some military buddies. I told him he can call me by my first name or if he has to address me by my last name he could have at least said Mr..... you would think after having a client since 2016 they would know what your name is. This group is pretty cold and uncaring. They are their for a business transaction and nothing more. If that's what your looking for, you've found the right place.

Ria and her team at Depauw Tax has been an integral part of our little business here in Vista…read moreCalifornia since we opened six years ago. Depauw handles our payroll, business, and personal taxes. Can't say enough how much we appreciate them, they have helped me sort out business property taxes, state taxes, EDD, Federal taxes, tax planning, etc.

Exceptional service, expert help in any situation for business or personal tax consultation and IRS…read moreform preparations. Very personable and easy to talk to.

Peter responded to my preliminary queries very promptly even though I was not a client…read more I would recommend reaching out to him for any tax concerns you may have.

Peter is one of the BEST accountants I have. I am so lucky that he agrees to help with my tax prep…read more Peter is honest, quick, patient, detail-oriented, trustworthy and professional. Peter is also friendly and easy to work with. I would recommend Peter and Centrix Tax & Accounting to anyone who needs tax prep and concerns. Thank you Peter!!!!!!!

I am a repeat customer of Chris' & highly recommend! He's knowledgeable, very helpful in explaining…read morethings, & gives a personalized touch you didn't know you needed when getting your taxes done. He's fast & also thorough at the same time! Highly recommend to friends & family!

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!

I used another well known company last year because I had just moved to the area. I had a tax…read morequestion mid year and took some time to read about local tax preparers. I came across this one and Steve met with me and answered my questions. He reviewed my prior years returns and offered a few suggestions. This year, he will be doing my taxes. He and his wife are very friendly. More importantly, I have confidence they are among the best in the area.

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Peter and his staff have been preparing my business and personal taxes for over 20 years. There has…read morenever been a mistake in filing any returns. My wife and I have received back thousands of dollars in returns do to Peters knowledge in the field of tax preparation. My wife and I still use Tax & Ledger Professionals for our returns even retired in the great state of Tennessee.

Rebecca has handled my taxes for three years now. My daughter has been working to get my finances…read morein order after a very messy divorce left me caring less about them than I should have. When she found Rebecca and Peter she was met with kindness and understanding. No mess no fuss. Three years on and we are getting caught up and are past the make up the debt stage and are entering the planning stage. My daughter reports back that rebecca has again been quite helpful in working to strategize where we go once my back taxes are caught up. I know that my daughter has made the best decisions. Just as I am sure she is in good hands working with a young professional I am certain she will have a long standing professional relationship with for years to come.