I was referred to Taxpros Plus by a coworker who has been using their services for years. From the…read moremoment I called, I felt welcomed and I knew I was in the hands of professionals! They have always offered me convenient appointments (even when it was close to tax day and I'm sure they were very busy)! Jean has explained everything to me and answered all of my questions patiently and with exceptional knowledge. He even looked into a matter I had during a previous tax year for me although it was prior to me ever being their client. Their office is conveniently located right off the freeway in San Clemente. It's a little bit of a drive from where I work, but it is worth it. They have plenty of free parking so that's never an issue. They are prompt to respond via text or phone when I reach out to them. I even love the little reminders they send to me during the year - sometimes with a little (useful!) gift like a magnet with a beautiful photo of the pier, a glasses cloth, and a few others. I hate when businesses send you junk that is cheap and ends up in the trash - and this is never the case with these guys! Their fee was very reasonable and affordable. Hopefully I won't always wait until the last minute to call them, but I know if I do, they are still just as friendly and accommodating as if I were calling well before tax day!

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

I had put a lot of faith in Matt from Metya Financial Services but he really let me down. There…read morewere numerous mistakes made and they were habitual. It baffles me how a company whose sole purpose is working with numbers yet they seem to make so many mistakes with them; I will never go back there again.

After 35 years of my husband and I owning a service business, we have had several CPA's & tax…read morepreparers review & prepare our personal and corporate taxes. Metya Financial Service is hands down the best! Matt is detailed, knowledgeable and understands the challenges small businesses face in today's world. He not only cleaned up the mess from a larger CPA firm but also asked pertinent questions regarding our furniture business plans. WOW, that has never happened before.He truly believes in getting the job done right the first time. Matt and his team of professionals really care about the success of our business and minimizing unneeded tax stress. Thank you, Matt, and your incredible team!

I highly recommend Gold Coast Financial Group if you are looking to grow your investments and get…read moreprofessional and invaluable estate planning advice. Scott Brooks is thorough and thoughtful and goes above and beyond to provide a personalized plan for your financial growth. His depth of knowledge and incredible track record really instilled a sense of confidence in where to invest, and his strategic tax solutions were an added bonus. While finance is not my strong suit, he was great at explaining every recommendation and nuance. His team is incredibly friendly, attentive, timely, and always receptive to questions and concerns. A big thank you to GCFG!

Scott Brooks and team at GCF are fantastic. They are incredibly knowledgeable and great at what…read morethey do. We have always received quick responses to any questions or requests for documentation or information. They have always made us feel like priority clients and I highly recommend them!

After being a long time, client I was burned by a discrepancy on my 2022 returns. The tax team made…read morean error which caused fees and penalties to accrue. The IRS started sending me letters last year about additional taxes I owed for 2022. I brought these letters in to seek their professional help. They took their time, drafted some letter, all the while, penalties and fees were growing. I had to seek outside professional help who guided me to pay the rightful amount of taxes owed to the IRS to stop the bleeding. It took this new company 72hrs to take action. I reached out to the knoke group to see if they had the integrity to pay for the $1,000 penalties and fees that they caused and their reply was " we will give you $150" and wiped their hands clean of their mistake. I'm baffled by their lack. If you want overpriced service and unanswered questions this is the company for you.

Hi, this is an update to my 5 star review in 2014 - once again Bill and his team have done an…read moreoutstanding job! He always reaches out to me with questions or updates, even in this difficult COVID year we've had. I feel for him and his team I can only imagine they're working 24/7 so I appreciate any update. There are so many changes this year, ongoing ones, and they've kept up with them, I could never do their job! It's so important doing taxes that they're done right, I'm thankful I've been in such great hands and am glad I continue to be.

I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was…read morebased in that area and about a year ago we finally switched everything to Prescott Tax & Wealth Management. They have done a great job with all aspects of our account considering we are both 75, retired for over ten years and are very conservative with our investments. Peter Prescott has done our annual taxes for over ten years his team is great and we are very pleased with what he's done from the time we moved back to Southern California in 2012. I would recommend to anyone needing someone to manage their wealth in retirement or before to seriously consider Prescott Tax & Wealth Management. The value has been excellent!

Petia is extremely knowledgeable and helpful. When I needed to get info on getting hooked up with…read moreMedicare and then a supplemental, she sent me the forms' links quickly and kept encouraging me to get it all done in a prompt fashion. She then went to work on everything I had sent her making absolutely sure it was all correct and ready to go. This was all on top of what she had done for me back in June and July. An incredibly seamless transition into Medicare and everything that goes with it. Helping seniors with their medical is her passion!

I appreciate the personal service and feel confident that my best interests are always being…read moreconsidered. The service is friendly yet professional and I am always made aware of detailed coverage as well as any comparable choices.

Just met with a John for some investment advise and retirement planning. He is very knowledgeable…read moreand able to explain things so they are easy to understand. His use of technology to base decisions on reality and history vs predictions like the bank does, made a lot of sense to me. He asked and listened to my future goals so he could come up with an approach that works for me. Their frequent communications is also very reassuring. Looking forward to a successful investment strategy to get me to and through retirement.

From the owner: We pro-actively serve a select group of individuals, families, and small business owners, no matter…read morewhat their stage - wealth creation, growth, or preservation - with solutions to the complex puzzle of financial planning and investment management by offering a personalized written plan, a systematic approach to active management, and regular communication in order to deliver a higher level of comfort and predictability in the achievement of their long-term needs and goals. We also specialize in Divorce Financial Planning, helping people understand their financial assets and giving a 5-20 year perspective on proposed settlement options.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

Despite four consecutive years with Eaton each year feels like starting from scratch. No…read morecontinuity, no deeper understanding of my individual tax situation, and no clear guidance on long-term goals. At this point, it feels like I'm just handing over my numbers and paying a bill. I've consistently hoped for a tax pro who could offer tailored insight or help me feel confident in my returns, but that expectation has gone unmet at Eaton.

You want experience when experience counts and let's face it with income tax returns experience…read morecounts. Scott Eaton is a master of his craft with decades of tenure behind him. His entire staff is customer centric, diligent and efficient. This is a great company made in San Clemente America.