Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

I wanted a CPA who was familiar with handling pro-rata (old company 401k (traditional IRA) and new…read more401K company conversion to 401K Roth), 401K mega back door conversions for simple tax (no rental nor business). Including options to maximize 401K conversions for coming year and to relook at past year versus when it's near tax time. Besides taxes, the site indicated wealth management and financial planning so I wanted to compare/interview the CPA/CFA to decide. Unfortunately, I could not get a free 10-15min zoom consult with a CPA to see if the knowledge/personality was a good fit. It says "TAX group" but I was told the "ONE" CPA was overwhelmed with work so doesn't have time to consult without an upfront fee nor time to look at situation now Aug 2024 vs. near crunch time April 2025.

Pinged with an inquiry via yelp two days ago. Yelp states their average response time is 3 hours…read morebut I never heard back. Their service may be good based on the other reviews, but it's disappointing to not get contacted back.

They had great service here and their accountants were very helpful to me. I would highly recommend…read morethis firm to others and i will keep on coming back here.

TOP ++ . I love Xoa tax been with them for a while . They…read morehonest , knowledgeable, on time and caring .

Very knowledgeable professional personnel especially Amy she's terrific at her job highly…read morerecommende.

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who…read morewas prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!!

Not happy with this payroll company. I was suppose to be paid on Thursday. My hours were not…read moreentered. I have to wait until Monday to get paid because an employees negligence.

We switched to Coastal Payroll during COVID. Originally they were amazing. We no longer have good…read morecustomer service. Nobody answers the phone. If you are having any kind of payroll issues, just plan on being on hold for over 20 minutes or waiting over an hour for a call back. I no longer refer them. I tell my friends to use ADP or some other firm.

Great company to work for! They guide the clients through the entire implementation process. SBS is…read moreevolving and automating Human Capital Management for their clients.

This company can't seem to process payroll and issuing meaningful reports on a consistent basis…read more The various reports do not tie out to each other and customer service doesn't seem to care. With so many good payroll companies out there, this company is not worth the aggravation.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

I came across ByDesign, and scheduled 1.1 call to go over my booking keeping needs. She took the…read moretime to explained everything in details and the hourly rate. So with that said I decided to move forward with her services. Brittney has a lot of knowledge with QB and much more. Thank you and looking forward to working with you.

I had a great experience working with Brittany. Extremely professional, transparent, and honest…read moreabout what they can and cannot take on, which is something I truly value. Communication was clear, expectations were well explained, and I always felt guided in the right direction. Highly recommend for anyone looking for reliable and ethical bookkeeping support.

G&P Resolution served my family on multiple levels this year. They helped me navigate my…read morecorporation's taxes, took care of our personal taxes, and helped us answer tax questions regarding our oldest (who is just starting work as a minor). David and Eli worked hard to be responsive to all of my questions and never left me waiting. They provided excellent support in making sure our taxes were in good shape and on time with plenty to spare. I trust they can do the same for the rest of the families and corporations.

From the owner: What makes us unique is that we are open all year around. We are available to freely consult on…read moreyour business, tax, bookkeeping, payroll, trust and unemployment needs. Because we are all in-house, the experience is much easier.

I own a pest control company and Mary's Bookkeeping has been nothing but professional and helpful…read more We are so grateful for her services. We look forward to a long relationship with her and her staff.

I never even had an opportunity to use Mary's bookkeeping, so I can't speak to her services. My…read moreexperience was in setting up my practice to work with Mary. My first clue was when she quoted me an hourly rate of $75/hour, but then wanted to charge me $350/month without ever having SEEN my books or my needs. She said she's been doing this a "long time" and could "tell" it would be 5-7 hours per month of work. That being said, what if it was 5? Or less than 5? Would I get a refund? No response. But I'm in need, so I still said ok. After dozens of emails back and forth, I provided her with passwords for my business accounts, credit cards, and Quick books portable file. I set her up with everything she needed to start my work. The second clue she gave me was asking me (again) which accounts were which (letting me know she couldn't handle complex law firm accounts). She also asked me repeatedly for things I had previously sent her in the same email string. When I responded to her that everything had been provided she emailed me back immediately and stated, "We have decided we are too busy to handle your books." Period. Mind you, by this time, I have told my current bookkeeper that I'm going with someone new. Oy-Vey! After receiving ALL my client's private information in my QB file, my usernames, passwords, statements, etc. and me firing my other bookkeeper, I'll have to change everything now and there's nothing I can do to retrieve my QB portable file. To say I was disappointed is a complete understatement. She's definitely not as organized as she claims to be. I definitely don't see how she has this many 5 star ratings. ??? UPDATE: just read her reply comment on my post. Takes no responsibility for her role in what happened. Just puts it back on me. Whatever Mary. You can't even be honest that you said you were "too busy". *eye roll*. Clearly I dodged a bullet reading your other 1 star reviews.