They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

I will recommend Lisa P. to anyone looking for bookkeeping services from now on. I have worked with…read moremany accountants/bookkeepers over the last 25 years and have never worked with someone as capable and a such a pleasure to work with.

From the owner: A Powerful Ally for Your Business Success…read more In the ever-evolving landscape of entrepreneurship, navigating the intricate world of finance and accounting can be daunting. At S&J Business Management, we understand the challenges of running a thriving enterprise, which is why we have crafted a comprehensive suite of services tailored to the unique needs of businesses of all sizes. Mastering the Art of QuickBooks Our expertise lies in the mastery of QuickBooks, the industry-leading accounting software. With a deep understanding of its nuances, we ensure seamless integration and efficient management of your financial data, streamlining your operations and empowering you with real-time insights. A Comprehensive Range of Services Our services encompass a wide array of essential business functions, including: • General Bookkeeping • Financial Statements • General Ledger/Journal • Bank Reconciliations • Payroll and Payroll Taxes • Quarterly Payroll Returns • Accounts Payable/Receivable • Retirement Plan Assistance • Debt Reduction • Insurance Concerns • Refinance • Budgeting

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

Transitioned from Lauren Rosson who didn't mention selling her practice which was not fair or right…read moreimo. the transition to Privity couldn't have been worse. Completely inept and disorganized and rude and overcharged. The only courteous person was receptionist.

This established, yet growing, HR company delivers top-tier customer service, looking-out for the…read moreinterests of both their clients (employers) as well as the thousands of employees they service as a payroll administration company. Our experience is with their CEO. He, along with his team, delivers with their product and work diligently to maintain their standard of excellence. B

Champion Employer Services is an business owner's dream come true. Once I switched to Champion, a…read morelot of my headaches went away: running semi-monthly payroll, filing payroll taxes, group health insurance payments, direct deposit changes, HR questions, keeping up with ever-changing employment law updates and more. Champion removes the HR burden so I can focus on running and growing my business.

Terrific tax service! We have used their services for years. Very helpful staff with any questions…read moreasked.

Mr Elms is a tax preparer that is not timely, does not return phone calls, emails or test messages,…read morehas made errors on returns and disregarded requests for copies. I do not recommend him..

Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience,…read more He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you're getting all your deductions He's a very nice guy too. He's not just into his numbers. He takes the time to get to know you and your family.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

Jaime and the MFR team are fantastic. I use them on multiple businesses and love the quick…read moreturnaround. Recently Jaime also helped me to apply for PPP forgiveness and we just got it all approved! Thank you!!!

My business life dramatically improved when I started working with Jaime and her team over 2 years…read moreago. Jaime's professionalism, attention to detail, and calm approach to a very difficult and sometimes emotional subject: Money, has given me a peace of mind that I have not had in years. My last bookkeeper was a friend and long-term employee of my company and more. But I look back and wonder why I didn't let her go and move on. Things were just not getting done, promptly nor professionally. Gaping holes in her reporting. NOW THAT I HAVE SWITCHED to Jaime, my business world, and financial picture has been brought into focus. For the first time in years, I know where I stand in the world of budgeting and finances. If you are not happy with your bookkeeping, I suggest calling Jaime right away.

I have know Paul Dubrow for years. He was our corporate accountant back in the 90's…read more Recently I had a mishap with another accountant and Paul rescued me and made things right where the other accountant created a mess for me I highly recommend Paul and the Dubrow group for your year end tax fling and tax advice

Skylar goes above and beyond to get the job done. I see him for my annual taxes and I always feel…read morelike he works hard to submit my taxes efficiently and painlessly. He is very compassionate and listens to your needs and concerns. He is smart and super helpful with my questions. It's not just a job for him, it's more. He truly cares about making sure you get your taxes done right and hopefully a refund too! Highly recommend him for finance/tax/financial planning needs.

If you want to be so completed infuriated that your ugly side emerges, do business with Colin…read more Quite frankly, everything mentioned in all of his one star reviews is accurate because I had the same awful, frustrating and horrible experience myself. Just like many of these other reviewers, I came to Colin after our CPA passed away (he bought that book of business). Colin, who is not a CPA, over-promises and grossly under-delivers. If it just stopped at that, it might be tolerable. But he is worse than that. Colin has actually COST our family money, I've found myself with a TAX LIEN since engaging with him and he LIES (yes, lies... as in stating he e-filed our taxes 3 weeks ago when he actually did not -- and yes, I called the IRS and waited for over an hour to definitively find this out). Since I pointed this out to him, he followed up with another glorious and spectacular lie... "There is a processing delay typically for the IRS." Ummm... when you e-file, there is no "processing delay." The only delay was me waiting 3 weeks and then bringing up to Colin that he failed to file on the date he said and he then filed. I asked for the e-file receipt, none received. Gee, wonder why? But seriously, why even lie about it? He could've just said he dropped the ball or something. But lie? It's is so UNETHICAL. If he lies about this, what else would he lie about? The IRS agent I spoke with informed me that I should file Form 14157 which I am going to do. In addition, I intend on filing a complaint with the CTEC (just found out that his registration as a California Registered Tax Preparer expired over 6 months ago on 11/01/19), a BBB complaint... and I am writing his mother, Marilyn Doyle, a note too since he inherited this business from her and is driving it into the ground. She ought to know. Frankly, legal action isn't out of the question. I've never had such a horrible experience in the world of finance and accounting. He sincerely deserves every 1-star complaint he receives. Good riddance.

This guy missed our filing deadline and we had to file an extension last minute. Screwed up our…read moretaxes 3 times and insisted we pay him to finish the work and file. He never corrected the paperwork, missed my wife's income and deductions and now we're almost in NOVEMBER and he has totally disappeared for months. Won't return our calls or emails. Stopped by his office today and looks like it's been abandoned for months. He is a total con artist. We tried to stay local and help small business, especially during the pandemic and this is what we get. Now I have to sue him.