I have been using Nava & Company for 5+ years and absolutely love the service I get!…read more Everardo is detailed, friendly, fast and most importantly, knowledgeable (even with my crazy questions). I highly recommend his services to anyone I know and encourage you to give him a try - you will not be disappointed!

Nava & Company is an excellent accounting firm. Everardo is knowledgeable, detailed, efficient and…read morepatient. He is the first CPA to go line by line and help me understand my own financials and taxes. I recommend his company very highly.

I can't recommend Brian enough! He took my dad on as a new client after his accountant of over 30…read moreyears retired and handled two business returns plus his personal return. After working with the same accountant for so many years, we weren't sure what to expect with the transition, especially with multiple returns involved. Brian made the entire process incredibly easy and stress-free. He was extremely quick, responsive, organized, and easy to communicate with. He kept everything moving and made what could have felt overwhelming feel very straightforward. The turnaround time especially impressed us, everything was handled SO quickly without ever feeling rushed or like details were being overlooked. We're so happy we found Brian and feel completely confident having him handle my dad's taxes going forward. Such a refreshing experience and a huge weight off our shoulders. Highly recommend!

Great CPA. Very professional and thorough. Highly recommended. I just switched to Brian from…read moreanother CPA I had been using and could see the difference immediately.

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

We have had Paul Spann prepare our tax returns for over five years, including Schedule C, LLC,…read morereal estate rentals, investment securities and other personal investments. His work is professional, competent and reliable in our experience. When we have a tax related question, we "Call Paul" (not Saul), and he provides us with the answer and information we need, in a timely manner. Disclaimer: We are not employees, personal friends or family members of Paul Spann, simply satisfied clients. We have no need to look elsewhere for competent tax advice at a reasonable price.That's why we are willing to drive 83 miles each way for Paul's services. Chuck and Sylvia R., Simi Valley, CA

I have used Paul for years and he is nothjng but professional and friendly every time. He's fun…read moreamd honest, always makes me feel comfortable. I am a nerd with taxes and accounting and he never makes me feel like I "should know" something, he simply walks me through what I need to know. I recommend him to everyone!

Best in the business! Quick, reliable, knowledgeable, and he comes to you. What more can you ask…read morefor?? Would definitely recommend!

Great advice. Will call him in the new year. Very helpful with a tax situation I needed assistance…read moreon.

I am fairly new to the West Coast and was uncomfortable with switching to a new CPA after being…read morewith one for 25 years! Aaron Riordan made it so easy and comfortable. He literally offers a concierge service for the entire process. One meeting to discuss my situation, an intuit portal to fill out forms, and a final phone call to review the tax documents he prepared. He is so professional and I am set for my future tax planning in Southern California. Thank you Aaron!

Aaron and his highly competent team have managed my complex personal and business tax affairs for…read moremany years They are reliable responsible and plan well ahead to ensure no last minute panics A delight to work with and great value for money I would highly recommend them to anyone looking for tax advice tax planning or year end filings

Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !