I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

Taxlana is fast, efficient and reasonably priced. Very patient and helpful with resources to do…read moretax preparation.

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Yasmine and her team take everything in stride with great attention to detail. They are truly…read moreinvested in your success and an overall great partner.

From the owner: Choose to succeed with informed strategic decisions bolstered by our accounting systems and…read morehand-on-hand help with your important business tasks

Love Best Team Tax! This is our second year working with Suzanne and she is amazing. Always has our…read morebest interest in mind. She is very knowledgeable and personable. We were in and out very quickly this year. (It helps streamline things when you have all your documents in order!). Her prices are very reasonable given how much she helps us save in taxes. We have been recommending her to our friends and family.

For the past four years, my spouse and I have used Sue's tax services and have been very…read morepleased--up until this year. For the past two years, we've worked with her remotely after moving a few hours away. Unfortunately, this year was a completely different experience. Despite reaching out over a month before the tax deadline and providing all requested documents, nothing on our file was completed or even reviewed. Given that our returns are very similar year to year, this should have been a straightforward, turn-key process of updating numbers. Instead, we were repeatedly told our file was being worked on when it clearly was not. Her office also does not provide a secure portal or method for sending documents, so we created our own secure Google Drive to share everything. Based on activity, it appeared the documents were never even accessed, which prompted our patient but repeated check-ins, along with periodic emails that were ignored and never replied to. If email communication is not a strong suit, a phone call would have been appreciated--but we never received one and always had to initiate contact ourselves. During one of those calls, we even asked if we should come in person, and were assured it was not necessary and that she regularly handles remote clients. As the deadline approached, we were told an extension would be filed due to timing and the lack of completion due to how overwhelmed they were, however no one reached out to tell us this, we assumed ours would be completed on time. On April 14th, after being on hold for over 30 minutes, Sue finally told us the day before deadline that she was filing the extension while on the phone, collected our personal and banking information, and said she would confirm once it was submitted. That confirmation never came. The following morning (tax deadline), we called to follow up since we had not heard from her as promised. During that call, her admin staff placed my spouse on hold to check with Sue on the status of the extension. While on hold, the line was not muted and we overheard Sue say, "those effing people are a pain in my a**," clearly referring to us. When she came on the phone moments later, her tone was completely different. We were honestly shocked and confused--especially since we had simply been trying to confirm whether our extension had actually been filed after not receiving the promised confirmation the day before tax deadline. She then acted as if she didn't even know we had spoken the day before and told us we were simply on her "extension list." No extension had been filed, and no payment had been processed. On tax deadline, my spouse and I had to take it in our own hands and call the IRS to request the extension and give a best guess payment. Communication throughout this process with Best Team Tax was extremely poor. Emails went unanswered, calls were not returned, and we had to repeatedly follow up just to get vague or inconsistent updates. Staff were polite but unable to provide clear or accurate information. We are genuinely surprised by this experience, given how positive prior years have been. However, due to the lack of communication, follow-through with completing what we were told was being done, and lack of professionalism (cussing in the background, etc) we will no longer be using or recommending these services. Respectfully, we were once happy clients but after this year we are done and now are left to find someone else to do them for us at the last minute. We would have preferred transparency up front, if you didn't have the time or ability to complete.

I work for a local staffing agency in San Diego, Go-Staff Inc. in the Clairemont/Kearny Mesa (So…read more California) area. Our company has worked with Ztelco for multiple years. I've had the pleasure of interacting with this company for the past 2 years. The Ztelco crew that handles Go-Staff's account...Adam V, Ese S, & Fernando are a great team to have, hands down. The team has always been professional, supportive, diligent in the task at hand and the follow up is always appreciated. It is easy to ask for help; email, a phone call, or even a message in Slack. Ztelco is always available and always willing to help. THANK YOU!

The service was just okay and over priced. I started with a different provided and am having one…read moreheck of a time trying to cancel my service with these people. I cancel and then kept getting charged for months. shop around you can find better.

I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

I've had issues with this billing company crediting my payments to the correct statements…read more The last statement I paid (lets say for example) date of service (DOS) was for 01/25/2021. The billing company didn't apply the payment for that DOS but to a different DOS without my knowledge. The problem with this is that how can a patient be able to keep there're own accounting if the company applies payments for different DOS's then the ones I was billed for? I contacted there billing office number and the people are very nice but they couldn't assist me with this issue because they say the computer assigns the payment automatically. When I asked for the corporate information (number or address) I was informed they are not allowed to provide that information to patients. I've been attempting to research this company by the name "Physource Solutions" but that just leads to dead ends. Does anyone know anything else about this company that can help?

Worst company ever $25 dollars fee charge for what ? To take my payment over the phone no fk way…read more Plus if you have and Spanish accent they think they can over charge you. No way people know your rights avoid this company. They need to go out or business

Working with Daniel for my personal taxes has been a fantastic experience. I've found Daniel to be…read morevery professional and one that pays great attention to detail. Daniel is prompt with his responses and always takes the time to explain things in a way that is easy to understand. I feel total peace of mind knowing my personal finances are in expert hands. If you're looking for an accountant, look no further. Highly recommended! Sarpidor

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

I was looking at consulting business to study the landscape of business consultants in San Diego. I…read morenoticed the high rating of Asha's business and read some reviews. The reviews made me realize that I could use Asha's services. Her website was clear and easy to navigate and schedule a session. We got on a call and Asha was quickly able to understand my core need and then ask the right questions to understand and identify some key blocks, strengths and weaknesses to be explored to develop clarity and strategy for use of my experience and talents to allow me to narrow my focus and get the responses I was looking for. If you're looking for someone to help you get clarity, understand your key road blocks, and develop strategies to work through them, time with Asha will be a very worthy investment into your career.

Trust the process! Working with Asha has been a journey that I can highly recommend. I came to her…read morebecause I was experiencing stagnation in my career and almost no results from my job searches. For the last 8 years I was stuck in a career and industry that was not my passion, which did not offer any further advancement and the financial situation was far from satisfactory. I had almost lost my hope & confidence. Asha listened to my issues, learned about my unique situation and was able to develop a very clear strategy for me as early as our initial session. After our decision to work together, she helped me overcome many hurdles and confront issues that were holding me back for many years: financial, emotional, my mindset, beliefs, and self-imposed limitations. She tailored exercises, assignments, and meetings that helped me realize my potential. She helped me apply my skills, talents and dedicate my energy to what I needed to do, to finally generate results I wanted. Asha noticed in me skills and talents that I've never knew I had. It helped me broaden my horizons and it allowed me to be open to more successful job opportunities I've had not considered before. I've completely changed the ways I've been doing things. I was able to successfully update my resume, cover letters, online presence, and most importantly my attitudes and confidence. I finally got multiple job offers, in my ideal industry, for much better income and with better growth opportunities. Now I really enjoy being interviewed, and I receive great interest and feedback from potential employers. I am being selected to move forward with the hiring process over other candidates.