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    CKYFS

    4.4 (7 reviews)
    Closed 10:00 am - 2:00 pm

    Services - CKYFS

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    4 years ago

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    3 years ago

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    4 years ago

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    7 years ago

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    Jane C.

    Thank you for these kind words, just doing my job. =)

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    8 years ago

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    Leroy Chen Tax Service

    Leroy Chen Tax Service

    (210 reviews)

    Rolando

    Leroy is awesome. He makes filing taxes easy and he is very knowledgeable. He also takes time to…read moreanswer any questions you have throughout the year and will even go as far as to recommend literature to give even more insight to issues you may have. Not only that but he is affordable! I highly recommend Leroy to be your tax guy!

    Fast response and quick service, communication is terse - I'd recommend if you desperately needed,…read moreONLY simple W2's But between us but we had a fall out due to tax treatment from an error in filing status that nearly cost me 40x (Forty times) more in dues LeRoy completed my return within the day he started on mine - but it seemed very off. So after discussing my concerns - and he was busy - only thing I could do is repeat the entire tax return myself on Quicken and on mine the Fed/State #'s were not matching his. I shared the summary points but he didn't have time to look at it and told me the numbers are all on the tax forms. So again I redid my tax filing myself, went through the entire Federal/state/statements and identified the error and correction needed on the 2nd day after he completed mine, after i forming he said I should have told him earlier Despite submitting prior 2024 taxes, and the application questioneer form - he says that people will tell him that- regardless I did fill out his forms and provided him my previous tax returns too He said the forms filled out were already a week ago and I should remind him - but Im not sure how I would know if he did his diligence in the first place to know he missed something Since I already paid the $475 and after the back and forth, the numbers matched what I did on Quicken we moved forward and he filed it So Id say if you made it this far on the review: your mileage may vary but you should redo the tax filing yourself to make sure the numbers make sense

    Grigg Financial Group

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

    (39 reviews)

    I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

    I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

    CKYFS - taxservices - Updated May 2026

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