I would not recommend Heath and his staff. I feel like Heath only wanted my money and gave me lip…read moreservice when dealing with my tax problems. He seemed very "scammy" overall and after reading the other reviews I know that I am not alone in my experience. Please keep sharing these experiences because word is bound to spread hopefully. He has a younger assistant that I thought was his daughter... it was his girlfriend. Opps. So that he cannot say I was not a real potential client, I use a different name on here so he and other I badly review cannot attack me personally.

I am working with PB tax Center since 2008, they are helping our company file corporate tax returns…read moreand sale tax returns and they are a valuable resource. Heath is great! always ready to help and answer any questions I might have. The support and help is above and beyond! I would highly recommend.

My husband and I had the greatest experience here ! Lisa is amazing ! She's very detailed and…read moreknowledgeable and taught us a lot about things that our previous tax preparers missed in previous years. They're definitely consistently busy. But they move fast and we didn't wait a long time. Barry did our final review and provided us with filing recommendations for our future plans. The office is pretty small and there's only street parking. Definitely would recommend and look forward to doing business with them again next year.

Barry is amazing!!!! Very knowledgeable and professional I love this place thank you Barry!read more

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

My mentor advised me to interview multiple tax professionals. When I asked how to recognize a good…read moreone, he responded, "They'll stand out to you. You don't know good until you've seen great. You don't know great until you've seen phenomenal. You don't know phenomenal until you've experienced life-changing." Lori has proven to be exactly that--a life changer. She answered every question with complete clarity, maintained transparency, demonstrated a forward-looking perspective, and developed a tailored plan for me. I envision working with her for the next five years. Her expertise, professionalism, and, most importantly, her heartfelt approach truly impressed me. I do not just feel confident, also, I know and trust that I will be in good hands for years to come.

We had a great first time tax preparation experience working with Lori. She is efficient,…read moreknowledgeable and made filing our taxes pain free and efficient. We highly recommend Lori and will be using her tax preparation services again in the coming year. Thank you Lori!

i've used this firm over the years. They were recommended by a friend years ago for specializing in…read morenonresident returns. Taxes are certainly not my strong point and for sure not my main interest so it was great to find somebody that can handle this for me. The process overall is pretty seamless. I've also needed help with financial planning over the years regarding my taxes and they have always been available. I definitely feel like I've gotten my money's worth and friends of mine seem to be paying far more for their taxes, so I have made the right choice. Super appreciate Liliya's patience with me, as well! She was the tax director at Dimov in charge of my case. I will continue to use them in future years.

Excellent customer service, timely, and accurate. I highly recommend Dimov for tax return and…read moreaccounting serevives.

Just gotta say it again for these ladies...I always late file & end up mailing documents outta…read morestate..items received, two day turnaround, forms docu-signed locally..excellent refunds pending..affordable pricing...Thanks again..see ya next year

This review is ONLY for Larry Yunker. I used Larry Yunker as my tax preparer years ago, and to this…read moreday, I'm still dealing with the consequences of his irresponsibility and lack of professionalism. He made multiple errors on my tax return, including entering the wrong address--an oversight that caused me to lose thousands of dollars in financial aid. I spent six months trying to get in touch with him while desperately attempting to submit forms to the IRS, only to discover that his incorrect input was the root of the issue. The most frustrating part? His complete lack of communication. During the most critical time of year, when clients need clarity and reassurance, he simply does not respond. It's one thing to be busy--it's another to be utterly unresponsive and leave your clients in the dark. I understand he's popular in certain circles, especially for getting people large returns--but I have to wonder about the legality and accuracy of those filings. If you run into any problems, don't expect help. Once your taxes are "submitted," you're on your own. Save yourself the stress, the errors, and the long-term headaches. Stay far away from Larry Yunker. This is not the type of person who should be entrusted with your finances.

I scheduled a consultation and had to move other important meetings around to free up time. The…read moreagent never called me and when I texted the firm, I was told he's busy with another meeting. They offered to reschedule at a later time. This firm has difficulties understanding the importance of clients' time. It's extremely unprofessional not to show up on a confirmed meeting with no prior notice. If they can't manage their time, how can you trust them with your tax return?

We have used other services before, but were looking to establish a relationship with tax preparers…read morein San Diego (since we are relatively new to the area). They charged us significantly more than the quote, and I had to email them back and forth asking for an explanation for over a week (and very close to the filing deadline). I also noticed that my name was continuously spelled incorrectly throughout correspondence, and was disappointed to have had to ask them to confirm that my name was spelled correctly on any forms they prepared for us. Unfortunately, cannot recommend this company.

I started coming to capital business many years ago on a recommendation from a friend. I had the…read morepleasure of meeting Don Redfern. Don took care of all my tax needs and was the protagonist in my home buying endeavors. Don pushed me to purchase a home. Not just for tax purposes, but because he knew how much I loved San Diego. I purchased my home, but Don left us before I could celebrate what he encouraged me to pursue. Thanks Don and the entire capital business team for the support you provided and continue to provide. Time to schedule my appointment. Take care.

Jessica is great. We have been using her for 20 years. She has seen all our children grow up and my…read morewife and I really like her personality, her steady calm demeanor expertise and her attention to detail.

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.

We have been going here for about eight or nine years, for our taxes; ALWAYS SEEING Michael…read moreWasczcak!!! He is the absolute best at what he does. He enters all of our information with ease; going over every document, entering every necessary code. We have gone from owing to getting regular refunds!!! His value is in his knowledge, especially in terms of having deductions from paychecks. AMONG OTHER THINGS!!! We would not think of ever going anywhere else. His efforts are INVALUABLE!!!

Nola is my tax therapist! I arrive on the verge of a nervous breakdown & she, besides being so…read morethorough & attentive to every detail of my financial circumstances, also soothes my soul & calms my mind. Long Live Nola so I can get through tax season for the rest of my life!