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    Concisys

    3.0 (2 reviews)

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    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.

    Judy Kaplan Baron, Ph.D.

    Judy Kaplan Baron, Ph.D.

    (9 reviews)

    Sorrento Valley

    Judy Kaplan Baron is truly a talented individual and, unfortunately for those who haven't…read morediscovered her, a best kept secret. Judy is so good that I have now become a repeat client of hers. And just like the first time I went to see her (2016), this second time I was also offered a job! A promotional opportunity arose outside of my company and I knew the competition would be fierce. Not to fear, I thought, because I knew Judy could help me dust off my interview skills. I still had Judy's material and notes from the first time I saw her. Shoot, there were a few techniques Judy taught me in 2016 that I continue to use since I am routinely presented with hypothetical situations and asked to make sense of them. I was surprised, and humbled, at how many of Judy's skills and techniques I had forgotten since I last saw her. I knew after completing my first session with her that I'd need a second. Once again, Judy's guidance propelled me to a second-round interview. My soon-to-be boss told me that the first-round interview had gone so well, the panel urged that I be interviewed ahead of the second-round schedule. For this, I have Judy to thank. Judy has a way of coaching you through complex concepts and breaking them down into bite-sized pieces. She's a master at working with you to identify your own experience and crafting just the right "elevator pitch" to use in panel and one-on-one interviews. Judy's formulas for answering hypothetical questions, word choice for describing one's achievements, and tips on how to negotiate a higher salary for yourself are truly incredible. Her hour-and-a-half sessions race by and are actually fun. I'm a pretty cheap person, but I'll tell you Judy's worth every penny of her fee. I have zero question in my mind that when the next promotional opportunity arises for me, one of the first people I'll call is Judy.

    I was referred to Judy from a former instructor who previously helped her. When Judy and I…read moreinitially spoke over the phone, she advised me what to bring during our first session. When we first met, I never considered myself a bad interviewer, until Judy told me the truth. She is very honest, warm, friendly, incredibly knowledgable, caring and professional. Her background provided me valuable insight with interviewing skills that I will continue to use throughout my educational and professional career. Judy even called me to follow-up to see how my interview went. Needless to say, it went incredibly well but I truly appreciated that she took the time to check in with me. However, in full disclosure, her prices are a bit high. Although it was still expensive, I invested two scheduled sessions with her. Yes, I said invest because that's what you will take away from meeting with her. I am much more confident with interviewing than I ever have before thanks to Judy. I highly recommend her to anyone seeking a Career Counselor! Give yourself a chance, and invest in yourself and call Judy! She is an amazing person!

    Shannon Glover

    Shannon Glover

    (21 reviews)

    Shannon and Alex are a powerhouse force to be reckoned with. I'm not going to promise you'll "WIN"…read morein court, but it's who they are and their expertise that is so impressive. Alex is an amazing attorney. Someone who deeply cares about her clients and shows compassion. And extensive knowledge in her field. Highly recommend you work with her to support you in any family law matters. She walked my husband and I through one of the most stressful times in our lives with ease. And always showed us support along the way. Dealing with a very high conflict ex who creates ridiculous narratives is something many of us deal with. If you have a narcissistic and hedonistic ex partner, and want to make sure you're represented fairly so they can't twist or manipulate facts - ALEX IS YOUR ATTORNEY.

    No option for zero stars. Both Shannon and Alex have had complaints lodged against them for…read moreunethical behavior to the California State BAR. Shannon and Alex don't care about you or your situation. They only care about the getting the most money with the quickest route to it. They have missed crucial emails, won't answer your questions and could care less of what your objectives may be. They have lied and been deceptive in their practice to me and this has been provided to the CA BAR. They forced me to release them as my lawyers after threat of them forcibly doing it and costing me more money. THEY ARE BULLIES and THIEVES!! I agree with the below reviews that Shannon is more competent (although unethical), and that Alex is extremely unorganized and was a disaster during my court proceedings. If you want a law office that takes as much money from you as possible and that will strong arm you into doing what they want and in the end be nothing but a HUGE disappointment, then this pair is for you!! Never forget that you are their boss. I believe they have forgotten that. Hope this is helpful, and I wish you all the best through your tribulations.

    Concisys - professional - Updated May 2026

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