We had an appointment with other CPA whose office was also in Convoy area, and the guy was a no…read moreshow. So, I immediately looked up on yelp and found John with great reviews. It was very easy to make an appointment with him right away, even though he seemed busy towards the end of the tax season. John made sure the tax is filed correctly and explained everything. The file he created was super organized, and John is very professional and knows what he is doing. Highly recommend him!!!!

We have been going to John for quite some time now and are very happy with him. He does a great job…read moreof keeping up on new tax laws and has great knowledge and expertise in accounting. He also turns things around super fast which means we get our returns sooner! We would highly recommend him for all your tax/accounting needs.

Came here for a tax filing and there was no wait to get it filed. Mr. Dang was super nice and the…read morefiling didn't take too long. He was able to explain the breakdown of the filing. The workers also speak Vietnamese which is helpful to those who would rather speak in Vietnamese. The price of the filing was super affordable and I would recommend coming here to get your taxes filed!

Been coming here for many years and feel stupid that I have not crossed checked for mistakes…read more Jennifer was filing my taxes and she's not very good because I have lost so much money!!!!! I give her a full on print out of my p&L and balance statements but she doesn't even enter the appropriate #s. I am so pissed about this because I have gone to this place for many years with no tax preparation; they're just entering #s with no strategy. I only keep going here is bc of convenience but now I am fed up esp knowing how much $$$$ I could have been saving. A couple of years ago she laughed in my face!

I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157

I have been using Hoffman & Associates for approx 14 years now! My son and daughter have also been…read moreusing their services, as did my mother for many years. I am based in London, England. Mike Hoffman has been a great help with my UK and USA taxes! Mike and Tara are extremely approachable and have put my mind at rest when helping to sort all of my taxes in connection with two countries! So pleased and can't recommend enough! Denise Korsaks

Consistently wonderful! I've been a client of San Diego Tax Professionals for over a decade, and I…read morecan't recommend them highly enough. Over the years, they've handled my tax returns, offered expert guidance, and supported my small consulting business with consistent professionalism and care. They are incredibly accurate, responsive, and flexible with my often hectic schedule--which I truly appreciate. Their front office team is also exceptionally kind, welcoming, and helpful, making every interaction smooth and pleasant. If you're looking for reliable, knowledgeable support for your personal or small business tax needs, they are absolutely a 10/10.

We had an excellent experience with Robert Freidson at San Diego Tax Professonals. Being seniors…read morewe appreciated the patience and follow through Mr. Freidson and his staff expressed to us. If you are looking for someone reliable, knowledgeable and easy to work with we recommend this service.

We've been using KMT for decades now. We couldn't be more pleased with the personalized service and…read morefriendships we've developed over the years. All I can say is that everyone there is great. I highly recommend them.

I used Turbo Tax to do my taxes, but for tax year 2020, TT got "stuck" with one line involving the…read moresale of an energy company that issued a K-1. I filed for an extension because I couldn't figure out how to fill out that one line. A friend suggested I contact Robert. I uploaded a screen shot of the problematic TT line, and he and I discussed it by phone. In less than five minutes, Robert told me what number to fill in. He didn't charge me for it. Talk about exemplary customer service. Should my taxes become complicated, I will definitely use Robert in the future. Thank you so much Robert.

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.

Mr. Olagbemi is a very knowledgeable CPA with great patience for all my questions. As a sudden…read moreretired person, it was difficult for me to make the transition. However, Mr. Olagbemi gave me great advice and calmed my nerves. It is difficult to get an appointment very early for the next year but mostly my fault for waiting too long. I will admit, I have waited several hours at his office for my turn with him. However, I know he is a very busy man with other matters and also his own family. I have seen a constant changing staff that must require significant training with the complex scheduling and forms for a busy CPA office. He is reasonably priced so I happily bring snacks, drinks and my Ipad to wait for my turn. Thank you again for your service.

This is the third and last scheduled appointment in the past two years. He did not see me at either…read moreof those appointments and I had to reschedule those. Today he did not show up for our 10:00 a.m. appointment. I tried texting him and left him a voice message. At 11 a.m. I tried calling him once more and he answered the phone. He said he could be there at 12:30 p.m. I told him that I had driven 35 miles and that I was going home and that I would be finding another CPA. At 12:38 p.m. he phoned me and told me he had been at the doctor's. Then he asked me to send him my paperwork. We already emailed him our paperwork last week. In the past, I had a 6 p.m. appointment and went home at 11:30 PM without seeing him. He still had two people ahead of me! He is friendly and patient and has done excellent work for us for the last several years, but we will definitely be using another CPA.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

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.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

Normally tax time isn't something most people look forward to. However since going to Ms. Hartford…read moreto get my taxes done - it has become SO much easier. She is a true professional and the most knowledgeable in her field. She has been helping me stay organized and on top of my tax situation for the past 5 years. I can genuinely say I look forward to getting my taxes done now because it is a fast and seamless process. She has proven herself by going out of her way to help me with some business tax questions throughout the year anytime I call her. She will explain everything to you in "normal language" and will try plugging in different scenarios that will get you the most money back because she really knows what she is doing. I used to do my own taxes through turbo tax - but hadn't received nearly the same results. She will save you $. If you want to make your life easier... go see her. --- I would just like to add...I also sent a close friend to go see her that hadn't done his taxes in 7 years. She got him completely caught up in about an hour. It was the biggest weight lifted off his shoulders. He didn't end up owing nearly as much as he thought he would...and in fact received money back on some of them. The peace of mind knowing your financial situation with the government is in line is worth it's weight in gold. If you have been putting off doing your taxes...she can help you.

Alexis is the best! Extremely thorough, explains everything, and quadruple checks her work... then…read morechecks it again! She even knew the correct form to file to help my boyfriend deal with a vehicle repossession debt that had been forgiven on his record. We don't stress when it's time for tax season because she is a true professional and always makes sure we get our full refund. I recommend her to all my friends and coworkers!