This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Moved from Texas to California and needed to get situated with my taxes & finances. I came to…read moreHerbert financial and the staff was amazing! They are extremely responsive and are focused on your needs as a priority. They offer several different services for individuals as well as business owners. I will continue to use their services. I recommend them to all my family and friends.

Tammy and her team are super knowledgeable and efficient and are taking care of my small business…read morebook keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes!

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

I did call Peter before a deadline with the IRS and he was very nice, helpful and seems to have…read moregreat work ethics. I would definitely retain his services for new company.

I have been working with the bookkeepers for a year now for my corporation. They do my bookkeeping…read moremonthly, my business taxes, and my personal taxes. First off, the best decision I made as a business owner was to change my accountant and hire Peter and his team to help me. I know many people are capable of keeping their own books, and for me it's worth paying monthly to have someone who is very knowledgeable, communicative, and professional to help me. Peter has been responsive, flexible, patient, professional, calming, and motivating. It's like having a financial wizard as a teammate when business financial life feels stressful and scary. The Bookkeeper team has been a great asset and worth every penny. I HIGHLY recommend this team.

Have been using this company for the past several years and I have found that their income tax…read morepreparation is solid and accurate. Alex is easy to work with and a very knowledgeable and friendly guy. Will continue to use them.

We had a seamless experience with Alex and Elizabeth. They were able to get our taxes done…read morevirtually and quickly and were transparent with costs ahead of time. They helped us navigate our expenses without pinging us with extra costs with every form like H&R Block.

I am extremely upset about the service and quality of Joel and his team. We really wanted to like…read morehim-- he was referred to us for his cost segregation experience and we had a good first meeting. However, as we got closer to April 15 I got minimal communications from him. Then on 8pm on Tax Filing day itself, he texted that it would be late at night that he finished, then he texted saying he didn't finish and would file for an extension. Strike 1. Then I had to follow up April 20 since I hadn't heard anything and then over the next 2-3 weeks it was back and forth of reviewing his draft submissions and there was constantly inaccurate information, missing information, and overall poor attention to detail (he even missed including my 3 children as dependents). I was QCing accounting mistakes of my own CPA! Strike 2. I had to keep revising his drafts because his initially had us owing over 5-figures which was more than last year. I had to remind him then of how to approach the tax strategies that our family put in place. What I am even paying you for?! Strike 3. Then I had to still follow up with him when the final submission was going to be submitted (over a month late) and only then did he actual submit it, but I never even got a copy of the submitted paperwork (still waiting for it). Strike 4/5/6/ Needs to be thrown out of the game. I don't recommend at all and it's unfortunate since he seemed to do well with others, but not with us. Maybe he couldn't handle the complexity of our W2s and investments but never will I work with him again.

Joel was amazing to work with this tax season for my small business. He was extremely informative,…read morepatient, and genuinely made me feel like he had my best interest in mind every step of the process. Having worked with other tax professionals in previous years, I can honestly say that level of transparency is hard to come by. He was always available when I had questions and took the time to explain things in a way that actually helped me understand my business finances better. I'm leaving this tax season feeling much more confident going into next year thanks to him. I'll definitely be filing with Joel again next year and every year going forward. Such a great experience overall, and I highly recommend him to anyone looking for someone trustworthy, knowledgeable, and supportive when it comes to taxes!

My business books were 2 years behind and I had a terrible time finding a bookkeeper willing to…read moretackle my mess. I finally came across Mooneem Bookkeeping and Parag was incredible from the beginning. I was able to send my bank statements, merchant account statements, and sales records to them by email. I did not have to drive to their office. They sorted through everything, fixed my chart of accounts, and input every single transaction. They finished 2 years worth of bookkeeping in just a few short months. I'd highly recommend Mooneem Bookkeping. The quality and speed of their work is exceptional.

We come from a family of professionals with small businesses, and we know the value of…read moreprofessionalism, attention to detail, and genuine care. This accountant, Parag, embodies all of that and more. Parag helped a dear relative of ours during a very difficult time and did so with incredible generosity, kindness, and dedication. Parag was meticulous in his work, took the time to explain every step clearly, and truly went above and beyond to make sure everything was done right. It wasn't just about the numbers--he genuinely cared. We wholeheartedly recommend this accountant and team to anyone, especially those in the medical field or other demanding professions where you need someone trustworthy and thorough. Their integrity, compassion, and skill are unmatched. The value of his work is priceless. If you're looking for someone who combines top-notch expertise with a heart of gold, look no further. This is the accountant you want on your side.

Tax preparation. I was unable to open the attachment with my draft tax document, but that was…read morequickly remedied. Excellent help, as always.

It has,and continues to be, a privilege to be a longtime…read moreclient. I couldn't have done the work I've been able to do for my clients if not for the work DLD has done for me.

After needing to find a new reliable CPA/Tax preparer, I stumbled upon this company through Yelp…read more I called the office and was greeted by Vince. I let him know what I was looking for and what my taxes would entail. We set up a meeting in person, although not necessary, but I felt it was better for me to do so. Vince was super knowledgeable and clarified a lot of information I was told in the past, but was not 100% true. He got my taxes done in a timely manner and it was a super straightforward process. I'll be coming back to Vince for my future tax needs!

Mike and his team are very professional and has done our personal and business tax returns for many…read moreyears. He's highly experience and promptly answers your questions unlike a lot of accountants. I highly recommend Mike and his wonderful team.