Lisa was so incredibly responsive to all of my questions and met all of my needs for my tax return…read more She is so very nice and professional. I highly recommend!

We had a lot change over the past year and we were exceptionally nervous about getting our taxes…read moredone this year. So much so, in fact, that we started looking for a new CPA in July of last year. Lisa offered us a free consultation and told us how much she'd charge us just by asking us a few simple questions. But her service doesn't stop there. For the next several months, plenty long before she got a single penny from us, I had many questions. And she graciously answered every single one of them. And QUICKLY! Sometimes I'd get an email back in minutes of having sent it. She's a wealth of information and kindness. I cannot recommend Lisa highly enough!

Zdenka has been doing my taxes for the last two years. Her office and team is very professional and…read morehas a great turn around time. I highly recommend her and the pricing of her services are very reasonable!

I can not sing the praises of the team at Savvy Tax & Bookkeeping highly enough!!!…read more I am new to the California area, and came to them in 2020 just days before needing an extension filed for 2019, with 4 years of unpaid taxes to file from multiple states, multiple W2's, and multiple 401k and other tax issues to work through. I was highly stressed about my failure to process my taxes over the past years, and Zdenka was so reassuring and professional, that I knew I was in good hands, and that she'd help me do whatever it took to sort everything out. The best part was that this was during Covid19, and I was able to sort out everything from the comfort of my own home, and they were able to assist me through video call, phone calls, and emails. They helped me create a master list of all the documents I would need to collect in order to prepare the taxes. And I was able to sign all of my documentation electronically, and everything was handled perfectly! Besides the digital copies, they even mailed a completed BINDED folder presentation of each tax return including a summary of my taxes and refund amount for each year! I am definitely working with them again for the 2020 tax season! Thanks guys!

I was in need of an accountant (CPA) to review returns from a previous year and file an amended…read morereturn for me. I was ghosted by a local CPA I had contacted, so I decided to contact Ferber & Bouslog. Alec was great and got my amended returns done within three weeks turnaround time. He was also a pleasure to work with and provided updates along the way. I would highly recommend Ferber & Bouslog. Thanks Alec!!

I had been with Pesta & Pesta, now Ferber & Bouslog for over 5 years, enjoyed working with the firm…read morevery much. I was "let go" as a client in the middle of tax season (I now have to file an extension) over a conversation with their administrative assistant. While discussing issue I was encountering with "SmartVault" I commented that this is a customer satisfaction issue for the firm. I suppose that wasn't taken well. Long story short, you do not "let go" of a loyal client during tax season leaving them to file an extension regardless the circumstance. Especially without hearing the other side of the story. I cannot recommend Ferber & Bouslog as they did not do the right thing. I can understand a difference of opinion, which this simply was not, but to abandon a loyal client during tax season (with a track record of stellar communication and great rapport) is simply unacceptable. If you have a difference of opinion or voice a concern to their employees you may be quite literally dumped... mind you, during tax season. I view this as unethical and unfortunately unacceptable.

Babbett is litterly the best tax lady I've ever work with. I have used babbette for my bussiness…read moretaxes and personal for now over 11 years now. They always remind me when tax is due and they work really quick. Babbetts team is super friendly. If you are looking for a book keeper/tax company look no further.

Let me probably be not the first to say that I'm not great at accounting, or taxes. With that out…read morethere, some of things I appreciate most about Babette are her attention to detail, and her willingness to help you understand the process, and how you can file an optimized tax return. Her entire team is friendly, and accommodating. Also, I received a recommendation to Babette, from an IRS tax auditor. You can't get a better endorsement, than that. Babette is our go to, for tax preparation. That's not going to change.

I had a what I thought was a very serious issue with state. I was referred to Phil by my attorney…read more Phil was kind enough to see me immediately (within 1 hour of meeting my attorney). Once I arrived, Phil read through my documentation and notices and calmed me down. Phil explained the situation to me and told me not to worry. He called the people we needed to talk to and within 30 minutes he resolved what I thought was a very serious tax situation mis-understanding and resolved it. His demeanor, professionalism and competence are superb. I would recommend him to help deal/resolve tax issues and I look forward to using him in the future. I concur with the other poster as well. It was truly a pleasure dealing with him and I am happy to know him.

He's good to go to if you have a lot of deductions, property and business interest. Or are worried…read moreabout "IRS Issues" etc. But he's too pricey for a regular, simple or straightforward tax filing. You are better off going to an IRS licensed tax preparer.

Always great to work with Maria and her team. I can't think of any team better to refer for tax…read moreservices including her pricing.

Do not get your taxes done here. I dropped my taxes off to get them done and was told It would be…read moredone by the next day. I go to pick it up after work the next day and the lady couldn't find them. It took them 5 min to locate my paperwork and said they had been missed placed. I was told they would be done by the next day and I could pick them up after work. The next day I get a phone call from them saying that a number from my employer was missing. I told them I didn't know what she was talking about and that all my other coworkers hadn't had a problem filling there taxes. She said for me to ask my manager for the number. So I ask my manager and he said everything I needed was in my paperwork. I tell them I don't have the number they are asking for so she said I would need to file an extension because it was the last day to file. I go that same day, file and extension, get my paperwork from them and leave. The next day I take my taxes to another tax preparer and tell him nothing about not being able to file my taxes with another business. The next day I pick up my paperwork and everything was fine. Don't waist your time with Maria's tax service.

Delgado Associates has been working my case for over a year and able to assist me on my case. i am…read morehappy with my results and now able to sleep with peace of mind. i appreciate their attention to details!

I approached Delgado & Associates last year for resolution of some older tax debt and filing of…read moreamended returns for 2 years where I had filed them myself and made some glaring errors. John and Dan were swift to collect the information needed to get things moving with the IRS, and help get my tax situation cleaned up. We've made a lot of progress, and still have a ways to go, but I definitely sleep easier at night knowing that TruTax has my back!

I contacted Jennifer as a new investment property owner in search of a landlord homeowners policy…read more While I had educated myself as much as possible beforehand, Jennifer was extremely gracious with her time and answered every question I could think of without protest or complaint. As I was under a time crunch to get a policy in place, Jennifer worked to turn my request into a binding policy in less than 48 hours, at times working after hours and between clients to do so. Extremely professional, well-experienced, reachable whenever I had a question, friendly, and obviously quick and efficient, I would recommend Jennifer without reservation for anyone looking not just for a broker, but an actual advocate on their behalf.

I have used Jennifer for my personal insurance needs as well as insuring several of my clients…read more She's always so on top of things and helps find the best rate and coverage despite our challenging California insurance market. I definitely recommend giving her a chance to earn your business! Thank you Jen for all your help!

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

Our organization was in need of a professional bookkeeping. Sandra at SH Bookkeeping was contacted…read moreand she immediately made herself available and assisted us to get our affairs in order. I highly recommend SH Bookkeeping for their top notch service, quick responses, and professionalism!

SH Bookeeping was highly recommended to me be a client. I was hesitant because she isn't local…read more Wow, I'm glad that didn't stop me. It is hard to believe in this day and age there still exists professionals like Sandra. She is extremely knowledgeable and detailed oriented, but she is also quite clever financial and business and tax/legal advisory. My business has grown leap and bounds. My favorite thing ... the thing I appreciate the most, is she goes ABOVE AND BEYOND. I mean really, when is the last time you had a service provider call you to check in. (FYI- VERY reasonable )