Back in 2021, the Freeman family retired. This business has been sold to another CPA group that…read morecame up from Camarillo. Now new owners.

Giving a one-star review is generous. It is my last resort after trying to rectify the issue with…read moreMr. Freeman but his employee screwed-up and he refuses to take any responsibility for their mistake. We have been customers of Freeman & Associates for the last four years. We use Freeman to file our personal taxes each year. I wish I could say our experiences with this firm were as good as the other six reviews but sadly I cannot recommend Steve Freeman nor his associate Bijayani. In summary: They screwed up a simple 1040 tax return. They miscalculated our refund and we found out in June it was actually $1,000 less from the IRS. They take no responsibility for the error. Instead they blame the IRS for changing the rules. They do not know how to send in an additional tax form properly according to IRS rules. They are evasive and do not follow-up or tell the complete truth about how they are handling our file. At every turn we have been treated like a number and "processed". Mr. Freeman has met with us once the first year and then he pawns off his clients to a random associate each year for tax prep. This year, we met with Bijayani in February to process our taxes and I went over each item that she needed. She insisted that we needed one more document which I emailed to her the next day. Nevertheless she failed to process the document with our taxes. After she originally submitted our file electronically and we waited a few weeks, we called them to find out why we haven't received our refund. The receptionist was rude and bluntly told us to just check the IRS website for status. Six weeks later (In April) we received an IRS letter. When I called Bijayani to discuss she told me she forgot to file the taxes properly and repeatedly apologized. She told me she faxed the missing document and I asked her to verify with the IRS that they received it. She refused to call them but said instead that she received a confirmation that the fax went through and the IRS will take 4-6 more weeks to issue our refund. We asked to speak with Steve Freeman and he gave my husband a song and dance excuse but no admittance of any wrong doing, no offer to rectify the issue, nothing. We had no choice but to trust that the document had been sent properly and was being processed by the IRS. We had checked on refund status with the IRS online numerous times seeing "processing" and another six weeks passed. At the end of May, we still had no refund, so another call to this business to find out from the receptionist that they were supposed to MAIL the document not fax it. They blamed the IRS changing rules (which they should expertly know) for the numerous errors processing one simple document that must be added to our file with the IRS. It is now almost mid-June and we are stuck waiting for a refund we wanted to use for our summer vacation. But summer is here now and we have not received it in 4 months when a properly filed electronic refund usually comes in 10 days. They last told me 2 weeks ago that they are going to mail the form into the IRS and we should get our refund in another 4 - 6 weeks. The straw that broke the camel's back was when I told them to have Steve call me and refund the $220 that we paid him to process our taxes. He did call back, left me a lame message and seemed to have a disinterested tone in his voice. I want my refund for the tax processing, I want my tax refund, and I never want to have contact with these people again. Unfortunately at the time of posting this review, I have no hope that they care about losing one customer. This is not the place for you if you want respect, reliability, accuracy, or if you want to build a relationship with an accountant who will personally handle your taxes from year to year.

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

Transitioned from Lauren Rosson who didn't mention selling her practice which was not fair or right…read moreimo. the transition to Privity couldn't have been worse. Completely inept and disorganized and rude and overcharged. The only courteous person was receptionist.

I enthusiastically endorse Kayla for anyone seeking a proficient and informed professional to…read moremanage their accounting, office administration, and payroll needs. For nearly three years, Kayla has expertly overseen my LLCs' bookkeeping, payroll, and tax preparation. Over the time we have worked together her services have extended to both my family and friends, providing a highly personalized bookkeeping experience to us all with no room for dissatisfaction. A+.

Excellent! I recently purchased a restaurant and wanted to use Quickbooks for my accounting so I…read morestarted searching for someone to help me with the books. Kayla taught me how to use Quickbooks online in a professional, but easy to understand way. I learned all the basics on Quickbooks bookkeeping. If at any time I needed questions answered, Kayla either returned my calls promptly or made time to meet with me in person to go over what I was having trouble with. I appreciated working remotely and having the opportunity to have in-office support as well. I would highly recommend this company for any of your business finance needs. This isn't limited to just bookkeeping, there are a wide array of services that this company offers and I totally trust Kayla to execute them.

Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience,…read more He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you're getting all your deductions He's a very nice guy too. He's not just into his numbers. He takes the time to get to know you and your family.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

Terrific tax service! We have used their services for years. Very helpful staff with any questions…read moreasked.

Mr Elms is a tax preparer that is not timely, does not return phone calls, emails or test messages,…read morehas made errors on returns and disregarded requests for copies. I do not recommend him..

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

I have know Paul Dubrow for years. He was our corporate accountant back in the 90's…read more Recently I had a mishap with another accountant and Paul rescued me and made things right where the other accountant created a mess for me I highly recommend Paul and the Dubrow group for your year end tax fling and tax advice

Skylar goes above and beyond to get the job done. I see him for my annual taxes and I always feel…read morelike he works hard to submit my taxes efficiently and painlessly. He is very compassionate and listens to your needs and concerns. He is smart and super helpful with my questions. It's not just a job for him, it's more. He truly cares about making sure you get your taxes done right and hopefully a refund too! Highly recommend him for finance/tax/financial planning needs.

Don't get ripped off like me by these scam companies that advertise 1,000 times a day on the radio…read moreaka rush tax resolution. Ltg did more the first week then rush did in 9 months. These guys are straight shooters and are experts in IRS tax law. I wanted to voice my experience and opinion of leading tax group.

They have 5 stars for a reason they aren't trying to take your money they are trying to help you…read morefigure out your situation. James not only did they recommend I don't spend money on a attorney for my wage garnishment situation they advised me how to proceed with FTB. I will be going to them for any tax issues I have in the future as integrity these days is so rare. Look no further as they my trust moving forward.

Worst tax accountant I have ever encountered! She is hard to get a hold of and doesn't seem to care…read morethat her mistake is costing me thousands with the city of LA. In 2017, she help me open my business. In 2019, she helped me change the name of the business on the CA State level and not on the LA city level, which I didn't realize until years later. I left LA and no longer work in that city. Since the old business name is registered in LA, they requested back city taxes of $1198 in 2024. I paid and contacted Jill to request that she close my old business in the city of LA. She said she did it and charged me for "her work". However, that old business is STILL registered with the city of LA and then are now coming after me again for another $1200. I do not recommend JEM Business Solutions.

Jill and JEM Solutions is the absolute best thing that has happened in my life for myself to keep…read moremy business organized. She is so fair price wise and takes care of P&L, taxes and helps me not stress. I am thankful to have someone so trustworthy and recommend her to anyone in need of an accountant! She set up my S CORP in one day and got everything legit.

This is the worst payroll company I ever dealt with. My school had 6 staff so not complicated. More…read moremistakes than you could imagine. They didn't withdraw federal tax for the entire school for a whole year. Because automatic deposit the staff didn't notice until tax time. Got number of dependents wrong and other discrepancies but dealing with owing the IRS is a huge problem for struggling teachers. Stay away and use credible companies like ADP or Wells Fargo.

From the owner: Payroll Services for Small Business since 1983…read more A+ Rating with the Better Business Bureau Member of the American Payroll Association Accredited member of the California Association of Accredited Small Business All Services 100% Guaranteed in Writing Personalized Customer Service * Full Payroll Tax Service * Live Checks or Paperless Payroll * Pre Signed Checks * Direct Deposit * Visa Pay Cards * Certified Payroll/Prevailing Wage * Unlimited Pay Codes and Deductions * Customized Payroll Report Packages * DE-34 New Hire Reporting * Worker's Comp "pay as you go" * Retirement Plans, Section 125 * Garnishments, 3rd Party Checks * Vacation/Sick/Holiday Accrual and Reporting * Same Day Processing for Pick Up * Much More!