Another successful year of taxes done!! If it wasn't for Kat I wouldn't be caught up and I wouldn't…read morebe getting the refund I'm getting this year. She got me out of a hole from the last couple years and now getting a refund because she taught me how to better prepare during the year, thanks again.

Major Issues: Poor communication and errors in tax preparation…read more We went to Katrina for our 2022 taxes, which went fine, we also went to her for a couple amendments. She informed us it would only be a couple weeks to complete the amendments, it wasn't until several months later that the amendments were completed. During those months I followed up with Katrina numerous times and most of the time did not receive a response. I had to email, call and text several times to get a response each time I reached out. It was also difficult getting her to answer all the questions that were asked of her. After all that time, we finally submitted the amendments, and it turns out the State taxes were calculated incorrectly, and we had overpaid which caused additional headaches and stress. I haven't heard back from Federal yet, but I'll update this review if I do. I would not recommend this tax preparation business to anyone.

My go to tax consultants and special services. I am a CPA and they provided me with help on many…read morethings from property tax matters to 1031 exchange. Call Warren for anything to be explained at a very pedestrian level of understanding.

I first found Thefeld & Associates back in the beginning of 2015 referred by Dave Ramsey's ELP…read morereferral program. I was so pleased with everything that was done in his office by Sally Reddy and Warren Thefeld as I needed many amended tax returns to be done for prior tax years due to fraud from a financial adviser. They did such great work getting things sorted out and corrected. I was elated with the results. I have since changed my mind about Thefeld & Associates after Sally Reddy left, I think sometime in 2017 and someone else took over my tax preparation. I am very disappointed with their work and lack of professionalism. I emailed back and forth today with Warren Thefeld regarding the multiple issues/problems that I am experiencing still regarding my 2018 tax return mainly to let him know the shoddy work that was being done by his staff in his office so that he can correct it and not allow what happened to me happen to anyone else and this is the final email that I received from him. "Kim, I will not engage. Go elsewhere. Good Luck. Warren Thefeld, CPA Thefeld & Associates | 2333 Camino del Rio South Suite 330 San Diego | California 92108 | USA Telephone: 1.858.490.2710 | Fax: 1.858.490.2717 | Email: warren@thefeld.com | Website: www.thefeld.com" So apparently Warren Thefeld does not care what is going on in his office nor does he care about his clients. Needless to say I will not be returning to Thefeld & Associates for my 2019 tax preparation.

She has the best knowledge of everything I talk to her one…read moretime and asked her questions She was happy to answer my questions Even for free Also I am fallowing her on facebook She usually go live and answering questions And give advices Love her way when she talks

Amazing services, efficient, fast, and knows everything about taxes and how to file them. May tax…read moremade my tax experience a very positive one. Thank you!

Maine ave tax was a life saver last year. I will go no where else. Prices are very reasonable and…read morethey really know their stuff. Thanks Jean and Cara for all your help.

Christine is very personal, professional and extremely intuitive with her intelligence regarding…read moreall financial arenas. Beth, her assistant is also a fantastic asset to the success of all my financial transactions. I have trusted Christine and Beth for over 25 years with my portfolio and recommend them unconditionally!

Chris has always taken great care of my clients. She is friendly, helpful and a pleasure to work…read morewith.

Muna is my dads accountant and occasionally does my taxes as well. She's super fast and thoroughread more

I've had the pleasure of working with the accounting firm for over 5 years. When I first was…read moreacquainted with the firm their employees were very professional, ethical, and went out of their way to explain every question I had. What I enjoy most about the accounting firm is that they cater to a variety of my business and personal needs and have dealt with my tax return over time which has become increasingly complicated. I've come to rely on their honest feedback and ability to solve problems quickly for me. They are very welcoming firm that understand its customer's demographics and have added English, Arabic, Chaldean, and Spanish speaking team members to cater to the people of El Cajon. Personally, I've worked with Sarmad who is my fathers and my business account manager. Sarmad patiently deals with frantic phone calls regarding a range of issues for our businesses. I've never heard Sarmad say "no" with whatever request we have. He promptly returns phone calls and ensures are quarterly filings are accurate. I've also had the privilege to work with Muna and Michael the other experienced business account managers. Eventually, you will meet Nairy who is the tax-preparer/payroll specialist who is dependable and detail oriented. Finally, the team can't function without an enrolled agent, Sandy is the glue that binds these individuals and elevates the firms experience and knowledge. Overall, I'm confident that you feel and find that this firm is the hidden tax treasure in El Cajon.

Bob Cross has been preparing my children's taxes for a couple of years. He does excellent income…read moretax work at a fair value. My family appreciates Bob very much!

Bob is extremely passionate about what he does. He takes great pride in his work and pays…read moreattention to detail - something important when doing tax returns!

Jim Glanz did my taxes from 1990 until 2019.... And the only reason he isn't still doing them is…read morebecause I moved out of state! Jim is obviously smart but efficient and spot on when conducting business!!! If you can get in with Glanz it's a smart move!

Jim has done my taxes for ten plus years. He takes the time to explain to me the reason I need to…read morekeep track of my expenses and gifts . He has been punctual and kept me informed of anything necessary I needed to do. I will continue to use him. Nona