Douglas M Berg, CPA

(7 reviews)

The long story short is that Ali was incredibly helpful (and patient) and I will be getting my…read moretaxes done with her forever now. I was putting off doing my taxes because I had too many documents that I don't know the name of or how they work. I use turbo tax every year and every year turbo tax gets more expensive and my return gets lower, so this year I figured "why am I going to pay over $300 for a bad return?". So I asked Ali what I can do about it because I work near her business and she told me "let me see". Less then an hour later, my taxes were filed, I got 3x the return I was expecting, I paid significantly less then I would for turbo tax (I DoorDash time to time and TurboTax charges you 2x because you are now an "independent contractor"), and I feel like I even walked out understanding the forms a little better. Honestly she's great, the office is really nice, the parking and accessibility was great, and even the other staff were very nice and patient with me trying to explain what forms I had and didn't have. 10/10 will go again next year.

The President/Owner Aldiva is one of the most trusted people in my life. Not only has she given me…read moreextremely solid financial advice but she has personally gone out of her way to help as many people as she can. I have seen very few people in the world like her, and I AM confident in her ability to assist you with your needs. If she can't find the answer in home, she will find you the resources and freedom that can. Highly recommend!

Ameriprise Financial Advisors

Great financial practice. The team has over 50 years experience and they actually listen to you!…read more Their focus is on financial planning rather than trying to sell you something from the gitgo. We focused on retirement planning but you could also look at products and services for investing, reducing taxes, life health or long term care insurance and more. There are 3 very helpful support staff in addition to the 3 Financial Advisors.

Navo Financial

3.5

They sent me a cancelation email a few months ago claiming I did not pay when in fact I had. I…read moreemail them my payment information last month and they never processed it. It is always something with them, they are so disorganized. I am going to start looking for a different company!!

Anthony Maese is an awesome insurance agent!great insurance rates and great customer service. He…read morewill make sure you have awesome coverage at a great price.

Genske Mulder

3.7

Found this amazing man through a family friend who sent us to this business for our taxes…read more He was super knowledgeable about taxes, learning credits, and anything tax related. He even helped me with my taxes and made everything move super smooth. Would highly recommend for any tax things, this is the place to go.

I was recommended to Genske, Mulder & Company,LLP by a friend who has been a client for a while. My…read morefriend saw how bad I was getting messed over by H&R Block and how many tax breaks/ credits we could be getting by being a military family. We switched to them in 2018 I believe and never have looked back. Every one we interact with is amazing and the customer service is great. We are located in San Diego and with them way north of us, communicate is still great. By the end of January we also get our envelope with all the paperwork in it and all the questions we need to answer and we throw everything in the envelope and send it back to them. In 2023, I got divorced and Chris was still amazing at helping me understand my new way of filing taxes and even helped me understand my the way I should be doing my w4 forms. No way the other places would do that. Once my son started working Chris and everyone explained how to do his w4 and how to maximize his education credits as well. This year I also sent my boyfriend to them and while he did grip about the price of getting the taxes done, he left with some major knowledge and went straight to his HR department and filed out new w4 forms. It is times like this working with a small but yet large company is great. Chris has gotten to know my family and can let us know where we are making mistakes and the price is worth it. Thank you Chris and everyone there for all your help over the years. It means the world to me and my family knowing our taxes are being filed correctly and we are just not a number.

Gateway Financial Planning Group-Ameriprise Financial Services

We met with the nice people at Gateway Financial Planning and were delighted that they use the…read moreAmeriprise system. Gateway is a local firm with many years of combined experience. They are very ethical and honest. In terms of financial planning, you can drive or allow them to handle your investments. It's great to have a local firm serve the financial planning needs of the Valley and use the powerful Ameriprise system. This is a win/win situation for anyone interested in achieving their financial goals!

Banc of California

3.7

The employees at Banc of California are all extremely knowledgeable and helpful each and every time…read morewe go in. They are polite and courteous and make every transaction go smoothly which results in a positive experience!!

I went to Bank of California in Visalia before I could even walk in the lady buzz me in at the door…read moreask me can I help you no my color and her color did not match so I'm guessing that's why she asked me if she can help me before she let me in upon me entering the bank I sat down in the chair and told my teller that I wanted to cash my settlement check I set my check down on the table and immediately two of the ladies told me you can't cash your check here unless you're a member I called before I even got down to Visalia and I spoke to someone I guess they couldn't tell what color I was over the phone they denied me cashing my check I asked the lady what did I need to open a bank account she told me well it makes no sense to open a bank account because you does not live in Visalia so I told her to give me my check back I immediately left that office and I immediately contacted corporate I made a report let corporate know that I have been racially profiled corporate called me back immediately gave me clearance to cash my $10,000 check without getting charged a money ordering fee nor a check fee I did let them know that I was racially profiled by each individual inside of that bank so I advise you if you are any other color then Caucasian you will not get your check cashed so I advise you guys to use a different branch or bank with someone else other than Bank of California

Morgan Stanley

1.0

Misleading , didn't care if they were on time and didn't show with the right information. Ian…read moretreacher didn't seem to care about his actions in misleading us. I sure hope they fix this problem.

Aurora Consulting Group

(8 reviews)

Sandra and her team consistently offer excellent tax services at a reasonable price. She has given…read moreme good advice on how to minimize my tax liability, and I especially appreciate that she is totally honest and by the book! I have used her services for over 15 years and I highly recommend Aurora Consulting Group!

The team at Aurora has provided our non profit with advice and tax filing for many years. Always…read morefast to answer our questions and assist us with running a non profit. I highly recommend their services.

Aldiva's Financial Solutions

(7 reviews)

The long story short is that Ali was incredibly helpful (and patient) and I will be getting my…read moretaxes done with her forever now. I was putting off doing my taxes because I had too many documents that I don't know the name of or how they work. I use turbo tax every year and every year turbo tax gets more expensive and my return gets lower, so this year I figured "why am I going to pay over $300 for a bad return?". So I asked Ali what I can do about it because I work near her business and she told me "let me see". Less then an hour later, my taxes were filed, I got 3x the return I was expecting, I paid significantly less then I would for turbo tax (I DoorDash time to time and TurboTax charges you 2x because you are now an "independent contractor"), and I feel like I even walked out understanding the forms a little better. Honestly she's great, the office is really nice, the parking and accessibility was great, and even the other staff were very nice and patient with me trying to explain what forms I had and didn't have. 10/10 will go again next year.

The President/Owner Aldiva is one of the most trusted people in my life. Not only has she given me…read moreextremely solid financial advice but she has personally gone out of her way to help as many people as she can. I have seen very few people in the world like her, and I AM confident in her ability to assist you with your needs. If she can't find the answer in home, she will find you the resources and freedom that can. Highly recommend!

Unidos Tax & Immigration Services

Mayra helped me bring my Filipino fiance from the Philippines. I am so thankful for her services…read moreand her genuine concern and happiness when my fiance and I finally reunited and got married. She took care of all the paperwork - from the fiance visa application to the adjustment of status/work permit application. With her, I had no worries, I completely trust her. I didn't stress over the paperwork - I only had to worry about the long wait that comes with the visa process. Her communication skills are amazing and I will go to her every chance I get. She is one smart and sweet woman. Mayra, thank you so much!

First time been here and they helped me alot!!! Mayra took the time and explained everything if…read moreyour looking for a great tax person this is the place to go!

Douglas M Berg, CPA - taxservices - Updated August 2026

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Everyone very respectful and knowledgeable. Wait time was minimal. Very happy with this place, I'm…read morealways doing my taxes there.

Cheap I'll give em that. Cost me 60 bucks for them to do my taxes. Told em I wanted my money direct…read moredeposit and gave them my router and account number. Got a check in the mail. So they didn't do there job right and I called them only for them to say there was a hick up in the system and told me. They will call me back. They never did. They also didn't let me pay for what I owed the federal and said I couldn't do that yet my old tax service I use to go to let me. They said they will send the invoice to me on what I owe in two weeks..... it's been a couple of months and I haven't got nothing yet. Just don't bother trying to come here honestly. Not worth it.

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