We have been using San Diego Tax & Financial for years to help us with our business tax needs…read more These folks are detailed, responsive and 100% have proven time and again they will save us money. Tax season is a miserable time of year for most people but when we walk into the office with Troy he makes it clear and effortless. I cannot recommend this company enough and a big shout out to Troy, after all of these years I can't believe it took us this long to pop up a review for a service that has been so advantageous to our businesses and lives.

I've used been a loyal customer since 2016. This year we owed 7400 to the feds. We've never owed…read morebefore. Confused and worried, we noticed there were some receipts that could be used for extra deductions. Troy said we don't want to add those receipts in because he would have to charge us more and maybe next time I should have all my paperwork together before trying to file. On top of all this, him and his staff addressed us on email by our last name like we were some military buddies. I told him he can call me by my first name or if he has to address me by my last name he could have at least said Mr..... you would think after having a client since 2016 they would know what your name is. This group is pretty cold and uncaring. They are their for a business transaction and nothing more. If that's what your looking for, you've found the right place.

If you need a new Tax Advisor (or professional bookkeeping company), look no further -- Sean Currey…read moreat CARLSBAD TAX is a subject matter expert that you will never regret hiring. Sean is the ultimate professional -- he is sincere, patient, and a Subject Matter Expert in his field. Sean Currey has a knack for explaining complicated taxes issues in a very straightforward manner and never makes me feel rushed or pressured. Carlsbad Tax also handles all the bookkeeping for my small business and as a Solo Practitioner, I no longer dread tax season. Sean Currey also guides my teenagers who are starting to work and have college careers. He is very personable and never makes us feel rushed or pressured. Last, but certainly not least -- Carlsbad Tax fees are extremely reasonable, and Sean Currey's expertise is worth every penny. I strongly recommend this business as I'm very pleased with the outstanding service received.

I've never written a negative Yelp review before, but I feel compelled to share my experience…read more I was told my return would be completed by April 7 at the latest, but it wasn't finished until April 15. Throughout the process, communication was poor despite multiple follow-ups. I received a generic email on April 10 stating that returns might not be completed on time. It wasn't until after I raised my concerns that I was told I had submitted my documents too late to receive the expected turnaround and they had done me a favor by taking on my tax return. Had that been disclosed during my initial consultation, I would have hired another CPA. After I later received an IRS notice regarding my tax payment, I reached out for assistance and received no response, leaving me to resolve the issue on my own. While the firm ultimately reimbursed the penalties and interest, they refused to acknowledge the broader service issues or take responsibility for the overall client experience. Unfortunately, based on my experience, I cannot recommend this firm.

It has been a pleasure working with Rachael as we figure out the best options for our financial…read morefuture. She is always clear and communicative. She made it easy to choose how we want to fill in the gaps of our financial plan and really made me feel like she was watching out for our best interest.

Rachael did an awesome job interviewing me for my financial plan. She asked all of the right…read morequestions in the right order making it a comfortable conversation. There were important items that never occurred to me to consider. Everything came together in a natural way that put a lot of things in context for me. She was thoughtful and considerate. Rachael continues to identify information that might be relevant to me and sends it along for my review. I value her insights. I know I can count on her. Highly recommend!

Charles was very nice, courteous, sharp and updated on the tax law intricacies. Tax law changes…read moreeveey year, and he is diligent enough to learn and understand this changes to help you get the most fair and balanced return. The office is ideally located in central Escondido. There is plenty of parking and the pricing for his services is quite reasonable. Will come back again next year.

I used Compass Tax and Financial consulting for my taxes for an amendment and it couldn't have gone…read morebetter! Great value also comparative value and great service! Very knowledgeable. Great advice.

As an early stage entrepreneur running two businesses, taxes were the part I dreaded most. Finding…read morea CPA who actually understands what it's like to build something from scratch felt impossible until I found Dark Horse. Reed and the team made what I expected to be a painful process into a nonexistent problem. The turnaround was incredibly fast, the support team was responsive and helpful, and their technology made everything seamless. No chasing down documents, no confusing portals, no waiting weeks for answers. I did a ton of research before choosing a CPA firm because I knew this decision mattered. I am beyond happy with my choice. If you're a business owner looking for a team that genuinely makes your life easier, look no further.

Hi, I've been using Dark Horse CPAs for the last 10 years.The service is excellent and their…read moreknowledge of tax regulations and rules are impeccable. I would highly recommend them and I don't write these things to often.Suzi Drennen is the best thing since sliced bread! Very intelligent and highly personable and works hard at her trade to keep up on all the new tax laws and regulations. I don't know what I would have done without her on my team during the pandemic She helped me with grants,loans all the backend reporting state and federal agencies.She does a superior job on my taxes every single year! Shawn

Mike provided me with great advice about not only investing but also putting together a plan for…read morethe future. He helped me understand what debt to pay down and how to better budget for the financial goals that were important to me. He is very patient and explained things in an easy to understand manner for someone who is not as knowledgable of the world of financial planning and investing. I would highly recommend Mike and FlightPath Financial Planning to anyone looking for a new financial planner.

TLDR: A trusted source that offers a personalized plan and gave me the buyer's confidence I was…read morelooking for with the expertise to match. As a first time novice investor I had barely dipped my toe into the wide ocean of finances. I saved my allowance, avoided credit card debit, and thought I was doing a decent job living within my means to save for a house or any other financial goal I had for the future. But I knew that there was still a lot of potential out there and I knew if I wanted to make the most of my money I had to do one critical thing: start early. And so I sought the word of someone inside the finance world and could help me navigate the right path for me. Mike has been that guide and made sure I was confident with every step I took before I took it. He didn't just tell me what he thought was best. Instead he started with the big picture by asking me what my goals were. And without judgement of my naiveite he pointed out the best way to make them a reality. That isn't to say he is a "Rubber Stamp YES Man". He made sure I was being realistic with the risks and costs and choices I would have to make to materialize my ambitions. (Getting the capital to buy a home in California is no small fries). That said, he was always encouraging and never made me feel stupid for not knowing things. Instead he would take the opportunity to educate me so that I felt that I was in charge of the decision 100% of the time. Despite being very friendly in his demeanor and conversation, in every meeting I could tell that he was giving my interests his full professional attention. He is always available when I need him and he even encourages a consistent check in to stay updated and informed of my financial trajectory. Speaking of his professionality, Mike sure knows his stuff! Even with the things I thought I knew, he was able to take my financial performance to the next level. With the crunching of numbers and the revealing of strategies I was blown away by how much of a difference his know-how made. I could not be happier with my service Mike provided. He is friendly, educational, professional, and GETS RESULTS. He takes the time to know you and your wants and needs to make an air-tight financial plan that gives you the biggest bang for your buck. I would recommend him to absolutely anyone and everyone looking for a financial planner.

Scott and Jen are organized and smart. They explain complex things in a simple way and always…read moremanage to instill confidence in me. I'm super nervous about paying for college and retirement, but every time I talk to them I walk away feeling like I can do this. I trust them completely- they are always there when I want to talk, and they even proactively reach out to talk with me. Can not recommend them more highly!! 6- star service!

Scott is a true partner when it comes to helping my family and I plan for the future. We recently…read morehad a daughter and Scott was amazing at discussing what our goals are for her especially considering the fact that both my wife and I work in incredibly fast-paced start ups. On top being a partner, he is dedicated to his craft and takes every question seriously and responds with detailed answers. He has helped us set up a clear roadmap that gives my wife and I peace of mind. I HIGHLY recommend working with him and his team.

They are a great team of experts to help with your tax prep needs, Mark and Tiffany are fantastic…read moreand very knowledgeable folks. Wonderful group.

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.