I've been working with Persida for over 4 years and it's been a pleasure thus far, she helped me…read moreclear up taxes as far back as 2012. She's always professional and timely, on top of being knowledgable on seemingly everything tax related. She responds to my emails by the next business day and on occasions where I'm not familiar with a certain process and need to be walked through, she'll patiently break the entire thing down. We've been working together so long that I know her "tax routine" for lack of a better term, it's quick, simple and it's over before I know it. Highly recommend. A+ service.

We have had Paul Spann prepare our tax returns for over five years, including Schedule C, LLC,…read morereal estate rentals, investment securities and other personal investments. His work is professional, competent and reliable in our experience. When we have a tax related question, we "Call Paul" (not Saul), and he provides us with the answer and information we need, in a timely manner. Disclaimer: We are not employees, personal friends or family members of Paul Spann, simply satisfied clients. We have no need to look elsewhere for competent tax advice at a reasonable price.That's why we are willing to drive 83 miles each way for Paul's services. Chuck and Sylvia R., Simi Valley, CA

I have used Paul for years and he is nothjng but professional and friendly every time. He's fun…read moreamd honest, always makes me feel comfortable. I am a nerd with taxes and accounting and he never makes me feel like I "should know" something, he simply walks me through what I need to know. I recommend him to everyone!

My ex employer used this firm for about 8 years. Now as an independent Bookkeeper I always refer…read moremy clients to this firm. They will treat you as a bookkeeper with respect, treat your clients with respect and are always working for the client. Their communication skills far out weigh those of most CPA firms. These are not a bunch of "walking dead boring" CPA's. They are up to date on solutions for your business and they specialize in real estate and construction. If you are a contractor or real estate investor who needs a great CPA, these are the people to call.

This was the worst experience I have had. Denise took me on starting my business and promised she…read morewould help me, I cant tell you how many times I was promised my books would get done and never did. Dozens of calls and emails that never got replied to, and to finish it all she said that she couldn't help me with my books right before they were due and told me to find someone else. I wouldn't recommend them to my worst enemy.

We have used Barrett Solutions for the last 9 years and had excellent service. They are very good…read moreat bookkeeping and communicative. They have provided outstanding service to us.

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

If I could give more stars, I would…read more My husband and I came to Margaret a hot mess! Our last CPA screwed us over big time, and left us at the mercy of the IRS with a whopper of an audit. Margaret talked us from our proverbial cliff, then painstakingly went through our entire paper trail for 2012 with a fine-toothed comb. She insisted that we not be at the audit (no argument there) while she went to bat for us. Margaret saved us thousands of dollars on our audit, and many hours of stress. I've learned the hard way the importance of an honest CPA that really knows what they're doing.

Worst accounting firm in California - don't believe the other reviews as they are not legitimate…read more These people will swindle you out of your hard earned money and charge you more than what you owe the IRS. It will feel like an audit when you do your taxes here, just because they think they are elite claiming CPA, doesn't mean that they are entitled to steal from you which they most definitely will

We needed a new tax partner after our CPA went dark on us and did not get us our returns back to…read morefile... we were in a bit of a panic. We followed the reviews to Masler and Associates and were very pleased with the thoroughness and efficiency with which our returns were prepared. We look forward to this new partner on our financial team. Kerry W

Masler and Associates have been my trusted accounting firm for over 12 years, and I couldn't be…read moremore grateful for their exceptional service. From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support. Their dedication and attention to detail year after year have made them an invaluable resource. It has truly been a pleasure working with their team. Thank you for being such an integral part of my business growth and expansion over the past 12 years. Dr. Mindy Bixby

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.