Forrest is especially knowledgeable and connected me with a number of highly lucrative investments…read more When I had some forced property sales in Arizona (don't ask why they allow this!), he hooked me up with 1031 exchanges that helped me avoid any capital gains.

Irvine Advisors are not only true professionals, they are willing to be there for you every step of…read morethe way in your 1031 and DST transaction needs. Their communication and follow-up are consistent, proactive and very reassuring in an often stressful and time-sensitive process. I plan to use them in my future financial needs and highly recommend their services.

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 !

Kim was extremely rude throughout the call…read more I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a client or not, I should not receive comments that are short and feel derogatory. Kim needs to learn to be more patient because your potential clients may not have a CPA or familiarity with tax law.

Kim was incredible! After working with our CPA for years we ran into an issue with a business name…read morechange which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA couldn't figure out what the problem was. We engaged Kim's services hoping that she could figure this out. She was able to drill down on details that had been over looked and correct then with the IRS. She quite frankly kept our business going by figuring this out and saved our business from huge penalties. After this we moved all of our tax preparation & annual planning over to her both personal& business. Where she again caught a huge error on our personal property taxes made by our county...and we live in Texas! She also met with our financial planner and had him check into a few options for retirement for us not previously done...to which he came back and said she was correct and we made changes there as well which is setting us up more adequately for the future. She is amazing, thorough, direct & to the point. I appreciate how straightforward she is, I simply don't have time for long discussions and she keeps things thorough but brief. I saw a prior post about her not answering many questions for a potential client, honestly her time is $ and she's worth every penny and then some. It makes perfect sense to not hand out free tax input when it's your business. My advice is engaged her services and be patient, you will thank yourself in the end as we are now!

I recently finished a cash-out refi with America's Moneyline and had an incredibly smooth and…read morepleasant experience - primarily due to my super awesome loan officer, MICHAEL SAADATI - who I truly can't say enough great things about. Having refinanced multiple times in the past, I know how stressful, and anxiety-ridden this entire process can be... back-and-forth emails, countless docs, phone calls, credit reports, all the while trying to make a deadline that only seems more impossible by the day. But fortunately for me, MICHAEL SAADATI was the consummate professional: extremely knowledgeable, very kind, and graciously willing to hold my hand, every step of the way. At no time did I ever feel like Michael was pressuring me, or trying to sell me something that he didn't believe in. In fact, at the very beginning of our correspondence, when rates were less than stellar, Michael suggested that I wait for a better deal rather than commit to something that he knew was less than ideal for me (even at the risk of losing me as a customer). What I most appreciate about Michael was his consistent responsiveness - even when he was unavailable to talk (and I would call him, often frantically, just about everyday), he would reach out immediately after. He never made me feel underappreciated, or that my business was less than significant, as many loan officers have in the past. On the contrary, Michael was unceasingly patient and understanding. I'm sure Michael deals with many clients simultaneously - as all loan officers do - but he never made me feel that way, not once. Everytime I spoke to Michael or asked him a question, or even went on about whatever, he recalled exactly the loan in question, and each time I had an inquiry about some minute detail, whether in the Disclosures or elsewhere, Michael would find the right answer for me. Even when I had a minor glitch with the home appraisal, Michael told me not to worry, that he would absolutely take care of things... like I said before, I can't say enough great things about my man, MICHAEL SAADATI. He's everything you'd want in a loan officer, and more. If you're looking for great rates from a no-nonsense company, pick AMERICA's MONEYLINE. And if you want stellar, top-notch, A+++ service, choose MICHAEL SAADATI as your loan officer. A true, legit 5-star professional who truly wants what's best for you.

I was introduced to the concept of wholesale mortages by a close friend who worked with America's…read moreMoneyline Inc on a number of mortgages. I don't know why I didn't think of looking for this sooner. I do the same for my personal auto and home insurance - so why not for mortgages? They are able to check rates with a number of lenders and find the best rate - but at the same time, are an excellent source of information about mortgages so that you don't feel like they are representing a bank. I worked with Patrick and he was fantastic. He is a work horse and always took my call to discuss current rates and options. I am confident in saying that they will get you the best rate available. The rate I was able to get was significantly lower both in the rate and in the credits available. My realtor was shocked, and immediately asked for their contact info to share with her future clients. You don't pay them anything - so there really isn't any reason not to try and see if they can help you - either with a mortgage or a refinance.

I could not recommend Mr. Linh Vuong and his team enough. Very professional, knowledgeable and…read moreresponsive. All their replies were always very thorough. They helped me with very sophisticated accounting and valuation work. I was very lucky to find them.

They have been taking care of my taxes for over a decade. They have great attention to detail and…read morecustomer service. They are very knowledgeable with all my tax questions and helping me get the biggest tax returns possible.

Nycole was recommended to me by a friend and from the first call I have felt very comfortable with…read moreher. Previously I had my investments with Wells Fargo for years, but the woman handling my account spoke very fast and I never understood what she was saying. I felt Nycole knew what I was looking for and offered good advice that was easy to understand. I appreciate her being younger than I am and having good knowledge to provide advice. I would recommend her for anyone that feels uncomfortable and would like help with investing.

Klarin and Associates have taken care of our business and personal taxes; as well as our personal…read moreinvestments for over 18 years. Their advice and guidance is invaluable and a major key to our success. We trust their team 100% and love working with them! They are honest, direct and a great partner. If you are searching for a CPA firm, Klarin & Associates should be your first call.

We have been with Klarin and Associates for over 15 years now. They handle our personal, business…read moreand retirement accounts, even when we moved out of state. We now have a grown son who is continuing the family tradition by having Klarin and Associates do his return. The staff at Klarin and Associates are family. They truly care about your well being and are extremely knowledgeable and helpful. Michael, Diane and Addie are true gems. Everyone hates tax season and no one likes surprises. They go above and beyond to work with you and find the right plan for you so tax time goes smoothly. We are never in the dark and always know ahead of time what to expect. We could move to the Antarctic and I would still have them do our taxes. I highly recommend this firm, you will not be disappointed. Thank you Michael, Diane, Addie and staff for always going the extra mile and working so hard for all of your clients. You guys are the best!

Bob and David are so professional and respectful. I been going to them for 3 or 4 years, they are…read morestill the same. Emails and phone calls are on point. When they say they are going to do something, they keep their word. Office always clean. They go above and beyond to help you out. Thanks for always providing excellence service!!

Dave and his team are fantastic in getting you timely responses and helpful information. I am so…read morehappy with the services he provides and the helpful knowledge he gives. Highly recommend!