Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

Stevan, Sara and Brett are awesome. They have been doing our taxes for many years now. Our taxes…read moreare very complex and Stevan often tells us our taxes offer challenges to him that keep him on his game. Priority Tax and Finance has navigated our taxes through 3 rental properties, inherited IRAs, 1031 exchange purchases, then later the sale of that exchange purchase, Vacation rental income, and stock donations to charities. We have given them many challenges and Stevan, Sara and Brett always come through with the our best options in filing. They guide us with specific questions for each situation to maximize our deductions. They will guide you in setting up your best tax benefit for your situation. I trust them implicitly, and have known Stevan and Sara for many years, and know that they will treat you as family. You can rest assured in using them with your most sensitive information. They take the security of your information very seriously, and have excellent security protocols in place. We will always use them until the day they retire. That will be a hard day for us!

I found this company on Yelp while investigating for a new accountant. I am stoked I decided to go…read morewith them. They make it a super easy process and got my business taxes and my personal ones done very quickly. I definitely recommend them!

This is THE BEST tax service eva! I've been with Ron H. for a few years now and I don't know if…read moreanyone will understand this but, it's an actual JOY to do my taxes! Ron sets you at ease with his sense of humor. He is one funny guy but more importantly, he knows what he's doing. As you can see by today's date, I procrastinated doing my taxes and dreaded my appointment because I made a ton of money off my rental unit and was afraid I owed big bucks. Not so! Ron worked his magic and voila! I didn't owe much. I can now sleep at night :D Thanks Ron! See you next year, same time, same bat channel!

I've been using RH Tax Services for 5 years. Ross is super enjoyable to talk to, cares about all…read morethe details of my taxes, and makes everything extremely clear. Highly recommend!

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.

My best friend & his family has been coming here for years and suggested I come by and file my…read moretaxes. I usually file my own taxes, but brought my paperwork to see what they could do for me. My appointment was set with Vila. She was able to help me get back more than what I expected...legitimately. The office atmosphere is nice. The receptionist Noke is very friendly & professional. They have great customer service, music and reading material for you to enjoy while you wait for your appointment. I totally recommend coming here to file your taxes. Filing fees range anywhere between $80-$150. I know I'll be coming back here every year from now on.

I was referred to Phin by a friend so many years ago. For one its really hard to get a hold of…read morethis person. Doesn't reply to emails. Alot of times no one answers the phone. If you are even fortunate enough to get a reply via email the response back there are no appointments available. Even trying to make an appointment is very inconvenient. He needs an assistant if he doesn't already have one. But after I got my taxes done here in 2021 I decided not to return. The other place I went to after him offered to amend my taxes because I owed and said that partially I owed more because he did not offer to do any deductions considering I work for myself on the side, besides my regular job. I was told by Phin that I didn't have any tax deductions. So initially I left it at that. But I personally would rather find another tax person. I drove all that way and spend all that money not to get the best value especially I don't have a heavy amount of expenses; property taxes, dependents, etc. But wish him all the best moving forward just not with me as a tax customer of his establishment.

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.

Outstanding service folks. You're paying for his knowledge…read moreand wisdom in the tax game. Recommended 100%

I am so thankful that my friend referred me to Leo Cruz Tax services! I had a difficult tax year…read moreand had filed an extension and was just putting it off. I went to him and he was so kind, personable, and made me feel super comfortable. He plugged in the numbers and helped me come up with a plan that worked!! Thanks a million Leo! See you next year!

Bret provide knowledgeable advice relating to tax planning…read more He provides a wide range of services, on a market competitive basis (high value reasonable price).

Super fast, helpful, and knowledgeable. Bret helped straighten out back taxes on our 501C3.read more

This place is extremely professionalm. I am a local auto rear shop owner in San Marcos. And have…read morehad bad experiences in the past with tax prepers. They simply dont understand the laws. Since I ve been coming here I feel that I can relax now. Thanks Karen for all your hard work. -Victor Banuelos Centricauto.com

Karen and her team are meticulous about their work. Everything is highly detailed and up to date…read morewith the current tax implications. If you are looking for the highest quality, call Creative Management & Tax!

Pleasantly surprised at the efficiency of this office. Whether you need forms, booklets, or simply…read moreguidance with your tax forms, you'll find everything here. The security guard was really helpful directing people- To enter, you'll need RealID since it's a federal office. Empty your pockets. Be prepared to have the security guard go through your bag and 'wand' over your body/shoes. If anything beep 'on your person', he was very clear about using the back of his hand to pat me down. Appreciate that! If they don't have the forms you need, there's a computer available to request them and they'll be mailed to you. Something to keep in mind since they don't have every form- it's only the most common forms. All in all, it wasn't a bad experience. Lunch is 12-1 and that room is locked up! You'll have to line up behind the stanchions or wait in the small sitting area by the elevators.

For being an office where I'm gonna spend a lot of my money it's not that bad. Honestly I was in…read moreand out when you get there you stand by the wall behind a line and you get your ID out, then some good looking cop pats ya down with a wand and checks your purse for weapons and you're onto the seating area. I was called superfast and they helped me make my payment. For being something crappy that we have to do, that we all have to do, It was quite nice. Parking was easy. The building itself is really really nice. Trust me it's way easier than doing the stuff online.