Absolutely the worst and most expensive bookkeeper I've ever hired! Beware!, Karen Dimmick…read moredestroyed my books. Two years later we're still fixing things. She charged thousands of dollars and promised the world. In the end, she just did a bunch of inaccurate journal entries. She should be arrested. She is not a CPA. Her daughter Kelly Dimmick did our Payroll for only one month and did such an in accurate filing that I had to re-file my taxes when my new bookkeeper caught all the errors.

Note: Yelp has the wrong address. They are located at 20381 Lake Forest Dr. Ste B7 in Lake Forest…read more I rate this CPA firm a 0!! These are the worst people I have have met. I walked in as a potential customer and not only did the first woman in there completely ignore me, but the second one walked right up and rudely stated that I should have paid attention to the sign NO SOLICITORS. I was speechless and before I had a chance to even explain myself, she literally shooed me out the door! Whoever chooses to be a client of theirs must be crazy!!! It was by far the worst customer service I have ever experienced in my life.

My wife and I are recent transplants to OC. The Brand firm was recommended to us by new friends…read morehere. Patrick has been doing our taxes expertly for three years now, along with some tax-related advice for each coming year. Uploading of documents to a secure folder, and meeting via Zoom make the process smooth.

Hal and his team are wonderful. Friendly, prompt and always willing to explain any issue I may…read morehave had. Highly recommend

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

Highly recommend this business, needs help in clearing out some QB entries and she showed up right…read moreon time and fixed the problem quickly.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

Ramy did my company's taxes and I couldn't be more pleased with his service…read more He was polite and professional, and most importantly to me, he had an abundance of patience to help me through unfamiliar territory. If you need help with your taxes, I highly recommend Ramy at S&N Accountancy.

Definitely recommend Ramy Basanty for all your tax needs. I was a few years behind and he gave me a…read morereasonable rate to get me on track and I got a significant amount of money refunded to me. The best was also he sent me a projected tax savings plan for 2025 and it's very helpful. Thank you Ramy!

Providence Professional has been doing my taxes for more than 30 years. They are always looking for…read morethe most updated IRS regulations to maximize my tax and financial exposure. Although I moved to Maryland they have continued to do my taxes since. And I have never regretted this relationship. Wish they could find me a single good man

From the owner: Our clients are successful local businesses, their owners and other discerning, substantial…read moreindividuals who appreciate an elevated, high-value, highly-interactive experience with their financial professionals. Trusted by clients nationally for over 48 years. Business QuickBooks bookkeeping is provided by a Certified QuickBooks ProAdvisor. Income tax services are provided by a California registered CRTP for companies which can accommodate an upfront, value-based, flat-rate budget usually starting at $1,850, and for individuals who can accommodate an upfront, value-based, flat-rate budget usually starting at $750. Income tax services include our optional innovation, proactive Audit Deterrence Measures, which thwart unwarranted IRS audits of compliant taxpayers, and AI-assisted, advanced tax strategies to legally eliminate unnecessary taxes. Our income tax returns are fastidiously prepared, deterring an IRS audit for our compliant taxpayers by IRS audit Classifiers and Reviewers. We provide management-level financial statements for managing by the numbers, and explain how financial statements can improve profitability and cash flow. We offer modern business management support services with expanded contemporary measurement tools and strategies to finely tune business efficiency. Tom is also a certified expert in business valuation and review. Please email us at Tom@ProvidentProfessionalServices.com 24/7 to schedule a free exploratory telephone consultation.

5 out of 5 stars - Highly Recommended! I can't say enough good things about Debra Gansert and Swell…read moreCrest Accounting! As a small business owner, I was overwhelmed trying to manage my books on my own, but Debra made the entire process seamless and stress-free. She expertly set me up with QuickBooks, customizing it perfectly to fit my business needs. From the initial consultation to training me on how to use it effectively, Debra was incredibly patient, knowledgeable, and responsive. Her attention to detail and deep understanding of accounting for small businesses turned what could have been a daunting task into a smooth transition. Thanks to Debra, I now have clear financial insights, better organization, and more confidence in my day-to-day operations. She's not just an accountant - she's a true partner who genuinely cares about helping businesses thrive. If you're looking for top-notch bookkeeping, QuickBooks setup, or accounting support, look no further than Debra at Swell Crest Accounting (info@swellcrestaccounting.com). She's outstanding - 10/10, would recommend to anyone!

Debra has been outstanding. She not only is very well experienced but also extremely informative…read moreand attentive to your business needs. I am so happy that found her and I would absolutely will recommend anyone to get her services as they they will not be disappointed at all! She immediately responds and continue to follow up until work is complete to the absolute best as possible. Thank You Debra for all you have done and continue doing.

Not happy with this payroll company. I was suppose to be paid on Thursday. My hours were not…read moreentered. I have to wait until Monday to get paid because an employees negligence.

We switched to Coastal Payroll during COVID. Originally they were amazing. We no longer have good…read morecustomer service. Nobody answers the phone. If you are having any kind of payroll issues, just plan on being on hold for over 20 minutes or waiting over an hour for a call back. I no longer refer them. I tell my friends to use ADP or some other firm.