Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

Ed and Atsuko are a world class team. They work Very hard to…read morefirst getting all the documents they need. They have a great service for uploading documents which is easy to use. Then before you know it there's a digital signature for the paperless return and it's sent digitally. I highly recommend them to friends and family.

Updated review: Nice guy at first, and I liked the local small business aspect of the place. For…read morethe 1st 2 years I went there. Then the guy started getting snarky. I started getting the distinct feeling I was an 'unpreferred customer.' Plus, we were reinventing the wheel every time, going over details we'd been through years before, about things that hadn't changed. So I just thought, ok, this guy is just a stickler for detail. Not a bad trait in an accountant. But when every single return was inaccurate? And I got changes sent to me by the irs? Time to move on.

Reached out to SD Taxman beginning of April. We previously utilized another firm and were unhappy…read morewith the output price involved. Reaching out ten days before filing deadline, I figured we would not have any luck Nick responded right away and was very helpful and communicative throughout the process The process was so easy with online secure portals to upload information We were looking for a reasonable rate and suggestions moving forward San Diego taxman exceeded our expectations and we will certainly be utilizing next year

Nick has been doing my taxes for a few years now, and I would recommend him to any friend. His…read morecompany has grown over the years, which is no surprise. Everything is thorough and well done. He responds quickly and makes the process seamless and easy for me. It's all done online, which I really appreciate.

If you need assistance with prepared taxe(s), yes plural! This place can assist! I know these folks…read moretake the time to review your documents, and guide you through the process, making filing my taxes super easy(less scary). The office staff are super friendly thanks to Divya, and admin staff Lauren. They are true business professionals, and willing to go the extra to guide you. I am so happy to share and recommend this place for your tax and business tax needs. Also, they offer a tax dome, that you can locate all your previous tax stuff at your finger tips. So no need to call them, just log onto your personal private Tax Dome and get your stuff. Super easy,and helpful. I love that I can pick up phone,email or pop into office. Thanks to the staff for your continued support with my family tax needs!

Got a screening call. Agreed to move forward and never heard back from anyone. If this is the type…read moreof service before initiating anything, I will pass.

Patrick Bondo is an outstanding CPA who genuinely cares about his clients. He consistently goes…read moreabove and beyond to ensure I understand my tax situation and am not paying more than necessary. Patrick is knowledgeable, thorough, responsive, and always has a friendly and supportive attitude. He makes what can be a stressful process feel straightforward and manageable. I highly recommend Patrick to anyone looking for a trustworthy CPA who truly has their best interests in mind. Five stars!

Patrick has been doing my taxes for years, very dependable, great communication, very professional…read more Great value!

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

I own two small businesses and was referred highly to Logan to help me with my payroll and…read morebookkeeping. He is extremely thorough, cost effective and goes above and beyond to make sure my businesses are in order. I highly recommend them!

Working with San Diego Tax Service was a breeze. Their professionalism and knowledge of all things…read moretax/accounting made the experience a breeze. Not only did they capture all the necessary information to prevent me from paying taxes, they also got me a great refund! Will use again!

I had Koala do my personal return and my trust return. Veronica Ferguson did an excellent job on…read moremy taxes. She was very responsive and friendly. This was my first year with Koala, and I definitely will return next year.

Veronica Ferguson was amazing! Took care of our taxes efficiently and professionally!…read moreVery knowledgeable and nice to work with.

If anyone is still using accountants for tax preparations...I seriously recommend Murray....he's…read moregreat! His legal background is especially helpful in clarifying new tax laws that can be rather confusing if you are not part of the IRS, or the law-maker detailing the policy. At any rate......he's friendly, savvy with your personal finances and has a New Yorker frame of mind....business oriented.... Good luck with the tax software....hope you get ALL the deductions you're entitled to!!

Murray was easy to work with and hassle-free. He seemed really knowledgeable. I will go to him…read moreagain next year.

WorkPerks has been incredible for my small business to work with. Often with multiple employee…read morechanges, My account rep James has helped me out every step of the way. Although their online payroll system is easy to use, James has always been there to provide a quick second look when needed. I feel very confident at the end of the year that all my w2's have been filed correctly, for my employees. I have used other payroll companies in the past. However, I was referred by a friend and colleague of mine about WorkPerks. By switching companies I was also able to save money. All that to me is a win win... Thanks for all your excellent service!!

I've had WorkPerks doing the payroll for my accounting business for over 8 years now, and it's been…read moregreat. I love the personalized service that James and his team provide, as opposed to the bigger payroll companies where you feel insignificant. WorkPerks feels like a part of my team, and I highly recommend them.