I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

I spoke to Niki and asked specific questions to test her competency. I asked if I could do this and…read moreshe said ok. As far as I'm concerned,she failed miserably. I do not recommend her if you need someone who really knows the intricacies of taxes. I also asked if there are any differences between an EA and CPA and her response was that both can do exactly the same things. My specific question was if I want to make absolutely sure that I am not hit with penalties, what is the sure way of doing that. I told her my assumptions was both my wife and I are retired and no W2 and AGI of over $150,000. She spoke of things but not what I was looking for which was the Safe-harbor rule of making estimated taxes of 110% of last year'sl AGI. The things she mentioned were not going to protect me of penalties. The following is my response to your response. I have given you ALL relevant information to determine safe harbor amount. I interviewed another accounting professional (CPA) and gave the same information that I gave you. First response was safe harbor rule. Hopefully, this will help you in your work with your clients.

I have been with Jeri for years and there's a reason all her ratings are 5 star. She's extremely…read moreversed with all the new tax laws and has a no nonsense personality which makes her efficient, fast turnaround and a heart as big as an elephant. I've moved out of the area but still drive over 2 hours to see her ... she can't be replaced !!!! She's helped me become more financially educated than anyone else in my life. I'm not a betting man, but if I was I'd bet my tax return that you will be as happy with her experience as I have been. Thanks so much Jeri !

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Pro's - Exceptional…read moreservice - Friendly, positive, knowledgable - Pro's at both corp and personal taxes - Very reasonably priced - lower than estimate - Highly recommend! Con's - None at all My wife and I recently switched over to HK Associates when our long-time accountant retired. Harjot Khangura has done a great job helping us transition both our S-Corp, and our personal account. He's professional, responsive, and easy to get along with (both in person, and online.) On a technical note, HK's Tax Dome (their document upload portal) is easy to navigate and was helpful in keeping everything running smoothly. Harjot made migrating to his firm a positive experience, (critical because we received zero help from our old accountant). We highly recommend Harjot for both personal taxes as well as corporate taxes. DW

My marketing agency has been relying on Harjot and team for 2.5 years now, and I have been…read moreextremely satisfied with our partnership together. I have found my corporate and personal finances to be in a fairly complicated phase due to prior CPAs not supporting me at the level I required, but HK Associates has been able to help navigate me through much of the challenges. Harjot is very understanding and passionate about handing my needs, and goes above and beyond what is expected out of a CPA. His guidance and knowledge is very appreciated!

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience,…read more He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you're getting all your deductions He's a very nice guy too. He's not just into his numbers. He takes the time to get to know you and your family.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

Paul has done our taxes for two years and I could not be happier with his services. It's rare that…read moreyou find someone who really just wants to help you. That's the experience you have with Paul. His secretary is so sweet and accommodating. They will make sure to do the absolute best for you wether your filing easy or complex taxes. Highly recommend Paul and staff.

We no longer need a CPA but my husband was in doubt I could do the taxes myself. He called Paul who…read morereviewed all our tax forms free of charge and assured my husband they were correct, free of charge! Great service, great office staff.

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!

They're as good as it gets and better! I've been with them…read moresince 2004 and I've stayed with them even after moving out of state. Besides them being an amazing company, I also consider John Elhai to be a personal friend. He always shoots me straight, even when the news isn't great, but he always has an action plan and resources to share to turn my negatives into positives. Here's to another 18 years of service! Thank you! Scott Little

I had been with MOTA for many years but left after my 2024 returns were completed. They did both a…read morebusiness return and a personal return. They are very pleasant people, but not easy to deal with. Additionally, they are expensive. They charged me $140 to produce a single 1099-MISC, that I supplied all information for! Their new system and their demands became too difficult to deal with. Their questions seemed like audit questions rather than tax questions. And questions they should've asked about my taxes, they NEVER asked. They assume you know what should be submitted to them, and don't ask you any questions about what wasn't submitted. For example, in 2024 with the Mountain Fire in my neighborhood they should've asked about catastrophic losses. They know my address and know I live in the middle of many houses that were burned to the ground. They should've asked but never did. Fortunately, the question was asked for my 2025 return. Lack of competence or lack of leadership? Not sure which, but glad I switched.

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

I've been working with Marina for over 6 months now and I am truly grateful for the work we have…read moredone together, specifically the shift in my thinking I'm experiencing as a direct result of her suggestions and feedback. I was very skeptical of talk therapy - this wasn't something I really wanted to do! But it seemed apparent I needed to try something new and I'm laughing now at my stubbornness. Marina has been a wonderful listener, and although sometimes just that sounding board is enough, she is **much, much** more than that. I feel motivated, challenged, and inspired by our sessions. She's given me new perspectives and ideas that I hadn't considered before. She isn't afraid to give me honest direct feedback that challenges me, but she delivers it gently enough to help me hear the message. That is what has been the most helpful, knowing and trusting that she's going to engage with me on such an honest level, regardless of how she thinks I may feel or react. She is a fun problem solver and super creative. Lastly, I'm excited to start bringing my husband to a few sessions with me. She's highly trained in the Gottman method of couples therapy/marriage counseling and I feel very confident this will be a game-changer in our relationship, just as our one-on-one therapy has been a game-changer in my personal life.

I cannot overstate the impact Marina has had on my life. Over the years, she has supported me…read morethrough profound grief, major life transitions, and the ongoing realities of raising a child with special needs. What sets Marina apart is that she doesn't just listen with deep compassion--she provides real, practical tools that help you navigate life and solve problems in meaningful, lasting ways. Her guidance is thoughtful, grounded, and immediately usable. I leave sessions not only feeling heard and supported, but equipped with strategies I can apply in my day-to-day life. Marina has a rare ability to balance empathy with clarity, and I always feel respected and never judged. Working with Marina has been truly life-changing, and I am deeply grateful for her support--and for the care and skill she brings to this work.