Recently, I had very frustrating and disappointing experiences with two bookkeepers and was…read moredesperately trying to find a CPA that is an expert in the department of filing taxes and tax advice. Surprisingly, Lowell answered my call and very patiently explained everything that I needed to know pertaining to my tax filing situation. He also helped me get the ball rolling to resolve my issues within 24 hours! He showed his expertise, efficiency and kindness throughout my interaction with him. Lowell is not only extremely knowledgeable, but passionate about what he does. What impressed me the most is that he genuinely CARES about his clients! Lowell also gets work done in a super-efficient and timely manner! Working with Lowell gave me the PEACE of mind that no other CPA has ever given me. I highly recommend Lowell Foster to anyone who is looking for a CPA who is a tax pro and sincerely cares about you. Working with Lowell made me feel like a VIP client! I am so very grateful for you! Lowell!

Lowell's knowledge and expertise in S Corp businesses has been paramount in my success and savings…read morewith my company. He has been my CPA for a number of years now and Lowell really works hard to stay up on new tax laws and programs to help you save. His experience and tax literacy cannot be overstated! My business is an LLC, but Lowell helped me see that taxing it as an S Corporation would save me a ton in the end. On top of that his fees are very reasonable. Lowell has really been a godsend and I don't know what I would do without him. I highly recommend this CPA!!

I chose David York to prepare my 2025 taxes and to help me strategize a solid tax strategy for my…read morebusiness going forward into 2026. David handled both my personal tax and my business tax situations. I am the owner and founder of Symbiotx, providing expert CMC (chemistry, manufacturing and controls) support/consulting for small biotechs which need my level of experience and expertise but cannot afford to commit to a full-time employee. My consultancy (Symbiotx) has steadily grown over the past three years such that bringing in an experienced "tax guy/gal" was warranted. I did my research and went with David. I am glad that I did. David is extremely organized, upon which I place a high value. After an initial "in person" consultation, he provides you with a detailed checklist and has you populate a shared vault where you can upload the various documents required to optimize the tax preparation. When all the documentation is in place, you have a 1-on-1 meeting (this can be done remotely on the phone or using Zoom) with David where he completes your state and federal submissions for your personal and business taxes. Because he and I are extremely organized, this meeting took less than an hour to complete and file all submissions. I had many questions, and David had answers. He is patient and professional. David doesn't work cheap, but frankly, I would be concerned if he did. I expect top-notch results, and I'm willing to pay for them. I came out far ahead of where I would have without David's help, and I enjoy the peace of mind knowing that we have a plan in place for 2026 taxes. I would recommend including David on your list of candidates if/when you find yourself looking for a top-notch tax guy.

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

I've used Candice for Business and personal taxes for 5 years. Her knowledge I could not find…read moreelsewhere and a CPA that can get it done by tax deadlines! I meet with her twice year in person!

I met with her in October 2024. She was so nice! I was so excited to work with her. I gave her…read morecopies of my documents and set up my client portal......and then I never heard from her again. Even after multiple attempts through various means, I finally gave up. To this day, I still have no idea what happened.

Called and Tuttle was able to give free advice about a simple but stressful situation over the…read morephone. He made this tax season a little better. Thanks for being a nice guy!

I've referred many clients to this firm and Josh handles my taxes. His trust and professionalism…read moreis second to none! He goes above and beyond to explain all the benefits of doing business with him. A few weeks ago, he helped explain the PPP debacle as I was trying to remember the requirements for submitting my proof for forgiveness. I was also able to maximize my deductions thanks to Josh, when others told me I couldn't.

I have been using this firm for over 7 years and they have taken excellent care of our personal and…read morecompany finances. It's a smaller office which means that you will get individual attention. I've never had to wait for too long on a call back. Would highly recommend it if you are looking for an accountant!

We have also had a very good experience working with this group, both for personal and business…read morepurposes. They have provided personalized and responsive service.

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

Five stars to Jonathan Lee for for his tax services. I've used him now for three consecutive years…read moreand am always impressed by his technical competence, timeliness, and efficiency. He found deductions I didn't know I was entitled to in each of those three returns which increased my refund. Happy customer here. Fran

This is the first year that my husband and I had hired a CPA. Jonathan was recommended to us by…read moreanother CPA. We started corresponding with Jonathan in December and he prepared our tax returns with plenty of time to spare. He was nothing but professional and courteous. He addressed all our questions and spent a lot of time communicating with us over the phone, via email, and in person. We will continue to work with him in the coming months and years.

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

This is a long-overdue review for Daniel. He's very kind and gave a great free presentation on tax…read moreplanning to our minority community in San Diego. While trying to select and invite speakers for our event, I found it hard to find a good presenter for the topic, as most CPAs are limited to tax preparation. Mr. Lu has extensive experience in the field, is insightful, and carries himself well during the presentation. All attendees were impressed and wanted to talk to him more afterwards. We appreciated his time, effort, and vast knowledge on tax planning.