1. Hicks Financial Services

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San Diego, CA

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Hicks Financial Services

3.1 (40 reviews)
Closed • Closed

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Recommended Reviews - Hicks Financial Services

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4 years ago

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5 years ago

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4 years ago

If you need a CPA email me joechurchcpa@gmail.com

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10 years ago

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16 years ago

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12 years ago

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9 years ago

I've been with Hicks Financial for at least 30 years. I can't imagine working with anyone else! Dennis and his team are the best!!!

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11 years ago

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10 years ago

Colby Hicks did my taxes quickly and effectively. It took such a stress off my mind. Professional and courteous. I'll be going back.

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12 years ago

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7 years ago

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8 years ago

Dennis is the best, and I say that after having him do my taxes for over 30 years! He really is excellent!

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12 years ago

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14 years ago

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12 years ago

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10 years ago

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Ask the Community - Hicks Financial Services

Is this business still open? We've been trying to contact them since March to confirm if they received our tax documents.

Dennis Hicks passed away in November 2021. Have been with him for more than 30 years! Great people , miss them so much!. All that said I was led to believe they would continue business. THEY ARE CLOSED, and I cannot contact them to get my records.… 

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Review Highlights - Hicks Financial Services

“Such a professional and knowledgeable team being led by an experienced CPA, Dennis Hicks!”

Mentioned in 15 reviews

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Grigg Financial Group - Grigg Financial Group, formerly Brian Grigg Wealth Management

Grigg Financial Group

(43 reviews)

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

David York's Tax Service - Just some casual mail from the IRS saying I owed $9,840 because David York make a copy-paste mistake on my return

David York's Tax Service

(172 reviews)

Mission Valley

I have been using York Taxes for over five years. I have always been very happy with Davids help.read more

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.

Hicks Financial Services - accountants - Updated October 2026

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