I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone outside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157 read more

I have been using Hoffman & Associates for approx 14 years now! My son and daughter have also been using their services, as did my mother for many years. I am based in London, England. Mike Hoffman has been a great help with my UK and USA taxes! Mike and Tara are extremely approachable and have put my mind at rest when helping to sort all of my taxes in connection with two countries! So pleased and can't recommend enough! Denise Korsaks read more

Mike saw us for our 2024 tax filing with on one day's notice, and did a great job getting all our money back. Thank You Mike . . . nice job

Typically I never write reviews but I need to look out for fellow servicemembers. Let me start off by saying Tara is the kindest, organized, and top notch front desk and deserves better than working here. The office dog is cool as well but the owner is pretentious. This was my second and final year using this firm. If you enjoy paying $425 to watch a guy with a condescending attitude ignorantly mash numbers into a computer for 30 minutes, Mike Hoffman is your guy! Thought I was hiring a seasoned professional to help me in a tough tax situation. I filled him in on SCRA and Pub 523 clauses he had no idea about, I called back and emailed multiple times saying this return wasn't right, where he assured me it was, had me owing thousands to the IRS and 3 separate states. I paid another tax professional to check his work and found that I overpaid the IRS and owe nothing to the 3 states. A discrepancy of over $8000. Take your business elsewhere, especially if you are military with multiple income sources. read more

I was just on the phone with this fellow, and although he is very business-like, gets to the point, and ensures the communication is precise and clear, he's nice as hell. I think some of the people might mistake the emphasis on clarity and precision for lack of friendliness. Then again, maybe he doesn't suffer fools and I just barely snuck under his fool radar. I called because I wanted help amending a return. He talked to me for about 5-10 minutes, gave me some informal guidance on how I might be able to arrive at a solution without forking out a bunch of money, and said to come in if I ran into trouble I couldn't solve myself. That's some damn friendly service if you ask me. read more

Absolutely love Hoffman & Associates. A professional friendly business that provides excellent tax preparation. I've been using them for many years and they never disappoint. read more

I needed help correcting my taxes and was in no capacity to make the corrections myself. Seeking professional assistance, I was nervous reaching out to a tax preparer as I had always done my taxes myself up to this point. I was also wary of being taken advantage of/being over charged. What drew me to Hoffman & Associates is that they had great ratings here (Yelp) and their website indicated not only are they a reputable firm, but they also uphold the qualities of integrity and honesty. I can say definitively after working with Mr. Hoffman 1-on-1 to correct my taxes that those qualities are certainly upheld. Not only was Mr. Hoffman able to meet with me almost immediately, he went above and beyond and spent additional time to walk me through my taxes even when it meant going past our scheduled appointment end time. He was also very patient with answering all of my questions regarding the tax correction process, which was really appreciated on my end. Not to mention the end cost that I was charged I felt like was much less than I expected to pay, so certainly no complaints on my end! I would and will recommend Hoffman & Associates to anybody seeking professional help with preparing their taxes. Thank you again Mr.Hoffman/ Hoffman & Associates! I will definitely be reaching out if I ever need tax assistance in the future. read more

Can't say enough about this team. I'm recently divorced and had to get my taxes done. When I called, they got me in the very next morning. I wasn't even in the office for 30 minutes and they had my taxes done. He explained and helped me understand what I need to do for next year. read more

I only wish I knew Hoffman & Associates way before, last years taxes I did with them, what an amazing service, great company great customer service great people, prices are so reasonable as well, definitely recommend you to give a try, you won't regret it, read more

Michael is always organized and helpful with our taxes. Appreciate his time and patience with my husband and I.

Mr. Hoffman gave a great and thorough review of my taxes. Definitely would recommend the firm for these needs. Will plan on using their services annually and to checkin mid year on appropriate deductions and withholdings. Thanks again! read more

I looked for tax preparers in my neighborhood and found this business. Mike has been doing this for many years! It was painless and his rate is reasonable. He offered to discuss ways to save me on taxes as well. Professional and easy to work with, just what I was looking for. read more

Mike answered all my questions and made the process very easy. It was my first time doing my taxes here in California since I just moved from Florida. I wasn't sure what to expect and I don't want to make any mistakes doing my taxes by myself. The process was very quick and easy! Mike and his associates are very nice and organized too. read more

I called multiple times and asked them to file me an extension to which they agreed and said someone would call me back. Not only did they not do it but they also misplaced all my personal information to include my social security number! Their response was "what do you want us to do about it?" and "sorry, you must have given your information to the new girl". Unacceptable. read more

My usual tax person(in L.A.) canceled my appt. abruptly. It was my first time filing a different type of taxes. I scrambled to find someone here locally. Mr. Hoffman came highly recommended. His office was incredibly accommodating and informative to my new tax situation. I was ecstatic with the entire experience. Not to mention he's the most reasonably priced. For my situation it was less than turbo tax and I got all my questions answered for one price. Thank you so much. I'll be better prepared next year thanks to Mr. Hoffman. read more

Met with Mike just a few days ago. He was a very nice guy, relaxed, helpful. He was able to find me tax savings with his in-depth understanding of taxes and finance. I decided to go to Mike because I first went to H+R Block and the guy they gave me was incompetent (he couldn't even explain to me why my taxes came out the way he did). Mike saves me thousands of dollars more than H+R Block would have. He also only charged me slightly more than I would have paid for H+R Block. I am very happy I went to Mike and am planning on going to him again next year. Thanks Mike ! read more

Helpful? Yes Informative? Also yes Friendly? No Good customer service experience? No Felt judged? Yes Let me explain. I was looking for an accountant, we recently formed an LLC after 30+ years as a sole proprietor. Good reviews so I contacted them through yelp. They graciously contacted me back and then left it to me to call which I planned to do but forgot. When I didn't call they contacted me again with "you didn't call" not the best way to reach out to a potential new client. So I called literally within 2 minutes of the yelp contact and he didn't even know who I was. That aside the entire question and answer session, his way of getting to know my situation, was as follows... He asks question... I reply with answer to his question.... He says why? Or how come? Everything I answered felt judged. A fact gathering session but with every answer he would question my intentions. Needless to say I stupidly (if that's a word) made an appointment without thinking about what I just experienced and with a woman who was even worse at customer service. I called back to cancel once I realized what had just happened. I understand that these people are numbers people and maybe not a people persons but get at least one person on the office who can either teach everyone or is the first point of contact. read more

Detailed. Sincere. Excellent. Three words i'd use to describe Hoffman and Associates. I needed help with my taxes as an Amazon FBA Seller and Mr Hoffman was patient and helpful in every regard. During tax season, he was flexible allowing me to make an appt after i got off work. I highly recommend his services. read more

Extremely talented company! Made taxes such a pleasant experience. Very intelligent and straightforward

I think he might be loosing his touch. Very unresponsive and majorly screwed up on my friend's taxes after his whole family did taxes with him for years. I was trying to give him business for weeks, calls and emails and barely a response after the first meeting. Wish he would just tell me that he doesn't want my business. read more

My husband's whole family uses Mike's business to do their taxes, and after just finishing up with ours for this past year, I can see why! Mike is very professional and friendly, and his rates are definitely fair. I've been filing my own taxes for years, but since I've married someone who runs his own business, filing our joint tax documents has been beyond me. Mike put us at ease and made us feel right at home in his office, and I'm confident we'll have no issues with our forms this year. I would highly recommend Hoffman & Associates to anyone. Bonus points... they have a candy tray in the entry-way! read more

I unfortunately never had the chance to complete my business with Mr. Hoffman. I called him to schedule a consult and he was rude and I ended the call. Not very professional for a business. read more

Mr. Hoffman and the receptionist are the most kindest and genuine people that you will ever meet. I found them here on yelp, and I am truly grateful for their services. Having to deal with so much, due to the unexpected lost of my husband. He helped me with those confusing tax forms, from selling a house to filing last year's taxes. He answered all of my questions and concerns. I felt at ease after everything was filled, because taxes can be so overwhelming. read more

Mike was able to see me right away. We went through our somewhat complicated situation and we made a plan to get on track. He was kind, funny, professional, thoughtful, and straightforward. We'll be using Hoffman & Associates from here on out! read more

Mike Hoffman is very professional and friendly, gave me good insight and info about my situation. Highly recommended!

Mike Hoffman works magic. I made an appointment with him to get my taxes done, but also my friend who owns a business came in to get some help. These were back-to-back appointments. Mike worked hard and got my buddy's books all squared away. It was impressive to watch, and his knowledge blew us away. Mike also saved me about $600 more on my taxes than what the other guy claimed he could do. I will never trust anyone else with my taxes but him, and I recommend him to my friends and family. read more

Mike is a trust-worthy, helpful, and professional accountant. A good friend recommended Mike Hoffman to me aftter a lackluster experience with another CPA. I have been very pleased with Mike's work after six years of coming to him. read more

Mike Hoffman has been amazing. He treats you like family - is always kind and friendly... and has great attention to detail. He makes you always feel important, makes time in his busy schedule, and listens to your all of concerns. He has given me some excellent advice and tips. I have been working with him and his team for a few years now. I highly recommend him and it's always a pleasure referring friends and family. read more

Our family has been using Hoffman and Associates tax services for years! Always a pleasant experience and excellent results. I recommend anyone that needs help filing taxes use them. read more

Hoffman & Associates were fast and they had reasonable prices.

I reached out to Hoffman & Associates based on the great reviews through yelp. I had a question about the tax ramifications of a large gift. I called the firm and Mike called me right back. He educated me on this subject and I feel more at ease now. His call was complimentary! Thank you Mike. read more

Got whacked with a letter from the IRS saying we owed $5k in taxes plus $1k penalties and $300 interest, all because an IRA rollover had been treated as a lumpsum distribution by the IRS 2 years ago. Requested quotes from those with 5 stars here, and within a reasonable distance. One said he was going on vacation for a couple months and wished us luck. One said we needed to re-file and could do it ourselves. Michael Hoffman gave us the only response indicating knowlege and experience with our problem. Got an appointment the same day I called and brought in all the relevant documentation. We were seen immediately in a pleasant corner office with tall windows. There was a monitor facing us so we could see the work in progress as Miichael composed the rebuttal statement to the IRS. We were given a large envelope addressed to the IRS with the appropriate supporting documents. Experience, competence, understanding, professionalism and pleasantness all describe my experience with Hoffman & Associates. read more

I'm a financial advisor in San Diego and 5 yrs ago in 2008 I was looking for a Tax pro in the area not only to help me with my own personal taxes but someone I could trust to do a good job for my clients tax needs. I've been very happy with Mike Hoffman as my tax advisor. He's always available for tax questions and has done a great job in helping me discover ways to save myself money on my tax returns. Before I only used tax slayer an online tax service and trust me, having an actual person to talk to makes a huge difference. Mike found deductions I didn't know about. I will continue to refer to Mike because he's great at his job and very easy to work with. read more

I sent a random request to ten accounting firms asking for a quote to review my finished taxes that I need to amend. (one change review 3 pages ). I've been doing my own business taxes for 10+ years,and was quoted from one place a $250 to start, WHAT?! . Do you know that Mike was so kind to offer to look them over for free since they were already done and I only wanted to check for accuracy due to that one change. He said, "I've been doing this for 40 years and I'm not here to needlessly charge people, I'm here to help people and save people money". I never got them over to him due to my internet issues and found it really was an easy fix, but have since decided after 10 years of doing my own taxes,I would like to use him for my accounting needs! Thank you so much, you just don't find these gestures to often anymore! Muchas Gracias! read more

I'm happy I went with Mike. He's knowledgeable, efficient. He's a good person. I am relieved of the weight off my shoulder from what seemed like a complicated issue that led me to file an extension, to finding Mike who was able to solve the issue briefly and making my life easier. Thank you Mike for your kindness and for taking the weight off my shoulder. read more

My family has been using Michael Hoffman to do our taxes for 30years he and his firm are very professional and we highly recommend Hoffman & Associates read more

I have worked with Michael Hoffman as my business accountant for 17 years. He always finds time to answer and his staff if well informed and very professional. As an I.T. Tech I feel reassured that he has taken painstaking effort to keep his clients information safe. read more

Mike has been doing our taxes for years. He is honest, great to work with and really cares about his clients. Mike also fits us in at the last minute assuring that we file on time. Wonderful to say the least read more

Mike Hoffman has prepared or individual taxes since my family and I moved to CA 4 years ago. He has always made time for us in the rush of tax season and has always accommodated to our needs. read more

I've been going to Mike Hoffman & Associates for many years now and very, very happy for it. Mike and the team take the stress out of getting taxes done and are always pleasant and professional. I recommended another friend this year and she was above delighted. read more