I have ran a small investment portfolio for years, and I have routinely struggled to find an…read moreaccountant that diligently and promptly addressed its tax needs. At Guardians CPA, I found that accountant. Ismail is incredibly diligent, competent, and prompt. He made untangling an error by a previous accountant as effortless as it could be. I could not give a higher recommendation for his services.

Highly recommend Guardians! Ismail has been so helpful with getting our taxes on track. I have such…read morepeace of mind with him handling everything. He is easy to work with and prices are very reasonable!

Heath has been such a great help to our business! He has saved me from some complicated Tax…read moresituations and helped our company get back on track. Doing your company taxes yourself may save you money at first, but the IRS implications later on really add up. I learned the hard way to leave the important accounting up to the professionals. Heath explains things very well and not only did a fantastic job on our company's taxes, but also made me understand how to improve our accounting system. I remember my first consultation with Heath and his team in 2015. I explained my company's situation, and they did not even charge me for their time because they said I could wait till the following year to use their services. I appreciated the honesty, and was so happy that they did not try to nickle and dime me, which I would have totally fallen for. Thank you for being a great business and part of the Pacific Beach community!

I would not recommend Heath and his staff. I feel like Heath only wanted my money and gave me lip…read moreservice when dealing with my tax problems. He seemed very "scammy" overall and after reading the other reviews I know that I am not alone in my experience. Please keep sharing these experiences because word is bound to spread hopefully. He has a younger assistant that I thought was his daughter... it was his girlfriend. Opps. So that he cannot say I was not a real potential client, I use a different name on here so he and other I badly review cannot attack me personally.

I was looking for an accounting firm who could file my taxes, so I called WMA Wealth Management…read moreAccounting. I met Mr. Richard Green and he took care of my taxes. My case was a bit complicated but Richard being knowledgeable, handled my case very well. Although the tax season is over long ago, he has been available to answer my tax related questions for the this year and the past years filings. I am so glad that I have found a go-to person for all my tax issues. Thanks Richard!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

I've been with Reason Financial for 10 years and have worked closely with Lisa Caparatta. She's…read morebeen a steady, trustworthy support through difficult periods of my restaurant business. Beyond just handling taxes, Lisa guides me through complex paperwork and helps us understand what we need to do. She even trained my assistant to make sure everything was completed correctly. She always keeps my best interests in mind, and I can't thank her enough for her hard work and dedication. Having Reason Financial behind us has made a huge difference, and it's been a real comfort to have such a reliable team supporting our business.

I trust Reason Financial. Lisa has been my trusted person at Reason for some time!…read moreShe doesn't let me down, ever!

I found this company to be friendly, personal, and very patient with the less technically savvy…read more Awesome!

Erica, Brandon, and Alyssa were all exceptionally helpful in our sessions with them. Our taxes…read morelast year involved 1099s in two states for the two of us, sale of our home, a move across country, installation of energy efficient windows and sliding doors, solar battery system installation, and several other things that I am overlooking right now. We contacted them three weeks before taxes were due. They completed the Federal return and the returns for both states in time. The cost was very reasonable. Gildark Financial has our highest recommendation.!

Abbo Tax CPA, led by Tyson Abbo, is THE BEST CPA I have ever worked with. I highly recommend them…read moreto anyone who appreciates and values working with a CPA and ESA who you can trust will prepare your tax returns correctly and who takes the time to answer any questions you might have. I had the good fortune to become Tyson's client when he acquired my previous CPA's business. Tyson and his team have been handling my corporate and individual tax returns since 2022. They are professional, knowledgeable, efficient, easy to work with and always file my returns on time. Whether I owe taxes or am due a refund, I appreciate that the process goes smoothly and that there have been no unwelcome surprises down the road.

From the very first conversation, I felt like I was in good hands. Mason is extremely knowledgeable…read moreand trustworthy, and he made a stressful situation feel manageable. I was catching up on the past three years of taxes for my S corp, and he walked me through everything step by step without judgment. Communication was clear and consistent, and his entire staff was just as informative and helpful along the way. I finally feel confident and at ease knowing my taxes are handled properly going forward.

I started a new business two years ago and tax season never fails to be a headache of numbers,…read morewrite-offs, and complex laws that don't make sense. Since I started working with Michael and his team they have truly been a lifesaver. My old CPA did a good job with my taxes but he never helped me make sense of it as much as they did. They told me exactly what I was doing wrong, what I was doing right and were super patient with me even though I'm absolutely clueless about finances. The most painful thing is compiling all your paperwork; everything else is a walk in the park!

I've been working Suzie for a couple years now in my most recent business venture. Accounting and…read morebookkeeping might seem like an avoidable cost but they're not. It is the best money I spend every month. I've now started working with Cheri and Kimber for payroll and managing my employee's w2's. The gist - they are ultra responsive, personable, and good at what they do. I know this because I make a lot of money but don't get crushed every year with taxes. Suzie is always available for a call and encourages me to come into the office for accounting 101 from time to time. If I have an idea to run by her she gives me advice or puts me in touch with the right people. They are great. Use them.

**RUDE AND OVERPRICED. They requested I pay $500 for work that I ended up paying another CPA $100…read morefor.** I had the misfortune of dealing with Ms. Suzie, a rude and condescending business representative that made sure I will never be using the services of this firm and its bloated fees. As part of my green card application I was asked by my immigration lawyer to provide the immigration authorities with a letter from a CPA. The letter was about three lines long and required minimal accounting work, which summed up to estimating 2013 annual income based on previous tax return filings. Basically, a work that would take more time to type up than to prepare the "analysis" (which had already been put together by another bookkeeper who had provided Ms. Suzie with the materials and the analysis beforehand). It seemed that Ms. Suzie, too, was well aware of the minuscule amount of work my letter required, since when I asked for an ETA she indicated that the letter could be produced within less than a day. I'm assuming that my question also indicated to Ms. Suzie my pressing need for the letter, as I had also mentioned to her that I was required to submit it as part of my immigration process. Ms. Suzie told me that writing the letter would cost me $500. Yes, you read that right. 500 bucks for three lines and a few minutes worth of work!! At first, I was certain I had misstated to her what the letter should contain and that as a result of that Ms. Suzie may have been under the impression that I had required more work than what was really needed, since surely no one in their right mind would charge so much for such little work. When I called Suzie to inquire about the fee I was faced with a condescending and rude tone that quickly turned into a full on obnoxious and testy attitude when I tried to make sense of her fee (if it was a flat consultation fee, for example, or an hourly charge). Not only did Suzie avoid answering my questions, but she also hissed at me that she "urges" me to "go around and call other CPAs", since she is "sure" that I would get some other firm to write the letter for me for a smaller fee, and that she is "happy" with that. I have no idea why anyone would talk to a client this way, but I sure am not going to give business to this kind of rude customer service. I hope that Suzie's understanding of my immigration status and pressing need for the letter didn't factor into her decision to jack up the price for me. I don't know. But given that she was so reluctant to explain her fee to me I also can't know better. I would like to mention though that I do not know Mr. Wendroff and I have never spoken to him about the fee I was given nor the work I was asking for, so it might be that he was not involved in my request at all. If so, I'm very sorry for giving his business such a bad rating, which is solely based on my awful experience with Ms. Suzie Korth.