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    Irregular Activity

    5.0 (1 review)

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    Hoffman & Associates - Hello REFUND!

    Hoffman & Associates

    (54 reviews)

    It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

    I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside 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

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

    (39 reviews)

    I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

    I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

    ActionCOACH Business Coaching - Business owners doing quarterly action planning with Coach Karie

    ActionCOACH Business Coaching

    (31 reviews)

    Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

    Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

    Irregular Activity - professional - Updated October 2026

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