Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

I spoke to Niki and asked specific questions to test her competency. I asked if I could do this and…read moreshe said ok. As far as I'm concerned,she failed miserably. I do not recommend her if you need someone who really knows the intricacies of taxes. I also asked if there are any differences between an EA and CPA and her response was that both can do exactly the same things. My specific question was if I want to make absolutely sure that I am not hit with penalties, what is the sure way of doing that. I told her my assumptions was both my wife and I are retired and no W2 and AGI of over $150,000. She spoke of things but not what I was looking for which was the Safe-harbor rule of making estimated taxes of 110% of last year'sl AGI. The things she mentioned were not going to protect me of penalties. The following is my response to your response. I have given you ALL relevant information to determine safe harbor amount. I interviewed another accounting professional (CPA) and gave the same information that I gave you. First response was safe harbor rule. Hopefully, this will help you in your work with your clients.

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience,…read more He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you're getting all your deductions He's a very nice guy too. He's not just into his numbers. He takes the time to get to know you and your family.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

Transitioned from Lauren Rosson who didn't mention selling her practice which was not fair or right…read moreimo. the transition to Privity couldn't have been worse. Completely inept and disorganized and rude and overcharged. The only courteous person was receptionist.

Timothy Brandolino was as professional and easy to work with as anyone I have encountered in my…read moremany years in business. Our accountant of 30 years took ill and was forced to retire and we found Starlite Tax Solutions. We were so grateful for Tim's incredible demeanor, patience and utmost professionalism. He promptly answered all of our questions and turned the work around quickly. We left the experience knowing we had found another pro to help us in years to come.

Luba was able to squeeze me in and assist me with my taxes so my home sale and purchase was handled…read moreright on time. I'm so thankful for professionals like Luba who take the stress of taxes off my very busy plate.

Bill is great! For whatever reason I had a not-so-smooth time trying to find an accountant to help…read morewith my taxes. I had two businesses that were fairly new and every accountant I spoke with or emailed was short with me and unpleasant. Then I found Bill on yelp and he was so kind and easy to talk to! He made filing my taxes last year a breeze, and set me up for quarterly payments for this years taxes with stamped envelopes and a place to record everything. He always answers my questions quickly and kindly when I email him, even if it's just to explain how my new business is set up. And he's very calm and thorough when I ask why my taxes are the way they are... =D His rates are great, and I'm sure he will be my accountant for a long, long time. I highly recommend him to anyone, even multiple business self-employed individuals.

Went to H&R block and was going to pay quite a bit of taxes. I ask if where the H&R block worker…read moregot his a counting degree. He told me he was not an acountant... Instead of paying taxes at H&R Block. I went to William sweeney and got a refund. My wife and I can now go on a weekend vacation with our refund. Thank you!!!

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.

Ultimately didn't go with a tax professional - but really appreciated the quick response and…read moreback-and-forth on email to get a few questions answered while determining next steps. Quick to respond to questions and very-Yelp friendly. If in the future we need a pro, we'll be going here. Thank you!

I hired Winter Pine last minute for taxes after having felt my last accountant seemed to just go…read morethru the motions. I had the opposite experience with Murad. From my first inquiry to filing, he was prompt, professional, but most important, proactive. He asked for clarification on things, discussed ways to get my wife and I a better return. And in the end, he came thru. Rare find nowadays, and highly recommend.