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

I hated that when my firm was transitioned from Rosson CPAs to Privity CPAs, we were assured all…read morewas going to be ok. However, lo and behold my company was told that we did not meet the requirements for their firm right before tax time. Leaving me to scramble. Guess you reach a certain level in business and its about money vs service. Very sad as I had high hopes.

I enthusiastically endorse Kayla for anyone seeking a proficient and informed professional to…read moremanage their accounting, office administration, and payroll needs. For nearly three years, Kayla has expertly overseen my LLCs' bookkeeping, payroll, and tax preparation. Over the time we have worked together her services have extended to both my family and friends, providing a highly personalized bookkeeping experience to us all with no room for dissatisfaction. A+.

Excellent! I recently purchased a restaurant and wanted to use Quickbooks for my accounting so I…read morestarted searching for someone to help me with the books. Kayla taught me how to use Quickbooks online in a professional, but easy to understand way. I learned all the basics on Quickbooks bookkeeping. If at any time I needed questions answered, Kayla either returned my calls promptly or made time to meet with me in person to go over what I was having trouble with. I appreciated working remotely and having the opportunity to have in-office support as well. I would highly recommend this company for any of your business finance needs. This isn't limited to just bookkeeping, there are a wide array of services that this company offers and I totally trust Kayla to execute them.

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

If you have not used this company to do your taxes, fix any issues with the IRS, help with your new…read morebusiness, or look over your financial investments, DO IT! The front office ladies are lovely and always keep you informed and email you any forms you need to fill out ASAP. The CPA, Barry Peters, is very knowledgeable and also a kind and thorough CPA. If you work on a 1099 he is amazing in dealing with your all your deductions and write offs. I referred a friend, and he literally saved them from financial turmoil!! Don't use turbo tax, H&R Block, or your local Joe Schmoe. Use Premier Tax and Finance...trust me you won't regret it!!

Terrific tax service! We have used their services for years. Very helpful staff with any questions…read moreasked.

Mr Elms is a tax preparer that is not timely, does not return phone calls, emails or test messages,…read morehas made errors on returns and disregarded requests for copies. I do not recommend him..

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!

I have know Paul Dubrow for years. He was our corporate accountant back in the 90's…read more Recently I had a mishap with another accountant and Paul rescued me and made things right where the other accountant created a mess for me I highly recommend Paul and the Dubrow group for your year end tax fling and tax advice

Skylar goes above and beyond to get the job done. I see him for my annual taxes and I always feel…read morelike he works hard to submit my taxes efficiently and painlessly. He is very compassionate and listens to your needs and concerns. He is smart and super helpful with my questions. It's not just a job for him, it's more. He truly cares about making sure you get your taxes done right and hopefully a refund too! Highly recommend him for finance/tax/financial planning needs.

They have 5 stars for a reason they aren't trying to take your money they are trying to help you…read morefigure out your situation. James not only did they recommend I don't spend money on a attorney for my wage garnishment situation they advised me how to proceed with FTB. I will be going to them for any tax issues I have in the future as integrity these days is so rare. Look no further as they my trust moving forward.

I'm extremely happy with leading tax group and everyone that works there! Let me starts by saying…read morethat they exceeded all of my expectations. I got audited by the cdtfa and I was terrified. After lots of research, I found and hired these tax attorneys. They took the problem off my plate so I can concentrate on running my business. They didn't allow the cdtfa to show up at my home or business. Thanks to LTG, I did t have to attend ANY audit meetings as all Audited we're done at Leading tax groups office with the auditor and my tax attorney. Once the audit was done...they helped resolved and negotiate all of the taxes penalties and interest! They really are CDTFA audit experts and I could not recommend them enough. Thanks for all your help and the peace of mind through out the case.

This is the worst payroll company I ever dealt with. My school had 6 staff so not complicated. More…read moremistakes than you could imagine. They didn't withdraw federal tax for the entire school for a whole year. Because automatic deposit the staff didn't notice until tax time. Got number of dependents wrong and other discrepancies but dealing with owing the IRS is a huge problem for struggling teachers. Stay away and use credible companies like ADP or Wells Fargo.

From the owner: Payroll Services for Small Business since 1983…read more A+ Rating with the Better Business Bureau Member of the American Payroll Association Accredited member of the California Association of Accredited Small Business All Services 100% Guaranteed in Writing Personalized Customer Service * Full Payroll Tax Service * Live Checks or Paperless Payroll * Pre Signed Checks * Direct Deposit * Visa Pay Cards * Certified Payroll/Prevailing Wage * Unlimited Pay Codes and Deductions * Customized Payroll Report Packages * DE-34 New Hire Reporting * Worker's Comp "pay as you go" * Retirement Plans, Section 125 * Garnishments, 3rd Party Checks * Vacation/Sick/Holiday Accrual and Reporting * Same Day Processing for Pick Up * Much More!