Stephen and Diana are very professional and knowledgeable in what they do. I needed help dealing…read morewith depreciation for my rental and Stephen counseled on a solution. During the tax return review, Diana was very thorough in explaining each line item on the return and addressed all my questions and concerns. Thank you Stephen and Diana!

Advise RE is absolutely the best CPA/Tax Consultancy out there! I had been working with a CPA for…read more20 years who was good, but didn't seem always up to speed with the latest laws and lacked creativity. I needed to find a savvy firm that is well versed in Real Estate investments (as I own in properties in multiple states and entities) and in investments/stocks & businesses. Incredibly Knowledgeable: Their team is as knowledgeable as it gets with all the latest Tax laws in California (as well as other states & international tax laws - as a US citizen living abroad). The owner Stephen & his partners have multiple certifications and have been able to answer all my questions. Integrity, EFFICIENT & On Time: They are efficient in finishing your taxes in the time frame they promise. My clients who own multi-million dollar businesses also have had great experiences in over the last decade. TAX PLANNING: Also it is most recommended for those looking for organized tax planning quarterly. Think of them not just as a CPA firm you speak to once a year, but as your financial partner. I highly recommend them!

I found Alex through his YouTube channel and I couldn't be more grateful. He's patient, reliable,…read moreand incredibly knowledgeable! It's true. The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you! It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me. I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation. Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things. Overall, I'd recommend him to anyone and I'll definitely be referring friends.

I had a great experience working with Alex. He is extremely knowledgeable -- and dare I say…read morepassionate?? -- about the intricacies of the tax code! He is professional, has excellent follow-through, and goes above and beyond to help his clients better understand their financial situations. A bit about the process: We started with a free, 15-minute consultation to determine whether Alex could help me. During this call, he gave me an estimate of how long it would take him to address my situation at his hourly rate of $325. Before Alex began work on my issue, I paid half of the upper end of the estimate upfront and Docu-signed an engagement letter. Alex took his time collecting all of my pertinent financial details and kept me apprised of the projected timeline throughout the process. We concluded with a scheduled call where Alex presented me with a very organized, well-thought-out PDF showing potential outcomes considering different variables. He spent an hour and 15 minutes patiently going over the PDF with me and answering every question I could come up with at the time. Since our scheduled call, Alex has remained available via email and phone for further inquiries. He is always friendly and eager to help. And when he can't come up with an answer or explanation on the spot, he researches it and follows up with what he's found. Highly recommended!

Nothing like a triple-threat to start out my week. I got the Monday blues, appointment with CPA for…read moretax season, and dentist appointment. But Bruce sure makes my appointment painless and smooth sailing! For a CPA, he sure has good sense of humor and can entertain me while keeping the appointment on track. My husband was the one recruiting me to Bruce since he has been my hubby's CPA over a decade. Thanks Bruce for your excellent service and keeping me organized.

Tapan is the best CPA I've ever had. I'm a medical professional, and so is my wife. When I moved to…read moreCA a few years ago, my previous CPA did stuff incorrectly and I was very very very cautious and selective in who I choose as my new CPA. We switched over to Tapan Patel. He knows his stuff. Extremely smart, efficient, and gives me peace of mind so I don't have to worry about my taxes. Myself and my wife both have businesses and he manages everything. If you want a stress-free accountant, who knows how to handle any sort of income level individuals from annual 5, 6 or 7 (and even 8) figure financials, this is the guy. Also, he does so much online, and I can access all my documents online. He is just the best one out there. I wish I had him from the beginning, but I'm glad early on in my career I switched to him. Also, he's quite young, so I know I'll be able to stick with him for decades to come without having to switch CPA ever again. Thank you again to him and his entire team.

He has been doing a great job for us at very reasonable fee. Highly recommended. quality is very…read moregood with accuracy!

After reading lot of positive Yelp reviews, my husband and I booked an initial consultation for our…read moreyearly taxes. My husband is a musician who does lots of gig/freelance work and we wanted to get professional eyes on our taxes as our situation has become more complex. We had an intro call with Sandy who assured us she could help with our situation. We then decided to take the next step and provided all of our documents within their portal on March 3rd. After submitting we heard nothing back from them for weeks and so we called towards the end of the month to check in. When we did this they only then started asking us for additional documents and wanted us to reformat all profits and losses within their specific document formats despite us already providing these 4 weeks prior in our own format. We asked them if they could just use our existing documents and they said that would be an additional bookkeeper service of $300. At this point we were very frustrated that they took an entire month to tell us all of this after we submitted initial documents. We ended up filing with an alternative.

Bookkeeping, taxes, and just numbers overall aren't my forte. I'd rather bury my head in the sand…read moreand pray it goes away. But Mark makes it so easy to get everything done. He's been super patient with me and I truly appreciate it. He is professional but also accessible. Definitely worth working with Mark.

He keeps it professional, he will help with all your tax and accounting needs. Thank you for your…read moreservice.

After working with three different CPAs over the last two decades, I've finally found a team I can…read moretruly grow my business with. David and Mira at JJ Tax Accountancy are exceptional--they actually review my numbers in detail and provide incredible insight into year-end tax strategies. They have been helping my Sole Prop tax for past two years, and recently helped me set up a new S-Corp and handled all the necessary amendments with lightning speed. People always say that paying for a quality CPA pays for itself, and my experience over the last two years with JJ Tax has proven that to be 100% true. I can't thank them enough for their support and expertise!

Mira and David has been helping me transition my business from sole-proprietor to a corporation…read morewhich I tried to do on my own but being a professional corp in California has hit a lot of snags that I couldn't have done without this team. I now have them taking care of all the logistics of that paperwork along with the book keeping and taxes, and some lingering payroll tax confusion. They were easy to work with when I was just a sole-proprietor and have been extremely prompt and friendly answering my many questions as I roll into the next era of my business. They keep up with current laws and policies to avoid snags and save significant money compared to CPA's I have had previously. This is an accountant you can truly grow your business with.

Fagan and Fagan does an absolutely thorough and detailed job with bookeeping and taxes. They on on…read morethe ball, never allowing me to forget anything. While they are pricey, the peace of mind is worth it.

Kurt has provided me with some sound, thoroughly-explained, and very professional support on an…read moreassortment of tax and estate-related questions. Timeliness and ease of scheduling has also been outstanding. All in all professionalism has been very impressive -- thank you Kurt!

Kenneth has been a great tax partner for this past year!…read more I reached out to ahead of the 2024 tax season to ask about his services for individual tax preparation. He was incredibly responsive over email and detailed in outlining the benefits he provides to clients. I love that he has a secured file portal to keep all sensitive documents private and offers quarterly calls after tax filing is complete throughout the calendar year (this is included in the flat rate for filing). He not only helped me with my taxes, he also flagged that I needed past returns amended for minor corrections and laid out the options for me so I could make the most informed decision. He said that he could reconstruct the returns for a larger, additional fee - but that he recommended that I reach out to my previous tax preparer to amend the returns as that would be more practical and at a much lower (or potentially no cost). As a bonus, he even offered to be on the email thread to help clarify if they had any tax related questions while completing the amendments - which was incredibly kind and helpful :) I really appreciate that he presented me with options and helped make sure I had the most information before proceeding - looking forward to continuing to work with him for my tax needs!

Kenneth and the team have been so incredibly helpful this last year! Kenneth is a gem to work with…read moreand absolutely understands the challenges in running a business. Since working with him I have felt so much more confident and prepared with my finances in my business. I am so glad to have found someone who is patient, kind, and knowledgeable about the entire tax process. Highly recommend!