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.

Mark helped me a lot with tax advice. He provided so much information and gave me a lot think…read moreabout before making an important decision.

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.

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.

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!

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

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!

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 have been with Jeri for years and there's a reason all her ratings are 5 star. She's extremely…read moreversed with all the new tax laws and has a no nonsense personality which makes her efficient, fast turnaround and a heart as big as an elephant. I've moved out of the area but still drive over 2 hours to see her ... she can't be replaced !!!! She's helped me become more financially educated than anyone else in my life. I'm not a betting man, but if I was I'd bet my tax return that you will be as happy with her experience as I have been. Thanks so much Jeri !

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!

Murad is everything you want in an accountant. He is extremely knowledgable, very responsive, hard…read moreworking, and easy to communicate with. I'm very grateful to have found him! In my case, I had a fairly complex multi-state filing and Murad handled all of the tricky parts with ease. He even reached out to his partners in other states to confirm everything was done perfectly, which just shows how diligent and detail oriented he is. I recommend Winter Pine to all my friends for their very amazing service. Definitely recommend you try them out.

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!

They're as good as it gets and better! I've been with them…read moresince 2004 and I've stayed with them even after moving out of state. Besides them being an amazing company, I also consider John Elhai to be a personal friend. He always shoots me straight, even when the news isn't great, but he always has an action plan and resources to share to turn my negatives into positives. Here's to another 18 years of service! Thank you! Scott Little

I've been going to Mission Oaks Tax and Accounting - John Elhai for my father's tax returns for…read moreyears. And, since my father's passing wherein I inherited the house, I started utilizing the services of John Elhai, too. Staff at MOTA is exemplary, providing top quality tax services. They are extremely knowledgeable in what they do, and actively communicate with me to find and ensure the best return. Furthermore, they are extremely courteous, patient, and professional. I strongly recommend Mission Oaks Tax and Accounting!

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.

We spent several years as clients there. The communication was never strong and we would typically…read morebe waiting on the team to get back to us. They would tell us they were swamped and so they needed to file an extension on our behalf. We trusted them to do this. And then some of our questions, we had to follow up several times with them. We felt quite disregarded. We decided to move onto a new firm this year and now a year later they keep sending us bills - for the questions they answered for us (during the time when we were clients) and an extension they filed for us (when we were clients). We ended up paying them but we would NEVER use them again. NEVER.