Mark was incredibly generous with his time and knowledge. He offered me thoughtful and practical…read moreadvice free of charge and really helped clarify a few things about my new small business that I had been stressing over (I started a very small animation business in 2025 and have been trying to get it off the ground.) I truly appreciate his honesty, professionalism, and willingness to provide guidance. I hope to bring him my business next year.

Texted but got response. At least have the courtesy to let a potential client know that you're not…read moretaking any new clients.

My husband and I have been using Forest accounting and tax for the past 3 years. We both own…read morebusinesses and it gets ROUGH keeping up with it all, so we hired this office after hearing amazing things. Their team is incredibly knowledgeable, responsive, and genuinely cares about their clients. Anytime I've had questions (big or small), they've taken the time to explain everything clearly and make sure I feel confident moving forward. They're always on top of deadlines, proactive with advice, and truly go above and beyond to make sure everything is handled perfectly. What I appreciate most is the level of trust I have in them. I know my finances are in good hands, and that peace of mind is priceless--especially as a business owner. If you're looking for an accounting team that is professional, reliable, and actually enjoyable to work with, I highly recommend them. Three years in, and I wouldn't go anywhere else!

I've been working with Niki at Forest Accounting and Tax for the past two years, and I can honestly…read moresay she has been a game changer for me and my business. From day one, she came in and got everything completely organized, which took a huge weight off my shoulders. Niki is incredibly knowledgeable and always stays on top of what needs to be done. She doesn't just handle the numbers--she actually guides you, keeps you informed, and makes sure you're always a step ahead. She takes care of my business and makes sure I'm always compliant, which gives me a ton of peace of mind. Anytime I have questions, she's quick to respond and explains everything in a way that's easy to understand. What I appreciate most is how much easier she's made my life. Running a business is already a lot, and having someone I can fully trust with my accounting and taxes takes a huge burden off my plate. If you're looking for someone reliable, professional, and truly invested in helping you succeed, I highly recommend Niki at Forest Accounting and Tax. She's the real deal. She's not only affordable but plays a huge role in my success

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

Stephanie and her team are amazing! They have all been such a great help guiding me through…read moreeverything needed to get my business up and running. Highly recommend!

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!!

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!!

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!

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!

Her assistant promised me a free consultation to do my taxes and said she would call with an…read moreappointment time. Never heard from her again and that was a month and a half ago.

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.

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'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!

I called to inquire about a question I had about a letter from the IRS, just needed help navigating…read morean IRS letter only and because I wasn't an established client I would be charged $1,500.00 Obviously I declined and went elsewhere

I left a review 5 years ago, and my experience hasn't changed; still the same quality service for…read moretax preparation, with friendly knowledgable staff, including Nancy and Jessica, as well as Stephanie, the CPA who prepped my 2024 return.

Both Cathy and Nancy have been awesome to work with! They're always super responsive and happy to…read morego through all the questions that I have in understanding my taxes (I've had many!). I would definitely recommend Privity CPA Partners.