A professional, honest, and highly dependable individual/company was what we were after, and we…read morefound all of that and more with Orlando! Easy to communicate with and very responsive, we finally found our forever bookkeep.

Orlando is great! ! I worked with him on a bookkeeping audit for my business and he completed it…read moreefficiently and professionally. His communication and responsiveness throughout the project with excellent. I found Orlando through an online search so I felt I needed to be cautious but he quickly built my confidence that he would do solid work. I was not disappointed. I highly recommend!

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

I'm a small to medium size business owner that I started with my wife about 4 years ago. I was…read morelucky enough to find Michelle on yelp almost 4 years ago and she has been helping us ever since. What I love most about Michelle is that she is always professional and on time. She responds back through email and phone any time I have any questions or concerns even over weekends. If you are looking for a smart, responsible and professional book keeper then look no further. I highly recommend Michelle. She is also a great human being with a great smile :) You just cannot go wrong. You will also recommend her to all your business friends :)

I've been working with Michelle for almost a year now, and she is absolutely fantastic! She…read morecompletes bookkeeping for my two businesses, each in very different fields (marketing consulting and Reiki). She is quick and efficient, and doesn't hesitate to remind me when it's time for me to send in my statements (if I forget, which I often do)! As a busy business owner, keeping track of my books was something I always fell behind on, and often dreaded. With Michelle's amazing help and quality work, thinking about my bookkeeping is now as close to a pleasurable experience as it could be! :) I also just filed my 2015 income taxes with my CPA, and it was a breeze! She'd accurately and appropriately coded everything, saving me dozens of hours compared to prior years. Michelle is beyond worth the investment - if you're looking for a competent, quick, smart and personable bookkeeper, look no further! Michelle is your woman!

Gerald is an expert and excellent at what he does. Easy and convenient and on top of everything.read more

Gerald and Keemia have been helping us with our business bookkeeping for the last few years and we…read moreare very satisfied with their customer service, attention to detail , and quick response in communication. They are a pleasure to work with, and I would highly recommend them for anyone that needs assistance with tax or bookkeeping needs!

I highly recommend Julie at Pachira Aquatica Financial for anyone looking for a knowledgeable,…read moreprofessional, and trustworthy tax preparer. My family and I have been using Julie's services for more than five years, and she has consistently provided outstanding guidance and support for all of our tax needs. Her expertise and attention to detail give us complete confidence that our taxes are prepared accurately and in a way that maximizes every opportunity available to us. What sets Julie apart is her deep knowledge of tax laws and her commitment to her clients. She takes the time to answer questions, explain complex tax situations, and ensure everything is handled correctly. Year after year, she has delivered exceptional service, which is why we continue to return and will do so for years to come.

Finding a CPA you can actually trust is a game-changer. They made the entire filing process…read moreseamless and stress-free this year. Professional, responsive, and really knows their stuff. Highly recommend!

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

Thank you for syncing my Shopify online shop with my QuickBooks file. Now I know every minute my…read moresales and taxes that needs to be paid! Best of all, I pay half a price of what I would pay for if I were to hire someone else. If y'all looking for COST EFFECTIVE tech savvy, efficient bookkeeper/accountant, please give them a call.

From the owner: Behind on your bookkeeping and need daily updates on your books?…read moreLate on your taxes? Not sure how much you made last year? Struggling with keeping your books organize? Tired of paying late fees on your bills? Can't keep up with collecting from people who owed you money? You think you're overpaying in taxes? Can't figure out how to sync your Shopify sales to your books? Want to automatically track sales from your online shopping carts? Perhaps synchronize paid bookings off Mind And Body to your QuickBooks file. We are pretty sure you want to enjoy the weekend instead of figuring out your books. Want to get a good sleep at night and not worry about where your business is financially. Have more time to generate sales and scale your business! BookByte Financial Service LLC is here to help.

I was faced with a very tough tax situation. I previously contacted a company named Tax Defenders…read more They charged me 6600 dollars and did nothing to assist in resolving the issue. When I asked about an Offer in Compromise the person said "the IRS won't even entertain the idea ". So I contacted Ruth. She was like hold my beer. It took some time she was on top of the situation from day one. I'm happy to say she saved me about 55,000.00. So if you have a tax situation and need assistance I encourage you to reach out to Ruth. She cares about the outcome, but cares more about the client. So refreshing in today's corporate environment. THANK YOU RUTH!!!! I'm grateful for your tenacity and determination to get the resolution we received.

From the owner: Maintaining accurate financial data is often a challenge for small business owners. If you need…read moreassistance managing your accounting, bookkeeping, and taxes, turn to Ruth Rose CPA, a San Diego, CA CPA firm. As your financial advisor, we expand our focus beyond your everyday needs to deliver short-term and long-term accounting solutions that save time and preserve resources. Our smart, analytical insights will make sense of your finances, lower your tax exposure, and increase profits so your business can grow. We'll provide a steady supply of reliable financial advice and direction along with a number of essential accounting services including bookkeeping, cash flow analysis, and tax planning. And if you're starting a new business, we can help you identify which entity has the most tax advantages.

I have relied on Heiting & Associates for tax services for many years and have consistently been…read moreimpressed with the exceptional quality of their work. Their team responds to all of my tax-related inquiries promptly and with clear, concise explanations. The professionalism and reliability they demonstrate make them an outstanding choice, and I highly recommend Heiting & Associates for anyone seeking top-tier tax services.

Very impressed again. They are no worry outfit. Jeff is great. Will explain in communication is…read moreexcellent. You can get all your taxes done and if you do need an accounting. This is the place.