I have used MR. Kohani and his teams for years to do my taxes, when I was an employee Mr. Kohani…read morewould do my employee taxes each year and now that I'm a business owner, he helps me with accounting. And it's not just him he has a team of very competent accountants and CPAs as well as legal experts. For your personal or business taxes and accounting, I highly recommend him.

We have had Paul Spann prepare our tax returns for over five years, including Schedule C, LLC,…read morereal estate rentals, investment securities and other personal investments. His work is professional, competent and reliable in our experience. When we have a tax related question, we "Call Paul" (not Saul), and he provides us with the answer and information we need, in a timely manner. Disclaimer: We are not employees, personal friends or family members of Paul Spann, simply satisfied clients. We have no need to look elsewhere for competent tax advice at a reasonable price.That's why we are willing to drive 83 miles each way for Paul's services. Chuck and Sylvia R., Simi Valley, CA

I have used Paul for years and he is nothjng but professional and friendly every time. He's fun…read moreamd honest, always makes me feel comfortable. I am a nerd with taxes and accounting and he never makes me feel like I "should know" something, he simply walks me through what I need to know. I recommend him to everyone!

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

I have been using Nava & Company for 5+ years and absolutely love the service I get!…read more Everardo is detailed, friendly, fast and most importantly, knowledgeable (even with my crazy questions). I highly recommend his services to anyone I know and encourage you to give him a try - you will not be disappointed!

Nava & Company is an excellent accounting firm. Everardo is knowledgeable, detailed, efficient and…read morepatient. He is the first CPA to go line by line and help me understand my own financials and taxes. I recommend his company very highly.

Ken Paulino has been doing my taxes, personal and business as well…read more Ken has even worked with my financial advisor to find the best tax solutions possible. I don't know where i would be without his knowledge and help.

BEWARE! This is the…read moreworst company you could ever use to do your taxes. Ken Paulino cannot be trusted to file your taxes on time. I was charged a $370 penalty from the State due to his incompetence. He sat on the ppwk I provided him in February of 2015 until I called him a week before the deadline wondering why I hadn't received anything yet. He still failed to complete everything by April 15th. He certainly didn't waste any time cashing my payment for doing my taxes though! Shame on you Ken.

Dwivedi & Associates are extremely professional and someone I would highly recommend to anyone…read moreneeding help with their taxes. From the moment I started working with him, I was impressed by his thoroughness and attention to detail. He handled both my business and personal taxes with exceptional care, and for the first time, I actually received a refund for my business--something I had never experienced before. His expertise and meticulous approach gave me complete confidence in his methods. I've had absolutely no tax issues since working with him, which speaks volumes about the quality of his work. Having worked with many tax preparers over the years, I can honestly say he stands out as the best one by far. What really sets him apart is his professionalism and his ability to maximize returns while ensuring everything is done correctly. He was able to get me a substantial refund, and I owed nothing back in return. The peace of mind this has given me is invaluable. I'm so confident in his services that I now refer all of my clients to him. If you're looking for a tax preparer who is knowledgeable, thorough, and truly has your best interests at heart, Dwivedi & Associates is the clear choice.

I was so blessed to find PRASHANT DWIVEDI here on YELP! His…read morehonesty, caring and help on my IRS issues and my yearly returns has been OUTSTANDING! He negotiates and achieves only the BEST results with the IRS. I admire how being honest is his goal with this clients. This has meant so much to me. His kindness and skills also mean so much to me. I am so thankful for all the help he continues to give me. HE IS THE BEST...

Whether it's preparing your Tax Returns, assisting you with Estate Planning, or utilizing their…read moreConsulting Services, Alex A Accetta & Associates will help you "get it done." Alex and his staff are exceptional! I've referred numerous people to them, all of whom are delighted with the quality and timely services they receive.

Small businesses face many challenges but Andrew and Alex are a company's best friend…read more If you own a business Accetta and Associates are the BEST in OC! I should know. I wasted time and money on some horrible accounting firms that almost ruined my business, but after 6 years with this "Dream Team" I have no worries. Thank you all!