1. Latitude Pharmaceuticals

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San Diego, CA

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Latitude Pharmaceuticals

5.0 (1 review)

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10 years ago

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Top Hat Tax & Financial Service

Top Hat Tax & Financial Service

(39 reviews)

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

San Diego Divorce Mediation & Family Law - Chief PeaceKeeper Scott Levin (Attorney Mediator), founder San Diego Divorce & Family Law Mediation

San Diego Divorce Mediation & Family Law

(76 reviews)

Scott Levin guided my spouse and I through a genuinely difficult and drawn-out divorce mediation…read more There were many moments where resolution didn't seem to be viable, yet Scott stayed patient and steady through every delay and setback. His experience and knowledge of family law is invaluable. He truly is a peacekeeper! One of the things that stood out most was his ability to read the room and adjust his approach as needed. Early on, he kept things low-key and gave both sides space to stay comfortable continuing in the process. His creativity when working on dividing assets and liabilities made an incredibly stressful situation less so. As we got closer to the finish line, he was very proactive in helping us reach an agreement. That kind of judgment, knowing when to hang back and when to step in, is a valuable skill in mediation. If you're dealing with a complicated or emotionally charged divorce, I can't recommend Scott highly enough. He got us to a fair resolution when it genuinely felt uncertain at times, and he did it with professionalism and skill throughout.

Ugh a divorce! But, Scott made it way less ugly and…read moreactually listened to me. He made this God awful situation less stressful without triggering anything! His calm demeanor and presence made me feel safe. I listened to what he had to say to me and I believed and trusted him. He held my future finances in his hands. I'm very grateful for Scott and what I settled on. He returned every text/email! I sincerely Thank you Scott for being The PeaceKeeper that you are! May you and your family prosper and thrive all the days of your lives!

One Numerica

One Numerica

(1 review)

JCSN changed the reality and direct of my business. After…read morestruggling for years to find right bookkeeping and financial management JCSN was the pleasant surprise.. the team first came in and did a full financial audit and found problems my expensive CPA firm created. They reorganized my chart of accounts to align to the business I was actually doing and created financial visibility I would have expected from a large firm. They also helped me with my financial systems to ensure my AP/AR was working perfectly. Later we expanded services for AP/AR and worked hand in hand with my sales and fulfillment teams... They have been a real partner to my company and was because of the help I was able to grow my business from 300k to 3M.

From the owner: One Numerica — Bookkeeping, Payroll & Accounting Services…read more If you’re a small-business owner, startup, or growing company looking to organize your books, streamline payroll, or clean up your financials, One Numerica is here to help. We provide reliable bookkeeping, payroll, and accounting services that save you time, ensure accuracy, and help you make confident business decisions. From QuickBooks Online setup and maintenance to full-service payroll and book cleanup, our team makes managing your finances simple and stress-free. Our Services: • Bookkeeping & Reporting – Accurate transaction recording, account reconciliation, and clear financial reports for better cash flow and decision-making. • Payroll Processing – Full-service payroll through Gusto or your preferred platform, including employee setup, tax filings, and compliance with federal and state laws. • Book Cleanup & Catch-Up – Review and reconcile past records, fix inconsistencies, and organize your books to keep you audit-ready. At One Numerica, we combine U.S. accounting standards with Filipino excellence to deliver global-quality service with a personal touch. Powered by JCSN Corp, we are your trusted partner for accurate, compliant, and heart-led financial management. Serving clients in San Diego, CA, and nationwide.

Ruth Rose CPA

Ruth Rose CPA

(1 review)

Scripps Ranch

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.

PracticeCFO - Grow and retain more of your dental practice profits to accelerate your financial independence.

PracticeCFO

(23 reviews)

Sabre Springs

Probably the best thing I did for my practice. I have somewhat of an atypical psychiatric practice…read moreand Paul (my CFO advisor for almost 3 years now) took a risk by taking on a type of practice that they weren't (at that time) familiar with. Over time, Paul and the rest of the PracticeCFO team has learned the minutia of what we do, and now is able to help advise in a very effective manner. I can't say enough about how helpful PracticeCFO has been. For example, they unwound a nightmare situation with a 401k gone awry. This alone took many many man-hours and countless emails to fix (shout out to Brandon and Paul for that). They have kept my payroll totally dialed in and taxes at the end of the years are a total breeze due to all the planning and adjusting that goes on constantly throughout the year. The accessibility to the PracticeCFO team is awesome, too. If something pops up that I need guidance on, I can get almost immediate assistance. We went from a little podunk practice with 2 employees (one physician and one admin worker) barely breaking even and probably on the verge of bankruptcy, potential tax fraud (sarcasm-not actually committing fraud), and other business disasters. Seriously, my practice would have been dead if I had not stumbled upon Paul and his team when I did. If you are a small practice (dentist, veterinarian, physician, etc.) you are doing yourself a huge disservice by not contacting these guys to help your practice succeed. We as healthcare professionals have been failed by our education and training institutions with regards to how to do anything business minded, let alone run a practice, so let the pros do it. These guys know their stuff and have a nice network of resources. Fast forward after 3 years with PracticeCFO: I have a killer 401k plan blossoming, my taxes are totally dialed, and my practice grows constantly, we are building equity and net worth, and so on. Best of all, I sleep great at night knowing these guys have the $$$ dialed in. Thank you guys so much! Jake Hollingsworth, D.O. https://pacificpsychcenters.com

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.

Latitude Pharmaceuticals - professional - Updated October 2026

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