This is a long overdue review. We moved to CA from out of state during the pandemic, and while I…read morehad been preparing our own taxes for businesses and personal, I had some concern with the different state tax laws. So after some research, I contacted Karyn at KV Consulting and have now been using this office ever since. I've been very impressed with with Karyn and her staff - big shoutout to Kristi and Sara who keep everything organized and moving along with the portal, and are so friendly and responsive to questions/problems. Turnaround with tax returns is quick and smooth, and fees are reasonable. In addition, being able to complete all our taxes electronically is everything - hooray for no schlepping paperwork to an office! We've been so happy with this office that I can't see ever going back to doing taxes myself!

A courtesy call back is all it takes…read more I called this business a few times and left a voicemail. Unfortunately, didn't receive any response. Even if you are fully booked and can't accept new customers, please let us know. I hope others have more luck getting through to this business and receiving the service they need.

I can't say enough about David Neugart! So incredibly knowledgeable! I will be referring him to…read moreeveryone I know! You will not be disappointed with him and his services! Highly Highly recommend him to do your taxes!!

Just filed my taxes with Dave and I must say that it has been a long time since I have had such a…read moregood accountant. He was super friendly, extremely knowledgeable, and we really enjoyed meeting him and his lovely assistant Donna. I hope this is the beginning of a long relationship. Full disclosure, We haven't received our tax return yet (due to just filing), but I don't foresee any problems.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

There is no statistical analysis by these people! They just spread it out and hope that worksread more

John Brown is not great. As a new business owner, I was not given any helpful advice or…read moreinstruction. In fact quite the opposite. The advice that I was given, was unnecessary and given without proper instruction on how to utilize it. The information I wasn't given was crucial, which made me pay extra penalties down the line. Very bad experiences 2 years in a row.

I've been using Newman tax & resolution for over 10 years because of the thorough work they always…read moredo on behalf of my tax returns. I rate them 5 stars easy.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

The service I received was excellent. I've recommended them to a few friends, and each thanked me…read more I wouldn't hesitate to recommend them again if anyone asks if I know someone.

The absolute best in the land ! Always prompt ! Extremely knowledgeable of the many different ways…read moreto navigate success in your business ! I trust her with all my business matters and decision making !

Sharon took my call and helped me right away they looked for funding for my business and really put…read moreforth effort to help me and I really appreciate it.

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

Working with Daniel for my personal taxes has been a fantastic experience. I've found Daniel to be…read morevery professional and one that pays great attention to detail. Daniel is prompt with his responses and always takes the time to explain things in a way that is easy to understand. I feel total peace of mind knowing my personal finances are in expert hands. If you're looking for an accountant, look no further. Highly recommended! Sarpidor

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

I had an excellent experience at the Banc of California Temecula branch. I came in with an issue…read morelogging into my online banking, and Ivetth and Ivonne were incredibly helpful from the moment I walked in. They both took the time to carefully walk through the problem, and their knowledge made the process smooth and stress-free. Not only did they successfully resolve my online banking login issue, but they also helped me set up Zelle for my business account. Their professionalism, patience, and genuine willingness to help really stood out. Customer service like this is rare, and it made a big difference in my experience. Thank you, Ivetth and Ivonne, for going above and beyond!

Great customer service and the most friendly tellers you'll ever meet, Martha, Melissa and Bonnie…read moreare all super friendly and helpful when I come in every week for my business deposits!