Kenneth has been a great tax partner for this past year!…read more I reached out to ahead of the 2024 tax season to ask about his services for individual tax preparation. He was incredibly responsive over email and detailed in outlining the benefits he provides to clients. I love that he has a secured file portal to keep all sensitive documents private and offers quarterly calls after tax filing is complete throughout the calendar year (this is included in the flat rate for filing). He not only helped me with my taxes, he also flagged that I needed past returns amended for minor corrections and laid out the options for me so I could make the most informed decision. He said that he could reconstruct the returns for a larger, additional fee - but that he recommended that I reach out to my previous tax preparer to amend the returns as that would be more practical and at a much lower (or potentially no cost). As a bonus, he even offered to be on the email thread to help clarify if they had any tax related questions while completing the amendments - which was incredibly kind and helpful :) I really appreciate that he presented me with options and helped make sure I had the most information before proceeding - looking forward to continuing to work with him for my tax needs!

Kenneth and the team have been so incredibly helpful this last year! Kenneth is a gem to work with…read moreand absolutely understands the challenges in running a business. Since working with him I have felt so much more confident and prepared with my finances in my business. I am so glad to have found someone who is patient, kind, and knowledgeable about the entire tax process. Highly recommend!

John was very easy to work with, and I feel more confident in how to structure my approach to…read morebusiness after meeting with him. He asks clear, piercing questions that made me assess how I run my business. I now feel better equipped thanks to his guidance. In just two meetings he has proven himself an incredibly valuable business partner.

Jonathan Aggie and his staff work tirelessly to meet deadlines and get the job done efficiently and…read moreaccurately. Jonathan works one to one with his clients on their level so that they received the highest value in his services.

Bookkeeping is not easy. It takes diligence and organization. If you want someone who knows how…read moreto do it right, Scott at AAdvanced Business Systems knows how to do it right. He takes all the stress out of bookkeeping so business owners can spend more time on other things. Instead of manny hours trying to figure out QuickBooks, Scott can take care of it for you. He knows what he is doing and will take care of your business.

I was referred by a well respected CPA in Tustin to Scott at Advanced Business Systems. Scott is…read morevery easy to work with. I could be completely candid with him on all the details of the financials and even better, Scott if very responsive to his clients. All calls are returned promptly or even better, phone is answered most of the time. Scott is extremely well detail oriented and well versed in quickbooks and all the aspects of running business. Including tax planning, general financial advice, management advice, IT, etc.

Travis is legit! My husband had been getting his taxes done wrong for years, so we decided to meet…read morewith Travis and we're so glad we did. Not only does he do taxes, but he's also an accountant who can help you start a business from the ground up. Travis was very friendly, but more importantly, he was honest. He took the time to explain our taxes and gave us clear, straightforward advice about starting a new business. You can tell he's been doing this for many years and really knows what he's talking about. Meeting with him made me feel confident that we could trust both him and the work he does. Even though he's based in Fullerton, he has an office and I'm sure you can also connect with him he's on asocial media and has a website with all his information We definitely plan to keep coming back for years to come. I highly recommend Travis if you're looking for someone honest, knowledgeable, and easy to work with. Thank you, Travis!

I've been using Tandy Consulting for the past few years, and the experience has been excellent. He…read morecompletes our taxes quickly, makes the entire process effortless, and takes a lot of the stress out of tax season, especially for my wife, who usually gets pretty anxious about taxes. Communication is smooth, everything is handled efficiently, and I always feel confident things are done right. Highly recommend his services.

I have worked with Oliver and BizFix for over a year and could not be more pleased and satisfied…read more Aside from being a good dude, he's quick and organized and just a pleasure to deal with. I was very reluctant to any change in accounting and booking and am very glad I did it. I don't usually post reviews but I felt compelled to let people know that it's one of the smartest decisions I've made regarding my business.

I would like to just take a second to recommend BizFix for your book-keeping / accounting needs…read more Oliver, who owns the company has helped me since 2018 when I hired him to do general bookkeeping for my newly formed company. All I can say is it's nearly 2024 and BizFix is still on my payroll to keep my books tidy and up to date. I have referred him to numerous other companies that my friends have started and he has really been a valuable asset to every one of us. I never have to worry going into tax season because BizFix already has me covered and all the pertinent numbers ready so filing is even easier than ever!

South Bay has done my books for years. Both of my businesses are always kept up to date and I could…read morecommunicate with my tax preparer with ease because the books were in line. It made it easier for my business to run letting someone take over that area of my business. They are always super responsive and kept me up to date on deadlines approaching.

Steve is an amazing accountant with an innovative and modern approach to the industry. He is a…read morepleasure to work with and I am grateful to have been introduced to Steve and his client network. Recommended!

David and Jonna are the dynamic duo of accounting - they are a literal encyclopedia of knowledge…read moreand David always keeps us up to date with IRS Tax compliance will their annual rule changes. They mostly work off-site but always make time to visit us at least twice a month to make sure everything is going well and to check up on books. Both of them are always just a phone call away. We've had the pleasure of working with them for over two years now and any business or entrepreneur would benefit greatly from hiring Davco for their bookkeeping and payroll needs. You can tell they truly care about all their clients, and David always greets you with a million-dollar smile!

I waited to write this review as I was hoping David would complete the work he was paid to do but…read moreits been months and the work has still not completed. I have even lost a few clients because David was not sending them invoices that were meant to be sent weekly and now that Ive hired a new book keeper we've found that even invoices from 2022 have not been reconciled! David was getting paid but not doing the work he was paid to do! I wouldn't recommend him to anyone looking for professional and timely book keeping and accounting services. He is not reliable and simply doesn't get the job done! I gave him two stars because he was friendly and responsive, just simply didn't do his job and wasn't reliable. Unfortunately, now I have to pay my new book keeper to complete the work he was paid to do. Terrible and disappointing!

Amazing service! If you are looking for a reliable and dependable service for your taxes and…read morefinancial needs, look no further. Bryan was incredibly helpful and knowledgeable.

I highly recommend XPro Accounting. Their team is professional, knowledgeable, and provides…read moreexcellent service. They have been instrumental in helping me navigate complex accounting matters & in audit preparation.