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

Long overdue review for this business! We found Daniel through Yelp after some major changes and…read moreneeding a little stability in our tax situation. He's done our taxes for two years in a row at this point, and we are so happy with his tax expertise. We found his prices extremely reasonable for our tax situation, especially because we tend to get him documents a little later than we should. He's extremely communicative and responds quickly. I'm so grateful for Daniel's continuous guidance over the past two years. We hope to work with him for quite a while!

Within only a few sessions of working with Portia, I already felt invigorated with new possibility…read more And every session after that I grew more and more. I was feeling trapped and stuck, unable to see any other options for my situation. And with such grace, Portia was able to help me see where I could focus on myself and my own story and beliefs to find freedom and be in control of the situation. She helped me also to come up with an effective way to communicate with others that really opened up the possibility in the relationship instead of creating a bad relationship. What a relief that was! I feel liberated and a renewed sense of having my life the way I want it. It is funny to say that it now seems such an obvious way to go but I just couldn't without Portia really bringing it to life. She helped me take responsibility for what ever way I contributed to my situation which gave me the empowerment to change it! I feel so much better! I feel a sense of freedom and renewed excitement I can have the lifestyle I want. She really helped me to understand and grasp that I have a choice to create the life I want. She helped me really embrace that I am not responsible for other peoples' experience. And helped me to recognize that feeling stuck or angry with someone is actually a clue for me to look inward to see what decisions or choices I might be making that are not feeling good. And then I can change that! Portia gets straight to the point with amazing grace and hones in on what is really going on and how you can take back control of your life! She is amazing!

There is so much to say about Portia and how amazing she is. Her broad range of knowledge and…read morepersonal experience truly makes her unique. What differentiates Portia is her in depth life and business experience, it allows her to truly understand what's realistic and unrealistic. Portia has a non conventional way of supporting me, where every session is tailored to addressing whatever is present whether it be personal, emotional, business issues, partnership disputes or anything else. As a successful business owner with a tremendous amount of pressure, it's nice to have someone in my corner who truly cares and finds realistic solutions without imposing them. Portia gets to the root of the problem. Sometimes you think you know what the issue is but once you dive in it brings to light what's underneath. At first I truly thought this was something I didn't have time for and something I didn't want to necessarily invest in. However, I quickly realized that it is an investment in myself that I can't afford not to make.

Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

This business consulting entity is worthwhile. The courses are easy, straight to the point and…read moretaught by those in meany diefferent fields. Being able to learn from professions in a plain spoken setting with others is beneficial in many different ways. The costs to attend are low and if you need to be mentored it is possible at no additional cost. Being guided by successful business persons is of great benefit to the community and those new to the business world.

I was starting a non-profit and needed to talk to a subject matter expert. I contacted SCORE San…read moreDiego and was provided with a consultation. SCORE San Diego exceeded my expectations.

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

I recently consulted with Michael Fitzsimmons regarding some complicated and unusual tax issues on…read moremy father's estate (I am the executor). Michael was very knowledgeable, thorough and very, very helpful in setting up a plan for handling things both now and going forward. He was easy to work with and communication was excellent, including written communication. Finally having a plan for the tax issues has been a huge relief for me. Highly recommend.

Michael Fitzsimmons has great things to say on his website, but when I became a paying customer, he…read morecompletely dropped the ball. I don't know if this guy was going through personal problems or what, but his work was disorganized and incomplete, he wouldn't return calls or emails for MONTHS, and he missed a major tax deadline for my corporation.

I met Ms. Blair on the recommendation of two people (John Peek and Mike Chism) I deeply respected…read more At the time, I did not understand her services or how she could help me. All I heard was "you will have a better business" (eyes rolling) I "heard" her, but did not understand her. Perhaps real business learning is not in a class room (inspite of the many conferences I attended with this organization), but more like riding a bike....it's like telling me to peddle peddle fast and balance....her explanation of the service (before hiring her) did not help me grasp what learning to ride a bike is. Years later (after many loving beatings with a financial stupid stick and gentle 2 by 4s) I understand "balance". I can now not only ride a bike, but surf, ski and do yoga both in business and in my personal relationships. This group greatly contributed to me being the wiser business person. On Target is an outstanding service and every business SHOULD have when they truly decide/commit to being successful AND profitable (I am Chinese afterall-wink). For business planning, financial education and just an overall building a solid, reproducible, mission statement living money making company, Linnea is the "Quan" Linnea helped me dream like the child I am all the while training to have that dream be reality ....like a tax attorney. I pray you call her today and let this group make a difference in your life.

I own an insurance agency and I had been in business for about 5 years when I came to Linnea to…read morediscuss how to better manage my business, money and growth. It was eye opening to go over finances and managing my time better. It was really helpful to get a professionals opinion and recommendations to help restucture the way my business operates. It has been a little over a year and my business grew 53% last year and I have been able to increase 2 staff members. I feel her services are great for new businesses and existing established businesses looking to grow. Thank you Linnea!

Before working with Kristyn, I was hesitant about engaging with a coach because I have always been…read morean "I can do it myself" kind of person. Was I in for a surprise! Kristyn's coaching, combined with the resources toward which she steered me, have accelerated my success immensely, both in my thinking around my coaching practice and in my corporate career. Her uncanny ability to skillfully identify my blind spots, and to provide the insights and perspective I needed at just the right time, have resulted in material leaps forward in my personal and professional success. What I like best about working with Kristyn is that she is not afraid to call me on my "stuff" and does not shy away from tough conversations when it is in my best interest. And of course, she is funny and charming as well! I would absolutely recommend her not only for building a coaching business, but also for overall personal growth. Kristyn truly cares about her clients and has become an indispensable friend, confidant and advisor.

Kristyn is truly one of a kind. I know no one else who is as intuitive, kind, has an abundant…read moreamount of knowledge in business and marketing, and truly cares about other people's dreams and successes as much as her own, and can impact them in a major way. I came to Kristyn with a half-imagined dream. I had a career and brand as a freelance graphic designer that I mostly enjoyed and paid the bills, but had a dream of something that felt bigger and grander in the world of music. After a few sessions with Kristyn, my half-imagined dream suddenly began to feel tangible, with both short-term and long-term goals to help get me there. This past summer, I had my first music meetup with her encouragement, built my new website, and am in the process of creating my first music course. My new brand, which now includes my music ideas came directly from our sessions. As a result I feel more connected to my design clients, and my monthly income has even increased since the brand change. I also recently took Kristyn's Sacred Business Builder Course and was floored with the amount of useful content provided combined with the love that Kristyn brings to her work. She is able to give practical marketing tips, but also ideas about how to unlock previous blocks, change your money stories, how to attract the right type of client, look at the bigger picture, and she encourages you to effect the change you were meant to in the world (and so much more). As soon as we began working together it seemed like she had tapped into things that spanned my entire life. It was like she had a window into my soul. And that is Kristyn's gift.

Hands down the best website developer and branding group. Brian and Brielle, has been a key support…read moreto my small business as an upcoming restaurant owner in Otay Ranch. They knew exactly how to communicate with the least amount of errors. Delivering an outcome that can't be anything less than our company could have expected or desired. Their personalities make it all the more better to work with. If you need something, they have someone! Photographer, menu design, and etc. They have the whole package and resources. Very reasonable pricing for the quality of work they've done. Our business with them does not end with just the proposed service but even throughout our venture as a business owner. I hope to give everyone the same opportunity we have experienced working with them by giving credit to what they have done for us so far. Cheers to this company!

What I find even more troubling is the level of contempt and dismissiveness displayed during this…read moreprocess. As a female business owner running a publication, the developer repeatedly minimized serious functional issues by labeling them as merely "cosmetic." In reality, these were not cosmetic issues at all--they impacted presentation, credibility, and the integrity of a live publication platform. For a business website, particularly a magazine platform, those details matter. Unfortunately, this interaction revealed a deeper issue: a lack of respect for the client's standards and vision. The implication that these concerns were simply "cosmetic" reflects a misunderstanding of professional publishing and the expectations of a serious business owner. Ironically, this experience will likely become material for a future editorial discussion in my magazine's upcoming issue, as it highlights a broader and very real conversation about professionalism, accountability, and how female-led businesses are sometimes dismissed in technical industries.

Kathi is amazing, I reached out to her after moving from a 3 bedroom home into a one bedroom…read moreapartment. She helped me downsize and was a very calming and positive influence in the midst of a stressful and overwhelming process. The time spent with Kathi has set me up to be more effective and calm in my day to day, even after 3 years!

Kathi is amazing. She helped me organize our overloaded garage. We were so happy, we hired her…read moreagain to do our daughter's rooms. We would hire her again in a heart beat!