Scott did our for the first time this year. He was prompt, efficient, and very helpful with any…read morequestions I had. I would absolutely recommend him for anyone else!

This was my first time not using H&R Block for my taxes and I won't be going back! We are SO…read morethrilled to have found Stephens & Associates and we have peace knowing we found our new tax person for life. Thank you for making doing taxes such a fun and enjoyable experience. We will be recommending them to our friends.

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!

I was referred over to Katie after doing the books myself. Turns out I did them wrong!…read more Don't do the books yourself, hire Katie. She'll pay for herself.

I can't recommend Katie enough! She was able to help my husband and I organize and prioritize our…read morefinances in a simply easy way. Katie was responsive, communicative, and a true expert in her field. She set us up with quickbooks and we were able to reconcile our finances without the previous stress of trying to do it on our own. We are so appreciative and grateful for Katie's help.

I had been with MOTA for many years but left after my 2024 returns were completed. They did both a…read morebusiness return and a personal return. They are very pleasant people, but not easy to deal with. Additionally, they are expensive. They charged me $140 to produce a single 1099-MISC, that I supplied all information for! Their new system and their demands became too difficult to deal with. Their questions seemed like audit questions rather than tax questions. And questions they should've asked about my taxes, they NEVER asked. They assume you know what should be submitted to them, and don't ask you any questions about what wasn't submitted. For example, in 2024 with the Mountain Fire in my neighborhood they should've asked about catastrophic losses. They know my address and know I live in the middle of many houses that were burned to the ground. They should've asked but never did. Fortunately, the question was asked for my 2025 return. Lack of competence or lack of leadership? Not sure which, but glad I switched.

I've been going to Mission Oaks Tax and Accounting - John Elhai for my father's tax returns for…read moreyears. And, since my father's passing wherein I inherited the house, I started utilizing the services of John Elhai, too. Staff at MOTA is exemplary, providing top quality tax services. They are extremely knowledgeable in what they do, and actively communicate with me to find and ensure the best return. Furthermore, they are extremely courteous, patient, and professional. I strongly recommend Mission Oaks Tax and Accounting!

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!

Bill has been helping us, primarily with our taxes, for more than 10 years. I can't recommend him…read moreenough. He and his staff are always kind, efficient, proactive, and generous with their time and expertise. I always feel safe and well cared for when working with Bill.

Tax time used to be a really stressful time for me. The thought of filing personal taxes and the…read moretax prep for my business was enough to send my heart rate through the roof. A few years ago I found Bill online and decided to give him a try. Deciding to choose Bill as our CPA is one of the best financially related business decisions I've made yet! Bill is personable, approachable and downright genuine. He is knowledgeable, trustworthy and I feel comfortable talking about my personal and business finances. I'm confident that he is on top of the latest tax codes and changes and how they might affect my business. His assistant Abby is kind, professional, efficient and very capable, too. I wholeheartedly recommend Bill to fellow business owners and look forward each year to tax time.

I had done some research about starting my small business and felt lost when it came to choosing…read moreLLC or S Corps starting out. Meline not only gave me insight into what I should choose and why she basically broke my filing process up into my next to do list. I am very grateful for the amount of information she gave me in a half hour consultation; that made me feel like I was talking to someone genuine and who cared I take the right steps. Thank you so much! I look forward to working with the team in the near future.

I had such a wonderful experience with Meline at Natural Numbers -- she was incredibly helpful as…read moreshe walked me through the process of taking my side hustle to the next level. Her encouragement, wealth of knowledge and ability to break down daunting information and provide tips was such a breath of fresh air. I left our phone call feeling more confident and less about a path forward for my business. Highly recommend!

Professional, knowledgeable and great service, We have used them for years for taxes and audit…read morerepresentative. Highly recommend and will continue to use their services. Thanks

I spoke to James alderete about my tax issue this evening and even though they couldn't take it on…read morehe gave me great advise how to solve it on my own, thank you again for responding back and helping me out with my issue, would use them for any tax needs in the future

Anyone looking for a great CPA for your business or personal taxes, look no further. I have been…read moreBilly Arnold do my business and personal for over 10 years with great results. This family owned and run company are professional with that personal touch. I highly recommend this company Rhett Squires

This is the best guy ever..he was a referral 8 years ago and I have referred many friends to…read morehim...ALL SATISFIED CUSTOMERS...Kathy is the best friendly partner to have... And Marley you will be SO missed...God bless you lil furbaby..the best door greeter ever. LOVE the whole business..they feel like my family. Marti Kirk

Very nice and professional tax service, everyone here is friendly, helpful and efficient.read more

Very professional, efficient and informative. Our first time with pacific view and we couldn't be…read morehappier.