Interpersonal/Customer Service: Anthony was very nice from the get go. I emailed him on an initial…read moreinquiry and he responded very expediently, via a phone call. The way he responded and how fast was a predominant deciding factor for me choosing to go with him as I was "shopping" for tax services and had put out several other inquiries and had not even received a response. Kudos to you Anthony. This was the first time I've had a professional do my tax return. I must say I'm glad Anthony was my first and I'd be willing to wager I'll go back to him. Pricing: Being this was my first time using a CPA, I frankly don't know where Anthony stands on the cost scale. Several things to note. 1. He initially quoted me higher and then charged me less due to my situation being a more straightforward tax case. 2. He prepared my federal and state tax returns, gave me the IRS payment documents for each plus the shipping envelopes, an itemized service sheet, the copy of my 2016 tax return and the independent contractor quarterly prepayment forms and corresponding schedules. I'd say all that commands considerable value. So I think what he charged was fair. I also feel like he'd look after you if you owned your own business, helping with reducing your tax liability as best as possible. All in all, you'd be in very good hands with Anthony.

Anthony is a very knowledgeable, professional, and well-communicated CPA. He makes you feel right…read moreat home in his warm and inviting office. Highly recommend Anthony to anyone looking for a great and superb CPA!

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'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.

I was just on the phone with this fellow, and although he is very business-like, gets to the point,…read moreand ensures the communication is precise and clear, he's nice as hell. I think some of the people might mistake the emphasis on clarity and precision for lack of friendliness. Then again, maybe he doesn't suffer fools and I just barely snuck under his fool radar. I called because I wanted help amending a return. He talked to me for about 5-10 minutes, gave me some informal guidance on how I might be able to arrive at a solution without forking out a bunch of money, and said to come in if I ran into trouble I couldn't solve myself. That's some damn friendly service if you ask me.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

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.

I've used H&R Block for the last decade, and while the service has always been great, I lacked the…read morepersonal relationship and quite frankly was paying way too much. I was in search of an experienced tax professional and talked to over a dozen people before moving forward with Tony. He made the transition from Corporate to individual accountant simple and easy. There was an easy to use portal you could safely update your documents to. Tony took the time initially to review documents together, and had a followup call when I requested to add additional info I forgot to initially include. It's hard taking a chance on a new service, but I'd confidently say he has earned my trust. I'll be continuing to come back to him year after year. Additionally, we have other tax and investment services we're looking for, and he is connecting us to a trusted business partner.

Very personal, efficient work, and great value for the cost. Highly recommend for anyone who…read moredoesn't want to deal with the inaccuracies that seem to always happen with the "big" companies.

I was looking for an accounting firm who could file my taxes, so I called WMA Wealth Management…read moreAccounting. I met Mr. Richard Green and he took care of my taxes. My case was a bit complicated but Richard being knowledgeable, handled my case very well. Although the tax season is over long ago, he has been available to answer my tax related questions for the this year and the past years filings. I am so glad that I have found a go-to person for all my tax issues. Thanks Richard!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Recently, I had very frustrating and disappointing experiences with two bookkeepers and was…read moredesperately trying to find a CPA that is an expert in the department of filing taxes and tax advice. Surprisingly, Lowell answered my call and very patiently explained everything that I needed to know pertaining to my tax filing situation. He also helped me get the ball rolling to resolve my issues within 24 hours! He showed his expertise, efficiency and kindness throughout my interaction with him. Lowell is not only extremely knowledgeable, but passionate about what he does. What impressed me the most is that he genuinely CARES about his clients! Lowell also gets work done in a super-efficient and timely manner! Working with Lowell gave me the PEACE of mind that no other CPA has ever given me. I highly recommend Lowell Foster to anyone who is looking for a CPA who is a tax pro and sincerely cares about you. Working with Lowell made me feel like a VIP client! I am so very grateful for you! Lowell!

Lowell's knowledge and expertise in S Corp businesses has been paramount in my success and savings…read morewith my company. He has been my CPA for a number of years now and Lowell really works hard to stay up on new tax laws and programs to help you save. His experience and tax literacy cannot be overstated! My business is an LLC, but Lowell helped me see that taxing it as an S Corporation would save me a ton in the end. On top of that his fees are very reasonable. Lowell has really been a godsend and I don't know what I would do without him. I highly recommend this CPA!!

I contacted Marc thru Yelp. Three responses and I chose him. Glad I did. I had a 1031, Federal…read moreSolar rebates, and retirement. His fees were more than fair. I will be using his services from this point forward. Mahalo

I used Marc for the first time this year. He promptly responded to all questions and prepared my…read moretaxes quickly and professionally.