Several year ago we had a tricky tax issue and no idea how to handle it. I found Mr. Israelsen on…read moreGoogle but at the time there wasn't a great deal of feedback regarding his services. We made an appointment to meet with him at his home, which is tucked away on some small back roads off Del Dios Highway in Escondido. I nagged my husband a handful of times in a short five minutes insisting we couldn't possibly be in the right place. If you think you need to turn around and go back you probably have arrived at your destination. Because we were satisfied with the turnout of our tax filing years ago Mr. Israelsen was the first person we thought of this year. I was stressed out and panicking regarding the sad circumstances we were facing for 2016 and he was able to fit us in the same day we called. Fantastically welcoming, he offered us snacks and drinks while looking over our papers and calmly listening while I had my meltdown. Even though the news wasn't all I had hoped Mr. Israelsen knowledgeably answered our questions, suggested ideas to meet our needs, and filed for us (at a discount because the IRS was nailing us for an uncomfortable amount of money and the majority of our happiness). Kurt A. Israelsen is kind, soft spoken, and helpfully pleasant to deal with. He set my mind at ease by letting us know what steps we would have to make on our own and when we would have to follow up with the IRS regarding our payments. We spent no more than thirty minutes with him and left with our taxes filed and a plan going forward. We won't go to anyone else for our tax questions and preparation.

Kurt Israelsen has done my taxes for the last three years and I couldn't be happier. My husband…read moreand I are complicated when it comes to taxes because we are performers and move often. Kurt is incredible at asking us the right questions to get the largest refund. I was really impressed at how easy it was for him to help me long distance too. He was always available via phone or email to answer questions and really put me at ease. I also appreciate knowing that my taxes are always prepared by Kurt himself or a CPA assistant. I have recommended Kurt to friends and family and the response is always positive! You'll be in great hand with Kurt and I guarantee that you'll be thrilled with the result.

My wife and I own a small business (~30 employees), and for several years used a pretty large…read moreinsurance agency to help us with our small business health insurance. We weren't happy with them. They would come to us a few weeks before renewal time and bombard us with renewal information and need everything returned to them in a rush; they would fail to terminate coverage for employees who left and we wouldn't realize until months later; etc. A year ago I decided we were going to switch insurance agents. I knew it would be a bit of a hassle because of how much stuff flowed through our insurance agent, but I felt the long-term benefit of having a better insurance agent would be worth the short-term hassle. After some research I opted to move over to Aaron and Preferred Insurance. My goodness. What a difference. When we switched, ALL I wanted was an agent who would do the basics competently--send us renewal information more than a few weeks in advance, follow up with insurance companies to make sure terminated employees really were terminated. This is going to sound like hyperbole, but it's actually an understatement--I am blown away by the level of service we've received. Aaron is closer to an HR manager (whom we don't pay) than just an insurance agent. Before, our prior insurance agent just got us our plans and it was up to me to get employees enrolled, keep track of premiums, get employees canceled, etc. Now, when we have a new hire, I simply give Aaron their contact information and he does everything--walks them through their options, helps with their applications, gets them enrolled, and sends me the information about their plans and deductions. Switching to Aaron and Preferred Insurance was easily one of the best business decisions we've ever made. They're not only hyper-competent and super-reliable at doing the things you expect an insurance agent to do, but they go above and beyond, which in our case, has allowed me to recapture time that I can put towards improving and growing the business. If you are a business of any size, but particularly small- to mid-size, in search of an insurance agent for your business, your search should start and end with Aaron and Preferred Insurance.

Aaron has taken care of the insurance needs for myself and two of my businesses for the past few…read moreyears. In addition to that, as a tax professional he is my unquestioned first referral in his field. You couldn't ask for more helpful and thorough service. I have never seen anyone be as proactive with anticipating needs and ways to help, information to provide etc as Aaron.

Stefanie G. posted a horrible review. Supposedly, they reported an incorrect income. Who is at…read morefault? Obviously, she was happy with affordable health insurance! And she signed the paperwork and agreed to it. Now, she is screaming due to her own clumsy mistake. She is flipping a finger in the wrong direction. I have had an amazing relationship with the owner and everyone at The Insurance Corner. Through the years, they continue to bend over backward to accommodate my needs. It is sad to see that they do not have more reviews on Yelp. The Insurance Corner is highly recommended. Be honest, report your income, and work diligently to get the insurance you need at The Insurance Corner.

Outstanding service--twice! Katie helped us to navigate a…read moreproblem with an Anthem Blue Cross Advantage program earlier this year. She also set us up with alternate coverage after Scripps decided NOT to honor our currnet plan in 2024. The Insurance Corner gets my highest recommendation for their expertise and service.

Navy Federal gave me three options for the Title company on a refinance and Fidelity was the only…read moreone from San Diego. There were only a few interactions with Fidelity. The first was when they mailed me an old paper application ( most of the stuff I already filled out on my loan docs), when they called to make an appointment for signing, and finally when showed up to sign paperwork. Everything was pretty seamless. Didn't take longer than 15 minutes to get all my docs signed. - They really need some type of web portal so customers can fill out their paperwork. Snail mail and ink sucks..

Fidelity neglected to "click a box" identifying us as An LLC…read morethrough escrow. This required me to take two days off, travel to where my new rental property was to be located (2.5 hours away) and sign before 2:30 the same day. On top of that, I had nowhere stay at first because tennis championships were going on and there were no hotels or rentals available. Luckily I begged the selling agent to let me stay in my new home before it closed because I had nowhere to go. And he finally allowed it. I asked for it to be rectified; but I was denied. If they had done something to make it better, I would not be leaving this review. It was a rough week/weekend.

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

I have relied on Heiting & Associates for tax services for many years and have consistently been…read moreimpressed with the exceptional quality of their work. Their team responds to all of my tax-related inquiries promptly and with clear, concise explanations. The professionalism and reliability they demonstrate make them an outstanding choice, and I highly recommend Heiting & Associates for anyone seeking top-tier tax services.

Very impressed again. They are no worry outfit. Jeff is great. Will explain in communication is…read moreexcellent. You can get all your taxes done and if you do need an accounting. This is the place.

I'd STAY AWAY! I am…read moregoing to second Kate's review below. I gave D'Angelo my business (both personally and business) back before D'Angelo when it was Michele Holt. D'Angelo bought the business from her. I was super satisfied with Nick Sr. and Jr. and enjoyed at least 5yrs. Then Blackline Partnes bought it late 2015 and Richard Lee took over. This happend right at tax time so it was hard to judge what the experience was going to be like. Broken promises. Calls not returned. Voice messages just flat out ignored. I've referred quite a few people and businesses here and it's the same with at least 2 others I know and have talked to. And as Kate stated in her review, it's like they don't care. Or maybe they're just completely under water and bit off more than they can chew. It's sad because I'm out of here for the 2016 tax year. I don't expect them to fight to keep my business but I expect "the basics" of customer service at the very least and it's just not even close. And I'm not willing to endure another tax season when there are far too many other options to chose from.

I will start by saying that IF I would have reviewed this tax office back in 2013 or 2014 I too…read morewould have given 5 star reviews. My husband and I have used them for 5 years and have always received excellent and accurate service. BUT!.... The ownership has changed. There is no one left from the old D'angelo group, which would be fine if the new crew in town (now Blackline Partner Co.) was not completely unorganized and spread so thin. You mean to tell me you have 1, yes just 1 CPA that travels between 4 offices in CA (not just San Diego, I'm talking Cali) during tax season to handle an entire book of business? I mean what?! They have another accountant but that's not enough and she's not a CPA. My take on this group is that they buy out smaller practices and come in and run it like a low budget chop shop so they can make as much money as possible. There's nothing wrong with trying to make money but it seems like their business model is focused on bringing in money as they buy up these smaller practices, and run them by cutting costs and man power. Lower wages I bet, all that jazz. Meaning you run a skeleton crew and the rest just goes by the wayside. I'm not joking here. The staff, I can hear them shrugging their shoulders over the phone when I ever-so-kindly try to voice my complaints and they are unable to give me answers as to why our tax guy hasn't called us back in 3 weeks and has neglected the multiple phone appointments they scheduled in his calendar. Shoot, I felt bad for them when I called. Of course, you are trying to be nice on the phone b/c you just want them to process your tax return so you can be done with them. AND how about this, why did they mail my taxes which were not even complete to my old home address. Are you kidding?? That is extremely sensitive information. I'm mind blown over this. Our personal information, our livelihood has been mailed to the wrong people. I'm furious! We were blowing them up daily trying to get our/their 1 tax guy on the phone to just finish up the last little bit of taxes so we could file. Finally, finally on April 15 (we had until 18th this year) they sent us over our vouchers to pay. I am not kidding you, the moment we sent D'angelo (Blackline) our payment, literally instantaneously, they charged our card. It was comical. All this run around and unreturned phone calls and bam they can process a payment in seconds. I say this... If you are looking for service don't go here. If you're looking for attentiveness don't go here. If you're looking for a secure transmission of you personal information don't go here. Just don't. There are plenty of tax people in the sea. Shoot H&R would have been better for us. How can I give you 0 zero stars? You will read this and not do anything about it because you are running a business not a service based company. The old D'angelos had lasting, loyal relationships. These folks... chumps who are good number crunchers to run a business but that's not sustainable. Without any customer or employee focus you will fail. I'm going to look you up Blackline Partners. I'm interested to see how anyone has reviewed you. Ok let me quick add an edit. They have about 37 locations and they all keep the sweet ma and pa local names that you knew and loved. Hope they all aren't run as poorly as D'angelo is. Yikes!

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 :)