1. Nava Services Group
Lake Forest, CA
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4 years ago
Used to be my go too place Horrible service They sent me to DMV I wanted insurance they sent me on my way read more
10 years ago
This was the best experience I have had with assistance in applying for health insurance. Hector is a very patient representative. I recommend him very highly to anyone seeking help with health insurance. read more
23814 Mercury Rd
Lake Forest, CA 92630
(949) 581-1108
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http://navaservices.com/
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Waters Bookkeeping and QB Support
(14 reviews)
Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!
Highly recommend this business, needs help in clearing out some QB entries and she showed up right…read moreon time and fixed the problem quickly.
Ohana Bookkeeping
(9 reviews)
Finding a good book keeper is like searching for a good doctor, car mechanic or dentist. You put a…read morelot of trust with them for keeping your overall good health at a reasonable cost. Ohana Bookkeeping is a great organization with a conscientious staff of book keepers. Jessica is very personable and organized. Her staff have excellent communication skills and are on top of reconciling my revenue and expenses. My books/accounts receivable were a mess with a large aging balance. They cleared them up while reconciling all my credit card and bank accounts. Now my books are clean every month and now tax returns are a snap to do. I changed my merchant processor twice and her staff easily accommodated the change within their reconciliation process. I can now sleep easier knowing that my books are in good hands.
I hired Jessica and Ohana Bookkeeping last month for my escrow company and couldn't be happier…read more Jessica is responsive, diligent, and great at cleaning up messy imbalances in our books. I would recommend Ohana to anyone who has their own business. I look forward to working with Jessica and her team in the future. Best investment a person can make to their team.
Weisz & Weisz CPA's
(48 reviews)
Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.
We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.
Honest Tax Solutions
(96 reviews)
I'll be honest, dealing with the taxes for both of my businesses is usually the most stressful part…read moreof my year. I saw a few other people mention how much relief they felt after coming here, and I completely get it now. They don't just crunch numbers; they actually sit down, listen to what you've got going on, and figure out the best path forward without making you feel stupid for asking questions. If you've been putting off dealing with your tax stuff because it gives you anxiety, just go here. The peace of mind is worth every penny.
From start to finish, my experience with Honest Tax Solutions was nothing short of outstanding…read more What immediately stood out to me was their transparency--there were no hidden fees, no confusing explanations, and absolutely no pressure. Everything was explained clearly, patiently, and in a way that made me feel confident and informed the entire time. Taxes can be stressful, but the team at Honest Tax Solutions made the whole process feel smooth, organized, and surprisingly stress-free. They took the time to really understand my situation, answered every question I had (no matter how small), and made sure I felt comfortable with every step before moving forward. What I appreciated most was how genuine and human they are. You don't feel like just another client or number--they truly care about helping you get the best outcome possible while staying fully compliant. Their professionalism, knowledge, and attention to detail are incredible, and it's clear they take pride in doing things the right way. Because of the trust they've built, I will continue having Honest Tax Solutions handle my company taxes every single year. This is the kind of business you trust long-term and confidently recommend to friends, family, and colleagues. Thank you, Honest Tax Solutions, for such an incredible experience! Simple Teck Solutions, INC Hector C
Pamela Smith QuickBooks ProAdvisor
(42 reviews)
I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!
Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.
Zero Tax
Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more
used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.
(35 reviews)
I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.
We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!
Jeff Huang, CPA
(51 reviews)
Jeff is great to work with. He and his team are always professional and one-on-one discussions feel…read moremore like talking with a knowledgeable friend instead of a CPA just doing their job as quickly as possible to move onto their next client. It's hard finding a trustworthy CPA and I'm thankful to have found Jeff.
I highly recommend Jeff for his exceptional service and expertise. After reaching out to six…read moredifferent businesses regarding my situation, Jeff was the only professional who provided truly accurate, clear, and productive advice. Even though we did not end up moving forward with a formal service, he remained incredibly patient and took the time to explain every detail of my case. His professionalism and knowledge are outstanding, and I would absolutely trust him with future needs.
Pixel Tax Consulting
(3 reviews)
Highly experienced accountant providing excellent bookkeeping services for your business. Give them…read morea call!
Regina are awesome! I'm looking for somebody who can help me with taxes yesterday (March 24th),…read moreeverybody very busy, I sent request her 8pm, she responded in 30 min and today (march 25th) I got my taxes done. My highest recommendations!!
Masler & Associates
(86 reviews)
We needed a new tax partner after our CPA went dark on us and did not get us our returns back to…read morefile... we were in a bit of a panic. We followed the reviews to Masler and Associates and were very pleased with the thoroughness and efficiency with which our returns were prepared. We look forward to this new partner on our financial team. Kerry W
Masler and Associates have been my trusted accounting firm for over 12 years, and I couldn't be…read moremore grateful for their exceptional service. From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support. Their dedication and attention to detail year after year have made them an invaluable resource. It has truly been a pleasure working with their team. Thank you for being such an integral part of my business growth and expansion over the past 12 years. Dr. Mindy Bixby
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I been a client with Vinny Bommaiah from State Farm for many years . The customer service that I…read morereceive is excellent. I definitely would recommend them to any of my friends.
This man is amazing! He gave us the best deal for homeowners and car insurance. I would highly…read morerecommend him!
Came back again for the second year in a row with my wife to file our taxes and it was yet again…read moreanother great experience! The front desk staff are always kind and our tax Preparer Cynthia did an amazing job going through all the details and checklist of items with us to ensure that we got the most back on our taxes. I highly recommend Nissi Tax Pro to anyone located bear one of their locations, they are professional and make the process so much easier! My wife and I both agreed the pricing was also very much worth it
I highly recommend Monica and her staff my tax guy moved out of state and I checked out all the…read morereviews Monica looked like she had a lot of experience and she sure did she helped me save money with my taxes and she will be helping me with my business entity. As a bonus they are very very kind and easy to work with I will be using Nissi Tax Pro for many years to come
I had some problems with my turbo tax return so I had to go to a professional !!…read more He went through my return and corrected some of the blunders I had made !! I have been going to him for several years now . I would recommend the tax service highly as well as the Covered California Insurance services !! Both are excellent!!!!
Really great and fast service. It was very easy to set up an appointment as well. Will definitely…read morecome back next year and this place is highly recommended to others.
Love my Insurance guy. Everyone there is courteous and professional and I feel that I can trust…read morethem. I highly recommend Joel Samuels!
This is such a great office. We worked with Adrianna who was absolutely a joy to work with. She was…read moreso patient and kind in assisting and answering all of our questions. They are not the "hard sell" type of office. They inform their customers of all options available and then work with you to determine which coverages actually work best for you and to be sure it's what you NEED. We have worked with agencies in the past that work to sell you everything under the sun and knowing full well, the customers don't need it. I highly recommend Joel Samuels team. These folks really do care about each of their customers. They take the time to get to know the customer. Which is so rare nowadays. Let me tell you, by the end of my conversation with Adrianna, she truly felt family. The kind that you hangout in the backyard with and have a barbecue. Should any of you who read this review be looking for a team that wants the absolute best for you and is actually looking out for you as the customer, look no further. Just call this office. You will NOT be disappointed. Trust.
I have never had to work with an agent that is condescending and rude. If I could give no stars…read more.. I would. Every time I reach out to get information regarding claims ... nick Sanchez has been rude on the phone. After our last encounter I was unexpectedly reassigned to another agent. So unprofessional! This experience has tarnished my view of Allstate insurance as a whole. Not impressed!
Unfortunately there is no way to give 0 stars but I assure you from the bottom of my heart this…read moreparticular all state branch are crooks and will steal your money after you cancel your plan. I was with this company for a year dealing with Nicolas and Deena both are terrible people with terrible customer service. I had almost $500 withdrawn from my account without any prior notice AFTER I canceled my policy. Which is more than double my monthly payment. Called to speak with them regarding this situation as I am currently in the hospital dealing with an emergency and was literally laughed at over the phone Now trying to work with corporate to get this resolved. I've asked over and over again not to be contacted by these lying crooks but they keep calling me and harassing me with their lies I made it very clear on June 9 when the renewal documents were sent over I was not interested and will find my own insurance. Please lie so I can prove it here and show everyone how much of a liar you are and exactly why they should not do business. People like this must be stopped they think they can't take from working class people and get away with it not today
I've been insured with Rob Abdalla Agency for over 3 years and I can't thank Him enough and his…read morestaff for helping me get the right coverage for my home/cars and life insurance with multi policy discount I used to get insurance from a broker who always charged me extra $$ for getting insurance and making changes on my policy .
This was a great insurance experience, I have to say Shawn Nelson helped me out tremendously…read more I've been shopping around and and not have any luck finding my Insurance needs, these other companies are so Robotic, it drives me crazy. When I talked with Shawn she really seemed to care about what I needed and did everything she could to get me what I wanted. She was very upfront and at the same time very personable, she took care of me like Knowone ever has. I feel great on where I am and believe I will be with this company for a long time to come, I definitely will be referring you to everyone I know. Thanks again Shawn.
STAY AWAY!!!!! Overpriced premiums & when I notified them that I'm changing my insurance company,…read morethe agent Seamus D. McDonald (Agency# 0E61920 Ca Lic.# 0G41725) started demanding re-imbursements for his "out-of-pocket investments" in my property. He claims he paid for the fire proof paint but it was never discussed with me nor it was written anywhere that he has the right to make bogus demands and reimbursement claims if I decided to go with some other insurance company. SHADY PEOPLE, STAY AWAY!!!!!! Real review from a really disappointed ex-customer.
THE ABSOLUTE WORST. I had the misfortune of being transferred to Stefanie Bates. She gaslight me…read morefor 10 days, telling me she was reaching out to the insurance company. I was short on time and could not waste more days, so I called her and begged her to actually call the insurance company to get an answer. She finally did and got an answer to me within the hour. They were not able to help me. She is lazy and unresponsive and does not follow up. DO NOT USE THEM.
Super helpful, very fast - called for house insurance - 20 minutes later and one call back ; my…read morehouse was insured- great rate as well
It is completely unethical for Rate Plus to send out mailers that say "Rate Review Department" on…read morethe front together with my *current* mortgage lender's name, but then the so-called rate review is actually with Rate Plus? Sending deceptive mortgage junk mail is an abhorrent business practice! The sooner fraudsters like these are either prosecuted for sending out deceptive mailers, sued out of business, and/or shut down by the government, the better it is for humanity. Please don't do business with this immoral company.
Took longer than expected, the agent kept copying me on internal emails and even forward me a…read morescreenshot of somebody's loan with phone #,s email address, and SSN, very unprofessional. They rolled the "points" into the load causing my refi to be over $10K, I was like no thanks, all in all, it cost $1,200 after I said to remove the points. I lost my interest rate of 3% and settled @ 3.37% however I still feel ripped off. They got the job done yet I still feel ripped off knowing the interest rates dropped below 3.37%.
Erica is so easy to deal with, has a can do attitude and is very knowledgeable…read more.. 5 stars for sure...
State Farm - Del Johnson, Erica and Tania. I happily…read morerecommend this State Farm office! They have been my insurance partner since 1999! Here are the top reasons why: 1.) professionalism 2.) knowledgeable 3.) go the extra mile 4.) caring and friendly! I have learned a lot about insurance for my home and vehicles over the years. I also decided to buy my earthquake insurance with State Farm. Erica is very experienced and has guided me, as my insurance needs have changed. Now other members of my family are insured with State Farm at Del's office! I highly recommend Del Johnson, Erica and Tania! Super Star office! 5 STARS!