I went to Mark Pasternak for advice and assistance with accounting and taxes for a newly formed,…read moresmall business. Mark spent approximately 30 minutes with me, explaining how various expenses should be recorded in Quickbooks. Afterward, he sent me home with a list of documents he would need to file my taxes. I provided Mark with what he needed via email and he did not respond. I sent several follow-up emails asking if he could move forward with helping with our taxes. Mark NEVER responded. Once I realized that Mark would not be helpful, I requested TWICE that he return my documents I provided in our first meeting and he still NEVER RESPONDED. I see that his website is still running so I assume he is still running a business. His lack of communication with me is pathetic. I have taken my business to McGowan and Guntermann and they have been outstanding. I happily pay my accounting and tax bills to McGowan and Gunterman, not Mark Pasternak.

Sadly I had the same experience that Will had. I "inherited" Mark when I bought a business and…read morewhile he was ok with small tasks here and there, he was completely unwilling to work with my accounting software, and sat on my Fed tax returns for over 6 months. Many unanswered emails and phone calls later, and a pressing deadline, I have taken my business elsewhere. At the recommendation of Will I went to McGowan and Guntermann. They seem MUCH more helpful.

Mike has great attention to every detail. He is a fee-only advisor who only takes on very wealthy…read moreclients and provides them with every level of financial advice. Top notch...

Harbor Hills has been managing my retirement portfolio for the past several years. Marcos Alvaro,…read moreVice-President, checks in with me on a regular basis, responds to my inquiries in short order, and manages risk effectively to protect my assets. Harbor Hills has proven to be a reliable financial partner.

My accounts were transferred over to Conner Rehage after one of the previous financial advisors…read moreleft the business. Since taking over my accounts, I have tried contacting Conner a multitude of times to have him via phone and email, and communication has been minimal. The two times I have heard from him were a result of me contacting the previous financial advisor who left the firm to get a hold of him for me. Unfortunately, I have heard from several other clients who are in a similar boat who have had little to no luck getting a hold of Conner for assistance with their accounts. If you are thinking about opening up an account with Harbor Hills, I would not recommend it.

Called in and they said they are not taking new clients right now. However, they answered my…read morequestions free of charge . B&F Contact me if a slot opens up.

I contacted them a new customer looking to do personal income taxes. Jeremy was super fast to…read morerespond and after review of my past taxes and a quick discussion confirmed they have availability and sent over a quote. I think the fee for service was very reasonable. They were able to provide me a way to securely upload my documents for processing. They prepared our taxes quickly and called for clarifications prior to sending them to us for approval. I was super impressed with everyone and this company and how quickly they worked. I did contact them early and filing late February probably helped. I would definitely recommend contacting them if considering a CPA or Tax preparation service. Thanks!!

I'd like to give my review in support of Anita Peca and the Walpole Company in Santa Barbara…read more My husband and I started our association with them in 1983, upon the recommendation of my father. Marvin Walpole was his tax advisor and was recommended to us. We were with him, then a few other associates, until we were lucky enough to meet Anita and she took over our tax preparation. We've been helped by Anita Peca for at least 20 years, and we wouldn't want anyone else to do our taxes. She is so knowledgeable about all tax requirements and keeps up with the ever changing rules and regulations! She helped us set up a LLC with my sister and she does those taxes for us too. She and the business associates in Walpole work together on those taxes and have been since 2015. We moved to Nevada 6 years ago, and guess what? We refused to change to a tax company up here, when we have Anita and the whole Walpole company to take care of our taxes!! We are not "big cheeses", just ordinary folks, but we've been taken care of very competently by Anita and the rest of Walpole & Company. It is no surprise that Anita and the rest are so busy at tax time-they are the best and no one wants to use anyone else!! Sincerely, Bonnie R

Looking for a local company to do my taxes I chose Anita Peca at Walpole. She was apparently busy…read morein March so filed for an extension with the IRS for me. It's now June and I hadn't even heard from her, so I went this morning and picked up my paper work and will find another tax person. She gave me a bill for $375. Filing an extension is free, and I had 3 short conversations with her on the phone, yielding no useful information other then her emphasizing the base fee was $1200. and advising me to call the IRS with my questions - which I did. She was useless. I"ve never been late with taxes until connecting with this firm. I guess I'm 'small potatoes" and their bigger clients come first.

Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

Great service. Very efficient and knowledgeable. Definitely will get my taxes done there from now…read moreon.

customer service person handled my problem in a very…read moreprofessional and timely matter. I highly recommend her.

Representative was efficient and knowledgeable. My problem was taken care of quickly…read more The investments are doing well and our Rep, Sam, sends updates and newsletters to stay in touch with their progress.

I have never dealt with a business quite like this. First of all, they never return your call…read more Once, I left six (!) messages over a week and finally, out of sheer frustration, had to take time out of my day, drive to their office and barge in (which I am loathe to do) just to talk to them. Further, the proprietor made an error on my return and then wanted to charge me to correct it. Stay away from this one.

I can't believe this place doesn't have any more reviews! This place is great! The Enrolled Agent…read morehere is fantastic. She is always willing to help, offer advice, and I always get the best refunds. I've been coming to her for 5 years and I will never leave. For the first few years, I always did Turbo Tax before hand just to see what my refund would be. If the proprietor didn't get that amount, I knew I could file my taxes myself. She always got me 2x what I originally calculated. These professionals know the ins and outs of taxes and there is a reason why you should see a professional. This is it! Thank you MECKA ASSOCIATES!!