I had an issue come up with a previous tax return so I came back to Gerardo. He was able to assist…read moreme quickly. Yes, he's not great at picking up the phone but making an appointment thru the website and meeting is the most efficient way in getting a response. Thanks Gerardo! For your help over the years.

does my taxes both personal and business. He is detailed and…read morehas great knowledge. I would reccomend his service to everyone.

Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

For years we had our IRA's with Morgan Stanley out of Chicago since the company I worked for was…read morebased in that area and about a year ago we finally switched everything to Prescott Tax & Wealth Management. They have done a great job with all aspects of our account considering we are both 75, retired for over ten years and are very conservative with our investments. Peter Prescott has done our annual taxes for over ten years his team is great and we are very pleased with what he's done from the time we moved back to Southern California in 2012. I would recommend to anyone needing someone to manage their wealth in retirement or before to seriously consider Prescott Tax & Wealth Management. The value has been excellent!

Mary was wonderful. She got our taxes done with no drama and with personalized attention. Highly…read morerecommended.

Mary seemed great over the phone. We had great conversation and decided to meet a local coffee…read moreshop. She asked me to upload previous tax returns to her Dropbox before our meeting, didn't think much of it. Fast forward to the day of our meeting, no show from Mary. She hasn't answered my phone calls or text messages. Very unprofessional and would not recommend. To edit, this is for my daughter Alix. She doesn't use yelp but I do. Mary is trying to defend herself but still hasn't reached out to my daughter about today's no show.

Have been using this team for 3 years and could not be a happier client. They are responsive, kind…read moreand so Incredibly helpful.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

We had THE BEST experience with Nina…read more Our personal and business taxes were done with such great detail and effort, we could not be happier with the services we received from One Hub. I am brutally honest when it comes to reviews, check my history! Thank you.

Scam! Do not trust this company, do not trust these people. Nothing was filed upon checking and not…read morethe proper services were conducted and now I put FTB and state of California thousands! BEWARE

Danielle has been doing my business's bookkeeping for over 7 years now. She gets things done and is…read morevery trustworthy, knowledgeable and easy to work with. She's gone through many changes with us and has helped us get through them. I'm not sure where we would be without her! I highly recommend her.

I had to get on yelp and give a big 5 star review for my bookkeeper Danielle Whittle of Danielle…read moreWhittle Bookkeeping Services. As a do-it-youselfer tax season has always been a scary time for me. When I started using Danielle all that worry went away. And my accountant loves her. He can be pretty skeptical of bookkeepers, but has only had great things to say about Danielle's work. This is great for me since this leaves us time to plan for the future in my meetings with him, instead of trying to figure out what numbers from my shoebox need to go where. He flat rate pricing is also helpful so I know ahead of time what he costs will be. Thanks Danielle!