Competent. Efficient. Great tax advice…read more Strongly recommend their services without reservation. Strong Ethics, simple, clear advice

Peter and his staff have been preparing my business and personal taxes for over 20 years. There has…read morenever been a mistake in filing any returns. My wife and I have received back thousands of dollars in returns do to Peters knowledge in the field of tax preparation. My wife and I still use Tax & Ledger Professionals for our returns even retired in the great state of Tennessee.

Exceptional service, expert help in any situation for business or personal tax consultation and IRS…read moreform preparations. Very personable and easy to talk to.

Ria and her team at Depauw Tax has been an integral part of our little business here in Vista…read moreCalifornia since we opened six years ago. Depauw handles our payroll, business, and personal taxes. Can't say enough how much we appreciate them, they have helped me sort out business property taxes, state taxes, EDD, Federal taxes, tax planning, etc.

JCSN changed the reality and direct of my business. After…read morestruggling for years to find right bookkeeping and financial management JCSN was the pleasant surprise.. the team first came in and did a full financial audit and found problems my expensive CPA firm created. They reorganized my chart of accounts to align to the business I was actually doing and created financial visibility I would have expected from a large firm. They also helped me with my financial systems to ensure my AP/AR was working perfectly. Later we expanded services for AP/AR and worked hand in hand with my sales and fulfillment teams... They have been a real partner to my company and was because of the help I was able to grow my business from 300k to 3M.

Based on Brandon's posted reviews, we contacted him to complete our 2025 Federal and State Income…read moreTaxes. We met at his modest Carlsbad office and reviewed our current and previous tax documents setting the stage for him to work on this year's returns. Brandon was able to complete them in a very timely manner working diligently to insure all deductions and credits we were eligible for were addressed. We are so very thankful in finding Brandon and look forward to many years going forward having him prepare our tax returns.

Brandon is great! He is very detailed orientated and honestly does all he can to be sure your taxes…read moreare correct. We do our business and personal taxes with him. I highly recommend.

10/10 reliable 10/10 sound tax advise…read more 10/10 customer service 10/10 office staff 10/10 intelligent Mr Evan is rock solid, back in the office - everyone's amazing. So surprisingly reliable like no other, great value and great knowledge base. Knowledge of unique situations in personal and organizational taxes is rooted in firm knowledge, experience and reliability. We have been with Filipovitch and Co for over 5 years.

If you're looking for trustworthy professionalism, I would not recommend you take your business…read morehere. I had a similar experience as other new clients with broken promises, lack of communication, calls and emails not being returned, and tax returns not being done by the deadline. This was the most unprofessional treatment I've ever experienced by an accounting firm.

I left a one-star review because I couldn't leave a review any lower. Bill and his team and this…read moremost unprofessional, and incompetent people that I have ever had to work with. We had hired a different tax prep company, but in January 2019 we got a notice from them that they had outsourced a bunch of clients to Bill's company. By then I was wrapped up in a major project for a client, so I went with the recommendation. Let's start with our corporate taxes. I had our corporate taxes ready to go on January 23rd, 2019 and I added Sean from Bill's office to our QuickBooks account. I asked for status updates every couple of weeks and never got back a single email. Sean also never accepted the request from QuickBooks to be added to it, so I could see that nothing was being done. The first time I actually heard from Sean is after I called the company that I hired to find out what was going on, this was on April 8th. I heard from Sean twice that day and nothing else. We had several payments that clients had made for work that hadn't been started yet, so we needed to make sure that income was deferred corrected into 2019. I sent that information to Bill multiple times and he never seemed to understand what he needed to do with this information. Our business taxes were eventually done on April 14th after many phone calls and emails to get status updates. I had to assume they were done correctly, as there was no time to double check the work. On our personal taxes; our information was gathered up and sent over on March 8th, 2019. As we had 73 files which had a total size of 36 Megs, I couldn't email the data over, so I uploaded the information to One Drive and had One Drive create a link for the folder, which I sent over to Sean (from Bill's team). Again, I heard nothing when I asked for status updates. When we finally got an email from Bill about what was going on (this was April 8th) the email made it seem like it was doing up a favor by doing our taxes (and that he wouldn't be doing them until April 13th when he was done with his clients that came to his office). We had sent in all the relevant information months before, but his apparent lack of time management meant that our taxes never got done. Bill never figured out how to click on the link that I put in the email to the tax information. At least I must assume that was the problem, as Bill never bothered to tell me why we couldn't download the files that I uploaded for him. On April 12th he told me that I needed to upload the files to his file transfer app. I was using a restaurants Wi-Fi (as I had work to do that day since I wasn't planning on spending the entire day dealing with my taxes) and I kept getting errors from the website that Bill had sent over. The tax firm that I hired in the first place ended up downloaded the files from One Drive and uploaded them via Bill's site since Bill could download the files himself. The week leading up to Tax Day, Bill kept trying to talk us into filing an extension, because I assume he didn't want to do our taxes before April 15th. We kept telling him that an extension wasn't an acceptable option because we had no idea what the estimates where going to be because of all the changes with the tax laws. Like our business taxes, our personal taxes were done on April 14th. I again had to assume they were done correctly, as I didn't have time to sit down and review everything. Having someone do your taxes is supposed to take the stress away from you when it comes to this process. Bill completely failed at this. My stress level went up dramatically, and I have zero confidence that my taxes were done correctly. I would have had less stress if I had simply done them myself, but I didn't have the time which is why I hired someone to do them for me. I'm at the point where I'm going to pay someone else to do them again and file an addendum if/when the taxes that Bill and his team did are wrong. If I had the time, I would have sat in Bill's office and supervised him doing my taxes, but I thought I had a professional doing my taxes; I was wrong. Needless to say, I will never have Bill or Sean ever work on my taxes again; and I'll never hire them to handle any aspect of anything ever again. I've never worked with anyone with such poor time management skills, such poor communications skills, or such an inability to use basic computer skills such as sending an email (emails have subject lines for a reason, any email thread that Bill started has a blank subject line, so I have no idea what emails and responses are to what). I wouldn't trust Bill or Sean with counting the change in a piggy bank much less our taxes which come with legal risk associated with them if they are wrong. If I had known there was an issue in March, I would have simply found another person to handle our taxes. But because I let things go until it was too late, I had no choice but to pay to have work done, which I need to pay to have redone.

Too bad you can't give zero stars. I had a very unpleasant,…read moreunprofessional experience

I reached out to this firm via email regarding tax planning for two foreign rental properties I…read moreown, as well as a fairly sizeable investment portfolio. I got a call back from one of the principals Natalia. The conversation was brusque and short- I felt as if I was being screened for whether I was worth their time or not. I was told I would get an email with more information and that I could schedule a consultation, which I was actually interested in doing. After the call I emailed her again with 2 brief follow up questions. Its been a few days now and I never received any further response. I realize that with April 15th looming they are likely very busy- apparently so much so that they don't really care about future business, or the basic courtesy of replying to a prospect even if they feel they aren't a good fit. **Response to the owner's reply** Natalia, You are conflating a request for 'free advice' with a standard inquiry into your service scope. Asking whether a firm provides quarterly MAGI forecasting and estimated payment vouchers is not seeking case-specific guidance; it is vetting a firm's technical capabilities before committing to a paid engagement. As I *specifically* stated in my follow-up email--which went unacknowledged--I was potentially ready to schedule a consultation once your firm confirmed it actually provided the planning-led services I require. I fully realize that professional tax advice is not free. However, to clarify the facts (and contrary to your statement), the topic of fees never once arose because your intake process failed at the most basic level: professional follow-through. If these services were 'out of scope,' a simple confirmation would have provided closure. Instead, you chose radio silence based on a two-minute pre-judgment. I have moved on to a firm that is transparent about their deliverables and understands that vetting a firm is part of the business, not a 'request for free work'.

Found this place on Yelp and called after reading positive reviews. I called at 7am and was asked…read moreimmediately why I was calling her at 7am when she 'opens' at 10am...? Okay? Ummm, I didn't know this was a 'personal line' or why I would be asked immediately why I was calling for tax services at 7am on a Friday....Weird. Moving on, I attempted to briefly explain my employment income and that I was a homeowner. After informing her I was a homeowner, which based on my voice, she could tell I am female...she said she could help me and 'my husband'. Uh, lady, it's 2022! Get with the times! I ain't got no husband...I'm single, thank you very much. And surprise, surprise, as a 'working woman', I need to also file my taxes... I promptly informed her that maybe she shouldn't list her personal (?) line on Yelp, as it's listed for her BUSINESS and hung up... Maybe don't answer your business line if you are not 'at work' or ready and willing to accept a new client that would have been a consistent yearly payment for the next 25 years... Oh gasp! I'm under 40 too!...with no husband!? What ever will I do?! Thanks, but no thanks! Fail.

Karen and her team are meticulous about their work. Everything is highly detailed and up to date…read morewith the current tax implications. If you are looking for the highest quality, call Creative Management & Tax!

Karen is a very professional and meticulous about her work, her firm's names is Creative Management…read moreTax, I highly recommend them.