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 have been working with Macy for about 4 years now…read more He is very knowledgeable and he is willing to help me answer my questions any time I need help. He does not nickel and dime me with hourly fees every time I send him an email, or even for the occasional meeting. Macy is much less expensive than my last accountant, and I am much happier with his service. Taxes are a complicated field, and the rules and laws are all over the place. It is very hard to keep up with the annual changes. One of the most expensive mistakes you can make is having a bad accountant. Macy is a great one !

He was an absolute master to work with! Not condescending at all, and drawing upon a wealth of…read moreknowledge and wisdom even offering guidance to those of us brand new to freelance work or striving to make good on a long term goal. I will continue to use him as he is nothing short of the most professional and courteous of CPAs I've ever met.

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.

Aaron is the best CPA I have worked with, and I worked with a few before him, which were always a…read moredisaster after another. But once I was referred to Aaron, it changed everything. He is kind, patient and very knowledgeable and priced reasonably. Everything is filed correctly, and explained properly. I could not recommend him enough!

After having a terrible experience with our previous tax preparer, we asked a friend who was also…read moreself-employed for a recommendation, he told us about Aaron. We have now been coming to Aaron for several years for year-end tax planning as well as tax preparation. He is very knowledgeable and detail oriented. He has offered us suggestions that, over the years, have saved us a lot of money. He is also down to earth and can relate with people, not just numbers -like some accountants!

We've been using sktax and Steve Klovanish for a number of years with satisfaction. Over the course…read moreof the past few years that satisfaction is diminishing, primarily due to lack of good old customer service. If you call the office, all you ever get is voicemail and then no courtesy of a return call. E-mail inquiries are handled the same, no courtesy of a response. If you go to their office, the door is locked during published business hours. We are frustrated with this lack of response and are stuck as we have two years worth of taxes to complete and need sktax's knowledge of past filings to complete. Bottom line, if you are looking for a reliable and responsive service, suggest you look elsewhere. As an addendum to the above, finally received an email response to our multiple requests for contact. After hand delivering our two years of tax files to Steve personally in mid September we are now told in mid November that the earliest that Steve will complete our work is Feb. 2021. Totally unacceptable. Not the way to treat repeat customers. Look elsewhere.

Steve is the best, that is why I have trusted him with my taxes for over 30 years now. If you are…read morelooking for someone to trust with your most important paperwork of the year, look no further that Steve Klovanish!

I finally had a chance to call and guess what if it was not the man himself the man with all the…read moreanswers the man of the people my guy Jason that picked up my call especially with it being cruch time he was still able to make time for me and tell me all about new advances he 8s making to speed up the process an make it way more streamline. Back to the meat of it . I was in a very bad spot again its like I try and try so hard to do everything the right way and it gets me far enough to get past what ever hill I have to climb but then I get stuck and see no end and like clock work tax time shows up this year and only difference is i been doing exactly like i have learned and now have set my self up for the greatest return in my5 life and then to get a tedd talke on self worth it meant the world to me to talk to someone that actually cares enough about the people he helps be successful. Bravo Jason you are the man thank you for all you do and know we appreciate you year round. Services Tax analysis of financial plans, Tax refund processing

Everything about this company is amazing. I've been with the tax & accounting group for 20 years…read morenow they always do the right thing.

Alan has been my CPA for 25 years.. He's the best…read more Totally above board guy who knows all there is to know about taxes and irs. He's the best! And Nancy is awesome as well...always helpful..always sweet!

The best!! I have been with Alan for over 15 years. He is as good as it gets. The best CPA I have…read moreever known. Thank you, from the bottom of my heart Alan, for all you have done for me over the years!!! Thank you.. Brad

Craig Workinger is an incredible CPA! He is very personable, professional, knowledgeable, and…read moreoverall an amazing person! He is trustworthy and you can rely on him to get the job done. If you are looking for a CPA, I highly recommend Craig!!

We've enjoyed the immense pleasure of Craig's personal and business CPA service for the last 14…read moreyears. Simply put, Craig is an outstanding CPA and a wonderful human being. We trust him with our livelihood and he has helped our real estate LLC and two professional S Corporations succeed beyond our expectations. Not surprisingly, Craig can be quite busy and sometimes he files extensions, but this does not hurt our returns. Moreover, he consistently returns our calls, text, and emails in a timely manner. Ultimately, you might find a less expensive CPA, (his charges are within industry norms) but Craig's fees are a total steal considering the value provided. If you are looking for a CPA, do yourself a favor and call Craig today.