One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

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!

I did my taxes with Maya around March of 2020 for the year 2019, and I also asked them to fix an…read moreissue with the IRS because they kept sending me letters stating that I owed money for 2018. I knew there was something wrong because that year I barely made 35k and still, I got discounted Federal and State taxes like crazy on my paychecks throughout 2018. In like around 30-45 minutes, after I brought all the paperwork Maya asked for, they filed 2019 and re-filed 2018. Today, I got a letter from the IRS finally giving the money they retained back! 3K (See picture attached)! This was the best news I have received since 2021 started.

I first found Josh through Yelp and he has proved to be an excellent CPA. He is honorable,…read moredependable, informed, and helpful. I think he is perfect for individual tax returns or a small business. Highly recommend!

I came across Josh on Yelp and decided to reach out to him to see if he could help me file an…read moreamendment for a prior year as well as file my current personal taxes. Josh was very helpful and forthcoming with advice in the discussions we had, and although we didn't end up working together (I decided to prepare/file my taxes myself) I wouldn't hesitate to work with Josh if I needed a CPA.

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!!

Hands down the best CPA around! His staff is very…read moreprofessional and always available to answer questions.

Our family accountant for over 35 years and going strong!…read moreHe's been our trusted tax preparer, business account and IRS/EDD troubleshooter through thick and thin. He's amazingly available and highly reliable; a rock!

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.

As our lives continue to grow more complex with taxes, businesses, real estate, and 1031 exchanges,…read morewe know we can rely on the team at Nasif, Hicks, and Harris. They not only ensure our filings are completed accurately and on time, but also help us plan ahead, stay informed about timelines and deadlines, and manage our overall tax strategy. We truly consider them part of our team and highly recommend them!

This firm is top notch, hands down. I had a consultation with one of their CPA's Michael Macias who…read moregreatly helped me understand a very complicated tax situation regarding a trust. His expertise gave me much-needed peace of mind. As they say, knowledge is power. Their services are expensive, but well worth it IMHO.

John and his team doing amazing job for me on my taxes and bookkeeping. He and his team handle a…read moremultitude of my businesses. He is always available for questions and is very responsive. I would highly recommend him to anyone looking for a CPA.

John was amazing to work with. Timely and proactive, straight to the point. As I am a small…read morebusiness owner with no idea what I'm doing and a bunch of tangled wires involving previously filed LLC taxes, John quickly assured me with patience of the best path forward and got me there quickly, at a good price. I would absolutely recommend John and his team to anyone looking for a kind, helpful, responsive and overwhelmingly great CPA.