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1 year ago

My account manager Mikayla Ara was extremely knowledgeable and I had a great experience so far.

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Kelby B.

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1 year ago

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1 year ago

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Top Hat Tax & Financial Service

Top Hat Tax & Financial Service

(39 reviews)

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

Charles Schwab - Outside the building

Charles Schwab

(5 reviews)

The last time I came here was LAST YEAR in 2024 and they had very WELCOMING and FRIENDLY staff. I…read morehad to take a real estate exam so they could not finish my transaction in time by noon but, they wished me all the BEST of LUCK so I came back right after I finished my exam about 15 minutes before closing! SONG OF THE DAY to play along to this YELP REVIEW: Rockin Robin by Bobby Day They remembered me and said "how did the exam go?" I said "I think it went well. I was the last person to leave the exam room." They helped finished my transactions and I loved their SNACK STATION so they noticed that I took a lot of snacks! They said "Go ahead and take as many as you want!" I returned TODAY in 2025: only to find out that the old STAFF was not here at all. Disappointedly, I went ahead to check in the snack station... I was hoping to find the great selections of snacks but, NOPE! They only had DUM DUMS and a Keurig for coffee & hot chocolate! In 2024, they use to have GRANOLA BARS, RICE KRISPIES, CHEEZ ITS, CHIPS, pastries and more! The good luck snacks that I ate before I took and passed my real estate exam last year was not there anymore. I wanted to come in and tell the old crew what a good luck charm they were! I guess they moved on to the next chapter in their lives. PARKING: PLENTY SERVICE: Anonymous

For some reason I thought they'd have an ATM here but I guess they didn't. I get that everything is…read morevirtual now for Charles Schwab but I figured I'd give it a shot to ask. The lady at the front desk was very kind and professional and explained different ways I could make deposits but in general this seemed like a place you go to for consulting/investing advice.

PDS Debt - debtrelief - Updated May 2026

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