Susan and her staff are the best. I attended one of their monthly dinner/seminars and the only…read moreregret I have was not discovering them sooner. I could have saved $thousands of dollars lost in my traditional 401K. I thought it was too good to be true but learned through the informative seminar there are better investments to protect my retirement.

Duncan is very knowledgeable on the various Health Insurances. From Medicare to supplements, Duncan…read morewalked me though them all with ease.. There is so much to go though and I didn't understand a lot of it.. But Duncan showed me the options and made the process so easy... I highly recommend Duncan for the different Medicare options and Health insurances that can be added to your plan..

We hired Lovette to handle our taxes and trusted her with an important and time-sensitive matter…read more Unfortunately, after taking us on as clients, she ultimately decided she could no longer assist us, leaving us in the difficult position of having to find a new CPA and start the process over. The situation was frustrating and stressful, especially given the time already invested. While I understand that circumstances can change and professionals have the right to choose their clients, I expected clearer communication and more follow-through after being hired. Based on our experience, I would encourage prospective clients to discuss expectations, timelines, and commitment before moving forward.

I'm very disappointed with how things turned out. I provided Lovette with everything she asked for…read moreand spent several weeks working through the process with her. The project ended up being more complex than she was willing to take on, and she ultimately backed out before completing the work. That caused a serious problem for me because I now have to start over with another CPA after losing several weeks. I understand that not every project is the right fit, but I would have appreciated a much earlier assessment instead of getting that far into the process and then having her quit. I'm leaving two stars instead of one because her communication was professional, she returned my documentation, and she referred me to someone else who may be able to take over the project. But the bottom line is that the job was not completed, and the delay has caused me a lot of issues.

Raquel is hands down the best income tax preparer in Bakersfield! She is highly knowledgeable,…read moreprofessional, and truly cares about her clients. She made the entire tax process smooth, stress-free, and easy to understand. Her attention to detail and expertise gave me confidence that everything was handled correctly. She is responsive, trustworthy, and always willing to answer questions. I highly recommend Raquel to anyone looking for reliable and exceptional tax services. Thank you for the amazing experience!

Went today for the first time after being recommended by a friend that's been going for 5+ years, I…read morehad my meeting with Raphael and he was awesome! He took the time to explain everything I was unsure of, double checked that there weren't any deductions that could be applied, explained how refunds work (I didn't understand why I received the amount that I was) he even took the time to show me where he got the numbers that were punched in from on our W2's. I had set up an appointment and I was taken back on time. He did stop and help someone else that came in for a quick second, which I appreciated seeing because if I ever had a quick question I know it wont be a big deal to get it answered. The woman I spoke to on the phone to set up the appointment was very polite and quick. I will be returning for next year!

This business just moved in next door to where I work. I made a last minute appointment before the…read moredeadline. I got in quickly and my taxes were finished in a quick and timely manner. If you are looking for tax help try them out.

Filing taxes can be a stressful experience, but Michelle made the whole process a breeze. She was…read moreincredibly professional and knowledgeable, and it was clear she knew exactly what she was doing. She answered all my questions patiently and thoroughly. On top of her expertise, Michelle was also very friendly and put me at ease. Great that the whole process was done remotely as well!

Michelle was amazing! She took such good care of me, walked me through all my questions, and…read morehandled my taxes with ease. Highly recommend and will be hiring Michelle for next year!

I made an online telephone appointment with this company as per their Instagram recommendation…read more Unfortunately I never received the courtesy of a telephone call. The company confirmed the appointment but there was never any follow through by their representative. Clearly, they need to improve before attempting to solicit new customers. I have the staff members name but do not want to mention it so not to.embarass him for the lack of follow through ( Diego). Im taking a pass on this company. Lack of simple follow through is indicative of larger problems in house. Easy to make an assertion of a cancelled call-which is an outright, boldface lie. You folks need to get it together. Take responsibility for your mistakes and do better. Good luck to the next business person that wastes their time with your company.

I had such a wonderful experience catching up on my taxes with Sandoval Tax CPAs. As a…read moreprocrastinator, I had fallen behind, but Joel made me feel comfortable, supported, and relieved while helping me get everything back on track, even for the years I missed. The whole process was seamless and easy, and we were able to handle everything through email. I'm so grateful for Joel and the entire team at Sandoval Tax CPAs!

Reann made doing our taxes so easy and quick. She was readily available for any questions or to…read morehelp. Always answered quickly and everything was a breeze. Nate is also wonderful-- responds to emails before you even hit send, seemingly. Great value for the service we received. Would highly recommend and hope to use this team for as long as we can.

DPV&B is a professional accounting firm from start to finish. The offices are clean and well-kept…read moreand give off a very professional image. I had the pleasure of working with Joel Bock, who was recommended as an expert in estate and trust accounting. Having had the unfortunate duty to serve as a trustee to a departed family member, the accounting issues were something I did not look forward to. Joel was very understanding, calming, and professional. He explained everything to me and was very patient. In the future, I will be recommending Joel to friends and family who need a professional accountant who is qualified to handle specialized CPA work. He did a great job for the trust and was good to me personally. Great Job DPVB! And thank you.