Excellent accountant. If you show up prepared, the process is very efficient. Reliable, trustworthy…read moreand impeccable integrity!

I have been going to Shara at Michetti Tax Services for all my taxes needs for over ten years. She…read moreis such a pleasure to do business with. My family has used her for decades and we have never had any issues and always felt secure with her knowledge. She always goes above and beyond to ensure we get back the most possible or owe the least possible. I would recommend her to anyone! Her office is conveniently located, good parking any day of the week and her office is very clean & orderly. Again, highly recommend her experience/knowledge, her professionalism, and her kindness!

Our family has trusted Alan and his team at Blitz & Lee for over 18 years. We have a complicated…read morelist of assets to track including commercial real estate, retirement accounts and 5 business entities. Alan and company have always been responsive, accurate and a delight to do business with. Do yourself and family a favor- trust Alan Blitz for your all tax and business planning needs; you'll be glad you did. Dave and Terry- San Diego, CA

Alan Blitz has been doing my taxes for over five years. Alan provides excellent service and great…read moreadvice. He remembers all the details from previous years and gets my taxes done in a timely and professional manner. I cannot imaging having anyone else do my taxes and Alan holds the highest level of my trust. I'm so grateful that I was put in contact with him to do my taxes.

I have been going to Premier Wealth, and my tax man, Mr. Gary Dennis, for 20+ years. He is amazing…read more I have never been unhappy or concerned about my finances because Mr. Dennis is very knowledgeable and has been in the business for years. I have followed him, and the company, as they have expanded over time. I will continue to be a client because I know they are reputable and know all about me even before I file my taxes.

You're better off searching online for very basic asset allocation models you can find for free,…read morebut if that's not your thing then give Josh Koehnen a try.

Steven Spiegler at Spiegler Insurance Services is terrific! I realized i did not have the most…read morecomprehensive coverage, I was paying too much for too little. Steven looked into everything I currently had and compared for me what was out there. He is extremely knowledgeable about all the different providers. He gave me very good sound advise, not what I was expecting when I started shopping around for insurance. I highly recommend Steven and his entire company. Sandra H. San Diego, CA

I have been working with Kali and his team for a few years now. They have been nothing but great to…read morework with. They are proactive in outreach, which is rare for a CPA firm. Kali proposes strategies that have helped with my taxes over the years and I am very grateful for that. Highly recommend them!

Stay away from this company. The only reason they aren't getting a zero is because they are nice. I…read morehave tried for a few years to trust them with my books and accounting for 2 businesses. I am not sure how it was possible but I owed more money in 2024 than 2023 when I made more in 2023 and also did a full office buildout, bought a car, and went on maternity leave in 2024. I paid the taxes and didn't question because they are the experts right? Then in 2026 I submitted all my expenses and answered all their bookkeeping questions while they also had access to my business credit cards for 2025. I submitted these all in 1/2026. March comes around, April comes around, and they aren't done with my taxes. Then they said they filed extension. At that time they have the audacity to ask me for my 2025 expenses (submitted 1/26) and access to my Amex (which I already gave access to back in 8/2025). I finally get my drafts back in 5/2026 to see I apparently made even more money in 2025 than 2024 though the business had been significantly down, I was on maternity leave for half the year, and i barely was able to even pay myself for the remainder of the year. I signed off on the submission because, of course, you trust the experts, even though I noticed they filed one my businesses as a S corp when we agreed and changed my business to a C corp for 2025. At this point my personal tax CPA said this doesn't look right and was filed wrong. Also she saw that they gave me a PTE voucher that was due in March but I only received it in June. My experienced CPA said it would be rejected if I paid it. When I asked Kali about it he said I can still pay it with maybe a penalty and then also that the business was not filed as a C corp. so I then reached out to my NEW business CPA I hired that filed the c corp for me the previous year, and she confirmed it was filed. She asked to review my 2025 filings and found MAJOR issues. Kalis office staff, and mind you they have a new person working on my taxes every year so they literally ask me for the same info every year and charge me for the time, NEVER accessed my Amex to see it was ALL business expenses and instead, put all my Amex BUSINESS expenses as PERSONAL INCOME. So this was why I had such high income and higher business profit. This is a mistake of over 135k for one business and 87k for another. I was about to pay for these taxes only to find that this is a huge mistake!! This is pure incompetence or laziness and I paid over $2000 to them for their "time" to file my taxes. I now am paying for someone else to do them all over again. My new CPA is rechecking my 2024 as well. Don't waste your time and money. They truly robbed me and have/wouldve cost me so much more. THEY ARE NOT cheap but you also do NOT get what you pay for. Don't learn your lesson the hard way like I have. I sent them an email expressing my upset and frustration throughout the process even before the 2025 filing, which is why I already chose to leave the company and terminate the relationship, but after finding these huge mistakes, I reached out to them, hoping for any response to which I never received. I should've never paid the $2000 + tax preparation fees as they didn't even do their job and now I'm paying more to fix and undo their mistakes

I would recommend CTTS under the ownership of Kathi Schick. She's professional, knowledgeable, and…read morekind. I know that there were issues with the previous owner but Ms. Schick runs a great business and I trust her with my tax preparation.

Excellent, professional tax preparation service. I have been using them since I moved here in San…read moreDiego and have never looked back. I would totally recommend this tax service to anyone.

Jerry has done our taxes for the last few years. He's quick, efficient, and has always given good…read moreadvice. His price is fair, our taxes are pretty straightforward but the peace of mind knowing that a professional is handling it is absolutely worth it!

Jerry has prepared my taxes for at least 6 years now. Always prompt, professional and very thorough.read more

I was faced with a very tough tax situation. I previously contacted a company named Tax Defenders…read more They charged me 6600 dollars and did nothing to assist in resolving the issue. When I asked about an Offer in Compromise the person said "the IRS won't even entertain the idea ". So I contacted Ruth. She was like hold my beer. It took some time she was on top of the situation from day one. I'm happy to say she saved me about 55,000.00. So if you have a tax situation and need assistance I encourage you to reach out to Ruth. She cares about the outcome, but cares more about the client. So refreshing in today's corporate environment. THANK YOU RUTH!!!! I'm grateful for your tenacity and determination to get the resolution we received.