Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

I had a great experience with David at Accounting Fresh. I reached out with some questions and he…read morewas incredibly helpful during the consultation. He was professional and willing to help. I would definitely recommend to anyone for honest, knowledgeable accounting/tax support.

Thanks David! Top notch service and customer service, I own a business and was hesitant on hiring…read moresomeone , but David is great at what he does! So let him do his thing!!!! Pricing is solid fair price, and overall was a great experience. He's definitely my go to guy now. I would recommend him to everyone business owner I know hands down

They are a great team of experts to help with your tax prep needs, Mark and Tiffany are fantastic…read moreand very knowledgeable folks. Wonderful group.

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

If you need a new Tax Advisor (or professional bookkeeping company), look no further -- Sean Currey…read moreat CARLSBAD TAX is a subject matter expert that you will never regret hiring. Sean is the ultimate professional -- he is sincere, patient, and a Subject Matter Expert in his field. Sean Currey has a knack for explaining complicated taxes issues in a very straightforward manner and never makes me feel rushed or pressured. Carlsbad Tax also handles all the bookkeeping for my small business and as a Solo Practitioner, I no longer dread tax season. Sean Currey also guides my teenagers who are starting to work and have college careers. He is very personable and never makes us feel rushed or pressured. Last, but certainly not least -- Carlsbad Tax fees are extremely reasonable, and Sean Currey's expertise is worth every penny. I strongly recommend this business as I'm very pleased with the outstanding service received.

I've never written a negative Yelp review before, but I feel compelled to share my experience…read more I was told my return would be completed by April 7 at the latest, but it wasn't finished until April 15. Throughout the process, communication was poor despite multiple follow-ups. I received a generic email on April 10 stating that returns might not be completed on time. It wasn't until after I raised my concerns that I was told I had submitted my documents too late to receive the expected turnaround and they had done me a favor by taking on my tax return. Had that been disclosed during my initial consultation, I would have hired another CPA. After I later received an IRS notice regarding my tax payment, I reached out for assistance and received no response, leaving me to resolve the issue on my own. While the firm ultimately reimbursed the penalties and interest, they refused to acknowledge the broader service issues or take responsibility for the overall client experience. Unfortunately, based on my experience, I cannot recommend this firm.

I have been using CapForge for about 4 years. I started a side gig selling on Amazon and did not…read morehave the capacity to handle my own accounting alongside my full time job. CapForge are definitely Amazon experts and my accounts are always up to date. On top of their 5 star expertise, they offer incredible value compared to other CPAs or agencies out there. I have an accounting background so I am not talking from a perspective of ignorance, these guys are great! On top of my side gig, I am now using them a for a new start up entity and so far everything has been a breeze. Melissa and Elaine are the 2 bookkeepers I have dealt with and they are accurate, fast and really great to work with. Matt, the owner is also always available to jump on a call and discuss more complex issues. Highly recommend!!!

I worked with CapFoege to organize our financials and numbers in 2018. We got off to a very rocky…read morestart as Matt their founder totally ignored all the data and information that I gave them to help them organize and get things categorized correctly. After numerous emails and calls they eventually got it right but created a lot of extra work for themselves and myself. When I followed up last week about organizing the most recent numbers the first email was ignored and the second one took them 6 days to get me a quote for something that should have been a quick email response. When I showed them the lack of correspondence via email they called and apologized but couldn't understand the accounting task and quoted an unreasonable number for the job. We agreed to part ways as my gut was telling me if were already having this many issues than it's not going to be a good fit.

Great experience working with Gina and Jordyn- highly recommend them as you consider tax…read morepreparation.

Bluebird handles all of our money and I trust them with every aspect of how our money is treated. I…read morehave had every tax issue dealt with seamlessly by them and I never question the advice they give me. I honestly don't know what I'd do without them. It's also a boutique firm so their customer service is outstanding as well. If you're looking for anyone to help you with any aspect of accounting, you can't go wrong with Bluebird.

Bret provide knowledgeable advice relating to tax planning…read more He provides a wide range of services, on a market competitive basis (high value reasonable price).

Super fast, helpful, and knowledgeable. Bret helped straighten out back taxes on our 501C3.read more

Alexx has been our business accountant for 20 plus years! I can't recommend her enough! We are so…read morethankful for her expertise and insights into our taxes and business plan.

What a wonderful caring professional! Alexx has worked with our family and our tax needs over 10…read moreyears and we wouldn't go anywhere else! Knowledgeable and responsive and a joy to work with!

Peter responded to my preliminary queries very promptly even though I was not a client…read more I would recommend reaching out to him for any tax concerns you may have.

Peter is one of the BEST accountants I have. I am so lucky that he agrees to help with my tax prep…read more Peter is honest, quick, patient, detail-oriented, trustworthy and professional. Peter is also friendly and easy to work with. I would recommend Peter and Centrix Tax & Accounting to anyone who needs tax prep and concerns. Thank you Peter!!!!!!!

Vickey is a wonderful tax preparer! She took care of our personal and business tax returns and we…read moreare very happy with our experience. She is friendly, honest, capable, experienced, and always went the extra mile to make sure we were happy and taken care of. She handled my business taxes along with our personal taxes, balancing it all with skill and care. It gave us such peace of mind to know she had taken care of it all. We recommend Vickey and Happy Piggybank Company 100%!

From the owner: Happy Piggybank Company has been serving clients since 2010. Specializing in bookkeeping and tax…read morepreparation, we provide one-stop shopping for those who need less than an accountant but more than TurboTax. Located in beautiful Carlsbad, CA we offer in-office and online appointments at your convenience.