Kenneth has been a great tax partner for this past year!…read more I reached out to ahead of the 2024 tax season to ask about his services for individual tax preparation. He was incredibly responsive over email and detailed in outlining the benefits he provides to clients. I love that he has a secured file portal to keep all sensitive documents private and offers quarterly calls after tax filing is complete throughout the calendar year (this is included in the flat rate for filing). He not only helped me with my taxes, he also flagged that I needed past returns amended for minor corrections and laid out the options for me so I could make the most informed decision. He said that he could reconstruct the returns for a larger, additional fee - but that he recommended that I reach out to my previous tax preparer to amend the returns as that would be more practical and at a much lower (or potentially no cost). As a bonus, he even offered to be on the email thread to help clarify if they had any tax related questions while completing the amendments - which was incredibly kind and helpful :) I really appreciate that he presented me with options and helped make sure I had the most information before proceeding - looking forward to continuing to work with him for my tax needs!

Kenneth and the team have been so incredibly helpful this last year! Kenneth is a gem to work with…read moreand absolutely understands the challenges in running a business. Since working with him I have felt so much more confident and prepared with my finances in my business. I am so glad to have found someone who is patient, kind, and knowledgeable about the entire tax process. Highly recommend!

I did call Peter before a deadline with the IRS and he was very nice, helpful and seems to have…read moregreat work ethics. I would definitely retain his services for new company.

I have been working with the bookkeepers for a year now for my corporation. They do my bookkeeping…read moremonthly, my business taxes, and my personal taxes. First off, the best decision I made as a business owner was to change my accountant and hire Peter and his team to help me. I know many people are capable of keeping their own books, and for me it's worth paying monthly to have someone who is very knowledgeable, communicative, and professional to help me. Peter has been responsive, flexible, patient, professional, calming, and motivating. It's like having a financial wizard as a teammate when business financial life feels stressful and scary. The Bookkeeper team has been a great asset and worth every penny. I HIGHLY recommend this team.

I found Alex through his YouTube channel and I couldn't be more grateful. He's patient, reliable,…read moreand incredibly knowledgeable! It's true. The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you! It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me. I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation. Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things. Overall, I'd recommend him to anyone and I'll definitely be referring friends.

I had a great experience working with Alex. He is extremely knowledgeable -- and dare I say…read morepassionate?? -- about the intricacies of the tax code! He is professional, has excellent follow-through, and goes above and beyond to help his clients better understand their financial situations. A bit about the process: We started with a free, 15-minute consultation to determine whether Alex could help me. During this call, he gave me an estimate of how long it would take him to address my situation at his hourly rate of $325. Before Alex began work on my issue, I paid half of the upper end of the estimate upfront and Docu-signed an engagement letter. Alex took his time collecting all of my pertinent financial details and kept me apprised of the projected timeline throughout the process. We concluded with a scheduled call where Alex presented me with a very organized, well-thought-out PDF showing potential outcomes considering different variables. He spent an hour and 15 minutes patiently going over the PDF with me and answering every question I could come up with at the time. Since our scheduled call, Alex has remained available via email and phone for further inquiries. He is always friendly and eager to help. And when he can't come up with an answer or explanation on the spot, he researches it and follows up with what he's found. Highly recommended!

I am extremely upset about the service and quality of Joel and his team. We really wanted to like…read morehim-- he was referred to us for his cost segregation experience and we had a good first meeting. However, as we got closer to April 15 I got minimal communications from him. Then on 8pm on Tax Filing day itself, he texted that it would be late at night that he finished, then he texted saying he didn't finish and would file for an extension. Strike 1. Then I had to follow up April 20 since I hadn't heard anything and then over the next 2-3 weeks it was back and forth of reviewing his draft submissions and there was constantly inaccurate information, missing information, and overall poor attention to detail (he even missed including my 3 children as dependents). I was QCing accounting mistakes of my own CPA! Strike 2. I had to keep revising his drafts because his initially had us owing over 5-figures which was more than last year. I had to remind him then of how to approach the tax strategies that our family put in place. What I am even paying you for?! Strike 3. Then I had to still follow up with him when the final submission was going to be submitted (over a month late) and only then did he actual submit it, but I never even got a copy of the submitted paperwork (still waiting for it). Strike 4/5/6/ Needs to be thrown out of the game. I don't recommend at all and it's unfortunate since he seemed to do well with others, but not with us. Maybe he couldn't handle the complexity of our W2s and investments but never will I work with him again.

Joel was amazing to work with this tax season for my small business. He was extremely informative,…read morepatient, and genuinely made me feel like he had my best interest in mind every step of the process. Having worked with other tax professionals in previous years, I can honestly say that level of transparency is hard to come by. He was always available when I had questions and took the time to explain things in a way that actually helped me understand my business finances better. I'm leaving this tax season feeling much more confident going into next year thanks to him. I'll definitely be filing with Joel again next year and every year going forward. Such a great experience overall, and I highly recommend him to anyone looking for someone trustworthy, knowledgeable, and supportive when it comes to taxes!

I feel so confident and cared for with Crowley Bookkeeping-- they are just kind, professional…read morepeople. Angie and Michael are always available for questions and have expert advice at the ready. It's a huge load off as a business owner to know I am in such capable hands. Thank you!

Good solid work! Very responsive. The books are very tidy and clear. Up to date on regular basis so…read morethat we understand situation without suprises.

Alan Mehdiani prepared my 2024 tax returns, but the experience was disappointing. The process felt…read moreimpersonal, with limited communication. Questions were handled through voicemail, responses were often delayed, and some calls were not returned. I also paid a retainer based on their detailed questionnaire. Two months after my taxes were filed, I received an unexpected $275 invoice with no explanation. When I asked for clarification, I was told the retainer only covered preliminary setup and that additional forms identified during preparation resulted in extra charges. These fees were not clearly communicated in advance.

I had a good experience working with Alan Mehdiani. He answered my tax questions clearly and helped…read moreme understand a few things about deductions and filing that I was unsure about. The communication was professional and the process felt organized and straightforward. It was easy to schedule and everything was handled in a timely manner. I would recommend him if you need a CPA in the Beverly Hills area.

We all know tax season can be stressful, but with Jon at the helm, filing this year turned into a…read moresurprisingly pleasant experience! From the moment we walked into Jon's office, his entire team made us feel welcome and comfortable. It was like having a friendly and supportive family helping us navigate the tax maze (something we definitely needed!). Jon himself is a true tax whiz. He patiently reviewed every document with a keen eye, explaining everything in a way that even a complete tax novice like me could grasp. Beyond his knowledge, Jon's patience and kindness were truly remarkable. No question felt insignificant, and he took the time to break down complex concepts for both me and my business partner until everything clicked. Honestly, he took care of everything! And a big shoutout to Marco and Dulce too! Marco was a fantastic behind-the-scenes support throughout the whole process. Dulce helped me with my personal taxes as well so patiently. If you're looking for a tax team who treats you like family, explains things clearly, and gets the job done right, look no further than Jon and his team! They truly relieved our tax season stress and made the experience surprisingly enjoyable. From your friends at Mirage Co., Jonathan M.

"For more than 10 years, John and his team have given us peace of mind with their excellent work…read more They are reliable, organized, and very attentive. I recommend them without hesitation."

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who…read morewas prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!!