I have worked with many CPAs personally and professionally. Lowell is accessible and a good…read morecommunicator. He helped me transition from a 30+ year career in large companies to a solo practitioner, from being a partner in a partnership to being an owner with independent contractors, from being head of household with two dependents to being an empty nester, from being a home owner and office tenant to being a renter with a home office...all during an international pandemic! Thanks Lowell for your abundant creativity and patience. Karen Z.

I've struggled for years to find a great tax professional. For YEARS. My last one was OK, and very…read morefriendly, but I always had the sense he was doing the bare minimum for us. After two consecutive years of him making costly or potentially costly mistakes on our returns, I looked for some new help. I actually found Lowell on this website. I saw the great reviews, and we got in touch. Our meeting with Lowell was a revelation. He told me all sorts of ins and outs of the tax law that I simply had not known. That's what you pay a professional for, and that's what you get with Lowell! In addition, you get a very friendly person with a big and warm personality. I wish I had him helping us years ago.

You get so much more than an accountant and CPA. We found Robert at Martin and Company when my CPA…read morehusband, asked around to other CPA's, who they would recommend. I have been more than happy with the service. Everyone is professional, helpful and pleasant to talk too. They really make taxes and accounting issues much easier. They helped me get two years of taxes on track and filed quickly. I contact Robert for his recommendations, on changing and improving my accounting business practice. He always gets back to me quickly with all the information and what he recommends. I also ask Robert for recommendations on other professionals, such as real estate agents, and Lenders. I find that someone who puts so much effort into holding themselves to such a high standard, won't recommend someone who doesn't hold themselves to that same standard. Every recommendation he has given me has been helpful.

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

Working with Daniel for my personal taxes has been a fantastic experience. I've found Daniel to be…read morevery professional and one that pays great attention to detail. Daniel is prompt with his responses and always takes the time to explain things in a way that is easy to understand. I feel total peace of mind knowing my personal finances are in expert hands. If you're looking for an accountant, look no further. Highly recommended! Sarpidor

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

Another 5 Star review for John 8 years later since I started using him. I've since moved out of…read morethe area and we handle almost everything via e-mail now!

Been with Kim for 30 years! That's all that needs to be said. No fuss, perfect records, quality and…read morededication. Thank you TFM and esp KIM!

Fred and the team did an excellent job handling a complicated tax return involving some real estate…read moretransactions. I'm extremely pleased and impressed with the outcome and I would highly recommend! Great communication and very professional!

After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

My husband has an independent auto repair shop in Poway…read more We opened our corporation early 2012 (before we were merged under another corporation so it alleviated us of bookkeeping, tax preparation, etc) and we started with a no name bookkeeper who I must say made everything 100x more difficult for us. We were paying too much for unfinished services, she was inputting incorrect information, and we were charged several late fees. I found Gerald online and said let me discuss our business with him to see if we can build a relationship. I was sold the moment we spoke with him. He is seasoned and extremely knowledgable. He also has saved us money in merchant processing, payroll taxes, etc. Gerald performs our bookkeeping, taxes, tire fees, and also prepares our business and personal taxes while streamlining the administrative part our business. We are currently opening another two businesses and you can bet that we are using his services. I would recommend him to anyone who needs it! We are ever so grateful to work with him. THANKS GERALD!!!

Gerald is an expert and excellent at what he does. Easy and convenient and on top of everything.read more