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.

Lee Covell and his staff have taken care of our complicated taxes for the last six years. They are…read morealways up to date on the latest laws and exemptions, and have handled our complicated self-employment issues with patience and expertise. On time, reliable, and knowledgeable, I absolutely trust this team, and have several family members and friends who are also grateful for their service.

I've been with Lee for over 10 years, he has become more than just our "tax guy" he's a friend you…read morecan ask questions to anytime. If you're reading this more than likely you're looking for help, Just give Covell, Jani & Pasch a call, you will not regret it. I can't speak well enough about them !

Five stars to Jonathan Lee for for his tax services. I've used him now for three consecutive years…read moreand am always impressed by his technical competence, timeliness, and efficiency. He found deductions I didn't know I was entitled to in each of those three returns which increased my refund. Happy customer here. Fran

This is the first year that my husband and I had hired a CPA. Jonathan was recommended to us by…read moreanother CPA. We started corresponding with Jonathan in December and he prepared our tax returns with plenty of time to spare. He was nothing but professional and courteous. He addressed all our questions and spent a lot of time communicating with us over the phone, via email, and in person. We will continue to work with him in the coming months and years.

I have ran a small investment portfolio for years, and I have routinely struggled to find an…read moreaccountant that diligently and promptly addressed its tax needs. At Guardians CPA, I found that accountant. Ismail is incredibly diligent, competent, and prompt. He made untangling an error by a previous accountant as effortless as it could be. I could not give a higher recommendation for his services.

Highly recommend Guardians! Ismail has been so helpful with getting our taxes on track. I have such…read morepeace of mind with him handling everything. He is easy to work with and prices are very reasonable!

I can't say enough good things about ABMG! They're amazing! Larry and Brianna have helped us so…read moremuch from taxes to all things finances. We would be lost without them!

I worked with many accountants over the years working in the production services business,…read moreincluding vice president of production services at Paramount Pictures . Larry Lerner stands out as my favorite of them all. He and his wonderful office staff, especially Allie, have always been professional, accessible, easy to deal with and very fair. They have always been there for me including during my recent fight with leukemia where they stepped up and made sure everything was taken care of during my illness. Fortunately, I am in remission and I look forward to many more years of dealing with a ABMG, Larry and Allie!

I've known Patrick Van Sloun for more than 35 years, and he's been the trusted tax preparer for my…read morefamily for many years. During that time, I've seen firsthand the level of expertise, dedication, and personal attention he brings to every client relationship. What sets Patrick apart is that he genuinely cares about the people he serves. You're never treated like just another file or tax return. He takes the time to understand your situation, answer your questions, and discuss options in a way that makes even complex tax matters easier to understand. In a profession where personal service can be hard to find, Patrick is refreshingly accessible and responsive. His knowledge extends well beyond routine tax preparation. He handles both individual and business tax returns and has helped navigate complex tax questions involving businesses, trusts, and advanced tax-planning strategies. When difficult issues arise, Patrick brings a depth of experience and practical insight that inspires confidence. Patrick is also incredibly hardworking and committed to his clients. He puts in the time necessary to get things right and has built a capable support team that allows him to provide efficient service without sacrificing personal attention. Perhaps most importantly, Patrick combines technical expertise with strong relationships. He's personable, easy to talk to, and genuinely interested in helping clients make informed decisions. After more than three decades of knowing and working with him, I can recommend him without hesitation. If you're looking for a knowledgeable, responsive, and trustworthy tax preparer who treats clients like people rather than numbers, Patrick Van Sloun is an excellent choice.

Been using this firm for 4 years, but the last year was a disaster…read more I was very patient due to the fact that I was already familiar with the business, and they've done good work. The issue became the complete lack of transparency, lack of competence, or and knowledge from the staff. ***No one ever picked up the phone or answered emails*** I also understand the staff was in training. But I'd rather you tell me you don't know than give me the wrong info and give me false hope. I had to call almost every week, and I was given EXCUSES and conflicting info from different staff. If i weren't pushing, my documents wouldn't be filed. They finally filed after the due date. Upon expressing my dissatisfaction, you'd think they would simply apologize. She was rather very defensive and kept giving tons of excuses, still. Totally unprofessional! I wish her recovery and good health, but will never do business with this lack of work ethics.

Beth helped me get navigate my personal and business taxes with ease. Her 27 years of experience…read morereally shows.

I had them do my taxes last year and they charged me $1100 which I thought was high. This year they…read moresaid it would be $2150. WOW, almost double in one year! For all that money I didn't get any advise on how I can save money on my taxes just a simple filing. I also got told they wouldn't work with me anymore after I asked for some of the forms from last year. I'm happy to take my business elsewhere. I found someone who will do them for the original $1100.

I have been a client of Barbara Agerton and Tax Time Services for over 20 years. I would recommend…read moreher to anyone because of her attention to detail. As a single woman with a thriving business and over 18 employees it was imperative that I be taken care of reguarding complicated tax returns. Now that I have retired I will continue to use her because of the trust and history of our past relationship. Trust is the most important aspect of any business and that is why I can highly recommend Barbara Agerton and Tax Time Services.