Dave was super engaging and entertaining! His comments and vision would seem common sense, but for…read moremany - they are not! I would highly recommend Dave to any agency trying to get better!

Dave has a wealth of information that he uses to apply to your mentorship, coaching, and everything…read morein between. His help has been such a great value to our business and my professional journey. He's increased my awareness and confidence. Highly recommended!

I worked with Mr. Warren Thefeld as his work was assigned to me over the course of about a decade…read more As a retired taxing authority government employee, I found his work to be honest. We didn't always see eye to eye on things, but in my experience he never once advised his clients to be at all dishonest. We often had discussions about various levels of tax authority and how to interpret them for his clients. Mr. Thefeld fought for them. Never once did he edit tax authority and present his version of the code or other legal evidence as some agents were known to do. He was knowledgeable, thoughtful, professional, honest, and a man of integrity. I would highly recommend the services of Mr. Thefeld and this company.

My go to tax consultants and special services. I am a CPA and they provided me with help on many…read morethings from property tax matters to 1031 exchange. Call Warren for anything to be explained at a very pedestrian level of understanding.

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'm not sure they are taking new clients but I would call them and ask. Suzan is amazing. Very…read moresmart and an expert in all things taxes. She did my trust and personal taxes and explained everything I needed to know about my tax situation when I picked up the tax returns. She is a CPA and her prices were very reasonable for someone with her expertise. Just make sure if you discuss world affairs with her that you do your homework beforehand because she sure has. I'm very thankful to have her as my tax preparer.

Do not hire this tax provider. They will not be responsive and they will not deliver the agreed…read moreupon scope of services on time, but they will still try to bill you. Save yourself the stress and avoid this tax preparer. There are plenty of reliable preparers out there, this is not one of them.

I've been using Edie for decades, from being a W2 employee to owning my own business. They are…read moredependable organized and consistent. You know you're not getting any shadiness. I recommend them often.

Edie is an extremely experienced and knowledgeable accountant. She skillfully handled the…read moremultiple, complex tax returns for our large corporation for 15 years as well as our personal returns for 25 years. We have referred her to many friends and colleagues and will continue to do so.

I was referred by another attorney to Mr. Phil Jelsma because he said Mr. Jelsma is the best in San…read moreDiego and would be able to help with with tax law. There was no wait time on the phone and he was happy to help. I told him the issue and he provided advice and information that is helping me determine what the next steps are and what I need to do to move forward. He never rushed me off the phone or made me feel like this was a firm only interested in getting a retainer signed or that they were money hungry. He was very kind, patient, and gave me the answers I was looking for. I am very thankful for his help and will be keeping him in mind and referring this firm. Thank you!

Liane Whittaker has been doing our bookkeeping and taxes since I saw her advertisement in The…read moreShepherd Yellow Pages in 2007. For 17 years she has come to our office once a week to enter our business and personal financial transactions and reconcile our books using Quickbooks. At the end of the year she prepares and files more than a dozen business and personal state and federal tax returns for our business and family members. Many of our friends use her tax services and rely on her good advice from her extensive experience and background in state and federal government services and in medical services. Our property manager uses her tax services for her business, and Liane prepares and files taxes for the non-profit organization we volunteer for. Liane attends the weeklong IRS Tax Seminar and the weeklong IRS Update School every year, so she is always armed with the latest information from the IRS about what and who they will be focusing on each year. She is an IRS Enrolled Agent. Many people using self-service tax programs are being shocked by the taxes the programs say they owe. Liane says that the self-service tax programs are calculating higher taxes for several reasons, one of the main ones being answering questions incorrectly. Preparing your own taxes is not a smart choice for an uninformed taxpayer. The IRS is changing the rules constantly. The self-service tax programs are not keeping up with the changes. If you call the IRS and ask for advice, you will get a different answer every time you call. You need to work with a professional who knows the rules, keeps up with the rules, and will represent you professionally, thoughtfully, and carefully if and when you have to deal with the IRS about an issue. Liane cares about her clients. She is in business to help people, not to get rich. You will find that she charges considerably less than every other tax service, and she knows the rules. She will prepare and file your taxes correctly. She doesn't charge for a consultation, so give her a call. You will be glad you did.

Great service, Lilian takes care of our payroll and taxes for a great affordable price. Although…read moreher office might be out of her home, she still gets the job done better than any other bookkeeper I used to have.