I've been a client of David's for the past 7 years (since I moved to North County). Originally, his office 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! read more

If there was an option to give this unethical company zero stars, I would have done so - it was that 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. read more

Good man always available thanks for the help so kind and open for sharing. I love this place

After leaving a another state and moving back to California. Choosing a tax accountant that treats you right and makes sure everything in your personal life and business is done meticulously, is a frustrating task. It took me 2 years to find someone like David at Rundlett and Associates. The team is meticulous and on par from a to z. I wouldn't consider looking anywhere else for a trusting accountant and business relationship, these guys are beyond expectations..! read more

David is awesome! He was able to help me out and answer all my questions. I usually do everything through turbotax, but after going to david i see how that wasnt the best option. He went out of his way to explain things to me, and he was willing to meet me at odd times. Im glad i was able to get some help from him. Would gladly recommend david to anyone in need of tax assistance he got a little busy during tax season but he handled it all well. read more

Hey Yelpers, if you're looking for a great tax guy, look no more- David is the best at what he does. I've been coming to David for 2 years because my wife can't stop raving about this guy. He's very detail oriented and explains everything to you so you get the best return possible. I highly recommend David for tax preparation. read more

Very knowledgeable and thorough, highly recommend. He spent the time to really go through every possibility of a write off and helped me to bring down the amount I owed by a ton. I don't know about the other reviews in regards to his professionalism or communication, he always returned my messages promptly and it was an overall easy process. read more

This firm is honestly one of the friendliest and most personable places I have ever been to. Dave works professionally and efficiently in getting his clients the best results every time. He doesn't just see his clients as names on a piece of paper, but makes an effort to get to know all of his clients on a personal level. You can ask every client he has had and they will all be able to confidently say that Dave is his/her friend. This is a type of relationship that can't be found at any other firm. Only one of the countless reasons why Rundlett & Associates stands among the best. read more

I was fortunate enough to find Rundlett & Associates on yelp because I was in desperate need of a tax preparer. I traveled miles to meet with David to have him prepare my taxes. I was very impressed after my telephone conversation with him because he showed me that he was very knowledgeable and had a very impressive background! He was very friendly, professional,accurate, reliable and competent! He was very efficient and reasonably priced. I believe that he is the best!!! I was amazed when I picked up my taxes that I got a bigger refund than last year. I am definitely getting my taxes done by David again next year. If you are looking for an ethical, knowledgeable and professional accountant than look no farther David is the best!!! read more

David Rundlett is one of the most knowledge and professional tax preparer I have consulted. I have been doing my taxes from HR block to other private tax preparers through the years and no one compares to David. His work experience speaks for itself. I can guarantee that my family and I always get the best customer service and attention from him. Taxes can always be confusing but David takes the time to explain everything to you and give all the legal options we might have in order to submit our taxes correctly and on time. I have recommended him to my family members and co-workers and all of them have been very satisfied with his work. Keep up the good work and see you next year! read more

Ive been going to Rundlet & associates for the past 3 years . I use to go to liberty, an other small places until I was refferred to David Rundlett . Dave is a very knowledgable and honest tax preparer that I reccomend to all my friends, family, and coworkers. Nice , clean office and employees that know their job very thoroughly. Id reccomend this office to anyone looking for a solid tax preparer. read more

Dave and Jonathan treated me like I was why they were in business to begin with. I was nervous about my taxes because of so many moving parts in my life, but I didn't need to be. Rundlett and Associates have a master grasp of tax codes and made it immediately clear that there was nothing to worry about. I left their office with one thing in mind; I'll be back next year. - Jeremiah S. read more

This year I decided to give someone a shot with doing by taxes other than turbo tax because I was unfamiliar with filing with ESPP and Stock. David knew exactly what to do with very little information from me and was able to get it to me in a very timely manner. I just got to sit back, relax and he handled it! I'm happy to say I found someone I can trust on the first try. Thanks David! read more

Dude David is the man!! Very KNOWLEDGEABLE !! Came in excepting to get little to nothing back and thanks to this guys i got a whole lot back !! Totally worth it!! read more

Dave and his team are the best!! Nobody knows the ins and outs of the IRS better than these guys. Very thorough and knowledgeable with getting you the most out of your returns. Highly recommended! read more

I used Rundlett & Associates for my taxes in 2016 and was asked to provide past years taxes. Gave my past years taxes to them for review and never got them back. I have been requesting them since 2016 and I still can't get them back. I was audited by the IRS and they were saying I owed back taxes for 2015 and I didn't live in the state. There was no representation from Rundlett & Associates. I had to pay to avoid penalties. Please use this as a warning. You will be on your own with a run around from these guys! Poor service and nothing but excuses. read more

David Rundlett has been a breath of fresh air. Since finding David to do my tax preparation and accounting I have not looked back. The service is amazing and he goes above and beyond the call of duty. David is a trustworthy man who genuinely wants to help. I felt like he went the extra mile to make sure I was happy and understood everything, which made me feel like he was invested in the project rather than just working on another job. The results speak for themselves, with the savings I have made I will be recommending Rundlett & Associates to all my friends and family and enjoying more holidays! read more

I truly appreciate all the diligence and hard work that Mr Rundlett had when helping me file my taxes. I recommend him to my closest friends and family. Thanks!! read more

David and his associate were amazing! David went above and beyond to help me file the best possible tax return under a tight timeline and with difficult circumstances. He was caring, flexible and knowledgeable. I will be using David for taxes and other financial services in the future, and referring him to friends and family. Thank you David! read more

David is very knowledgeable has a very keen understanding of the tax code. Do not hesitate to use him.

I'm very grateful to David for his assistance with my tax needs over the years.

I loved the service here. Matt took care of me mostly while David was there to answer any additional questions that I may have had. They genuinely care and not once did I feel rushed as they really took the time to answer all of my questions. Reasonably priced in addition I'll be receiving a nice tax refund. I will be returning for years to come. Thanks guys!! And God bless!! read more

This is my second year doing tax with David. Although it was a bit difficult to schedule appointment with him as he is super busy especially in the tax season, he does impress me with his hard work and the results came out spotless. He definitely went above and beyond my expectation. He has deep knowledge of the tax law and he'd love to share that with his clients. Overall I am glad to have him take care of my tax. read more

Over the past few years, it became apparent that our previous accountant was not performing at an acceptable level with regards to our tax returns. Finally, after yet another surprisingly disappointing year, I decided to have someone else look at our returns. As it turns out, we had been overpaying our taxes by thousands of dollars. David and his friendly staff explained our options to us, got right down to work on all that was required to file amended returns and got us those thousands of dollars back. They were responsive, helpful, knowledgeable and willing to spend whatever time was necessary to get things done, including sitting on the phone for hours at a time. It's made all the difference for us, and I highly recommend anyone who is looking for help with their taxes to call this firm. read more

You have to be kidding me. I am not hiding my identify and I never did business with him because of his lack of response. I can't believe after all this time he is still going after me. He did have a previous comment on here calling me a scammer but he either removed it or Yelp did. Our conversations are all recorded in writing in the Yelp system. When things got heated because I wouldn't change my review, I suggested we just post the conversation and he threatened to sue me. Now he wants to post the conversation? I have no problem with that Dave. read more

Best taxes ever and excellent service. Thank you for everything Dave, don't waste your time with HR or other, try it guys!

I was hoping to leave a great review, raving about all the help I received; however, I couldn't get a response from David for weeks after repeated attempts via email and phone. I initially called and left a voicemail, then followed up with email and did eventually get a response back. I provided the information requested and then followed up multiple times for feedback and to schedule a time to go over everything and have only received one reply stating that David was in Mexico and would be back the following week. I followed up that week and again the next week and again the next. It has been several weeks and this needed to be done in a timely manner. Seems extremely unprofessional and does not seem to have any sense or urgency or care for a potential new customer. Very disappointed. read more

Dave is one of the most GENUINE people and accountants I have ever met. Not only does he know tax extensively, he strives to make sure every return is done with extreme perfection. He cares so much for his clients and have never seen anyone work as hard as him. Wonderful to talk to and very well at guiding you through the tax season! I wouldn't trust anyone else!!!! read more