I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Leroy is awesome. He makes filing taxes easy and he is very knowledgeable. He also takes time to…read moreanswer any questions you have throughout the year and will even go as far as to recommend literature to give even more insight to issues you may have. Not only that but he is affordable! I highly recommend Leroy to be your tax guy!

Fast response and quick service, communication is terse - I'd recommend if you desperately needed,…read moreONLY simple W2's But between us but we had a fall out due to tax treatment from an error in filing status that nearly cost me 40x (Forty times) more in dues LeRoy completed my return within the day he started on mine - but it seemed very off. So after discussing my concerns - and he was busy - only thing I could do is repeat the entire tax return myself on Quicken and on mine the Fed/State #'s were not matching his. I shared the summary points but he didn't have time to look at it and told me the numbers are all on the tax forms. So again I redid my tax filing myself, went through the entire Federal/state/statements and identified the error and correction needed on the 2nd day after he completed mine, after i forming he said I should have told him earlier Despite submitting prior 2024 taxes, and the application questioneer form - he says that people will tell him that- regardless I did fill out his forms and provided him my previous tax returns too He said the forms filled out were already a week ago and I should remind him - but Im not sure how I would know if he did his diligence in the first place to know he missed something Since I already paid the $475 and after the back and forth, the numbers matched what I did on Quicken we moved forward and he filed it So Id say if you made it this far on the review: your mileage may vary but you should redo the tax filing yourself to make sure the numbers make sense

Grant is the most knowledgeable CPA. I have appreciated working with him as a client of the firm…read more He has great insight into various matters that have required his expertise. Grant's professionalism is evident in his communication style, which he seemingly accomplishes with ease. it is a pleasure working with Grant.

Immaculate conception - helping people who are challenged in all things tax and monetary. Tom came…read morein as friendly as always, He herded my sheep into the right pens. I got my refund fast. It's a simple one-stop shopping experience.

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

We have used MJS Tax Services for many, many years. I would highly recommend Maria for any of your…read moreTax needs She is extremely knowledgeable in all of the new and updated Federal and State Laws.

If there was a 6 or 10 Stars I would skip this 5 rating and give the highest to MJS Tax Services…read more Ladies of a team of professionals consistently provides excellent accountant and tax support throughout the year and updated EDUCATION on new laws. They will help you through complex financial situations and support you with care and concern. I moved here OUT OF STATE 2014 and they supported me with the transition; I have never gone anywhere else. There is no need with the best of the best. I'm not sure if you are like me but when someone is messing with my trusted financial and tax information; there has to be a profound trust and guarantee of the relationship. I wholeheartedly recommend MJS Tax Services - Thank you Mary and the awesome team! Godspeed- Robin- Del Mar, CA

I needed assistance with filing an amendment for the prior year as the accountant that I used was a…read moredisaster. I found David and had the best experience. Scheduling was a breeze, I received a link to upload my documents, we had a call to review where he made his suggestions and we agreed to a plan and a price. By the next day he was finished and ready to submit my e-file. The best part was he saved me a huge amount of money (clearly this is my own situation and won't happen for everyone!) He was responsive and very knowledgeable. I'm happy I found him. I plan to hire him to do my taxes for next year also. Thanks David!!

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

This was the second year Monique prepared our taxes, and we couldn't be happier with the…read moreexperience. The first year we actually switched tax advisors midway through the process because it had become confusing and frustrating, and finding Monique truly turned things around for us. Starting with her from the beginning this year made the entire process a breeze. Her website is very organized and intuitive, which made uploading and providing all the required documents simple and efficient. She communicates clearly, is readily available to answer questions, and takes the time to explain the process so you always know what's going on. What really stands out is the value she provides--not just in completing the return, but in making the entire experience smooth, transparent, and stress-free. You feel confident that everything is being handled carefully and correctly. Overall, it has been a great experience working with her. We're very happy to have found such a reliable and professional tax service, and we would absolutely recommend Monique to anyone looking for knowledgeable, responsive, and trustworthy tax support.

The IRS suggested that I have tax consultant review documents that I was proving at their request…read more I had 20 days to get it done. I called Willis and she (sorry I don't know her name) was able to see me the same day at no charge. What a fantastic thing these days when everything costs so much. I would highly consider having my taxes done by Willis. She gave me additional advice for filing taxes since my status changed this year.

Michael has been doing my taxes for ages!! He is very easy…read moreto work with and although I don't enjoy doing my taxes, he makes the experience as painless as possible!! He really cares about his clients and is very knowledgeable about the tax laws. I highly recommend him.

Great service! Strategically aggressive getting you back everything possible. Just be flexible in…read moreyour scheduling as Mike gets pretty busy in April and October. And never forget: A clean desk is the sign of a sick mind.

Found The Tax Pros through YELP. The company's prices are fantastic! If you have an "easy" tax form…read moreAnvy does it for only $60--that's the cheapest I've ever heard of. By 'easy,' I mean nothing too complicated to claim-- no mortgage, no spouse, no dependents, nothing but a subsidy from the government for help on health insurance. Seems straight forward enough, right? I spoke to 2-3 other companies about how much they were going to charge me for filing with them & all of them quoted me $100 & above. Outrageous! I checked The Tax Pros website & their prices were so affordable, I had to double check. I e-mailed them & got a reply a couple of hours later. The communication with Anvy was also a highlight. He responded promptly & was able to accommodate me a few days after. He's genuine, easy going & down to earth. The company is in STE 800, which is shared with a few other businesses. There is a main waiting area where the receptionist can give Anvy a ring to let him know you're there. They are located on the 8th floor. Plenty of parking all around the building. Easy to find! Highly recommend this company not just for their prices but for their friendly & professional attitude.

Amazing service. Very professional and super expertise. Ana helped me out so much. I wish I found…read moreher years ago