Alisa has helped us two years in a row. She has made doing our taxes so easy and seamless!read more

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

Left a message and got a quick return call for my daughters IRS tax issue on a Bank of America…read moresettlement that shouldn't have been taxable in the first place. She talked to us in detail with no rush and very supportive on the available options. Thank you so much!!!

Very, very. Very smart lady. Mel really knows her stuff. I was 8n a jam and she completely…read moreuntangled it. I cannot recommend her enough. True problem solver. Unbelievably knowledgeable and professional. Thanks Mel!

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

I have gone to Ron for over 20 years now and never a problem, always get the maximum legal…read moredeductions, and Ron is always cheerful and easy to work with. I look forward to going each year.

James has been my tax preparer for a few years. Super easy to work with. Just email him your tax…read moredocs and questions. He is quick to respond and handles my tax filing in no time. Professional, stress-free and fairly price. Highly recommend!

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

Brian Montañez was super helpful. I've never filed my taxes with a tax professional before and he…read moremade everything super smooth and easy.

Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

Maggie helped me file my taxes this year and made the entire process very easy. This was my first…read moretime using her service (former tax preparer had retired) and was very pleased with her knowledge, expertise and efficiency. In 60 minutes she was able to prepare and submit (electronically) my taxes for 2023. I was prepared but was still very pleased with how quickly she was able to process information while getting necessary forms ready. I look forward to having her prepare my taxes next year as well and definitely recommend her services.

Robert the Bruce did a stellar job defending me against the IRS. The IRS was demanding that I owe…read moreabout $15,000 in taxes. Anyone I spoke to for help was actually leading me down the wrong path that would ensure I would still owe. Mr. Bruce was the only person out of all the tax attorneys and tax accountants and IRS agents who gave me effective education on how to defend myself against the IRS. He knew everything right off the bat and didn't have to look anything up. It was obvious from my consultation that he was the only specialist who wasn't clueless. I was very anxious and emotional during the consult, and he was very calm and empathetic and stayed on the line with me the whole time to answer every single question thoroughly. It took him only a few minutes to file my taxes, and he brought the $15,000 down to -$16,000, meaning the IRS ended up owing me money. Thanks to Mr. Bruce, I saved (and made) money. Had I gone with all the other tax agents, I would have owed money. Robert Bruce is a life saver and a great guy.

Robert's customer service is absolutely terrible and he does not know how to run a business…read moreprofessionally. I would not recommend his services due to his lack of professional amongst other things. If you need any help with your taxes be sure to find someone else.

Professional and good service！…read more gave me a lot of help！

I wanted to write and thank you, Ken for your prompt and thorough accounting service. After I…read moreprovided you with my initial documentation, you went right to work and prepared the needed documents in short order. I came on a Thursday afternoon, and you completed my return the same week, Sunday. I like that you also value my security and privacy by using encrypted methods to pass communications. Your rates are very reasonable as well.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!