Asked if they can review my income tax files before I submit them…read more They were very busy and they offered to Review after their rush was Over. Good suggestion and I agreed. Thanks for their help

Super nice people, but were incredibly slow doing my deceased mother's back taxes. They were also…read morehard to get ahold of and not responsive, with many unreturned phone messages. I know there were a lot of things going on for them, and I was willing to wait to get the work done (I waited 5 months), but nothing excuses an unreturned phone call (several actually).

I had been with MOTA for many years but left after my 2024 returns were completed. They did both a…read morebusiness return and a personal return. They are very pleasant people, but not easy to deal with. Additionally, they are expensive. They charged me $140 to produce a single 1099-MISC, that I supplied all information for! Their new system and their demands became too difficult to deal with. Their questions seemed like audit questions rather than tax questions. And questions they should've asked about my taxes, they NEVER asked. They assume you know what should be submitted to them, and don't ask you any questions about what wasn't submitted. For example, in 2024 with the Mountain Fire in my neighborhood they should've asked about catastrophic losses. They know my address and know I live in the middle of many houses that were burned to the ground. They should've asked but never did. Fortunately, the question was asked for my 2025 return. Lack of competence or lack of leadership? Not sure which, but glad I switched.

I've been going to Mission Oaks Tax and Accounting - John Elhai for my father's tax returns for…read moreyears. And, since my father's passing wherein I inherited the house, I started utilizing the services of John Elhai, too. Staff at MOTA is exemplary, providing top quality tax services. They are extremely knowledgeable in what they do, and actively communicate with me to find and ensure the best return. Furthermore, they are extremely courteous, patient, and professional. I strongly recommend Mission Oaks Tax and Accounting!

I found Katie through a Google search and she ended up being in the San Diego area as well. She was…read morequick to respond and set up our first chat. She understood what I needed and was super knowledgeable and helpful. Her rates are reasonable and she gets the job done in a timely manner. Although I needed her for somewhat of a short term project in this case, I will keep her info and use her services again in the future!

I was referred over to Katie after doing the books myself. Turns out I did them wrong!…read more Don't do the books yourself, hire Katie. She'll pay for herself.

I am divorced two years now and had to deal with so many change overs in the beginning that I was…read moreso overwhelmed. Rod was so kind and patiently helped me through the whole process.. I will never forget and appreciate the extra effort and care I felt. I still stumble with my taxes and having Stephen there to help me up is just simply amazing. Thank you 100% recommend!

Rod has been doing our taxes for the last 15 - 20 yrs. and he is a very patient and reliable…read moreperson! We truly appreciate his tax services and the quality of his service!! His son is a big help to his dad. He was very patient with my questions when he spoke to me. We highly recommend both father & son!!

I have been using Susie for at least 7 years and she has always been the best. She gets to know her…read moreclient, she is easy to talk to and get the job done on time. I recommend her.

Super professional, to the point, knowledgeable and clear. Carolyn is a really effective, friendly…read moreand polite face of the business. Really impressed and although we had to wait to get on her schedule, it was worth it!! Highly recommended!

I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

Bill has been helping us, primarily with our taxes, for more than 10 years. I can't recommend him…read moreenough. He and his staff are always kind, efficient, proactive, and generous with their time and expertise. I always feel safe and well cared for when working with Bill.

Tax time used to be a really stressful time for me. The thought of filing personal taxes and the…read moretax prep for my business was enough to send my heart rate through the roof. A few years ago I found Bill online and decided to give him a try. Deciding to choose Bill as our CPA is one of the best financially related business decisions I've made yet! Bill is personable, approachable and downright genuine. He is knowledgeable, trustworthy and I feel comfortable talking about my personal and business finances. I'm confident that he is on top of the latest tax codes and changes and how they might affect my business. His assistant Abby is kind, professional, efficient and very capable, too. I wholeheartedly recommend Bill to fellow business owners and look forward each year to tax time.

Juan Carlos and Valarie at Samaniego & Associates have done my taxes and have consulted for more…read morethan fifteen years. They are a wealth of knowledge and a great resource. I have referred several friends to Samaniego & Associates over the years and they likewise.

My wife and I have been clients of Samaniego and Associates for over 20 years and counting. They're…read moreknowledge, customer service and their attention to detail in regards to the tax system is second to none. Carlos and Valerie are courteous, professional and have always gone the extra mile when needed.

Outstanding work done at a very fair price. Things took a bit longer than expected, but I enjoyed…read moreworking with Eric and was impressed by the breadth of his knowledge.

I hired Eric Ridley as my attorney because his website made the bankruptcy process seem simple and…read morestraightforward. Unfortunately, my personal experience was very different. A large portion of my debt came from my son's high school football injury and his seizure disorder, so I was already overwhelmed and going through one of the most stressful periods of my life. Instead of receiving the guidance I desperately needed, most of my case was handled by an out-of-state paralegal, and the process dragged on for over a year. The one time I spoke with Eric directly, he made a comment suggesting I "cut off" my 16-year-old son because his medical bills were too high. As a single mom with no second parent involved, I was devastated. I had no idea how I was supposed to simply stop supporting my child. That conversation left me in tears, and I eventually reported my concerns to the California Bar. Eric agreed to reimburse part of the fee I had paid. In my opinion, bankruptcy representation requires compassion, clear communication, and hands-on guidance--especially for clients dealing with medical-related debt--and I did not feel I received that. Switching attorneys was the best decision I made. I hired Karen Grant, who immediately fixed the issues, communicated professionally, and had my case filed within a month of our first meeting. This review reflects my personal experience, and I hope it helps others who may be searching for the right attorney during an already difficult time.