These guys are the experts of tax law! They helped me resolve many years of unfiled tax returns…read moreand negotiating the irs to remove most of my tax penalties and interest. They are very knowledgeable and caring!! They helped me get back on track and they even call me to make sure I am still on the right track... which I am thanks to leading tax group. I met with Mr Jacobson and I would recommend you do the same as he is very honest and friendly and extremely smart! I have reffered many to this firm and that's why I'm writing this review for them. This is San Diego's best kept secret for best tax attorneys !!!

I was involved in a big Crypto scam. Long story short I thought I was investing my crypto into…read moreinvestments yielding high interest. But the whole Thing was a big scam. After I get scammed of millions of dollars over the course of multiple years, I ended up owing the irs and state (franchise tax board) over $3 million dollars. I was being tax on this scam. Adding insult to injury. I received a notice of intent to levy from the irs and decided to do research for the best tax attorneys to help me. Thankfully I found leading tax group! And I found them through Yelp. The took the irs problem off my plate and dealt with them and wow did the deal with them! It took a little over 2 years and the did the unbelievable.... Reduced my entire debt to zero!! Yes zero!! They proved to them my side and we won!! Thank u yelpers for referring me to leading tax group. Just wanted to share my story.

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 :)

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.

Great experience - honest, helpful, and friendly…read more I spoke with Allison Soares by phone regarding some tax concerns I had, and she was incredibly friendly, professional, and easy to talk to. Even though my situation wasn't the best fit for her practice, she took the time to listen, explain things clearly, and recommended other companies that were better suited to help me. I really appreciated her honesty and willingness to point me in the right direction instead of just trying to take on the case. If you're looking for a tax attorney who is knowledgeable, approachable, and genuinely helpful, I'd definitely recommend reaching out to Allison.

Allison is very reliable and stable. I was having big anxiety and panic when facing edd audit…read more Allison holds me well and calm me down. She is very responsive and always calls back + responds in the same day which comforts me a lot. The result goes exactly as Allison planned strategy. I couldn't be more happier. A lot thanks to Allison!

I honestly can't even express how grateful I am for everything that Joel Weissler has done for my…read morefamily! I will admit that the legal process and paperwork that I needed done were beyond my comprehension. He made it easier for me, explaining it all in a way that I could understand. My mother's health was deteriorating and we wanted to make sure that her assets (mainly her home) would be protected. Mr. Weissler was efficient and thorough. Everything was done in a very timely manner. It was a scary process for me, stressful, emotional...going through it all, knowing my mother wasn't going to be around much longer...and me, wanting to make sure everything was properly secured. Mr. Weissler relieved me of that stress. He saved her house. He explained everything to me throughout the entire process. Not only is he a genius (and my hero), he was incredibly sweet, patient, and understanding. The whole experience was made better by his involvement. Not only his expertise, but the man himself is extraordinary! I am incredibly grateful for his help! I absolutely recommend him to anyone who may need his services! My family is grateful for his help!

Joel Weissler and his office team took us through our whole estate planning , setting up an…read moreirrevocable trust for my elderly mom who has advanced Alzheimer's.. and getting her set up for medi-cal.. Our process was filled with many unexpected twists and turns, forms, forms & more forms/info needed from annuity companies,banks, etc etc. Joel and his team helped us through the whole way!! The process took just under a year and felt stressful to me and my family at times but Weissler law group guided us every step of the way! Joel knows his stuff! He's written books on estate planning too and is very involved in the community.. very personable as well!! When your trying to protect your loved ones.. especially elders with no real voice choose Weissler law group!!

I want to thank David for the constant communication during this process…read more He provided guidance and help thru everything. My OIC is now accepted and I am very pleased. Thank you Flat Fee Tax Service

I just cannot say enough great things about David & his staff. My ex left me with a HEFTY $44,000…read moreof back taxes and Flat Fee helped me with the whole process. I just received a settlement from the IRS and only have to pay $2873 then I am FREE AND CLEAR! The process takes a while (about a year), but that's because you are dealing with the IRS. David and his team were MORE than helpful and answered all my questions & concerns and never once made me feel inadequate. I just can not tell you what a huge relief this has made in my life! Thank you David and team!!!!!

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.

My experience with Mr Hurwitz and his whole office was excellent…read more Something what was going on for months, he was able to solve for me within 3 days . With ease and great sense of humor . I can highly recommend this business. Thank you ! P.S . Easy to park , another plus .

Stuart and his team are truly amazing! When you work with Stuart, he embraces you as family not…read morejust support staff. He is truly one of the few good attorneys in San Diego County. Believe me, I've worked for some crazies. He puts his heart into his cases and truly values his clients. All the while, he and his team keep a wonderful sense of humor. If you're considering working with Stuart and his team, please know you will become like family and you get the best help in town.

I was only able to leave a VM. I received a text response in less than 10 min. He wasn't able to…read moretake my type of case, but recommended Brent Pfeiffer, Esq. who was extremely helpful with the few questions I had. Thank you again, Attorney Peterson for the recommendation.

I highly recommend Brett Peterson for your legal needs. He was very responsive and generous with…read morehis time and knowledge. He was helpful with his suggestions, and provided me with information, even suggesting that it probably wouldn't be financially beneficial for me to retain an attorney given my circumstances. Brett charged no consultation fee despite taking the time to respond on numerous occasions. Honesty and true ethics are a rarity, and I am very appreciative of his.