We have had Paul Spann prepare our tax returns for over five years, including Schedule C, LLC,…read morereal estate rentals, investment securities and other personal investments. His work is professional, competent and reliable in our experience. When we have a tax related question, we "Call Paul" (not Saul), and he provides us with the answer and information we need, in a timely manner. Disclaimer: We are not employees, personal friends or family members of Paul Spann, simply satisfied clients. We have no need to look elsewhere for competent tax advice at a reasonable price.That's why we are willing to drive 83 miles each way for Paul's services. Chuck and Sylvia R., Simi Valley, CA

I have used Paul for years and he is nothjng but professional and friendly every time. He's fun…read moreamd honest, always makes me feel comfortable. I am a nerd with taxes and accounting and he never makes me feel like I "should know" something, he simply walks me through what I need to know. I recommend him to everyone!

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

I can't believe no one has given Fred a review yet!!…read more Fred is amazing. I have recommended friends and acquaintances to him over the last several years. He has been doing my taxes for close to 10 years now! A friend worked in his office and recommended his services to me. My friend moved to Texas and I stuck with Fred. You can make an in person meeting or simply fill out the forms he sends you. He keeps great records and is super organized in everything you get. I receive my packet from him the end of December or the beginning of January (first week usually), so I can get most things filled out... if I didn't procrastinate. He also mails out monthly financial tips, stock information and well wishes. When I turned my taxes in this year (2021) for my 2020 taxes, it was the first time I saw him in person in at least a year. He greeted me by my name. I can barely remember people's names that I met after 10 minutes. This guy cares. I HIGHLY recommend him.

I was referred to Fred from a member of the family years ago. My taxes can be pretty complicated…read morebut Fred helps make it a breeze. He let's me know what he needs ahead of time so that I'm not left sitting around for hours. Fred is honest, kind, and you can tell truly cares for you. He also has very fare wages. Fred sends out a cool quarterly letter with some fun information on it to get you thinking about your own life and finances. I would completely recommend Fred to anyone. He will do a great job for you as he has done for me for the last 6 years! Thank you Fred!

Would leave 0 stars if possible. That matches their ability to communicate. Multiple times my wife…read moreand I have reached out to get questions answered and we always got the same response "your message will be passed along" Stay away from this business Apparently the only way to get them to respond is leave a review... Jaqueline my wife is your client, first name Marissa. She has left constant messages to Debbie and now you, yesterday, why is there no communication?

Every situation is different, but I ... really don't understand the low ratings in some of these…read morereviews. Our taxes are usually pretty simple enough to handle on my own. But a couple of years back we retained Zweig & Associates for a one-off problem that was above my pay grade. I worked with Jacqueline, Michelle, and Adam, all of them diligent, efficient, and helpful. They resolved our (rather profound) tax issues, charged a reasonable rate, and didn't push any other services. I'd happily use them again.

The staff are very professional, they have clients get together events 3 to 4 times a year! Their…read moreoffice looks like a Law Office. However, they seems to be more like a financial broker firm than a financial planning firm. They put each client into certain risk tolerance bucket. If your risk tolerance has a rating of 50 as a result of your age, then they give you a set of investment options. They don't necessarily look at your family income and help you to plan your investment strategies to minimize tax implications.

I met Brian and some of his employees at a dinner. He had a wealth of information to share with…read moreindividuals soon to or recently retiring. He is energetic and positive. I came to the office in Irvine and met with Kurtis. He was fabulous! An instant connection of interest, professionalism and clear communication. They are family centered and seek to educate others on how to maximize their retirement, assets and investments and prepare for a fantastic future. They validate parking and have a clean office. The best part - they have a fiduciary responsibility to you.

I needed a local company to help me with my taxes. Craig and his staff have been thorough, on point…read moreand diligent every step of the way. I have been using their service for the past several years and plan to continue doing so.

Abregov Parrino is quite simply the best accounting firm I have ever dealt with. They take care of…read moremy personal and business taxes in a prompt, professional, and friendly manner. Oz has given great advice over the years and I plan on being a client for many years to come.

best small business accountants we have had for many years. works hard for the client, not the irs!read more

I am not one to leave a bad review but our experience made my husband & I so upset. We reached out…read moreto Ryan to complete our taxes for 2024 & sent him all of our documents over a month prior to the tax due date. There was little to no communication & our tax form was returned to us the day prior to April 15th for review. Quite literally, everything was incorrect. Our overall income was wrong, our address was wrong, and our daughter was not listed as a dependent. This almost caused us to miss out on a 2k tax break!! The lack of care that went into this was outstanding. We are a young couple who cannot afford this huge of a mistake. When we emailed back that there were mistakes found we did not hear back & had to scramble to find alternative help. Instead of a resolution we received a $675 fee due. I emailed again saying we will not be paying the fee for services, as it was all wrong, and received an email back with no effort to reconcile the situation & a "best of luck" in finding alternative help. Quite Disappointed.

We have been using TPMB for over twenty years. Could not be any better !…read morePete has retired. His son, Brian (CPA) does the taxes now. Same great service as before. Have no intention of using someone else !! Stu & Ann

Been going to Peter for many many years always a pleasure Brian Peters son has taken over and is…read morejust as good as the old man would not go anywhere else. Always friendly,efficient and they make sure all of the legal deductions are taken so you can pay the fair amount in taxes. Ed Mac