Very pleased with the service provided from this firm. I will return next year when we schedule out tax returns

SIgned up with this accountant based on the Yelp reviews. Initial interview went well. After that the office manager seemed unorganized. When it came time to come in for the tax appoiuntment Stan was very short and irritable, then hung up on me. I dont think he looked at any of my information until right before our appoinement. It was not a professional experience. I would not recommend them for such an important service. You need someone professional that you can trust. read more

Called Stan as we needed to obtain an estimate of taxes that would be owed, after the sale of a property, so we could distribute funds from a trust. In my very 1st conversation with Stan, he took the initiative to make a 3-way call to talk to my lawyer's office in order to clarify some questions he had; this is before I even hired him. That was when I knew I had found the right person to help us. Stan couldn't get started on it right away, but he gave me an estimate of when he would be able to get it done, and he got it done. Previously, I had called and spoke to other CPA's that seemed to be too busy to be bothered with us. Fortunately, my trust attorney recommended Stan. Janet, who works with Stan, was very professional, helpful, understanding, and kind. They both made it a great experience and they took the time to help us out. Thank you, Stan & Janet, for helping me and my family with this. It meant a lot. I highly recommend them! read more

Had a call with Stan to discuss tax strategies and he was very helpful and informative. I attempted the same with another provider prior to finding him and it was a complete waste of time. Highly recommend Stan. read more

Stan was a big help for us ..At the last minute we needed help file some tax documents. He spend an 1 1/2 doing the paperwork..he was a lifesaver..We would definitely use Stan again. read more

Thanks so much for working around my schedule and taking care of my tax needs. Stan was efficient and easy to work with!

Most experienced CPA I ever meet he helped my 2023 Tax Return and I've got most refunds.

Stan, you are a total disappointment! Here's a little piece of advice, if you're unable to complete someone's taxes in 6 months...you should grow a pair, pick up the phone and tell the person who was patiently waiting for you to do your job that you are unable to do so! It's really simple. Your secretary felt bad for how you treated me and was kind enough to forward my information along to a different company who completed my taxes in 3 days! 3...DAYS! Was it because we're a military family? Was it because we haven't been life long clients of yours? In the end we have now found an incredible company who not only communicates but completes the job accurately and in record time. Beware folks you've been warned! read more

I had several questions regarding my rental property- like the depreciation basis on the property and whether my major repiping expense will need to be capitalized or expensed. Stan was very responsive and reached out to me within the same day I had called his office. Stan was very helpful in answering my questions. He was knowledgeable and even emailed me some information to help me out. I feel like Stan is the type of professional that cares about building a long term relationship with you rather than just charging you and get you in and out of his door. It works, as my conversation with him makes me feel comfortable in wanting him as my tax guy going forward. read more

I had questions regarding the capital gains taxes that would be due on the sale of a home that had been gifted to me years ago. An internet search brought me to Stan. He took the time to discuss my situation and answer all of my questions, even though I was not a current customer. He was more than helpful and professional, at one point telling me he wanted to check another source to make sure he was providing the correct information. He called back within a few minutes after having verified the information. He then graciously provided me with the next steps needed to calculate the basis for the capital gains. Stan was the second CPA I called. The first one requested I come to the office, bring any and all documentation I could find from 30 years ago and charge me $175.00 for half and hour. This was just to answer a few questions. Stan did this over the phone, at no cost. I will be going back to him to have my taxes done, and highly recommend him. read more

My friend has been going to Stan for years. When I needed an accountant she highly recommended him. I found him very easy to talk to and I appreciate how he makes time for me. He's very knowledgable and understands what I need even if I'm not so sure myself! He's been helping me with tax id's, estate & banking issues. He is also fair when it comes to charging, making it easier to use him for more accounting issues. Stan and his fellow partner & staff know their stuff! read more

Stan helped me over the phone with a complex trust where I am a trustee. We walked through what needed to be done for the beneficiaries for the current tax year as well as the future tax years for the irrevocable trust. Stan was very knowledgeable and understood the tax filing limits for both the federal and state which was helpful for me going forward. I would recommend Stan for your tax situations. read more

I have now gone to Stan for the past two years for my taxes and he has exceeded my expectations each time. Stan has gone above and beyond with advising on property related questions as well as with LLCs. I would highly recommend Stan and his office for you income tax needs. Thank you,. read more

We found Stan on Yelp and our first visit with him to do our taxes wasn't too bad. However, when tax time rolled around again the next year it was a different story. We received a postcard with our appointment day and time. Ok, fine. I had called Stan to ask a question and left him a message. He called me back and left a message. When I got back to him 2 days later he was upset that I didn't IMMEDIATELY return his call. Stan then told me that he would not do our taxes and promptly cancelled our appointment leaving us scrambling at the last minute to find someone else. Seriously?! I'm not sure how people put up with this DIVA-ish behavior. It was rude, unprofessional, and just plain wrong. Get over yourself Stan, you're not that special. read more

I have known Stan for almost 40 years. I have been very pleased with his support and services. I highly Recommend Stan for tax support and preparation. FW Smith read more

I called Stan because of all his great reviews. I needed help knowing our tax implication with the sale of investment property. Stan was great at answering my 1031 exchange questions. He even caught some errors in my past returns. Staff was friendly and it nice meeting Stan who was very helpful. I look forward to him preparing our future tax returns. read more

I've been using Stan for more than 10 years to do my taxes. He is very thorough and, very important to me, ethical. He always makes time to answer my questions and gives great advice without lecturing me on my bad habits. : ) read more

Spoke to Stan for the first time! He's so knowledgeable and offers great financial sense. I appreciate him so much he put out his time to talk to me. Highly recommend!!! - Hillary read more

Stan did a fantastic job on our taxes last year. He saved us as much money as possible and gave some great advice on our finances. Also, his office staff is friendly and incredibly prompt. Can't recommend him enough. read more

Stan provided me with outstanding service regarding my tax issue. Several days ago, I called Stan about my tax issue and Stan promptly returned my call and explained my tax situation and what my options are in a very understandable way. Stan was extremely helpful, understanding and professional in every way. Not many people during the peak time during tax season would return a call and provide advise on the spot. This shows me that Stan has a high level of integrity. Going forward, I will recommend Stan to friends and anyone I know needing tax advice and supporting services. read more

I'm really impressed with the financial advice I've received from Stan. He's not the kind of CFP that just wants to do a bunch a trades to generate commissions; instead, he focuses on helping you meet your financial goals long-term and exposes you to great investments that will grow your wealth. In addition to being a great financial planner in Seal Beach, he's also an awesome CPA, so you get the best of both worlds. He understands the tax laws and knows how to maximize your deductions and make sure you don't pay any more in taxes than you have to. I highly recommend Stan as a financial advisor and certified public accountant. read more

Stan was an amazing help this year doing my and my fiancé's taxes! He was quick to reply, and gracious with his time. Thank you, Stan!

I reached out to Stan for tax advise regarding tax returns we had filed ourselves and without hesitation he promptly respond to my inquiry and provided assistance. We will certainly utilize his services going forward. read more

Stan took the time to answer an emergency tax question I had on a Friday even though I haven't gone to him for any other services. Thanks Stan! read more

Stan is the Man!thank you for your help with my questions. You took the time out of your day to help me. That's what good business people are all about. Cheers read more

My 95-year-old father and I could not be more pleased with the invaluable advice that Stan provided to us today. Stan is extremely knowledgeable, very pleasant to deal with, and was a wealth of information. He was also prompt returning phone calls. We are very appreciative of Stan's service and would highly recommend him to anyone in need of financial advice! read more

We contacted Stan for a consultation because we were uncomfortable with a tax opinion given by our CPA. We found Stan to be prompt, responsive and extremely conscientious. He carefully researched our issue and reviewed our prior tax return, finding some errors and omissions. For sure, Stan the Tax Man, will be our new CPA. read more

This is a perfect accountant for me. He knows his codes and regulations. I had several unique items this year and he had the answers. And he is so easy to talk to. Jim Biery read more

Appreciated the amount of time and explanation given and the consideration of my specific set of financial circumstances. My focus was regarding retirement preparation, revenue streams, security, asset diversification. Stan had good ideas and options and I would have confidence working with him in the future. read more

We've been working with Debbie at Stan's office for about 19 years now. They are always very thorough, from scheduling and booking appointments to following up on outstanding questions. They remember my appointment preferences year to year and it's easy to schedule & reschedule, if needed. I know I can reach out anytime with questions and they are quick to respond. I know that they have my best interests top of mind. They have always met or exceeded our expectations. I know it sounds odd, but I actually really enjoy going to get my taxes done. (Plus they have Danish butter cookies in the lobby.) :) read more

After reading reviews and researching Stan and his team, I made a call to his office. I was literally transferred to Stan. He was working with another client and said he would call me back, which he quickly did. We worked through what I should and shouldn't do, with patience and caring. He took the time to ask good questions to help me make the best decisions. And nowadays, anyone who actually care enough to go the "extra mile" and not just the "extra buck", is someone to work with...and recommend. read more

I met with Stan today and it was a pleasure. He was very helpful and answered all of my questions.

Stan and Debbie have been doing my fathers taxes for years. I thought i could save some money and do my own in 2013 and 2914 through Turbotax but did it incorrectly. My father took my to Debbie and she immediately started working on amending my taxes, which was not an easy task (my errors were big ones). This year I went in and Stan took the time to explain everything to me and even gave me the shipping labels to mail my amendments from previous years. They made it so easy and answered all my ignorant questions. On top of that they are extremely affordable!Thank you Stan and Debbie! read more

Stan has handled our family accounting needs for nearly 30 years. His firm is honest, friendly and timely.

It got to the point where taxes became too complicated and I could no longer follow the new laws. Thank goodness for Stan. I will continue to be a loyal customer as long as he is in business. Accurate and fast! read more