Get my taxes done here every year. Very helpful and organized. Staff is very nice and he is…read morereasonable. I've recommended other people to this business.

New location 475 aviation blvd- not wikiup…read more The first time Meeting Steve, he was professional, fun, and really smart, i left feeling way more educated then i ever have in 12 years of being self employed. Im starting to think ive been wasting my time&money these years and created bad habits, im looking forward to organizing my business the right way, this is how a cpa should be! Also he mentioned to check in throughout the year incase of any changes or to just prep For anything long before The year end- smart, my old Cpa didnt care to mention these things! Thank you Steve! Cant wait for the next visit.

So fast and professional they have been doing my taxes for years and I've never had any problems. I…read morejust had my taxes filed on Tuesday and they are already in my bank account and it's Friday both California and the Fed. I can't believe it. Thank you I highly highly recommend.

Very good tax consultant. I 'd been his customer for the last 15 years.read more

Joe and his team continue to blow me away with great customer service. Joe has been doing my taxes…read morefor past few years and whenever I reach out he gets back to me quickly with a thoughtful and accurate answer. I am so happy I found these guys!!

Joe's easy style of interacting couples perfectly with his deep understanding of the tax codes…read more I've used multiple CPA's and accounting fiorms in my 47 years in business and he and his team rank amongst the best!

This is our Tax experts!! We love them!!…read more Very precise and accurate when dealing with hard questions. This Company is more of a 'family' vibe. They explain everything very well. I would not recommend anyone else when it comes to Estate Taxes. Our family has used their services for our business Taxes and also our Estate Taxes. Our family ran into a HUGE PROBLEM when my BIL passed away, he hadn't paid taxes for over 10 years. His Estate was HUGE MESS. I will tell you that Jana and her staff took care of our problems with the best care and comfort ever. So WE THANK THEM PUBLICLY!! Michelle McDonald

What can I add that hasn't already been said about David Fisher's practice? My mom had been using…read moreDavid's firm's services for over 10 years for both trust and personal taxes. When my father passed away, my mom struggled to pick up the pieces. Between filing for her own health insurance, preparing paperwork for his pension, and figuring out things she'd never had to figure out before, she was beside herself. She was diagnosed with a neurological condition and subsequently had a stroke. She was struggling to live and went into skilled nursing for a month so was unreachable. I contacted David's office since there had been an extension in filing date granted due to COVID, but wanted to also make sure I could pick things up in the meantime. I noted that there was a note saying my mom had used an incorrect TIN for one of the pieces of paperwork, and according to my mom, she'd been in the process of rectifying that problem. Finally, when she was out of skilled nursing and, thankfully, alive, in the process of engaging attorneys to establish DPOA and a trust (and figure out how to keep her home up, pay caregivers, and manage her health), I went to David's office to sign the submittals and pay for her taxes. I inquired as to why filing her personal taxes was double the cost of previous years and was told that the trouble of the incorrect TIN had "made a mess" of things and cost several hours. I'm an engineer, not a CPA, but I do know that correcting an error in a spreadsheet and communicating that to a client does not double the effort of the service. Additionally, my mom was on a fixed income, burdened with sudden insane caregiving costs, and was mourning her husband. Surely, a firm who had been preparing her taxes for over ten years would provide some reprieve and not charge her ~$1000 for her personal taxes consisting largely of a pension and social security - after all, as a family owned business, they have some discretion over what they charge clients. David emerged from his office as this discussion was happening with his wife, and subsequently asserted that if my mom was cognitively impaired and overwhelmed with grief that I should have taken over her finances earlier. My mother was a bookkeeper and fiercely independent. Additionally, I was grieving too. The absolute lack of compassion took me aback. They subsequently offered to reduce our bill if we agreed to not come back as a client, like many of the other reviewers here who have faced their rage when they challenge them. I accepted, and they offered to efile. A few days later, I received a letter and email regarding the termination of services with their firm and that they had changed their minds regarding filing our taxes - this was less than a week before the filing deadline. They also stipulated that we were not to use their work for filing, leaving a grief-stricken overwhelmed family scrambling to find a CPA all because we were "very displeased" with their services and associated lack of discretion in billing. I've attached a letter I sent back to their office that has names of their personnel and my family redacted. Only after this letter did the firm reverse their decision and opt to file. As an aside, I hired a CPA to independently review the submittals and several errors were identified; we had to file addendums/corrections after the submittal. I strongly recommend going elsewhere. I've had very few encounters with such petulant professionals in my life.

Absolutely the best CPA I have ever used. David is thorough and knowledgeable. I will never use…read moreanyone else. I have been with him for over 15 years and have never had a problem. Highly recommended.

First appointment with Jack he was 40 minutes late. He was supposed to send me a Client Organizer…read moreto help me get all my tax information together - never received it. Called to set up an appointment to get my taxes done - Jack said he didn't have an office and that he worked out of his house. I told him I had already been to his office. We set up an appointment for him to do my taxes on 3/25/22. I went to his office and waited outside for a half hour and again he was a no show. I left two phone messages asking him to call me. Never received a return call. Now I have to scramble to find someone to do my taxes - I'm not very happy with Jack at this point.

Jack Ding is an amazing Tax Professional with the patience of a Saint. I had been trying help my…read moreMother with her taxes for years but to no avail and she was in all kinds of trouble with the IRS. She is 76 and things like taxes overwhelm and confuse her, so we went to Mr. Ding for help. He took the jumble of tax information my Mother gave him and helped us not only negotiate a deal with the IRS but also explained everything to my Mother in simple easy to understand terms. Over the past three years Mom has paid all her back taxes and now actually gets a tax return! Instead of tax time being a nightmare for Mom she now looks forward to a nice tax return! Thanks Mr. Ding! PS: Mr Ding now does taxes for me and my daughter too!

Great Windsor owned business. Very friendly, professional, helpful, knowledgeable, service. Very…read morewell priced. They do my tax preparations and filings every year. They make it super simple. I highly recommend.

Awesome wealth manager! Zack is the best! He is very diligent and understanding with everything. I…read morewould highly recommend.

Navigating through retirement & having to make big decisions is both scary & difficult. But Zack…read moreSwad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!