Reached out to SD Taxman beginning of April. We previously utilized another firm and were unhappy…read morewith the output price involved. Reaching out ten days before filing deadline, I figured we would not have any luck Nick responded right away and was very helpful and communicative throughout the process The process was so easy with online secure portals to upload information We were looking for a reasonable rate and suggestions moving forward San Diego taxman exceeded our expectations and we will certainly be utilizing next year

Nick has been doing my taxes for a few years now, and I would recommend him to any friend. His…read morecompany has grown over the years, which is no surprise. Everything is thorough and well done. He responds quickly and makes the process seamless and easy for me. It's all done online, which I really appreciate.

Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Stephen Liebold has provided tax support for me for 5+ years. He has always been in my corner and…read moresupported me. I recommend him conditionally for financial services.

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

This was by far the worst experience my husband and I had with someone we were referred to. They…read morenever communicated, returned calls but when they wanted their monthly fee of course the wife was in touch. This firm never went into my quick books, never provided me with the payroll or process I needed and caused legal orders due to not DOING A THING! A huge mess. Lisa, Vito, Mark ... absolutely horrible especially with something so important like Taxes!

I used Mark Orlando for the first time this year for my personal/business taxes and for those of a…read morenon-profit foundation that I am a board member of. It was a complete disaster. He made me pay in advance which is unusual and should have been my first red flag. He had all of my information and that of the foundation in hand by the middle of February. Despite this he filled extensions for both filings, the second red flag. I had to email, text and call multiple times to get a status update from him, third red flag. I pay estimated taxes so need to know how much was due for April 15th and June 16th which I could not calculate without the 2023 taxes having been completed. I was so stressed and anxious, the fourth red flag. He finally filled my taxes on June 16th. Last week I got a letter from FTB telling me my taxes had been incorrectly calculated and I owed another $2,000 including $90 in late fees and interest payments. Today I got a letter from the IRS telling me my taxes had been incorrectly calculated and I was getting a $300 refund. So he was late to file despite having all the necessary information well in advance and then to add insult to injury HE DID NOT PREPARE EITHER OF MY TAX FILINGS CORRECTLY.

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.

I've had the pleasure of working with this amazing team the last 2 years! Highly recommend them for…read moremultiple reasons!! Everyone I've interacted with (Steve, Peggy, Lisa) is nice, dedicated to helping, and very communicative. They keep me updated on where we're at, what we need to do, and how long things will take. This friendly type of communication is hugely helpful! They have also worked quickly and efficiently to get my taxes submitted so a refund comes sooner. I've been able to work with them digitally so no on-site visit was necessary. Saves me the time of driving over and sitting through an appointment. I run a small business and have a good amount of quirky tax tasks that need to be done. They've always made it easy to navigate through the process and had patience while doing so. Absolutely recommend for whatever tax situation you find yourself in!

Professional and knowledgeable, Mr Steve did excellent job with my taxes. As everybody said above…read moreand beyond to make everything right. Great job!!!!!

I have personal and small business taxes that need to be handled professionally and with integrity…read more Phil is a great guy to answer tax questions. Been working with him and the firm the past four years. They always deliver ahead of schedule and pricing is reasonable.

Marc Pollack did outstanding work for us. He helped my sister and I navigate the tax implications…read moreof a challenging estate plan when our mom passed away. He is extremely prompt, knowledgeable, personable, and helpful. He never pressed us to use his services, but provided very useful and unbiased advice and information regardless. The integrity and service you get with Marc, and Considine and Considine, is really something special and rare these days. In truth, thanks to the advice of Marc, we ended up not needing to file the specific tax return with them that we had suspected that we would, but Marc provided an incredible amount of assistance, guidance, and information regardless. The price quoted was highly reasonable and I definitely recommend Considine and Considine to anyone in need of accounting services. In particular, I highly recommend Marc for anyone dealing with taxes and accounting for estates, trusts, inheritance, etc.

I've been with Reason Financial for 10 years and have worked closely with Lisa Caparatta. She's…read morebeen a steady, trustworthy support through difficult periods of my restaurant business. Beyond just handling taxes, Lisa guides me through complex paperwork and helps us understand what we need to do. She even trained my assistant to make sure everything was completed correctly. She always keeps my best interests in mind, and I can't thank her enough for her hard work and dedication. Having Reason Financial behind us has made a huge difference, and it's been a real comfort to have such a reliable team supporting our business.

I trust Reason Financial. Lisa has been my trusted person at Reason for some time!…read moreShe doesn't let me down, ever!