Marri and the team are incredible. We have recently transferred our personal and business taxes…read moreover to their team. They helped us out of a jam with a late filing this year. We're excited to use them for years to come. Specifically, the customer service and communication from the team at IB CPA is incredible. When looking for the right person to take care of your personal books or taxes, look no further. Thanks to Marri and his team.

The team is absolutely amazing people. I am very blessed they took me on as a client in a pinch…read more Very professional experience and would reccomend them to anyone looking for an efficient, knowledgeable and helpful resource. I feel relieved to have such an awesome group of people to be able to count on.

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.

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 was looking for an accounting firm who could file my taxes, so I called WMA Wealth Management…read moreAccounting. I met Mr. Richard Green and he took care of my taxes. My case was a bit complicated but Richard being knowledgeable, handled my case very well. Although the tax season is over long ago, he has been available to answer my tax related questions for the this year and the past years filings. I am so glad that I have found a go-to person for all my tax issues. Thanks Richard!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Abbo Tax CPA, led by Tyson Abbo, is THE BEST CPA I have ever worked with. I highly recommend them…read moreto anyone who appreciates and values working with a CPA and ESA who you can trust will prepare your tax returns correctly and who takes the time to answer any questions you might have. I had the good fortune to become Tyson's client when he acquired my previous CPA's business. Tyson and his team have been handling my corporate and individual tax returns since 2022. They are professional, knowledgeable, efficient, easy to work with and always file my returns on time. Whether I owe taxes or am due a refund, I appreciate that the process goes smoothly and that there have been no unwelcome surprises down the road.

From the very first conversation, I felt like I was in good hands. Mason is extremely knowledgeable…read moreand trustworthy, and he made a stressful situation feel manageable. I was catching up on the past three years of taxes for my S corp, and he walked me through everything step by step without judgment. Communication was clear and consistent, and his entire staff was just as informative and helpful along the way. I finally feel confident and at ease knowing my taxes are handled properly going forward.

I had an excellent experience with this tax preparation service. They were extremely professional…read moreand knowledgeable. I am confident in the staff and their expertise. Customer service was excellent and I would definitely recommend this company.

Consistently wonderful! I've been a client of San Diego Tax Professionals for over a decade, and I…read morecan't recommend them highly enough. Over the years, they've handled my tax returns, offered expert guidance, and supported my small consulting business with consistent professionalism and care. They are incredibly accurate, responsive, and flexible with my often hectic schedule--which I truly appreciate. Their front office team is also exceptionally kind, welcoming, and helpful, making every interaction smooth and pleasant. If you're looking for reliable, knowledgeable support for your personal or small business tax needs, they are absolutely a 10/10.

I have been using York Taxes for over five years. I have always been very happy with Davids help.read more

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.

I was just on the phone with this fellow, and although he is very business-like, gets to the point,…read moreand ensures the communication is precise and clear, he's nice as hell. I think some of the people might mistake the emphasis on clarity and precision for lack of friendliness. Then again, maybe he doesn't suffer fools and I just barely snuck under his fool radar. I called because I wanted help amending a return. He talked to me for about 5-10 minutes, gave me some informal guidance on how I might be able to arrive at a solution without forking out a bunch of money, and said to come in if I ran into trouble I couldn't solve myself. That's some damn friendly service if you ask me.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.