After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!

Regina returned my call within an hour was able to answer my tax question in five minutes over the…read morephone. I offered to pay her something for her time and she wouldn't accept it. Highly recommend her law group, totally legit.

Regina, Sorry that I…read moremissed you, thank you for the advice. I was able to get on and handle it and thank you so much, you mean the world to me. I have come such a long way with your help in getting my obligations in order. You're super inspirational. I truly appreciate your work ethic and passion to your field, just going to school and learning that Language of law which is Greek to me;) I was so stressed about all of it, you put me at ease instantly with your soft, feminine, and firm know how! Making it too easy..I hope to one day meet you and give you a gigantic hug . Say hi to your mom for me, and thank her for doing such a great job Cheers! Daniel

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!

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!

My reviews keep getting removed but it encourages me to keep posting that my experience was…read morehorrible. My guess is this review will be removed like all the others I have posted. The owner also likes to threaten lawsuits over bad reviews. I'll give him a 2 star for the effort but not for the service.

I have been working with the San Diego Tax Center, and I cannot recommend anything but…read more Speed, easy, perfect to the t and the i, resourceful, even with complicated stuff. Don't save the world but save the individual Thanks, Daniel Yowell

She is beyong caring and professional her voice puts you at ease with such knowledge in all areas…read morewith the highest standards of ethical practices We would never trust anyone else.

Veronica is amazing. She provided great service for my taxes this year. Not only that she is very…read moreknowledgeable in many different aspects of taxes. I'm glad I found her and will continue to utilize her services. Plus I could tell how much she really cares about her clients.

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

Long overdue review for this business! We found Daniel through Yelp after some major changes and…read moreneeding a little stability in our tax situation. He's done our taxes for two years in a row at this point, and we are so happy with his tax expertise. We found his prices extremely reasonable for our tax situation, especially because we tend to get him documents a little later than we should. He's extremely communicative and responds quickly. I'm so grateful for Daniel's continuous guidance over the past two years. We hope to work with him for quite a while!

HORRIBLE. Do not use them for personal tax returns they will steal all of your money and bill you…read morefor doing nothing that free turbo tax couldn't do, horribly managed and I'd never do business again with them.

We are a small business in San Diego. It is great to work with Paul Anderson CPA and his office…read morestaff.

Bryant is fantastic, been working with him / LaunchCPA for several years. I don't think I'd be…read morehere without them.

Bryant and his team are outstanding. No need to look any further for your CPA. you will…read moreBe more than pleased with his services. I have a few businesses and it took 4 CPAs to find the right one and when you know, you know. Even when my businesses weren't doing as well and I couldn't afford monthly services, I was pleased and relieved by his approach to still answer my questions and do screen shares with me when I needed assistance when I am technically only paying at the end of the year to file my taxes. He doesn't feel like other CPAs I have worked with where you can tell it's all about the paycheck for them. You can tell he genuinely cares and wants to help. He will take the time to explain things thoroughly and any questions I have are answered quickly, which is very much appreciated.

Absolutely do not waste your time here. I made an appointment in advance to have an IRS letter…read morereviewed. When I showed up, the only people who came to work that day were the two folks running the front desk (they were lovely and did their best to be helpful). Not a single tax professional showed up for work despite being scheduled and having appointments on the books. I sat around for 45 minutes while the ladies at the front desk called various employees who were scheduled and should have been at work including the man I had an appointment with. They scanned my paperwork to another office that was completely unhelpful and offered no guidance, advice, or information. I walked out an hour later with zero advice, zero support, and zero next steps. An hour of my life I will never get back.

Run away from this office as fast and as far as you can! The level of incompetence is off the…read morecharts. Our experience mirrored the one described by someone else two year ago - our assigned "professional" ( Charles T) promised to finish our return two days after our initial appointment. He then proceeded to ignore our communication for weeks and ultimately failed to complete our extension by the filing deadline. Now we are stuck with doing everything on our own and face late penalties from IRS. These people don't have a clue what they are doing, and that includes the manager. Utter incompetence and lack of professionalism.