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Tax Advisors

5.0 (10 reviews)
Closed 9:00 am - 5:00 pm

Services - Tax Advisors

Accountants

Bookkeepers

Current year tax preparation and filing

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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13 years ago

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11 years ago

Bogie is delightful and very proficient. He's always responsive and extraordinarily helpful!

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Profitwise Accounting - We're 100% Virtual but have an On-Demand HQ in our home town of San Diego, CA where our founders, much of our team, and our heart lives.

Profitwise Accounting

(24 reviews)

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!

H&R Block

H&R Block

(15 reviews)

University City

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.

Tax Advisors - accountants - Updated May 2026

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