We needed a new tax partner after our CPA went dark on us and did not get us our returns back to…read morefile... we were in a bit of a panic. We followed the reviews to Masler and Associates and were very pleased with the thoroughness and efficiency with which our returns were prepared. We look forward to this new partner on our financial team. Kerry W

Masler and Associates have been my trusted accounting firm for over 12 years, and I couldn't be…read moremore grateful for their exceptional service. From financial planning to annual tax preparation, they have consistently provided knowledgeable, reliable, and professional support. Their dedication and attention to detail year after year have made them an invaluable resource. It has truly been a pleasure working with their team. Thank you for being such an integral part of my business growth and expansion over the past 12 years. Dr. Mindy Bixby

Rene was super responsive from the start when I did a yelp inquiry for accountants. She was the…read morefirst one to msg me and continued to be super prompt and responsive during the entire time I worked with her. I'm not an easy person to do business with bc I procrastinate, don't reply to texts, emails, etc but she continued to be patient and checked in repeatedly during my "ghosting" phases and was on top of me in a good way, which I needed. Valoria tax was amazing, prompt, super responsive and had eagle eyes as they helped me to look for things I would've overlooked. Their careful eye for attention got me a refund. Would highly recommend and will use them again!

I highly recommend Valoria. The team was extremely quick in responding to my initial outreach and…read moreset up an appointment with me for the next day. The appointment itself exceeded all expectations. They thoroughly, professionally, and patiently addressed all of my questions in a way that made sense. I will definitely use Valoria again in the future.

Folkers & Associates are reckless, careless, unprofessional, lazy, poor attention to detail,…read moreunethical, immoral and unaccountable for their mistakes/errors. We obtained them as our CPA for Individual with S.Corp Partnership. I would say obtained services but I did all the tax prep, data entry and better ways to max deductions, still unsure what services they provided that cost $1300.00, which I requested a copy of the invoice that I've yet to receive. They made a HUGE error on our estimated tax payments for 2022 which has resulted in us owing $30k for 2022, along with multiple accounting errors/discrepancies on the 2021 filed return. I emailed them the specific amount to use to formulate the 2022 estimated payments for distribution income. Instead, Folkers used their own report and based it off "2021 statutory requires" which only reflected 3 months worth of distributions. There is more that 3 months in a year and they didn't catch this error prior to filing and shockingly this was reviewed by 2 different associates. I'm not a CPA but since they were again having me do the tax prep that is how I found their error. I understand mistakes happen. I wanted to work on a solution, better understand how this error happened and ways to prevent future errors. I emailed them to confirm that what I found was indeed an error on their end as I provided the email I sent telling them the monthly distribution amount to use for 2022 estimated tax payment. After a couple hrs, I received a call from R.M. asking for some additional information (I didn't have access to or wasn't ready- K1) to see if there were solutions to lower the $30k owed. Our conversation started to take a turn as I was wanting to discuss how they missed this, why wasn't it questioned/evaluated/executed correctly. I only expressed concern in my tune during this conversation and explained I'm not angry, mad, I just want to understand. R.M responded "I don't think we can meet your expectations" then proceeds to tell me "the conversation is done" "I have other clients I need to get to" even after hearing that I still tried to reschedule our call for a day he is available and he absolutely refused. This validates everything I said in my opening statement. Folkers & Associates has unethically walked away using "unable to meet our expectations" as their reason and knowingly left us in the middle of tax season with a HUGE TAX DEBT we originally expressed and wanted to prevent when we hired them!

As a business owner I use Folkers and Associates to take care of all my business and personal…read moretaxes. They are always available to reach by phone and are so quick on email. Those two things are the reasons why we come back every year. Tim and Susanna make filing taxes a smooth process, even when it's not a preferred task me me to do I'll continue to be a loyal customer for the great customer service.

Have been using this team for 3 years and could not be a happier client. They are responsive, kind…read moreand so Incredibly helpful.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

Hi highly recommend Irvine Tax Company…read more I had an important tax issue and I called a bunch of places but because it was tax season no one else answered or returned my calls. Irvine Tax Company not only answered but promptly scheduled and appointment. And during the appointment I got clear answers to my questions. No upselling or anything to try to get more business from me. I worked with Simin. She was great! I highly recommend!

I have been working with Simin for a couple years and she is the real tax expert in Irvine. Easy to…read morefind location, plenty of parking, beautiful office. She has saved me thousands and keeps me in good standing with the IRS.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

DON'T DO IT. I interviewed many CPA's before choosing Capata. I brought two well-established…read moreS-corps and our personal accounting & taxes to Gary the owner and his team. I met with Gary and Sal and we came up with the fees and started the work. Did I get canceled on or have to wait in the conference room for 15 minutes at times, sure, but that's not why I'm writing this. Once the books were "scrubbed" from the other accountant, the taxes were done. After I received notice that everything was done, I received an email from Gary asking for more money, which took me by surprise since we already worked out pricing. Once I told him I wasn't agreeable to pay more (he should've just told me ahead of time things took longer than expected, although there were never any delays). From that point on it was nothing but unprofessional, rude, and disrespectful attitudes from Gary, Sal & Ana. I tried getting my QuickBooks backup file to avoid paying $800 to have the new firm bring them to date...but Capata is telling me they don't have them. I don't have my own QB software, so were the books even worked on? A chargeback for the amount they charged me for bookkeeping will be next. I speak with a lot of business owners about their frustrations with CPA firms. Do yourself a favor and move on from this nightmare company. **UPDATE** As soon as the reviews went live, we received calls from Managing Partners, Supervisors, and people I never even met at CAPATA. Within 24 hours we had access to our QuickBooks backup files, which is all we wanted in the first place. SINCE THEN, WE HAVE BEEN SLAMMED WITH NEGATIVE REVIEWS FROM CAPATA, BEEN HARRASSED DAILY TO REMOVE OUR NEGATIVE REVIEWS, ETC., If they would've spent a fraction of this time getting my QuickBooks files, we wouldn't be having these issues. Sad.

What a relief !!!…read more Finally found a place to do my bookkeeping, tax returns and provide CFO support. I owe 2 restaurants, a commercial building and have other investments. My old CPA was just not getting it done. Never knowing what I owe until a few days before the deadline and having to scrabble to come up with $80k in 48 hours isn't fun.... but with CAPATA, I feel like I always know where I stand quarterly. Monthly P&Ls, quarterly meetings, tax projections.. it's just feels so good...n when business starts to slip, they alert me instantly and help me get back on track. Ya, they are a bit more $ then other places, but the quality of work shows. I sleep so much better.. and save way more money then the fees I paid. It's been a year now... my partner there is Sal...he and his staff are 5 stars !

Used this company for the first time to assist with my current and last three year filings. They…read morefar exceeded my expectations. They took care of everything and made it stress free for me. I wasnt expecting much since I was so behind and ended up receiving my largest return to date! Using them for all my future tax filings.

BEWARE - this tax group may have stolen our tax refund…read more We used this company to file our state and federal tax returns for tax year 2023. The problems started right away. After we approved the draft returns they sent, they filed them. Problem is, when I asked for copies of the returns they filed, the information had been changed without our permission! They increased the amount of refund we requested from roughly $10,000 to $35,000 AND CHANGED THE BANK ACCOUNT NUMBER TO A PREPAID DEBIT CARD THAT WAS SENT TO THEM. When I found out (6 months ago) I called them and they said they had been "hacked" and they would fix the problem. Well 6 months have gone by, and I haven't been able to talk to the guy who filed my tax returns despite trying to get into contact with him by calling, emailing, and texting. I still don't have either my state or federal returns, and I am now locked out of my state FTB account, and I may now face an IRS audit. Save yourself a headache, don't let them anywhere near your tax filings. This is a nightmare I can't seem to get out of, and no end is in sight.