John Massey is the best CPA we've ever had service in over 50 years. Knowledgeable, client focused,…read moredetail oriented, excellent communication. We won't use anyone else.

We have been clients of John since we first started itemizing deductions about twenty years ago…read more Over the intervening years we have had multiple house re-fis and many complex situations arise, and John is the first person we look to for sound advice. He is able to boil complex situations down into understandable sound bytes without patronizing or oversimplifying, and never has led us astray in his advice. He's personable, efficient, and very easy to reach, even during tax season. John Massey is one of the reasons we don't dread having our taxes done.

Steve Alpinieri CPA along with his team of financial professionals offer a full array of accounting…read moreand financial services (both personal & business) that includes: tax preparation/filings, financial planning, bookkeeping, payroll, business entity formation/sale & management, CFO services and much more! This place is definitely an ONE STOP shop for all of your financial needs - we were referred to Steve Alpinieri years ago by a good friend for some business tax filings and bookkeeping. After we sold our company (Steve & his team also prepared those financial docs for the sale of the business), our family began using Alpinieri CPA for our personal finances/planning and tax filings. From the moment we met Steve, we felt his kind care, attentiveness and professionalism. Whether on email, phone or in-person, Steve & his team always proceeded with expertise/extreme knowledge in answering of all our questions meticulously. Our previous CPA would take days to respond to a simple question. Steve, on the other hand, has always been available to quickly answer all of our questions and navigate us through the complicated tax guidelines along with the ever-changing laws. In short, we would recommend Steve Alpinieri and his team to anyone without hesitation. One piece of advice that we would give to anyone is to streamline efficiencies - gather good & complete records of everything prior to your meeting with Steve (his team would generally provide a list of what docs are needed), and to also not wait until the very last minute to file your taxes. Steve, Ryan, Hunter & the rest of his team work wonders everyday to make things happen for their clients, but there is ONLY so much time in a day!

AVOID USING THIS CPA. Your taxes will not be done on time, they will not be done correctly, your…read moreemails and phone calls will not be returned, and you will be charged additional amounts outside of the CPA's original invoice. My wife and I are by no means tax experts, which is why we went to Steve Alpinieri to make sure that our taxes were filed correctly, as my wife had just begun her small business. Despite giving Alpinieri all of our documentation months before the tax deadline, he and his team did not complete them until the Friday three days before they were due. Thankfully we looked over our taxes instead of blindly trusting our CPA, as we immediately found that the taxes were done incorrectly with us owing thousands of dollars for a state where we actually owed $0. I sent multiple emails to Alpinieri in an attempt to clarify our tax return, all of which he eventually claimed were going to his spam folder. I guess all of my phone calls and voicemails must have also been going to his spam folder too. When my wife and I finally did get a chance to sit down with him, he spent 40 of our 60 minutes talking about his personal life and his legal battles with his sibling. After our "meeting" we received another tax return filing from him which was once again done incorrectly. Sadly, this year we used his services again under the assumption that all of our information was already saved into his filing system. This year, we have received multiple fines and penalties from the IRS for our tax return being improperly filed. Despite these fines, Alpinieri has also been attempting to charge us more money than his own invoice states he can. Apparently, my wife and I are not the only ones having issues with Alpinieri has he has just been fined for repeated negligence and failure to comply with professional standards. I wish we knew any of this before we ever began working with Alpinieri. https://www.dca.ca.gov/cba/consumers/actions.shtml?license_id=CPA%2078613 https://www.cba.ca.gov/cba/discipline/actions/ac-2024-2.pdf

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 at Regal Tax Law Group handled a complex California FTB matter for my LLC including multiple…read moretax years. Start to finish she was transparent about the path, precise on the details, and drove the case to resolution. She personally went to the FTB in person multiple times to get it done. Every email was clear and forward-moving. She was straightforward with a plan and executing it. If you're dealing with any tax matter, hire Regina. She's excellent at what she does. - Marlon Brand

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.

I can't say enough good things about Paul and his business!…read moreHe's provided countless assitance with my tax needs, saving me thousands of dollars, and most importantly days of headaches!

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.

I highly recommend Tim Austgen's accounting services…read more During the last three years, Tim Austgen filed taxes for my S-Corporation and for my personal finances. Tim is excellent to work with. He is very patient and has made the process extremely easy. Overall, Tim Austgen is very professional, informative, thorough, honest, and pays for himself. Tim is available throughout the year for all those questions that come up concerning business expenses, deductions, and anything else that relates to your unique tax situation. This availability has been a great help.

Tim is great and very knowledgeable when dealing with business tax. He provided me some great…read moreinformation in regards to my startup and how to structure my business from a tax standpoint - very thankful for his advice!

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

Disappointed with the experience as a whole. I felt that I was assured better results than I…read morereceived and ultimately cost me more than it saved.

Keith, Nathan and the entire staff at Hamilton and Associates are second to none. They have managed…read moremy retirement assets for over 25 years. And I couldn't be more pleased with my situation. I have eight years before I retire and look to grow my assets even more. Looking forward to their wise counsel and retirement in the coming years.

Keith Hamilton is a talented and knowledgeable advisor with the ability to look at your situation…read moreand whatever it may be he will know your best options and be honest with you.

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)