If you need a new Tax Advisor (or professional bookkeeping company), look no further -- Sean Currey…read moreat CARLSBAD TAX is a subject matter expert that you will never regret hiring. Sean is the ultimate professional -- he is sincere, patient, and a Subject Matter Expert in his field. Sean Currey has a knack for explaining complicated taxes issues in a very straightforward manner and never makes me feel rushed or pressured. Carlsbad Tax also handles all the bookkeeping for my small business and as a Solo Practitioner, I no longer dread tax season. Sean Currey also guides my teenagers who are starting to work and have college careers. He is very personable and never makes us feel rushed or pressured. Last, but certainly not least -- Carlsbad Tax fees are extremely reasonable, and Sean Currey's expertise is worth every penny. I strongly recommend this business as I'm very pleased with the outstanding service received.

I've never written a negative Yelp review before, but I feel compelled to share my experience…read more I was told my return would be completed by April 7 at the latest, but it wasn't finished until April 15. Throughout the process, communication was poor despite multiple follow-ups. I received a generic email on April 10 stating that returns might not be completed on time. It wasn't until after I raised my concerns that I was told I had submitted my documents too late to receive the expected turnaround and they had done me a favor by taking on my tax return. Had that been disclosed during my initial consultation, I would have hired another CPA. After I later received an IRS notice regarding my tax payment, I reached out for assistance and received no response, leaving me to resolve the issue on my own. While the firm ultimately reimbursed the penalties and interest, they refused to acknowledge the broader service issues or take responsibility for the overall client experience. Unfortunately, based on my experience, I cannot recommend this firm.

We have been using San Diego Tax & Financial for years to help us with our business tax needs…read more These folks are detailed, responsive and 100% have proven time and again they will save us money. Tax season is a miserable time of year for most people but when we walk into the office with Troy he makes it clear and effortless. I cannot recommend this company enough and a big shout out to Troy, after all of these years I can't believe it took us this long to pop up a review for a service that has been so advantageous to our businesses and lives.

I've used been a loyal customer since 2016. This year we owed 7400 to the feds. We've never owed…read morebefore. Confused and worried, we noticed there were some receipts that could be used for extra deductions. Troy said we don't want to add those receipts in because he would have to charge us more and maybe next time I should have all my paperwork together before trying to file. On top of all this, him and his staff addressed us on email by our last name like we were some military buddies. I told him he can call me by my first name or if he has to address me by my last name he could have at least said Mr..... you would think after having a client since 2016 they would know what your name is. This group is pretty cold and uncaring. They are their for a business transaction and nothing more. If that's what your looking for, you've found the right place.

This is THE BEST tax service eva! I've been with Ron H. for a few years now and I don't know if…read moreanyone will understand this but, it's an actual JOY to do my taxes! Ron sets you at ease with his sense of humor. He is one funny guy but more importantly, he knows what he's doing. As you can see by today's date, I procrastinated doing my taxes and dreaded my appointment because I made a ton of money off my rental unit and was afraid I owed big bucks. Not so! Ron worked his magic and voila! I didn't owe much. I can now sleep at night :D Thanks Ron! See you next year, same time, same bat channel!

I've been using RH Tax Services for 5 years. Ross is super enjoyable to talk to, cares about all…read morethe details of my taxes, and makes everything extremely clear. Highly recommend!

They are a great team of experts to help with your tax prep needs, Mark and Tiffany are fantastic…read moreand very knowledgeable folks. Wonderful group.

So they did my taxes and did them accurately. I'm not so sure that they saved me any money, but…read morethey didn't cost me any extra either. The problem came when the IRS did not post my final payment. I received a bill from the IRS saying that I owed them over $2000. I sent the letter and the proof of payment to them and asked them what happened? They told me that I had to call the IRS to find out why they didn't post my payment. I even reverified that they were not going to make that call for me. My taxes are complicated, and I have had a CPA prepare my taxes and electronically file them every year for the past 30 years. Things like this don't happen often, but when they do THE CPA IS THE ONE WHO CALLS THE IRS ON MY BEHALF!! If there were an error on the preparation of the document, then I would have been at a loss to explain it. I ended up waiting on the phone for 4 hours and was able to get it straightened out myself. However, I am now looking for another accounting firm because this is not the level of service I require. At the same time, as I said, they prepared my taxes accurately, so I don't think it's fair to give them just one star. I'm not sure I would recommend them though, just based upon the fact that they aren't going to help you if anything goes wrong.

Came in to file for past year with my w2 and it couldn't have gone any smoother! The service was…read morefast and easy. I had the pleasure to meet Hayde, she was so nice and explained everything so well! And priced fairly. I definitely recommend this place for all your tax needs!

We used Cathy at Tax Gals for our 2024 return. SHE WAS FANTASTIC. Unfortunately, she's left and is…read moreworking remotely. We used Nasi for our 2025 return. I DO NOT recommend her at all. She misinterpreted every question I asked her. Her answers didn't address my question. Her communication skills are abysmal. In her office, She asked for information and I scrambled to provide it, then when I handed it to her, she said "oh we don't need that". She computed my taxes. Told me the amount I owed. Gave her my banking info for payment and left. Days later she called and says she couldn't efile my taxes and I needed to come get the return and mail it myself. I asked her to email it to me. No response she was on vacation. Days later she leaves me a voicemail Never mind she submitted my taxes after all. I EMAILED her asking for an emailed copy/receipt. Days later She called today to say she can't send emails to iCloud. But "my returns are sent and everything is ok." I have no proof. Just her phone call. I asked if on the resubmittal did the IRS get the banking info to take the money I owe? She said "I don't have access to that info". I clarified: I just want to confirm the IRS got my banking info again. I know you can't see my bank account ‍. I want to be sure the IRS gets paid. She says "oh yes. It will come out of your account". Dealing with her was exhausting! In my own business I meet and connect with multiple clients everyday. I have never, ever in 10 yrs and 1300 clients had such trouble communicating with someone.

Bret provide knowledgeable advice relating to tax planning…read more He provides a wide range of services, on a market competitive basis (high value reasonable price).

Super fast, helpful, and knowledgeable. Bret helped straighten out back taxes on our 501C3.read more

Great experience working with Gina and Jordyn- highly recommend them as you consider tax…read morepreparation.

Bluebird handles all of our money and I trust them with every aspect of how our money is treated. I…read morehave had every tax issue dealt with seamlessly by them and I never question the advice they give me. I honestly don't know what I'd do without them. It's also a boutique firm so their customer service is outstanding as well. If you're looking for anyone to help you with any aspect of accounting, you can't go wrong with Bluebird.

Reliable, polite, patient, professional, thorough, and knowledgeable with great communication are…read morejust a few of Pro Accounting Solutions staff qualities that I can come up with. I have been fortunate to have this team managing and processing my businesses - eight companies in three different states, NY, CA, & NV - for over nine years. I beleive I am qualified to render a judgement on this company and am happy to rate it as a FIVE STAR accounting company.

Reza and Nassim were my bookkeepers for several years. They were very professional and prompt…read more They seamlessly worked with my accountant to provide outstanding service and made sure everything went smoothly year in and year out. They were always on top of things and were proactive in generating the reports needed to run my business.

Matt Reese is a great CPA!…read more We had to amend a few returns when a mortgage underwriter discovered a seemingly small error. Matt was quick to reply to our yelp message and made himself available on a Friday night to alleviate our concerns. Its much better to do taxes right the first time and not use a service like HR Block, intuit, where employees lack knowledge and skill on complicated deductions. Pay the money to have a cpa do it right the first time! Matt is awesome and comes highly recommended!

I'm a startup and it took me several months to find the right, CPA. Matt is such an asset to me and…read moreanyone needing accounting services. He is a wealth of knowledge, passionate, straight-shooter, proactive, humble and kind-hearted. I whole heartedly recommend him. No need to look any further, he's what you need.

I found Janet and her team several years ago, after many frustrating experiences of poor…read morecommunication and mistakes made with previous accountants. Janet changed all that with our first meeting, and I have been referring people to her ever since. Janet and her team are easy to work with, professional, and make the process easy, and for bonus points, enjoyable! Janet handles our personal and my business tax preparation. Payroll for my business is handled in house, and I have worked with Margit when I needed rescuing from my mistakes with bookkeeping on QB. (Anyone that can be that kind and patient with the mess I made deserves all the good things!) During the initial impact of COVID-19, Janet provided staff time to support small businesses in navigating the Cares Act. I was blown away by the generosity and support at such an overwhelming and stressful time, and I will forever be grateful. Janet and her team can be trusted as thorough accounting professionals, with class and warmth. I recommend them very highly!

Fantastic firm for taxes. Can handle even the most complicated returns!…read more Janet is awesome with great experience.