Love Best Team Tax! This is our second year working with Suzanne and she is amazing. Always has our…read morebest interest in mind. She is very knowledgeable and personable. We were in and out very quickly this year. (It helps streamline things when you have all your documents in order!). Her prices are very reasonable given how much she helps us save in taxes. We have been recommending her to our friends and family.

For the past four years, my spouse and I have used Sue's tax services and have been very…read morepleased--up until this year. For the past two years, we've worked with her remotely after moving a few hours away. Unfortunately, this year was a completely different experience. Despite reaching out over a month before the tax deadline and providing all requested documents, nothing on our file was completed or even reviewed. Given that our returns are very similar year to year, this should have been a straightforward, turn-key process of updating numbers. Instead, we were repeatedly told our file was being worked on when it clearly was not. Her office also does not provide a secure portal or method for sending documents, so we created our own secure Google Drive to share everything. Based on activity, it appeared the documents were never even accessed, which prompted our patient but repeated check-ins, along with periodic emails that were ignored and never replied to. If email communication is not a strong suit, a phone call would have been appreciated--but we never received one and always had to initiate contact ourselves. During one of those calls, we even asked if we should come in person, and were assured it was not necessary and that she regularly handles remote clients. As the deadline approached, we were told an extension would be filed due to timing and the lack of completion due to how overwhelmed they were, however no one reached out to tell us this, we assumed ours would be completed on time. On April 14th, after being on hold for over 30 minutes, Sue finally told us the day before deadline that she was filing the extension while on the phone, collected our personal and banking information, and said she would confirm once it was submitted. That confirmation never came. The following morning (tax deadline), we called to follow up since we had not heard from her as promised. During that call, her admin staff placed my spouse on hold to check with Sue on the status of the extension. While on hold, the line was not muted and we overheard Sue say, "those effing people are a pain in my a**," clearly referring to us. When she came on the phone moments later, her tone was completely different. We were honestly shocked and confused--especially since we had simply been trying to confirm whether our extension had actually been filed after not receiving the promised confirmation the day before tax deadline. She then acted as if she didn't even know we had spoken the day before and told us we were simply on her "extension list." No extension had been filed, and no payment had been processed. On tax deadline, my spouse and I had to take it in our own hands and call the IRS to request the extension and give a best guess payment. Communication throughout this process with Best Team Tax was extremely poor. Emails went unanswered, calls were not returned, and we had to repeatedly follow up just to get vague or inconsistent updates. Staff were polite but unable to provide clear or accurate information. We are genuinely surprised by this experience, given how positive prior years have been. However, due to the lack of communication, follow-through with completing what we were told was being done, and lack of professionalism (cussing in the background, etc) we will no longer be using or recommending these services. Respectfully, we were once happy clients but after this year we are done and now are left to find someone else to do them for us at the last minute. We would have preferred transparency up front, if you didn't have the time or ability to complete.

I started to work with Lora on my 2023 taxes. Sent her my books and previous return so she could…read moreget acquainted with my books and returns. We didn't need her to do bookkeeping as we did our own but so she could familiarize herself with our company. We weren't going to do my taxes until I received all my 1099's to make sure all the numbers were correct. When I did receive all 1099's I noticed on a reconciliation file from paypal that they were double reporting me and I sent her the files to look at to confirm my suspicions. At first she didn't understand, then I sent another file and a detailed response to her voice mail and another detailed response to her email stating she would just do my tax returns and that's it. By now this is the 3rd day and several hours wasted on trying to get an answer about what I was seeing. I'd been trying to get a confirmation of what I was seeing and she still had not answered my simple question of, were they double reporting some income. She stated that she was too busy to look at the stuff as she was in full swing and didn't have the "bandwidth" to field my questions. One. Simple. Question. I found that when I did talk on the phone she was somewhat rude when she was challenged. As in how dare I tell her she might be doing something wrong. But in the end she never did answer my questions and with all the emails sent back and forth it was very apparent that she had never really looked at the files I sent her otherwise she could have just answered my 1 simple question. You are supposed to be my "tax professional" yet couldn't take the time to answer my question. we are PAYING for YOUR SERVICE, you should answer the questions of the customer who would be paying you, thankfully we didn't go with her. I also had asked for a quote which I got initially and when asked her again a month later to make sure I had the numbers right she had raised her quote by 250$ more than the initial quote and I had to call her on that. We decided that it was best not to work with her and did find a tax professional who spent 30 minutes with me initially, answered my questions and then called me back 5 days later to ask me more questions to clarify things on the returns and books I sent him to familiarize him with my business. A true Professional. Took the time to talk, and answer my questions and then ask more. Even though he was in "Full Swing" of tax season. I can't really recommend this person.

Thank you so much Lora for taking the time to answer my many questions in a direct and honest way…read more I have a sole proprietorship and this will be my first year paying taxes through it. It is clear she has lots of experience and was able to alleviate my stress and clarify some things that had been very confusing to me. I look forward to working with her in the future.

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

This is a long-overdue review for Daniel. He's very kind and gave a great free presentation on tax…read moreplanning to our minority community in San Diego. While trying to select and invite speakers for our event, I found it hard to find a good presenter for the topic, as most CPAs are limited to tax preparation. Mr. Lu has extensive experience in the field, is insightful, and carries himself well during the presentation. All attendees were impressed and wanted to talk to him more afterwards. We appreciated his time, effort, and vast knowledge on tax planning.

They were OK until recently. Spotty Internet service, daily (morning) disconnections and no…read morechanges until they replace their hardware which will happen in UP TO TWO WEEKS. This is not how you run an ISP. If you are looking at moving to them ask these questions: 1) Are my radios scheduled to be upgraded. When? 2) What is my restoration SLA? Is there $$$ behind it? 3) What is the packet loss in my area from my radio POP to your first hop? If there is an update/they get better, I will post an update. Until then, be VERY careful.

Working with ZTelco/Ringplan has been a pleasure. From the first conversation with Bill Justice,…read moreBill quickly understood our needs and didn't disappoint. We changed all our phones and have ZTelco and Ring Plan handling our system. Service has been on point. Excellent response to any service needs. They have some of the best techs to work with. Always sort the problem very quickly. If you're on the fence and need help deciding, ZTelco/Ringplan won't let you down.

I was looking at consulting business to study the landscape of business consultants in San Diego. I…read morenoticed the high rating of Asha's business and read some reviews. The reviews made me realize that I could use Asha's services. Her website was clear and easy to navigate and schedule a session. We got on a call and Asha was quickly able to understand my core need and then ask the right questions to understand and identify some key blocks, strengths and weaknesses to be explored to develop clarity and strategy for use of my experience and talents to allow me to narrow my focus and get the responses I was looking for. If you're looking for someone to help you get clarity, understand your key road blocks, and develop strategies to work through them, time with Asha will be a very worthy investment into your career.

Trust the process! Working with Asha has been a journey that I can highly recommend. I came to her…read morebecause I was experiencing stagnation in my career and almost no results from my job searches. For the last 8 years I was stuck in a career and industry that was not my passion, which did not offer any further advancement and the financial situation was far from satisfactory. I had almost lost my hope & confidence. Asha listened to my issues, learned about my unique situation and was able to develop a very clear strategy for me as early as our initial session. After our decision to work together, she helped me overcome many hurdles and confront issues that were holding me back for many years: financial, emotional, my mindset, beliefs, and self-imposed limitations. She tailored exercises, assignments, and meetings that helped me realize my potential. She helped me apply my skills, talents and dedicate my energy to what I needed to do, to finally generate results I wanted. Asha noticed in me skills and talents that I've never knew I had. It helped me broaden my horizons and it allowed me to be open to more successful job opportunities I've had not considered before. I've completely changed the ways I've been doing things. I was able to successfully update my resume, cover letters, online presence, and most importantly my attitudes and confidence. I finally got multiple job offers, in my ideal industry, for much better income and with better growth opportunities. Now I really enjoy being interviewed, and I receive great interest and feedback from potential employers. I am being selected to move forward with the hiring process over other candidates.

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

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 :)