I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

I had a great experience with this tour company. Everything was extremely well organized from start…read moreto finish. The bus arrived right on time, which I really appreciated, and the whole process felt smooth and stress-free. The staff was professional, respectful, and made sure everyone was comfortable throughout the trip. You can tell they care about their customers and take pride in what they do. I highly recommend them for your future bookings -- you won't be disappointed.

If I could give them less than 1 star I would. This place is probably the worst tax place in…read moreCalifornia and maybe the whole US. They give you a big sales pitch to lure your business but they don't deliver anything except incompetence. Don't believe the good reviews because they have been sued many times. We ended up having to jump through hoops at the last minute to try to get our taxes done. What a terrible experience. Save yourself from having to deal with the frustration and anxiety and just AVOID this place.

Excellent service! Scott is the best. Handled my tax return efficiently and I am very pleased.read more

I've been coming to Scott for over 15 years and not only has he done a profesional job with my…read moretaxes but I have never had any issues. Trustworthy and professional are tops ethics for this business.

I was just on the phone with this fellow, and although he is very business-like, gets to the point,…read moreand ensures the communication is precise and clear, he's nice as hell. I think some of the people might mistake the emphasis on clarity and precision for lack of friendliness. Then again, maybe he doesn't suffer fools and I just barely snuck under his fool radar. I called because I wanted help amending a return. He talked to me for about 5-10 minutes, gave me some informal guidance on how I might be able to arrive at a solution without forking out a bunch of money, and said to come in if I ran into trouble I couldn't solve myself. That's some damn friendly service if you ask me.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

I've worked with many CPA firms over the past 30 years. LLME is the best!! Quick replies to my…read moremany questions. Overall amazing customer service. Very professional. Fairly priced. I look forward to doing business with them for years to come.

It's that tax time of year, so figured I'd take the opportunity to give a shout out to Ray…read moreGallagher, who's been incredible at helping us with our taxes since we first moved to San Diego, almost 20 years ago. Until then, I'd always done my taxes on my own, with the EZ form, made some simple calculations to figure out what refund I was owed. BUT, my first year after having a "real" job, I dutifully completed my EZ form, just to learn that I actually OWED money -- a LOT (to me) of money, especially considering that most my take-home pay was already going to pay student loans. So, a colleague recommended Ray to me, and he is incredible. We've been using him ever since for the last 18 years, and have always been very impressed and happy with him. He's laid-back, responsive, explains things well, and has always done a great job both at doing our taxes for the present year and planning our tax liability for the upcoming year. For the past two years, we have also used Ray for our business, and I absolutely agree w/ the prior reviewer that he is honest, diligent, super responsive, very knowledgable, and able to explain complicated tax concepts in a straight-forward way (multiple times, if necessary). Absolutely 100% recommend Ray Gallagher and Lavine Lofgren.

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.

I highly recommend Cliff for your tax reports! We've been working with him every year for the tax…read moreseason and my husband and I are very happy we met him several years ago. He has lots of experience and will make your tax reports in a timely manner. We will definitely look for him again for this year's tax season.