I've been using Westgate CPA for both my personal and business taxes for the past two years, and…read moreI've had a great experience. Hannah is professional, responsive, and very knowledgeable. She always answers my questions promptly and provide clear, practical tax advice. I appreciate their attention to detail and the confidence she gives me that everything is handled correctly. I highly recommend Westgate CPA to anyone looking for reliable and trustworthy tax professionals.

I would not consider using this company again, I had to owe money for 2024 when in the past I would…read morealways get a refund. Stay away from them and the service fee is ridiculously expensive when other companies charge half of what she charges.

My father has been a client of Michelle for 3 years now. We first approached her due to a few…read morecomplicated years for his tax filings. I had spoken to several CPAs in a 20 mile radius, and we were generally turned away due to the complicated nature. We also had a horrible experience with another accounting firm prior that took the case and did a sloppy job. I was rather disheartened until I found Michelle. She and her staff are extremely professional, warm, and courteous, and it has been a pleasure working with her team. The only thing that clients should be aware of is that you may not know how much the fees will be until the documents are ready; I guess because prices are due to the amount of work/complication. It would be nice to have a ballpark cost prior to the work, but we trust Michelle and her team, so accepted this condition readily. I would say that the cost is fair for the quality of their work.

Harshita Pujara handled my complicated international tax situation with precision and care. She was…read moreresponsive, thorough, and made everything easy to understand. Highly recommend!

My experience was underwhelming. The person I spoke to had an air of arrogance and unnecessary…read morecockiness. Even if this firm is exceptional, anytime you become arrogant and belittle your client or potential client, it does not help you, even when you are outstanding. A little bit of humility goes a long way in how you approach your conversation with your clients. I would have loved to work with your company, but I just did not like how your arrogance took over a simple conversation. Law of physics applies to everything we do in life.

Not only did Olga not know what she was doing, as she has personally advised us incorrectly and now…read moremy 2025 taxes need to be re-done, but she also worked on our corporate taxes and didn't finish the job she promised to do, after we paid her. All she did was file an extension and then give us a termination of her services all because we wouldn't pay her an additional $10k for unaudited financial statements that were requested when we hired her. According to her she never agreed to this and thus she had "no time" to do them. I would NEVER recommend her and think anyone using her should be very careful of what she's advising you to do, beware you will probably get audited.

Olga has been great to work with. Her communication is very timely and she is highly professional…read more You can tell she cares about her clients. She was very rigorous with making sure we were taking advantage of the tax law and bringing things to my attention. I felt she was working for me and not Uncle Sam. Worth every penny. I would highly recommend and have to associates.

After working with three different CPAs over the last two decades, I've finally found a team I can…read moretruly grow my business with. David and Mira at JJ Tax Accountancy are exceptional--they actually review my numbers in detail and provide incredible insight into year-end tax strategies. They have been helping my Sole Prop tax for past two years, and recently helped me set up a new S-Corp and handled all the necessary amendments with lightning speed. People always say that paying for a quality CPA pays for itself, and my experience over the last two years with JJ Tax has proven that to be 100% true. I can't thank them enough for their support and expertise!

Mira and David has been helping me transition my business from sole-proprietor to a corporation…read morewhich I tried to do on my own but being a professional corp in California has hit a lot of snags that I couldn't have done without this team. I now have them taking care of all the logistics of that paperwork along with the book keeping and taxes, and some lingering payroll tax confusion. They were easy to work with when I was just a sole-proprietor and have been extremely prompt and friendly answering my many questions as I roll into the next era of my business. They keep up with current laws and policies to avoid snags and save significant money compared to CPA's I have had previously. This is an accountant you can truly grow your business with.

I came across ByDesign, and scheduled 1.1 call to go over my booking keeping needs. She took the…read moretime to explained everything in details and the hourly rate. So with that said I decided to move forward with her services. Brittney has a lot of knowledge with QB and much more. Thank you and looking forward to working with you.

I had a great experience working with Brittany. Extremely professional, transparent, and honest…read moreabout what they can and cannot take on, which is something I truly value. Communication was clear, expectations were well explained, and I always felt guided in the right direction. Highly recommend for anyone looking for reliable and ethical bookkeeping support.

This wonderful Financial Plannings, Tax and Retirements office has offered the COFEC: Community…read moreOutreach Education Class; it is free, meaningful, practical and very educational! Please come to enjoy the new learnings and/or to share what you already know/want to know more about: finance, investments, retirements, insurances, taxes...subjects are different for every meetings. Trust me you won't be bored. **for Vietnamese speaking: cong dong minh co the biet them ve Terrie qua phan phong van do PhoBolsaTV thuc hien; da duoc dang tren YouTube voi tua de: "Chuyen gia noi gi vu cong ty My lua dao cong dong Viet quan Cam 25 trieu do?"

Terrie Bui is absolutely amazing coaching, training, and providing value to those she works with,…read morearound, and for.

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.