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    Alan Spiegel, CPA

    5.0 (4 reviews)
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    Services - Alan Spiegel, CPA

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

    Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

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    Tayde Aburto coaching and mentoring has helped me identify and implement new strategies that…read moreallowed me to take my career and business to a new level. Tayde always provides valuable guidance and perspective and his passion is evident in every meeting and collaboration . I highly recommend Tayde Aburto as an executive and entrepreneur coach and with his business guidance experience to anyone who are serious about growing and being a true leader.

    From the owner: Running a business is tough —you don’t have to do it alone. I can help you increase profits,…read moreoptimize operations, and access the capital you need to grow. Whether you’re looking for expert marketing strategies that actually bring in clients, practical business consulting to streamline your operations, or lending solutions to fuel your next big move —I’m here to help you win. I don’t believe in cookie-cutter advice. Every business has unique challenges, and I take the time to understand yours. My goal is simple: help you build a stronger, more profitable, and more valuable business. - Ready to attract more customers, boost your bottom line, and free up your time? - Need flexible funding to take advantage of new opportunities? - Want guidance from a trusted advisor who’s helped businesses scale successfully? Let’s talk. Click the button to connect with me today and take the first step toward building the business you’ve always wanted.

    Willis Tax and Notary Service

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    5.0
    (11 reviews)

    This was the second year Monique prepared our taxes, and we couldn't be happier with the…read moreexperience. The first year we actually switched tax advisors midway through the process because it had become confusing and frustrating, and finding Monique truly turned things around for us. Starting with her from the beginning this year made the entire process a breeze. Her website is very organized and intuitive, which made uploading and providing all the required documents simple and efficient. She communicates clearly, is readily available to answer questions, and takes the time to explain the process so you always know what's going on. What really stands out is the value she provides--not just in completing the return, but in making the entire experience smooth, transparent, and stress-free. You feel confident that everything is being handled carefully and correctly. Overall, it has been a great experience working with her. We're very happy to have found such a reliable and professional tax service, and we would absolutely recommend Monique to anyone looking for knowledgeable, responsive, and trustworthy tax support.

    From start to finish, Monique was responsive, knowledgeable, and always willing to answer my…read morequestions. She clearly knows what she is doing and made the entire process easy to navigate. She helped me resolve some back taxes in a timely manner, and everything was prepared and submitted promptly. Her pricing was fair, especially compared to other companies offering similar services. Monique has definitely earned a loyal customer, and I will be returning to her for future tax needs, including tax season.

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

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    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.

    Alan Spiegel, CPA - accountants - Updated August 2026

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