Mike Noon has managed my personal taxes for the better part of my working life. Every year I have…read morebeen consistently offered good advice on ways to better save money with all my business ventures. Mike has unbelievable patience and a very professional work ethic that allows him to get things done in a quick and reliable fashion. I have recommended Mike Noon's financial services to numerous friends and colleagues with great confidence that they too will appreciate his knowledge, integrity and professionalism as I have. I only vouch for people that make me look good! -Aron Langellier, Verant Group, San Diego

Not responsive at all. I wouldn't recommend them to anyone who needs a timely well done accounting…read morejob. They avoid returning calls like the plague.

I can't say enough about David Neugart! So incredibly knowledgeable! I will be referring him to…read moreeveryone I know! You will not be disappointed with him and his services! Highly Highly recommend him to do your taxes!!

Just filed my taxes with Dave and I must say that it has been a long time since I have had such a…read moregood accountant. He was super friendly, extremely knowledgeable, and we really enjoyed meeting him and his lovely assistant Donna. I hope this is the beginning of a long relationship. Full disclosure, We haven't received our tax return yet (due to just filing), but I don't foresee any problems.

Bob is very helpful and knowledgeable when it comes to our taxes, which makes it easy when filing.read more

Guess you have to give them one star!…read more Have all of the paperwork for my deceased father, filed an extension in March and refuses to answer phone calls. Sound familiar, read their other reviews. Run far, far away!

Angel and his staff was amazing! It was my first time filing taxes myself and I didn't have an…read moreappointment but angel and his staff took me in the day I walked in! Nowadays it's hard to do a walk in but I didn't have a specific time I knew I was free so I just drove by to see if they can get an appointment going for me but angel finished filing my taxes and got me in and out in less than 30mins!! Time is money and wow they made me a permanent customer!! I recommend this team to everyone in the area! Cost in my opinion was the best in town especially compared to turbo or H&R Block! I would've paid more for expert help with myself filing but I didn't have to do any of the work and angel answered all my questions and made me feel comfortable knowing I have a professional taking care of everything for me!!! Do not hesitate and go see angel and his team!! Beyond satisfied and thank

Angel was easy to work with. Appreciated how easy it was to get in and out…read more Recommend!

Absolutely love Rodrigo! He has done our taxes for the last 3 years and we will continue going back…read morefor many years!

We have been coming here for years and I can't recommend Rodrigo enough! He made the entire tax…read moreprocess smooth, stress-free, and easy to understand. From the start, he was professional, knowledgeable, and incredibly responsive to all of my questions. He took the time to explain everything clearly and made sure I felt confident about my return before filing. If you're looking for someone trustworthy, efficient, and great at what they do, Rodrigo is your guy!

This review is a continuation of a prior review. The women who assist Elizabeth King in her office…read moreare also exceptional. Ally runs the front office. She is kind and helpful . She communicated all of my information and questions efficiently. Brittany is a wonder. As Elizabeth's Assistant , she is ethical, hard working and thorough. She was able to tie up all of the loose ends of my transactions. I will miss working with them!

Although a very pleasant and responsive office, I'm disappointed in their attention to detail and…read moreoverall competence. My insurance lapsed (even though on autopay) for whatever reason and I was never informed of the cancellation. Therefore, was driving uninsured for a few months. Once I caught this error, I had to notify them and they reinstated my insurance but at a default setting not at the original coverage I had selected. Switching agents for peace of mind.

Doug Sevy has been doing my taxes for years and has consistently done a great job for me. He is…read morevery experienced and knowledgeable and keeps up to date with the latest information. He takes the stress factor of doing taxes down to zero! Totally recommend this dude. He's very reasonably priced and worth every penny.

Have used Doug Sevy for tax services for many years, extremely professional and knowledgeable…read more Always has or finds the answers when more involved questions arise, would recommend him.

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.