Mike is a great accountant. You will be very satisfied with his service…read more As a longtime Real Estate Broker who gives out lots of referrals Mike is always at the top of my list

We have been with Mike Steele and team for the past 3yrs. They are always there to help, provide…read morefantastic service and have helped us through challenging tax situations. I highly recommend Mike Steele's firm to handle your tax needs (business and personal).

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

I have worked with Bob Leyman and his team for many years and I remain extremely grateful for his…read moreexpert guidance for both personal and business tax preparation. His extensive knowledge and experience ensure reliable and timely information for what are often complex and ever-changing rules.

Bob Lehman and his team is always available to answer questions, very patient, Proffesional and…read morewhat I like the most available for face to face meetings. Bob has many years of experience behind him, he has a strong follow up process and very particular with all details. He has solved some tax complex problems both for me and people I work with. Highly recommend him and his company

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

I've been using Sandy for over 20 years and she does amazing work. She's also extremely…read moreknowledgeable about outside sales reps and all of the nuances of write-offs for people in that line of work. The first time I used her 20 years ago I had done a 1040EZ myself and determined I would get a refund of about $350. A bunch of my co-workers at the time were using Sandy and swore by her, so I bit the bullet and paid for her services. She managed to get me a $3,500 return. Needless to say it was WELL worth the investment. Through home ownership, rental properties and the such, things have become more challenging for me over the years but she continues to do great work no matter what I throw at her. I would highly, highly recommend her.

I of the Good Guys of Accounting !! Tom O'Rourke is highly educated when it comes to your taxation…read more When U know the rules of our fine government complicated rules & regulations you are a Winner. Tom & his Crew are the winning Group. Highly recommend this Firm for All of your wants & needs in our Taxation world.

The BEST CPA on the planet! We moved to SanJuan Capistrano and still use him. Our friends who…read moremoved to South Carolina still use him too. He's that good.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

Very very quick to respond and answer all my questions. No slight of hand no double talk . Straight…read moreup prompt , straight forward pricing.

Eric was very prompt and knowledgeable. He gave me good action steps to follow for working…read morethrough tax issues. Definitely recommend his service.