I found Small Business Tax on Yelp and, needing help with my taxes, decided to first visit their…read moreoffice in-person before committing. That was last year and I have already gone through filing two years of taxes with their help, so I thought that this review is way overdue! I always felt an unresponsive distance from accountants I had worked with in the possible, but Small Business Tax is truly different. They are seriously like family. I have engaged with a half-dozen individuals there, from the CEO to the receptionist, and they are all professional, friendly, and simply get the job done at a reasonable rate looking for ways to save you $$$ on taxes. I really can't recommend them enough. I know it might sound weird to find tax help on Yelp, but I am really glad I did and if you are in need of help, please give Nicole and team a call!

Been going to Nicole the last 9 years since I've been a business owner, let me tell you her and her…read moreteam know what they're doing! So many stories I've heard of bad accountants but one of the best decisions I've made for my business was going to Nicole. She's always taken the time to thoroughly help me go over the numbers. I always end up saving more money I've even referred over a few friends with their own businesses who are EXTREMELY happy. The price is not cheap but guess what, as a business owner you get what you pay for and her service is worth every penny every time. Thanks Nicole and Small Business Tax, I'll be a life long client!

Tammy and her team are super knowledgeable and efficient and are taking care of my small business…read morebook keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes!

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

I have been working with the bookkeepers for a year now for my corporation. They do my bookkeeping…read moremonthly, my business taxes, and my personal taxes. First off, the best decision I made as a business owner was to change my accountant and hire Peter and his team to help me. I know many people are capable of keeping their own books, and for me it's worth paying monthly to have someone who is very knowledgeable, communicative, and professional to help me. Peter has been responsive, flexible, patient, professional, calming, and motivating. It's like having a financial wizard as a teammate when business financial life feels stressful and scary. The Bookkeeper team has been a great asset and worth every penny. I HIGHLY recommend this team.

I did call Peter before a deadline with the IRS and he was very nice, helpful and seems to have…read moregreat work ethics. I would definitely retain his services for new company.

Bierman CPA was recommended to me by my daughter, so I thought I would try them for my personal tax…read morepreparation this year. My experience was not good! I definitely will not use Bierman CPA for my tax preparation next year and I would not recommend them. They are too expensive and too slow. I paid 3X more for the tax preparation than I did last year with another CPA firm. Results were comparable, so I questioned the $3500 cost for personal tax preparation. I had to wait one month for the taxes to be completed. I was not told in advance that business taxes take precedence over personal taxes. If they had told me this in the initial consultation, I would not have hired them.

If you are looking for a competent professional tax firm go somewhere else. I'm an attorney and…read morecontacted this firm for bookkeeping services. I thought everything was being handled well until I received my first invoice. I was billed for 3 months of work and presented with a balance. That is all. The invoice did not itemize the work that was completed nor the time spent on my accounts. I called to inquire and was told the person in charge of billing was out of the office. I emailed said person and requested a call to discuss my invoice when she get back to the office. I had to write multiple emails, and finally, more than 3 weeks after my initial inquiry, I received a call back. In terms of the invoice, I was told that "our billing software doesn't print hours spent" or something to that effect. I found this excuse to be weak and bizarre. So I decided to look into my accounts. I realized that none of my accounts had been reconciled for more than 3 months! At that point I decided to terminate my relationship with this firm. I retained a new bookkeeper that has been working hard to fix the errors done by Bierman's & staff. I was content with moving on. But then I received this email from current bookkeeper: "I am not sure if your prior bookkeeper knew what they were doing, but unfortunately none of the IOLTA expenses in 2018 were allocated to any specific accounts, they were just re-allocated back to the bank account. The whole year needs to be reconciled....No disrespect but you really should ask for your money back if you paid for services because almost everything (90%) that was done was incorrect, I have never seen anything like this before" This is a serious matter. As an attorney I have to report my accounting to the State Bar. Bierman's substandard work placed my law license, and my clients lives, in jeopardy.

My business books were 2 years behind and I had a terrible time finding a bookkeeper willing to…read moretackle my mess. I finally came across Mooneem Bookkeeping and Parag was incredible from the beginning. I was able to send my bank statements, merchant account statements, and sales records to them by email. I did not have to drive to their office. They sorted through everything, fixed my chart of accounts, and input every single transaction. They finished 2 years worth of bookkeeping in just a few short months. I'd highly recommend Mooneem Bookkeping. The quality and speed of their work is exceptional.

We come from a family of professionals with small businesses, and we know the value of…read moreprofessionalism, attention to detail, and genuine care. This accountant, Parag, embodies all of that and more. Parag helped a dear relative of ours during a very difficult time and did so with incredible generosity, kindness, and dedication. Parag was meticulous in his work, took the time to explain every step clearly, and truly went above and beyond to make sure everything was done right. It wasn't just about the numbers--he genuinely cared. We wholeheartedly recommend this accountant and team to anyone, especially those in the medical field or other demanding professions where you need someone trustworthy and thorough. Their integrity, compassion, and skill are unmatched. The value of his work is priceless. If you're looking for someone who combines top-notch expertise with a heart of gold, look no further. This is the accountant you want on your side.

As we walked in with our problems we met latrice who helped us with our tax problems.Our anxieties…read morewas reduced instantly our experience was has been good with the warm reception and friendly atmosphere.

This firm came recommended to us over a year ago by a friend of ours who used their services and…read morewas very happy with the results. So we made an appointment and met with Arvin. We provided him With as much information and documentation we received from the IRS for his review. Arvin explained everything and we left his office feeling a lot better about our situation. Fast forward to 7/2026 we received another letter from IRS and made another appt with Arvin and he reviewed and provided us with some useful Advice and we left his office with peace of mind. We sincerely appreciated Arvins honesty and transparency. The offices are also beautiful and the staff are all Professional and very courteous. We will definitely continue utilizing their services as needed. I'm glad they were recommended to us. I highly recommend their services.

Everything! Excellent attorney for tax issues and estate planning . I highly recommend this law…read moreoffice and have always been extremely happy with Mr. Schroeder and appreciate everything he has done for me and my husband.

We were referred to Mr. Schroeder through a program my husband had through his employer. We just…read moreneeded a simple Living Trust. In speaking with Steven, he explained everything thoroughly and made it very simple. That was back in 2013. Now 10 years later we had a few updates to do and again he made it a very simple task. He and his staff are very helpful and friendly. The easiest part is all I had to do was email my questions and they responded in a timely manner. I would highly recommend Steven Schroeder for all your legal needs.

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

TL;DR: Worked with Garrett Jones at Crossroads Financial Planning for tax prep. Misquoted our taxes…read moreby nearly $4,000. Poor customer service -- impolite and dismissive. Once paid, they offered little further assistance. Significant miscommunication between staff members on essential elements of our filing. Longer version: We hired a tax preparation service to help navigate changes to our filing status after getting married. Our tax consultant, Garrett Jones, began working on our application with the wrong filing status. After correcting this error, there was poor communication regarding important changes that needed to be followed up on, which resulted in IRS notices arriving in June. When I raised my concerns with Garrett, his guidance was vague and he offered no clear timeline for resolution. Weeks later, with no progress made, I was left with the impression that once he had been paid, his investment in us as clients had ended. I spent approximately 10 hours on the phone with the IRS trying to sort out the status of our account. Throughout this process, Garrett maintained that I owed approximately $2,000 to the IRS -- when in fact I had a pending refund of approximately $2,000. In the end, we were left with a significant miscalculation, poor customer service, and no choice but to resolve everything ourselves. I'm still unclear what the fee we paid to Crossroads Financial Planning actually covered. Highly recommend taking your taxes elsewhere.