Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Steven and his team are incredibly helpful. From our initial phone call to determine if it was a…read moregood fit to our first appointment together, they were very on top of everything. We felt extremely confident utilizing San Diego Business Advisors as a resource for our taxes. Highly recommended that if you are in need of a tax service to use San Diego Business Advisors. We had a bad experience with other companies in 2022 but this year we feel better than ever with SDBA!

I had them do my taxes last year and they charged me $1100 which I thought was high. This year they…read moresaid it would be $2150. WOW, almost double in one year! For all that money I didn't get any advise on how I can save money on my taxes just a simple filing. I also got told they wouldn't work with me anymore after I asked for some of the forms from last year. I'm happy to take my business elsewhere. I found someone who will do them for the original $1100.

I have been a client of Barbara Agerton and Tax Time Services for over 20 years. I would recommend…read moreher to anyone because of her attention to detail. As a single woman with a thriving business and over 18 employees it was imperative that I be taken care of reguarding complicated tax returns. Now that I have retired I will continue to use her because of the trust and history of our past relationship. Trust is the most important aspect of any business and that is why I can highly recommend Barbara Agerton and Tax Time Services.

Steve Alpinieri CPA along with his team of financial professionals offer a full array of accounting…read moreand financial services (both personal & business) that includes: tax preparation/filings, financial planning, bookkeeping, payroll, business entity formation/sale & management, CFO services and much more! This place is definitely an ONE STOP shop for all of your financial needs - we were referred to Steve Alpinieri years ago by a good friend for some business tax filings and bookkeeping. After we sold our company (Steve & his team also prepared those financial docs for the sale of the business), our family began using Alpinieri CPA for our personal finances/planning and tax filings. From the moment we met Steve, we felt his kind care, attentiveness and professionalism. Whether on email, phone or in-person, Steve & his team always proceeded with expertise/extreme knowledge in answering of all our questions meticulously. Our previous CPA would take days to respond to a simple question. Steve, on the other hand, has always been available to quickly answer all of our questions and navigate us through the complicated tax guidelines along with the ever-changing laws. In short, we would recommend Steve Alpinieri and his team to anyone without hesitation. One piece of advice that we would give to anyone is to streamline efficiencies - gather good & complete records of everything prior to your meeting with Steve (his team would generally provide a list of what docs are needed), and to also not wait until the very last minute to file your taxes. Steve, Ryan, Hunter & the rest of his team work wonders everyday to make things happen for their clients, but there is ONLY so much time in a day!

AVOID USING THIS CPA. Your taxes will not be done on time, they will not be done correctly, your…read moreemails and phone calls will not be returned, and you will be charged additional amounts outside of the CPA's original invoice. My wife and I are by no means tax experts, which is why we went to Steve Alpinieri to make sure that our taxes were filed correctly, as my wife had just begun her small business. Despite giving Alpinieri all of our documentation months before the tax deadline, he and his team did not complete them until the Friday three days before they were due. Thankfully we looked over our taxes instead of blindly trusting our CPA, as we immediately found that the taxes were done incorrectly with us owing thousands of dollars for a state where we actually owed $0. I sent multiple emails to Alpinieri in an attempt to clarify our tax return, all of which he eventually claimed were going to his spam folder. I guess all of my phone calls and voicemails must have also been going to his spam folder too. When my wife and I finally did get a chance to sit down with him, he spent 40 of our 60 minutes talking about his personal life and his legal battles with his sibling. After our "meeting" we received another tax return filing from him which was once again done incorrectly. Sadly, this year we used his services again under the assumption that all of our information was already saved into his filing system. This year, we have received multiple fines and penalties from the IRS for our tax return being improperly filed. Despite these fines, Alpinieri has also been attempting to charge us more money than his own invoice states he can. Apparently, my wife and I are not the only ones having issues with Alpinieri has he has just been fined for repeated negligence and failure to comply with professional standards. I wish we knew any of this before we ever began working with Alpinieri. https://www.dca.ca.gov/cba/consumers/actions.shtml?license_id=CPA%2078613 https://www.cba.ca.gov/cba/discipline/actions/ac-2024-2.pdf

Good communication with us & with our investment advisor. Timely filing & good return.read more

I loved this office. Michael did a great job on my taxes. He was very professional and…read moreknowledgeable.

Another tax year, another great experience with our CPA Teddy, Gilad, and his rest of the…read moreprofessional staff, in preparing our tax returns a month and a half early, as usual. Teddy, and the others give us great peace of mind, and make sure that our tax returns are prepared flawlessly. We highly recommend Teddy Barzilai CPA.

The best CPA, been in business over 20+ years. His office always responsive even during a stressful…read moretax season. Many CPA disappear but their office is great. Thank you Teddy, Gilad, Elena and team for your help over the years!

I am someone who has always done my own taxes on TurboTax, etc. After getting married, we decided…read morewe needed a CPA and I am now regretting this decision. Things stated off well, Veronica had an introductory phone call with us that went well and she offered some good suggestions. However after that the communication totally broke down and she pretty much ghosted us when we had questions about our tax return. As someone using a CPA for the first time, I found myself wondering why am I paying when I feel like I am trying to figure this out alone (basically felt abandoned). We asked some basic questions back in March, she responded once, and that was it. She then emailed my husband that she's been on a trip to Japan. Going out of country right during tax season as a CPA is a choice and that's fine, just COMMUNICATE WITH US. Anyways on Sunday, 3 days before taxes were due, we still had no reply so we just relented and submitted what she had prepared. Anyways, just disappointed. Not going to her next year. Evidence below.

How can a business expect to be successful when client phone calls are never answered or returned?…read moreThe bar of professionalism is *extremely low here. If someone would like to reach out to me, I will *consider altering this review and rating.

For over 30 years this firm has done my taxes. Until my income changed drastically I feel I have…read morebeen treated fairly and I have been happy. This year however my income changed. I was told by the firm that I didn't need to file. So I was very surprised to receive a letter from. The IRS saying I needed to file immediately. Of course now it was past the deadline. To make a long story a little shorter I will say that I not only needed to file but I owed money back so now I also have a penalty fee. I went back to the office to show them the new bill from the IRS. I was told at the front desk to leave the letter and it would be given to Clay Willits to review. He called and offered to write a letter to get the penalty dismissed but I must provide him with a story as to why I didn't file on time. I told him that the reason I did not file was because his office told me not to. He then asked what was I charged by his office. I told him $75. He began laughing and said that I was practically a charity case and I had already wasted 20 minutes of his valuable time and that we were done. He said goodbye and hung up. Is this how you treat a client after 30 plus years??

My firm has used Clayton Willits for 10 years. He does a great job and does everything timely and…read morecorrectly. We are a c-corp so he does the corporate tax returns and the owners personal returns. Can't recommend him highly enough. Give him a call, you will be happy!

Keith is great! My husband has been going to him for years and once we got married I joined in. I…read morerecently switched over to a Independent Contractor and Keith has helped me plan for my taxes. Makes it simple and easy, we highly recommend him