Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.

My marketing agency has been relying on Harjot and team for 2.5 years now, and I have been…read moreextremely satisfied with our partnership together. I have found my corporate and personal finances to be in a fairly complicated phase due to prior CPAs not supporting me at the level I required, but HK Associates has been able to help navigate me through much of the challenges. Harjot is very understanding and passionate about handing my needs, and goes above and beyond what is expected out of a CPA. His guidance and knowledge is very appreciated!

I dreaded looking for a new tax professional after having trouble with the accountant that I had…read morebeen using for more than 10 years. I was very fortunate that HK accounting was recommended by a colleague of mine. Harjot has been amazing. He is responsive, accessible and communicative, all things my previous accountant lacked. When we ran into some issues with our previous tax returns, he explained everything in detail. His careful review and subsequent correction of our previous returns resulted in a considerable return for us. I highly recommend HK accounting for anyone looking for reliable and professional accounting services.

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

If you have not used this company to do your taxes, fix any issues with the IRS, help with your new…read morebusiness, or look over your financial investments, DO IT! The front office ladies are lovely and always keep you informed and email you any forms you need to fill out ASAP. The CPA, Barry Peters, is very knowledgeable and also a kind and thorough CPA. If you work on a 1099 he is amazing in dealing with your all your deductions and write offs. I referred a friend, and he literally saved them from financial turmoil!! Don't use turbo tax, H&R Block, or your local Joe Schmoe. Use Premier Tax and Finance...trust me you won't regret it!!

Paul has done our taxes for two years and I could not be happier with his services. It's rare that…read moreyou find someone who really just wants to help you. That's the experience you have with Paul. His secretary is so sweet and accommodating. They will make sure to do the absolute best for you wether your filing easy or complex taxes. Highly recommend Paul and staff.

We no longer need a CPA but my husband was in doubt I could do the taxes myself. He called Paul who…read morereviewed all our tax forms free of charge and assured my husband they were correct, free of charge! Great service, great office staff.

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!

I had been with MOTA for many years but left after my 2024 returns were completed. They did both a…read morebusiness return and a personal return. They are very pleasant people, but not easy to deal with. Additionally, they are expensive. They charged me $140 to produce a single 1099-MISC, that I supplied all information for! Their new system and their demands became too difficult to deal with. Their questions seemed like audit questions rather than tax questions. And questions they should've asked about my taxes, they NEVER asked. They assume you know what should be submitted to them, and don't ask you any questions about what wasn't submitted. For example, in 2024 with the Mountain Fire in my neighborhood they should've asked about catastrophic losses. They know my address and know I live in the middle of many houses that were burned to the ground. They should've asked but never did. Fortunately, the question was asked for my 2025 return. Lack of competence or lack of leadership? Not sure which, but glad I switched.

I've been going to Mission Oaks Tax and Accounting - John Elhai for my father's tax returns for…read moreyears. And, since my father's passing wherein I inherited the house, I started utilizing the services of John Elhai, too. Staff at MOTA is exemplary, providing top quality tax services. They are extremely knowledgeable in what they do, and actively communicate with me to find and ensure the best return. Furthermore, they are extremely courteous, patient, and professional. I strongly recommend Mission Oaks Tax and Accounting!

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough