If you need a new Tax Advisor (or professional bookkeeping company), look no further -- Sean Currey…read moreat CARLSBAD TAX is a subject matter expert that you will never regret hiring. Sean is the ultimate professional -- he is sincere, patient, and a Subject Matter Expert in his field. Sean Currey has a knack for explaining complicated taxes issues in a very straightforward manner and never makes me feel rushed or pressured. Carlsbad Tax also handles all the bookkeeping for my small business and as a Solo Practitioner, I no longer dread tax season. Sean Currey also guides my teenagers who are starting to work and have college careers. He is very personable and never makes us feel rushed or pressured. Last, but certainly not least -- Carlsbad Tax fees are extremely reasonable, and Sean Currey's expertise is worth every penny. I strongly recommend this business as I'm very pleased with the outstanding service received.

I've never written a negative Yelp review before, but I feel compelled to share my experience…read more I was told my return would be completed by April 7 at the latest, but it wasn't finished until April 15. Throughout the process, communication was poor despite multiple follow-ups. I received a generic email on April 10 stating that returns might not be completed on time. It wasn't until after I raised my concerns that I was told I had submitted my documents too late to receive the expected turnaround and they had done me a favor by taking on my tax return. Had that been disclosed during my initial consultation, I would have hired another CPA. After I later received an IRS notice regarding my tax payment, I reached out for assistance and received no response, leaving me to resolve the issue on my own. While the firm ultimately reimbursed the penalties and interest, they refused to acknowledge the broader service issues or take responsibility for the overall client experience. Unfortunately, based on my experience, I cannot recommend this firm.

UPDATE: Instead of teaching the receptionist to forward client questions to a knowledgeable…read morerepresentative, the owner responds by saying my review is not a fair review. Pricing is not the only questions asked if we are assessing for your companies capabilities which judging by your responses to these poor reviews, is not much. Gave them a call to assess if this would be a good choice to file my taxes this year as i am new to the area/state. Upon calling, she answered a few of my questions but continuously referenced me to the website in which i did have open. I proceeded to mention that chatting is easier for me to understand and will look at the website after. As i paused a bit, she commented that if i didnt have any other questions, there are a lot of phone calls coming in. Well, if the initial encounter isn't good, i cant imagine the rest.

MISTAKES that cost me Money!! We have used Tax Gals for tax…read moreyears 2022/23/24 and had to stop using them for 2025 because of errors in filing, slow communication and mistakes. The biggest error was their failure to file Form 568 for my LLC for TY 23 and 24, costing us over $600 in fines and interest from the state, even though that form was in TY 2022. Terri takes on too many clients and I have found is not responsive to phone calls (left on the company message system, emails and trying to contact her through other staff members. Once tax season is over, forget trying to get a response. I am having to file a small claims court suit over recovering the fees our business has incurred due to their failure to file a form. Should I have known about the form that needs to filed? Probably but isn't that why I hire "professionals"?

I had a great experience with David at Accounting Fresh. I reached out with some questions and he…read morewas incredibly helpful during the consultation. He was professional and willing to help. I would definitely recommend to anyone for honest, knowledgeable accounting/tax support.

Thanks David! Top notch service and customer service, I own a business and was hesitant on hiring…read moresomeone , but David is great at what he does! So let him do his thing!!!! Pricing is solid fair price, and overall was a great experience. He's definitely my go to guy now. I would recommend him to everyone business owner I know hands down

Great experience working with Gina and Jordyn- highly recommend them as you consider tax…read morepreparation.

Bluebird handles all of our money and I trust them with every aspect of how our money is treated. I…read morehave had every tax issue dealt with seamlessly by them and I never question the advice they give me. I honestly don't know what I'd do without them. It's also a boutique firm so their customer service is outstanding as well. If you're looking for anyone to help you with any aspect of accounting, you can't go wrong with Bluebird.

Professional staff & CPA. So nice to work with people who answer their phone will respond as…read moreplanned.

Super fast, helpful, and knowledgeable. Bret helped straighten out back taxes on our 501C3.read more

Maria and her team are just FABULOUS!! I contacted Maria…read morethrough a referral as I needed someone to help me organize my business. Not only was she extremely knowledgeable, but she went out of her way to set me up and keep me organized well into the future of my business. From her help with tax preparations to her constant availability, she literally helped me with every facet of my business from start to finish. I am forever thankful for Maria's help and the assistance of her team through this process!! Thank you ladies for your constant attention! We truly appreciate it!

Crisp bookkeeping is exactly that! Crisp, Sharp, clear, fresh! Maria keeps everything on track &…read morewhen I'm in order my work, & my clients are in order! She simply "gets it!" A true on point Pro! CRISP Saves me money w my CPA, he can't believe how much more orderly & clear my books are. I highly recommend Crisp bookkeeping!

Alexx has been our business accountant for 20 plus years! I can't recommend her enough! We are so…read morethankful for her expertise and insights into our taxes and business plan.

What a wonderful caring professional! Alexx has worked with our family and our tax needs over 10…read moreyears and we wouldn't go anywhere else! Knowledgeable and responsive and a joy to work with!