I would not recommend Heath and his staff. I feel like Heath only wanted my money and gave me lip…read moreservice when dealing with my tax problems. He seemed very "scammy" overall and after reading the other reviews I know that I am not alone in my experience. Please keep sharing these experiences because word is bound to spread hopefully. He has a younger assistant that I thought was his daughter... it was his girlfriend. Opps. So that he cannot say I was not a real potential client, I use a different name on here so he and other I badly review cannot attack me personally.

I am working with PB tax Center since 2008, they are helping our company file corporate tax returns…read moreand sale tax returns and they are a valuable resource. Heath is great! always ready to help and answer any questions I might have. The support and help is above and beyond! I would highly recommend.

My husband and I had the greatest experience here ! Lisa is amazing ! She's very detailed and…read moreknowledgeable and taught us a lot about things that our previous tax preparers missed in previous years. They're definitely consistently busy. But they move fast and we didn't wait a long time. Barry did our final review and provided us with filing recommendations for our future plans. The office is pretty small and there's only street parking. Definitely would recommend and look forward to doing business with them again next year.

Barry is amazing!!!! Very knowledgeable and professional I love this place thank you Barry!read more

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

My mentor advised me to interview multiple tax professionals. When I asked how to recognize a good…read moreone, he responded, "They'll stand out to you. You don't know good until you've seen great. You don't know great until you've seen phenomenal. You don't know phenomenal until you've experienced life-changing." Lori has proven to be exactly that--a life changer. She answered every question with complete clarity, maintained transparency, demonstrated a forward-looking perspective, and developed a tailored plan for me. I envision working with her for the next five years. Her expertise, professionalism, and, most importantly, her heartfelt approach truly impressed me. I do not just feel confident, also, I know and trust that I will be in good hands for years to come.

I recently experienced a troubling tax issue regarding my retirement plan and sought professional…read moreguidance. Based on her excellent reputation and positive reviews, I scheduled a consultation with Lori. I am exceptionally grateful for her assistance; she demonstrated deep technical expertise and provided a clear, straightforward resolution to my problem. Lori is a highly knowledgeable professional who instilled complete confidence throughout the process. I highly recommend her services.

Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

"...but in this world nothing can be said to be certain, except death and taxes."― Benjamin…read moreFranklin. Luckily a friend referred Holly & now I'm no longer in constant fear that my taxes will k*ll me (as much)! Thank you Holly!

As long as you have you I dotted and T's crossed then this service may work for you but if there's…read moreand exta footwork needed, prepare yourself for all the foot work. My first few year of YW Taxes service was good but as for my blunders with my 24 taxes... Well, I had no idea how much TW Taxes doesn't do for you.

I was a Tax Plus customer for a few years before they made an error on my taxes, costing me extra…read more I reached out a few times for help with the issue and got one delayed response that was not very helpful. I am disappointed in the service and that Tax Plus just never responded when I had an actual issue.

We have used other services before, but were looking to establish a relationship with tax preparers…read morein San Diego (since we are relatively new to the area). They charged us significantly more than the quote, and I had to email them back and forth asking for an explanation for over a week (and very close to the filing deadline). I also noticed that my name was continuously spelled incorrectly throughout correspondence, and was disappointed to have had to ask them to confirm that my name was spelled correctly on any forms they prepared for us. Unfortunately, cannot recommend this company.

We have been getting our taxes done by Jessica for a few years. We appreciate her honesty and…read moreexpertise. Amber has also been very helpful. Thank you both!!

Jessica is great. We have been using her for 20 years. She has seen all our children grow up and my…read morewife and I really like her personality, her steady calm demeanor expertise and her attention to detail.

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Nola was great, very personable and knowledgeable. Great help and really looks out and cares for…read moreher clients!

We have been going here for about eight or nine years, for our taxes; ALWAYS SEEING Michael…read moreWasczcak!!! He is the absolute best at what he does. He enters all of our information with ease; going over every document, entering every necessary code. We have gone from owing to getting regular refunds!!! His value is in his knowledge, especially in terms of having deductions from paychecks. AMONG OTHER THINGS!!! We would not think of ever going anywhere else. His efforts are INVALUABLE!!!