I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

Edward was a pleasant gentleman. He provided the lowest price for the service that I needed. He…read morewas fast and prompt when asking questions. Opportunity to be a bit more forthcoming with information for those who are not knowledgeable. I felt that I had to ask a lot of questions and get substantial clarification. As of now I believe that everything was completed properly. I feel for the price it was worth the extra time spent figuring things out.

I would highly recommend working with Edward. He gives you his time and knowledge. He really sits…read morewith you and tries to have you understand more about your tax situation. I have interviewed multiple CPA's. None of them were as helpful as Ed. All in all, I highly recommend Ed for your tax and book keeping needs!

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

Five star service. The gentleman that assisted me made provided me with a calming tax experience…read more(even though I owed). Would definitely be using Wicks again in the future. He set me up for success in the coming years. Thank you! Very friendly and knowledgeable, plus value for the $. I give you 2 thumbs up.

Waqas Syed is professional, friendly, and truly knowledgeable. I reached out to him and was able to…read moreget an appointment the same week. He took the time to clearly explain everything throughout the tax preparation process and was extremely detail-oriented. I was able to get my taxes completed and filled accurately and efficiently. I highly recommend Waqas for anyone looking for reliable tax services!

Excellent service. I am retired, not a business…read more They have proven to be excellent. I had thed same tax guy for thirty years before going to them .

We've worked with Flaminius for years. Trustworthy and thorough. He's patient with us since we have…read morea lot of documents we have to wait for too.

I was drowning in my tax situation and I am glad to say I am right on track now... thanks so much!!read more

4 minutes ago New…read moreAfter reading all of the great reviews, I had high hopes for this company. Now I'm wondering if perhaps most of the reviews are fake, as they don't represent my experience at all. I run a small business and I reached out in early April to see if Stephanie was taking new clients. She said that she could help me. Things started off great, as I was promptly sent a link to upload my documents. After reviewing my files, Stephanie said that she would need the help of a colleague to complete my return. I agreed, and we filed an extension. Now, two months have passed. I've reached out to Stephanie multiple times over text and I've left voice messages. She has not returned a single one of my calls, aside from the initial one, and she waits days, to get around to responding to texts, if she responds at all. She has blamed her colleague for not reaching out to me, and takes no responsibility herself. After wasting hours uploading documents and trying to work with her, I've come to realize that she has no intention of completing my taxes. This is beyond disheartening, and has added tons of stress to an already stressful situation. I expressed my concerns to her multiple times over the past few weeks, while trying to resolve this issue, but she doesn't seem to care. Her website mentions a "hero discount." I'm a veteran, but that doesn't seem to matter. Her services mention, "small business up to corporate" but she couldn't manage to figure out how to file for my business, which is definitely a small business. The claims that are made on her website don't reflect my experience with her. Please beware that you are taking a risk if you decide to go to her for your taxes.

The greatness of a community is most accurately measured by compassionate actions of its members. -…read moreCoretta Scott King This sums up R Scott Montgomery CPA. Professional and community oriented. Supporting the youth of our city is investing in the future of our city.

Best ever CPA. Been using him for about 5-6 years or longer. I recommend them highly.read more

I've used Kilgore for my business and personal taxes for the past 3 years, and don't recommend…read morethem. Last year I was selling my business and met with Randy in July 2024, to get an estimate on how much capital gains could be. When I arrived, Randy was not prepared and "asked why I was there?" I told him I was selling my business (for approximately $2M) and need help planning for capital gains. Randy quickly tells me "he's a numbers guy, and not comfortable with hypothetical numbers". But, THAT was the purpose of our meeting! He spent more time thumbing through a Business Valuation book, trying to find a multiplier, to estimate my business's worth. He recommended Rogerson Business Services to do an appraisal and get back to him with their estimate, which I did. I received a bill for $438 for 1.25 hours, which I paid. I emailed Randy with their estimate and he replied with a total estimate for capital gains, but no information on depreciation recapture, or breakdown of state and federal or tax bracket percentages. When I asked for more information, he sends me an email with a web link for 2022 federal taxes, so I can calculate it myself. Early October, I get 2 more bills! $875 for 2.5 hours of his time "preparing estimate of tax resulting from sale" and $88 for "generating tax calculation worksheet and email" I emailed Randy disputing the charges, but never heard back from him. When I received a past due notice in November 2024, I emailed Katie disputing the charges. I don't mind the initial $438, but thought the extra $963 in charges was excessive. If Randy had given me the original estimated information I requested at our initial meeting, there would have been no need for additional charges. For comparison, at the recommendation of my Real Estate Agent, I met with another CPA and Business Consultant. I spent 1.25 hours in his office, where we reviewed and filled out actual on-line State and Federal IRS forms for Capital Gains. He came up with similar Capital Gains numbers that Randy had calculated, but ONLY charged me $250 for 1.25 hours of his time. In December 2024, I received an email from them, terminating our relationship. Apparently, I no longer fit in with "the future direction of their practice". Thank you, one less thing I had to do!

Randy and Katie are professional and seasoned CPAs. They've helped me with my personal and business…read moretax filings. There's no way that I'm going back to TurboTax after using their services.