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    Davalos Martin & Associates

    5.0 (3 reviews)

    Services - Davalos Martin & Associates

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    6 months ago

    My wife & I have been coming to Lupe for years! She made doing our taxes so easy. Stress & anxiety free. We recommend her to everyone.

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    2 years ago

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    8 years ago

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    Mission Oaks Tax and Accounting

    Mission Oaks Tax and Accounting

    4.6
    (33 reviews)

    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!

    Carey & Hanna Tax & Wealth Planners

    Carey & Hanna Tax & Wealth Planners

    4.4
    (7 reviews)

    I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

    I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

    Davalos Martin & Associates - taxservices - Updated August 2026

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