I sold a property in 2019 and unfortunately I filed my own taxes for that tax year and did not…read moreclaim an exemption so the IRS was convinced that I owed them over $60,000. I sent them supporting documentation for months but the IRS refused to respond or acknowledge that the documents were ever received while I continued to get letters stating I now owed interest along with the original principal amount so I contacted Bill to help with this issue. He was able to get it resolved in a few months after showing proof that I did qualify for an exemption and filed an amended tax return. Today I owe the IRS absolutely nothing! This office is very professional and very responsive and I would highly recommend. (I also recommend not doing your own taxes once you become a home/ business lawyer.)

I hired Hartsock in the summer of 2021 to dissolve a small scorp. My consult with him was the cost…read morewould not exceed 5000 and no longer than 18 months. After 3 years I found that Hartsock never filed the paper work he agreed to do in 2021 and the cost had risen to close to 10K. All in all he did not get the corp dissolved as promised and today called me to say he is retiring this 9th of Feb 2025. Hee got paid double his proposal and did not complete the task. Many lies along the way and as of last week he told me there was only one more task to complete but he bailed. I am long distance so maybe he is better when someone is on his doorstep.

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Recently, I had very frustrating and disappointing experiences with two bookkeepers and was…read moredesperately trying to find a CPA that is an expert in the department of filing taxes and tax advice. Surprisingly, Lowell answered my call and very patiently explained everything that I needed to know pertaining to my tax filing situation. He also helped me get the ball rolling to resolve my issues within 24 hours! He showed his expertise, efficiency and kindness throughout my interaction with him. Lowell is not only extremely knowledgeable, but passionate about what he does. What impressed me the most is that he genuinely CARES about his clients! Lowell also gets work done in a super-efficient and timely manner! Working with Lowell gave me the PEACE of mind that no other CPA has ever given me. I highly recommend Lowell Foster to anyone who is looking for a CPA who is a tax pro and sincerely cares about you. Working with Lowell made me feel like a VIP client! I am so very grateful for you! Lowell!

Lowell's knowledge and expertise in S Corp businesses has been paramount in my success and savings…read morewith my company. He has been my CPA for a number of years now and Lowell really works hard to stay up on new tax laws and programs to help you save. His experience and tax literacy cannot be overstated! My business is an LLC, but Lowell helped me see that taxing it as an S Corporation would save me a ton in the end. On top of that his fees are very reasonable. Lowell has really been a godsend and I don't know what I would do without him. I highly recommend this CPA!!

Mr Boldt has been our account for our family business for over 20 years. He has always come through…read morefor us with extreme knowledge and professionalism.

We have been using Eric for over 25 years and he is extremely knowledgable about taxes. We have a…read moresmall business, and he's been a life saver and very helpful when it comes to tax planning. He is also a super personable guy and very caring.

I've been eager to share this review. What an amazing experience! Joseph demonstrates a deep…read moreunderstanding of the subject and is extremely patient when answering my questions. He assisted me in gaining clarity on my 401k, IRA, and Roth accounts. By examining my investments and fees I was facing, Joseph provided suggestions for cost cutting and recommended funds that could offer higher returns. As I approach retirement age, I realized I had never consulted anyone about reviewing my goals, budgeting, and how to prepare better for retirement. I was truly impressed with the personalized slides that illustrated my potential future earnings. We also discussed taxes, and he offered valuable advice on tax credits. I wholeheartedly recommend Civita; I appreciated that we handled everything through a meeting invitation on my laptop.

California taxes hit hard, and last year I got nothing back. I did a virtual consultation with…read moreCivita (super convenient) to see how I could lower my taxes for next year. Joseph was friendly, clear, and trustworthy. He shared a slide deck to help me understand how taxes work, showed me tax credits I might qualify for, and gave me a game plan I actually understand. I feel prepared and i'll definitely be returning to Civita to have them handle my taxes moving forward.

I've been using Tom for about 14 years for personal taxes and several businesses. He's an absolute…read moreexpert who is always on the ball and has deep knowledge on all areas, accounting, tax, and business. I'd be lost without him.

I got a recommendation to contact him for his accounting services but after 3 attempts by email and…read moreusing his online "contact form" I never heard from him. Wow, not sure how he stays in business and I feel sorry for his clients. I'm sure the communication is horrible. Oh well, it's better to know this upfront so I don't get tied in with a guy who's non-responsive.

Anthony is a very knowledgeable, professional, and well-communicated CPA. He makes you feel right…read moreat home in his warm and inviting office. Highly recommend Anthony to anyone looking for a great and superb CPA!

Excellent experience. Professional, as well as friendly. Answered all my questions with in depth…read moreknowledge. Highly recommend.

Called and he wanted to know my tv show concept and refused to help me draft a contract when I…read moredidn't tell him the concept to protect intellectual property. Do not trust!

Wow. David was recommended to me by a friend in business as I was starting up my own. He exceeded…read moreall of my expectations and I will certainly be recommending him to anyone who asks me. Aside from his responsiveness and professionalism, I truly appreciated how straightforward David was about cost. David was fantastic at explaining processes. He was also honest about what absolutely needed to be done and what was a judgement call or preference. I will be maintaining David to handle annual compliance matters. Thank you David!