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DE Jones Financial Management

3.0 (6 reviews)
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Services - DE Jones Financial Management

Bookkeepers

Current year tax preparation and filing

Past year(s) tax preparation and filing

3 More Services

Payroll services

Audit and conflict resolution support

Tax planning

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Gill Tax Group

Gill Tax Group

(44 reviews)

Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

Stellar. If I can…read moreonly use one word to define the experience I received, it is stellar. Gill Tax Group (GTG) took me in last minute, thoroughly reviewed my returns after I had a hiccup with TurboTax and discovered that the TurboTax software did not flag the necessity to file in another state.* Had GTG not checked this and had I relied on TurboTax, I would have been subject to a review and possible full audit by not only the California Franchise Tax Board, Commonwealth of Pennsylvania, but also the Internal Revenue Service. GTG cares and is very thorough. If they make a commitment to help, they have proven that be true. Trying to get through to TurboTax customer service was a nightmare and nobody understands what I'm asking or trying to do, notwithstanding the technical gliches they have. GTG understood came through and took over immediately and filed expeditiously--and I am very thankful. I cannot recommend this wonderful firm enough to others. * Had I opted for the "audit free protection" offered by TurboTax, it would likely have been denied because it only protects you in the State you file. TurboTax did not recognize that I needed to file a return in another state and therefore I would have l been denied the protection had I went that route if I were to be reviewed and audited. WTG GTG! Thank you for the rescue and peace of mind =)

Smart Bean - Boss Bean

Smart Bean

(29 reviews)

If you're a business owner looking for consistent, reliable bookkeeping Smart Bean is the partner…read moreyou want on your side. As an accounting and tax advisor, I've worked with a variety of bookkeeping teams over the years, and Smart Bean stands out for their daily reconciliations, flat-fee pricing, and proactive communication. Their team makes it easy to stay on top of your numbers without surprises at month-end. They specialize in helping growing businesses get clean, accurate financials so owners can focus on strategy not spreadsheets. I've referred multiple clients to Smart Bean and they've consistently received organized, timely, and friendly support from their onboarding team through to day-to-day operations. If you're tired of playing catch-up with your books or your current system just isn't giving you clarity, give Smart Bean a call. They've been a game-changer for many of the business owners I work with. Highly recommend, as they are the best bookkeeping team for small businesses.

Everything was fine until I decided to go in another direction and terminate services with Smart…read moreBean. The process was extremely difficult, and I had to endure two sales calls where they hard-sold me to stay. The last call was with Victor Constantino, and he cussed me out. This entire experience was very odd. I decided to go to their office and file a formal complaint with the company regarding Victor Constantino's behavior. However, when I went to the addresses listed for Smart Bean on Google and Yelp, I discovered that Smart Bean is not located at either of those addresses (listed below). Something is not right here. BEWARE. 1420 E. Chapman Ave, Orange, CA 92866 and 17291 Irvine Blvd Ste 150, Tustin, California, 92780, United States Update: After posting this review, the owner called me and informed me that they don't have a physical office and that everyone works from home. She also apologized for Victor's poor behavior. However, I would still like to see Victor in person and receive an apology from him. I will update if this happens.

Topp & Lau - An Accountancy Corporation

Topp & Lau - An Accountancy Corporation

(2 reviews)

Since moving to Los Angeles as a newly minted and trained physician in 2016, I originally had a…read moredifficult time navigating the accountancy and finance-related issues associated with a professional medical corporation (S-Corp). Compounded by W2 income, a couple of small businesses that are all separate differently, my needs (and anxiety) grew over the years. Although I put my time in understanding and preparing everything, previous accountants dropped the ball with communication or missed ends. My wife (who I met in LA :) and has her own proprietorship) and I met Jenny Lau & Bob Topp for our accounting needs in early 2019. We were impressed with Jenny's experience working with medical practices in the area. - Immediately, I appreciated Jenny's straightforward nature when it comes to financial and time quotes for work needed for tax preparation and personal / business filings, including 1096 and 1099. - It was an especially difficult task, considering my numerous spreadsheets and unreconciled ends left from previous CPAs. - Through a friendly and receptive staff (especially Ms/ Kimber Spickert), sensitive information is communicated both ways in a timely fashion. - An encrypted portal is used to manage the uploading/downloading of all forms and supporting material, including signature forms. - All extensions and filings were completed on time!!! Furthermore, Topp & Lau partners with an excellent payroll system (Heartland, associate: Michele Holmes) that has been instrumental in our personal and business transitions to W2 where applicable. As mentioned, the firm is straightforward with costs, utilizing an engagement form and including fees for technology costs and time need for reconciliation of disparate accounts. Their pricing is on par with that of previous CPAs and my understanding of the market in Los Angeles (though their firm in in Orange County). ***However, we were very happy with the work that was completed for our businesses, including both savings and ongoing considerations as we bought a house and have a child on the way! I look forward to seeing how our relationship with Topp & Lau will evolve over the year. Definitely a strong recommend to both individual/families with personal accounting needs, as well as young companies and practices looking to get started off on the right foot!

Topp & Lau is an excellent firm. They understand my husband's business as well as my traditional…read moreW-2 work. They handle my questions quickly and with the full value of their tax knowledge. They have been doing our tax returns for six years and I will continue to value this great relationship!

DE Jones Financial Management - taxservices - Updated June 2026

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