In my function as a small business owner, I've depended upon Davidson Deily since 2002 for both…read morefederal & state tax accounting services and general business counsel. During this time, DD & Co has proven to be competent, ethical and highly trustworthy. I recommend DD & Co to a business owner seeking to improve cash flow and minimze tax liability.

We went to Spencer in 2023 with our personal taxes after my husband's parents died, and at first,…read morehe was easy to work with, answered our questions, and agreed to do our taxes and file. Then a few months in, he just stopped answering our calls and messages, with no explanation. My husband called his secretary one time, and she said he was available. Suddenly my husband heard Spencer's voice in the background asking who it was, and told her he was not available to us. We have no idea why, still, because no one ever reached out to us--we were just ghosted. I could not believe how unprofessional Spencer was. We were referred by a good friend in the financial services industry, so we were surprised, and by this point, baffled and enraged.

These services are the best Spencer I've working with him years honest and knowledgeable I loved…read morereturning to leivas and I also refer alot of friends and associates to them they rock.

I have been a client of this company for over 30 years. They have always been extremely efficient,…read moreknowledgeable and very personable.

Laura and the whole team are just amazing. They work so hard to give you the best service get you…read morethe biggest refund and make it as smoothly and seamlessly as possible. I highly recommend this firm whether it's for your business or personal use. They are truly the best. You guys ROCK!!!!

Timely. Personal help through the whole process of fixing my taxes for 4 tax years. Highly recommendread more

She has on her website a request form to book a 30 minutes meeting…read more I requested that and got an auto confirmation. Of course I sent a brief. A day later she canceled and this was her statement "I apologize but I am not interested. I am too swamped to commit to this service. Thank you for your consideration. " I think she wanted to say I do not know how to handle a complicated rental income LLC with foreign members. or she is short on staff. Either way that was unprofessional answer in my opinion at least. She should have accepted and listen to what I have or maybe refer me to someone who knows how to handle my company. Better yet, update your website. She was recommended for this specific service by Chat GPT.

I switched to Brooke after multiple negative experiences with other (less skilled) CPAs; he not…read moreonly set my taxes straight--instantly and accurately--for that actual year, but also cleaned up a mess left by one of the earlier, uh, 'professionals': All of this took far less than an hour, yet Brooke never rushed me or cut corners on the process. By far the most substantial tax refund I'd ever received. It's reassuring to see that some accountants still take the little people seriously: We are a lower-income family with no special requirements tax-wise, and Brooke consistently handles our paperwork precisely as a true pro should--swiftly, systematically, and according to his 'best practices' approach with regard to the law. I will continue recommending Brooke to anyone in my relational circle who is looking for a top-flight CPA.

Jordan R is the absolute best. He is honest and doesn't look for obscure sketchy loop holes or try…read moreto be super clever about accounting which is mostly just mundane stuff. My 7 years of experience with JLR has been so simple and he charges very fair prices. Sometimes I even feel obligated to pay extra because of how much money he saves me as compared to H&R Block or even TurboTax. Bd is meticulous and will curate your taxes provided you simply give him the paperwork. He crunches the numbers and again his rates are so fair. I think he charges by the 1/10th hour which is so much better than most CPA's, bookkeepers, or accountants that charge by the 1/6th hour. That means if they need to send a 30 second text or email they would charge for 10 minutes whereas Jordan charges 6 minutes. But to be honest he doesn't even work like that. He probably wouldn't even input anything that takes him less than a few minutes to do. Jordan is looked up to by his employees, his clients, his partners and his colleagues. He is what every man strives to become. Reliable Honest Professional Trustworthy Low pricing compared to his peers with such high degrees and prestige like himself. I do not think I could come up with a negative descriptor for him.honestly. I would trust Jordan with ANYTHING. And if Jordan says he's going to get something done on a certain date you can take him at his word bc that is just who he is and how he was raised. I probably sound like Jordan Roberts biggest fan but I am certain that I see him the same way anyone else sees him. He's a good man and if anyone were to say otherwise they'd probably have something to gain by badmouthing or they are looking for a rubber stamp tax crook and if that's the case then go elsewhere. I am hesitant to leave this review because it's going to bring in more people which means less face-time but even on one days notice or even an unannounced drop by he always finds some time for his clients. I am not sure if they have more room for book keeping but it's way better looking to the tax man than using TurboTax. -Sajid

I paid about $400 for what was supposed to be a very basic tax return, nothing complicated or…read moreunusual. Unfortunately the experience didn't really justify the price. After my appointment I still had to go online and file part of my state tax information myself, which was surprising since that's something I assumed would be handled as part of the service. If I'm paying that much for a simple return, I expect the whole process to be taken care of or at least clearly explained ahead of time. This place was recommended to me, but honestly I'm not sure why. The service wasn't terrible, but for the cost and the amount I still had to do on my own, it didn't feel worth it. Just sharing my experience so others know what to expect.

This firm fails to disclose internal deadlines and treats clients rudely. They refuse service based…read moreon unannounced cutoff times. Avoid this business to prevent unprofessional delays and poor treatment.

I have used RPB in both a professional and personal capacity and recommend them highly…read more Professionally, I had used several other CPA firms over the years, but RPB is at the top of my list. I worked with JP at RPB for many years and have the utmost respect for him. Another reviewer commented that RPB wants the books reconciled before sending them to RPB. That was how we managed to keep costs low. I had a standing agreement with JP that I would provide him with reconciled balance sheet accounts and we would stay within the engagement for the year end compilation. I provided detailed YTD GL printouts to support all balance sheet accounts. He would adjust the tax accounts and retained earnings, but I was responsible for booking any AJE's and making sure that everything tied after the AJEs were booked. He was always available to assist if I got stuck on anything, but it was clearly understood that there was an additional charge for his accounting services. On the personal side, I have worked with Fernando for years. He is equally as fantastic as JP. When I email him, he responds almost as quickly as I can hit the send button. If he doesn't, I know that I'm emailing him close to a filing deadline, but that he will respond just as soon as he can. Another benefit to RPB is that if you have an ESOP Plan, they work hand in hand with their ESOP adminstrators. I'm not sure if the two companies are still affiliated, but they know each other and share information to provide the best service to their clients. If there's a question that effects both corporate accounting and ESOP trust accounting, they work together to resolve it. I also must comment on Marcus Piquet. When I was interviewing CPA firms for our company, he came highly recommended and drove down from Riverside to meet with us in San Diego. His knowledge of both accounting and ESOP administration was the perfect fit for our company. I found him to be someone of utmost honesty and integrity.

I work with two other CPA firms and a personal quick books person. Their company mind set within…read moretheir office walls are "we require perfect books (or software) to be delivered to our door step" if not, then its $130/hr....simple. Usually I get a calls from other CPA's that ask questions in order to adjust the books with layman type conversations. If you decide to use the company you will need to sign a two page contract before they do anything. A specific case in area is their view on Retained Earning. Other CPA's and my Quick Books person agree that it is the CPA's responsibility to to get that right. According to Roorda, Piquet & Besse, Inc. they write, "who ever is responsible for the financial statements and the trial balance needs to reconcile the retain earnings before we proceed". Nice. A CPA should be the connection between the IRS and the rest of us. Instead they act like the IRS.

We have used Debra for the last 17 years, and she has always been a perfect balance of being…read morepersonable and professional. She is always thorough, and she has been invaluable in making business decisions that are smartly structured and efficient.

Debra is an amazing and brilliant woman and has been a godsend to myself and several other clients…read moreI have referred to her for our business corporation taxes and bookkeeping for many years. I wouldn't trust or ever think to ask anyone else to do my taxes.