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    Doyle Group, The Small Business CFO

    1.7 (23 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Doyle Group, The Small Business CFO

    Accountants

    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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    5 years ago

    I give this guy's reviews 5 stars. I will NEVER use this accountant!! Thanks everyone for the repetitive warnings.

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    Freeman & Associates Accountancy

    Freeman & Associates Accountancy

    4.5
    (10 reviews)

    Back in 2021, the Freeman family retired. This business has been sold to another CPA group that…read morecame up from Camarillo. Now new owners.

    Giving a one-star review is generous. It is my last resort after trying to rectify the issue with…read moreMr. Freeman but his employee screwed-up and he refuses to take any responsibility for their mistake. We have been customers of Freeman & Associates for the last four years. We use Freeman to file our personal taxes each year. I wish I could say our experiences with this firm were as good as the other six reviews but sadly I cannot recommend Steve Freeman nor his associate Bijayani. In summary: They screwed up a simple 1040 tax return. They miscalculated our refund and we found out in June it was actually $1,000 less from the IRS. They take no responsibility for the error. Instead they blame the IRS for changing the rules. They do not know how to send in an additional tax form properly according to IRS rules. They are evasive and do not follow-up or tell the complete truth about how they are handling our file. At every turn we have been treated like a number and "processed". Mr. Freeman has met with us once the first year and then he pawns off his clients to a random associate each year for tax prep. This year, we met with Bijayani in February to process our taxes and I went over each item that she needed. She insisted that we needed one more document which I emailed to her the next day. Nevertheless she failed to process the document with our taxes. After she originally submitted our file electronically and we waited a few weeks, we called them to find out why we haven't received our refund. The receptionist was rude and bluntly told us to just check the IRS website for status. Six weeks later (In April) we received an IRS letter. When I called Bijayani to discuss she told me she forgot to file the taxes properly and repeatedly apologized. She told me she faxed the missing document and I asked her to verify with the IRS that they received it. She refused to call them but said instead that she received a confirmation that the fax went through and the IRS will take 4-6 more weeks to issue our refund. We asked to speak with Steve Freeman and he gave my husband a song and dance excuse but no admittance of any wrong doing, no offer to rectify the issue, nothing. We had no choice but to trust that the document had been sent properly and was being processed by the IRS. We had checked on refund status with the IRS online numerous times seeing "processing" and another six weeks passed. At the end of May, we still had no refund, so another call to this business to find out from the receptionist that they were supposed to MAIL the document not fax it. They blamed the IRS changing rules (which they should expertly know) for the numerous errors processing one simple document that must be added to our file with the IRS. It is now almost mid-June and we are stuck waiting for a refund we wanted to use for our summer vacation. But summer is here now and we have not received it in 4 months when a properly filed electronic refund usually comes in 10 days. They last told me 2 weeks ago that they are going to mail the form into the IRS and we should get our refund in another 4 - 6 weeks. The straw that broke the camel's back was when I told them to have Steve call me and refund the $220 that we paid him to process our taxes. He did call back, left me a lame message and seemed to have a disinterested tone in his voice. I want my refund for the tax processing, I want my tax refund, and I never want to have contact with these people again. Unfortunately at the time of posting this review, I have no hope that they care about losing one customer. This is not the place for you if you want respect, reliability, accuracy, or if you want to build a relationship with an accountant who will personally handle your taxes from year to year.

    Privity CPA Partners

    Privity CPA Partners

    4.6
    (9 reviews)

    We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

    We spent several years as clients there. The communication was never strong and we would typically…read morebe waiting on the team to get back to us. They would tell us they were swamped and so they needed to file an extension on our behalf. We trusted them to do this. And then some of our questions, we had to follow up several times with them. We felt quite disregarded. We decided to move onto a new firm this year and now a year later they keep sending us bills - for the questions they answered for us (during the time when we were clients) and an extension they filed for us (when we were clients). We ended up paying them but we would NEVER use them again. NEVER.

    Jacobs & Jacobs

    Jacobs & Jacobs

    4.3
    (14 reviews)

    They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

    I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

    Doyle Group, The Small Business CFO - payroll - Updated July 2026

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