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    EP Wealth Advisors

    3.7 (9 reviews)
    Closed 8:00 am - 5:00 pm
    Updated 2 months ago

    Services - EP Wealth Advisors

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

    EP Wealth Advisors Photos

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    Son And Associates

    Son And Associates

    (59 reviews)

    ​I reached out to this firm with specific questions regarding the tax implications of filing…read morejointly vs. single as we were not yet legally married, hoping for hard numbers and tailored advice. I promptly sent over our last two years of tax returns, as requested by the assistant, believing they would be reviewed ahead of our appointment. ​Based on the many good reviews on Yelp, I definitely expected a great experience and trusted that the $275 consultation fee would be money well spent. ​We were required to pay a non-refundable $275 consultation fee for a one-hour slot before the meeting even started. ​About 25 minutes into the consultation, after receiving only general, easily-Googled answers ("it should be better if you get married almost surely"), I asked for specific calculations. The accountant revealed he hadn't reviewed any of the documents I had sent. ​I was stunned. The entire point of sending two years of tax returns and paying a high up-front fee was for him to be prepared to address my specific financial situation. When I pressed for the specific calculations I needed, he quoted an additional cost of nearly $300 per hour just to review the questions and returns--work that I had already paid for him to do in the first place. ​The "consultation" ended after 30 minutes, feeling like a complete waste of time. I left feeling utterly scammed out of the $275 consultation fee since no preparatory work was done and I received zero specific, actionable financial advice. ​While I appreciate they got me in the same day, I would have much rather waited for an appointment with an accountant who actually took the time to review the materials provided. I wouldn't recommend them and definitely won't be returning.

    I had a great experience visiting the office of Son and Associates. The staff was courteous. Steven…read moreSon, the CPA, was very accommodating and helpful. And the office was very clean. I went there twice and the treatment I received each time was awesome. I highly recommend it.

    EP Wealth Advisors - financialadvising - Updated June 2026

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