My business made the mistake of filing our taxes with them this year and we had to beg them to do…read moretheir job and file our taxes on time. Lo and behold they messed up and filed our taxes late and we got a fine by the IRS. Which they claim they'll pay but refuse to ever get back to me. We now have to contend with the fact that we have fines that we're forced to pay due to their incompetence. I wish I had never done business with them ever.

This tax firm saved me thousands of dollars and were so very professional and on point. A few years…read moreago, I did my taxes online with a mainstream tax service. According to this reputable tax service, I was guaranteed audit protection. The mainstream company did not submit my information correctly, and as a result, I was audited by the IRS. Unfortunately, all of this occurred during COVID-19 when government agencies found themselves understaffed, and the IRS was not readily answering inquires. The GI Tax Advisor were on top of everything and made notes of when they attempted to speak with federal and state tax entities on my behalf. I now live in CA and still use GI Tax Advisory because they are honest, diligent, and really made a difference in relieving so much stress. They are also immigrant friendly and speak Spanish.

I am a mess during tax season and they untangle everything for me so expertly. I could not handle…read morefiling with RSU's without them.

Very well worth changing over to this CPA firm! They got my taxes completely sorted out. Very happy…read morewith my tax returns. The whole process was smooth and straightforward - highly recommend!

This is my fifth year working with Liebert and Associates and, as always, they are so wonderful!…read moreVenise Maybank is amazingly supportive, I always get nervous around tax season, but she was incredibly comforting and professional. She is always super responsive, incredibly informative, and even pointed out things my spouse and I didn't notice with our Roth IRA! Thank you so much, Venise! Much gratitude to Brian Liebert as well, over the years, Brian has been a great support as well. He has given me so much good guidance on how to manage my finances better and I'm in a much better place thanks to him. He has a wealth of wisdom and a kind heart. Thank you Brian, and looking forward to many more years with your team!

I was rejected by the Company on the basis that the Company does not handle audited tax years…read moreprepared by others. That was NOT the purpose of my outreach. I have several years of unprepared returns and am also looking for preparation of my 2025 return. It appeared that this message was sent to me by someone in office administration, not any actual preparer. Understanding my purpose in contacting this company is essential and was completely misconstrued. I would like to hear back from a principal of the business to confirm one way or the other of the Company's ability to work with me.

Working with Veronica has been a great experience. She's thorough, organized, and always…read moreresponsive. She's made managing my finances so much easier, and I truly appreciate her professionalism and attention to detail. I highly recommend her to anyone looking for an affordable, high-quality bookkeeper. She's a keeper! Thank you Veronica

I have been very satisfied with Veronica's bookkeeping and financial services -- accurate,…read morereliable, and always responsive. Highly recommend!

Excellent accountant. Paul is a wonderful professional that will answer all inquiries and handles…read moreour taxes in a timely manner and at a very reasonable price. We are extremely grateful for his services for over a decade and a half.

Paul has completed my my tax return for myself, wife and business for the last 5 tax years…read more He has guided me through the process of opening a business, closing a business, marriage, work income and home purchases. Most recently he has been a tremendous source of support as I navigate difficult Covid related situations. Paul is honest, sensible, thoughtful and beyond knowledgeable. I strongly recommend his services.

I had heard about Michelle and her reasonable rates. I got on the phone with her thinking I was…read moreready to hire her and what ended up happening was her not listening to a single thing I had to say. When I did have a chance to get a word or two in she would just yell how I was trying to pile work on her plate and not giving her a realistic picture of my taxes. I tried to tell her that I called to clearly explain my situation and she just kept jumping to conclusions and stopping me from getting a word in. Mind you, I called in the beginning of the year, not during crunch time April. Needless to say, cheap rates or not, I did NOT hire her. Super rude, incredibly unprofessional. You're honestly better off going with HR Block or Turbo Tax than this lady.

I've been getting my taxes done by Michelle since 2015 and she does a fantastic job. After I…read moreswitched to Michelle, my refunds have been significantly higher as she has been able to figure out deductions that the previous tax software was not considering. Additionally, she provides advice on how to improve my tax situation, and has helped me with fixing earlier tax issues that I had. I frequently go to Michelle for any tax-related questions and she goes above and beyond with helping me. Lastly, her rates are better than the other CPAs that I have considered.

Countless is legitimately the best bookkeeping / accountant team that exists. They are efficient,…read moreextremely organized, proactive, KIND, and generous with their advice and knowledge. My past experiences have oscillated between me trying to do things myself, or cobbling together multiple folks (who didn't collaborate in my best interest). Brittany, the Countless owner even referred me to an amazing agency when I wasn't quite ready to start with Countless. I'm a super fan of Countless and highly recommend their team!

BRITTANY IS A LIFESAVER!…read more It was so daunting thinking about filing my taxes this year but she seriously made the process so easy and was so great to work with. She was so quick with her responses whenever I had a concern and genuinely felt like she was looking after me and really taking care of me and my business. I never doubted that I could trust her with everything. It was all extremely straightforward, organized, and it just felt like working with a good friend that had your best interest as a priority. Will definitely be working with Brittany again for the next tax year and have already recommended her services to all my friends looking for an accountant as well. Highly recommend and you won't be disappointed! Thanks so much for everything again!

I've used their income tax prep services for about 3 years now. I like that the entire process can…read moreeasily be done via email, and via their secure website portal. When it's time for me to send them my information, copies of forms, etc., they first email me a document that contains about 20 or so items/questions that I need to respond to....things like my full name/address/SS....then info on charitable contributions...stock trades/dividends, etc. The usual. It's very easy to follow along and just answer the questions, save the document and then email it back to them. Uploading copies of 1099 forms, W-2's etc to their website platform is also very easy. In mid-Feb (when it's not quite as busy as say later in March, or early May), they turned around my income tax return in under 2 weeks...and I think closer to 1 week. I definitely recommend them!

We had a more complex tax situation this year, and looked for an accountant for the first time to…read morehelp us handle our taxes. Karen and Jen were very professional, responsive through both email and phone, and finished our taxes quickly and with attention to detail throughout the process. Highly recommend their team!

I was in the market to look for a new firm. The initial consultation was great, I spoke with Kim…read moreand she answered all of the questions that I had. Throughout the entire process of being onboarding and completing my Tax Documents, it was seamless. The person assigned to handle my taxes (Grace) reached out to me if they had any questions before proceeding. She even explained additional things that my previous CPA did not even advise. This team is very knowledgeable and helps make sure everything is done correct. Even the pricing was thoroughly explained and honestly it was money well spent. As a small business owner, I appreciate the teams transparency and attention to detail. I am looking forward to continuing my partnership with this firm. I highly recommend this team.

After losing my father, I was completely lost with my finances. Peter and Kim from Peter Burgos CPA…read morewent above and beyond to help me through it with genuine kindness and patience. As a first responder with a crazy schedule, they always worked around me, and that meant a lot. I shopped around before finding them, and no one came close. Truly grateful for their compassion and professionalism -- they treated me like family.

Aimee has prepared my taxes for the past several years over a number of employment changes. She is…read moreextremely detailed and always responds to any tax question quickly, clearly, and without condescension. I highly recommend her for a fast, straight-forward, and trustworthy approach to the yearly process.

I have worked with Aimee for the last number of years and she couldn't make doing my taxes any…read moreeasier. She is extremely knowledgeable and up-to-date on all tax laws and regulations, and she works hard to get the best return. She's extremely fast and her rates are fair. I trust her with all my financials and you should too.