It's a long overdue but I feel the need to worry this review. I have been coming to see Archie to…read moreget my tax done over 12 years and still counting. He is not only very knowledgeable about tax, he is also genuine nice, caring and very honest cpa. I would give him 10 stars if I could. He is a amazing and I would recommend everyone to his CPA. Thank you very much for being a great CPA for all the years.

Mr Wang is the first CPA that ive ever been to to do my taxes... and what can i say? I came in with…read moreall the confusing tax paperwork and he took care of the rest. I just recently started my career. I deal with patients not taxes... So when i went searching for a good cpa and found Mr Wang, i was very happy. He is professional, quick and thourough. I would definitely recommend him to anybody to do their taxes! Bonus: He has a soda stream in his office that i got to play with =]

Jim is very kind and professional. He's very knowledgeable and patient . I really appreciate his…read morework and care I highly recommend:) office is very nice too, ample parking and sweet staff . Reasonably priced and very honest !

If you value your money. . Or your time…read more. Take a minute and talk to them. They will save you both money and time .. They will help you through the rough spots. I love them and have been a customer for 30 years. . Let them help you

Little communication, struggled to have conversations with agent, did not feel like a priorityread more

I found Steward Financial Services through the Dave Ramsey website as one of his ELP's. I am so…read moreglad I found them! In the past I've relied on H&R Block, my parents' accountant Thomas & Fees, and 1-800 Accountant for accounting services. Long story short, I always ended up owing money even though I was a W2 employee. Also, when you have an accounting service that's basically a huge corporation like 1800 Accountant you don't get the personalized and detailed help that you might need. I remembered having to schedule a phone call/conversation literally 2 months in advance (and they barely had any time slots available) just to ask questions! They would also take weeks to respond to messages, and it was usually different people every time. I found that to be ridiculous considering how much we paid them. My husband and I recently started an LLC at the end of 2017, and I have been freelance/ a consultant since 2017 so our taxes became a lot more complicated, and I was overwhelmed with no idea where to even start. We decided it was time to hire a proper accountant that would be able to speak to us face to face, and we were also looking for an accountant that we could work with for years to come as our business grew. Thanks to Jon Osborn at Steward Financial it's been smooth sailing with our taxes since 2018. He made the entire process as painless as possible and he's so kind and informative at the same time: First and foremost he treats his clients like his clients and not just a number on a piece of paper. Making an appointment was easy (an actual person picked up the phone to schedule us imagine that). We met once in 2018 to go over what was needed, and from there everything was done electronically & through the phone. They have an online portal that makes everything seamless & secure which is also really great. We met a week ago to prepare 2019 taxes. Again, making an appointment with him was so easy and he actually sat down with us to discuss all the details of the business, and even helped us to troubleshoot our Quickbooks. I highly recommend his services if you live in the area and you need an accountant that will actually pay attention to the details, and what's best for you/ your family. I can see why he was endorsed by Dave Ramsey.

We've worked with Norma at Value Resources CPAs for years and she's fantastic! She's knowledgable,…read moreefficient, and excels at her craft. [Thank you, Norma, for your work on our 2023 taxes. We look forward to working with you next year.]

From the owner: Tax Preparation,Tax Planning, Business Consulting, Business Entity Selection, Tax Services, Estate…read more& Trust Tax Preparation, Payroll Services, Sales Tax Services, Bookkeeping/Write-Up, Estate Planning, Financial Planning, Retirement Planning, and IRS representation.

I was recommended Michael last yr but for my 2021 filing but i still went somewhere else. I was…read moretold he is very professional and that he knows his trade. This yr for my 2022 filing i scheduled an appointment with Michael, i truly regret not going with him sooner. My post wont be enough justice to his assistance. Thank You Michael

You pay them under the guise that they will help you with any issues that arise after filing but…read morethen leave you hanging and don't answer emails when issues arise. Their receptionists provide no help or accountability for their gross negligence in helping their customers after filing.

Police Tax has taught me an important lesson. If a business has several reviews on Yelp, and the…read moremajority are bad, then it is highly likely those negative reviews are legitimate. I called Police Tax in January and spoke to a man who was one of the company's assistants. I made a "virtual" appointment with Dave at the beginning of February. When I called with a question toward the end of January, I spoke to a woman who was another assistant. The lady told me I did not have an appointment with Dave. Since it was still early in the tax season, I brushed it off and made another appointment with Dave set for the beginning of March. On the night of my first non-existent appointment, I received a telephone call from Police Tax. The lady who called said she was calling for my appointment with Dave. I informed the woman I was told I had no such appointment. She looked it up and said my name was listed as someone else. She did however confirm my second appointment with Dave did exist. On the evening of my second appointment I was ready. Although I received no information on how a "virtual" appointment would work (Teams? Zoom? Meet? Phone call?), I was ready at my desk with my paperwork. No call from anyone from Police Tax. After about ten minutes, I called the company and was greeting by their automated recording with no ability to leave a message. I then sent messages to them through their portal. No response. Twenty-four minutes after my appointment was supposed to start, I received a text message from Jason from Police Tax. Jason wrote that Dave was "running a few minutes behind" and asked if I was okay with waiting or if I wanted to reschedule for the next day. Since I cleared the evening for my appointment I replied that I would wait. Thirty-nine minutes after my appointment was supposed to start, Jason texted me again stating Dave was "running too far behind and does not want (me) waiting any longer." Jason asked to reschedule. I informed Jason I could wait. And considering this was now the third scheduling mishap with the business, I was concerned I might be left scrambling if I rescheduled with a third appointment. Forty-three minutes after my appointment was supposed to start, Jason wrote that "Dave doesn't think it will happen" and asked about scheduling for another day. I gave up and asked if we were going to schedule the new appointment that night. Jason ghosted me after that. No response via text or to my phone call to the number he texted from. And the business' phone line was still answered by same automated recording with no ability to leave a message. If you find tax season isn't stressful enough, this business is for you. If you ignore the warning, good luck.

Should be a zero option. Don't waste your time here. Spent over an hour doing all the forms online…read moreand uploading everything to get a call at the time of my virtual appointment on April 7th that they can't do a virtual that day but I can drive an hour to Valencia on Sunday to do it?! Sorry I work a 12 shift that day and it's an hour away!! No apologies no attempt to accommodate and now we are Hugh and dry a week before taxes are due.. avoid these people like the plague!

Michael has been doing my personal and business taxes for the past 5 years. He is responsive,…read moreknowledgeable, and thorough...which is everything I'm looking for in a CPA. I don't have to mention honest, ethical, etc. because I feel like that should be a given but to be fully transparent, he upholds the standards of what his certification demands in order to do things the right way. There's a clear distinction between my experience with my prior tax preparer and Michael's service....night and day. No one bothered to explain to me how all the moving parts of my business affect taxes, there was no advice on tax planning for future expenses, hiring employees, etc. Now I get all this plus personalized service. Michael has earned my business for all things taxes!

Can't thank Michael enough for helping me in time of need. He is extremely smart and knowledgeable…read more A good CPA is hard to find. If you need help he is the man for the job. I value his expertise and insight when it comes to my businesses.

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

I have gone to Ron for over 20 years now and never a problem, always get the maximum legal…read moredeductions, and Ron is always cheerful and easy to work with. I look forward to going each year.

My family and I have been coming for 7+ years, Shiraz always provides impeccable service and I'm…read moreso glad my mom referred me to him because since I've been coming here I've never looked back. Their level of professionalism, expertise, knowledge helps me feel assured that I will always be provided with the best service. I don't feel intimidated or feel like anything is going over my head, honestly dealing with taxes quite frankly can be so overwhelming and I feel comforted knowing all my questions will be answered. There is such a personable approach which I appreciate as well, it provides me with the assurance and confidence that all my tax needs are met and there is no one else that I would go to for my tax services.

Shiraz is Awesome! He's helped me so much with my business and personal taxes. He is a very honest…read moreperson and very thorough. I highly recommend him and he is NOW my new Accountant from now on.

Second review with this company because they are just freaking ROCK STARS!!! I own a personal…read moretraining studio that was shut down during the Covid pandemic. We lost about 70% of our business and I was sure we were not going to make it out. The accountants at BMA worked tirelessly, applying to multiple banks to help me get approved for a PPP loan and I GOT IT. They saved my business yet again by helping me get approved for this loan. Also, they were able to help me settle with the IRS and saved me over $20,000. If you're a small business owner just figuring things out and have made mistakes then I highly reccommend this team.

Not the same as it was for years. We had used Business Management for 31 years, never a complaint…read more The owner has sold this business. I cannot explain how sorry I was and how difficult it was the last time we had our taxes done here. They have been our bookkeepers and tax preparers for 31 years. Will never go back. Do yourself a favor, if you are not a multi million dollar company, they have no need for your business and are not embarrassed to let you know that.