I've been working with PM Tax and Financial for four years now. The staff is great, the office is…read morenice, and the service is outstanding. Paige Castner has been handling my tax returns and is doing a fantastic job. I also manage a not-for-profit basketball league, and she does that return for me as well. I also had her do my daughter's return, and again I am thrilled with the service. She meets with you in the office, takes care of all the details, and sends you a very professional tax return. It's fast, accurate, and professionally done. She's also a very pleasant to talk to. I would highly recommend her and her team to anyone who needs tax preparation or accounting services.

Excellent service; great advice! We have been using PM Tax services for years and have gotten…read moregreat service and hospitality. Deborah Greenberg is an exceptional accountant and we consider her our friend. We have not had a problem/issue with IRS and we feel that we are in good hands with Deborah.

Excellent CPA. I have been working with Janice Talleur for the last several years to file my Mom's…read moreincome tax returns, & I have received excellent service and advice from her. And her office is conveniently located on West Bernardo Rd. Highly recommend Janice's professional service.

Janice has been my accountant/tax preparer/tax adviser for the last 12+ years. Very professional…read moreand courteous. Help me throughout the years with the IRS/tax/account issue. Highly recommended. Make your appointment!!!

Once again Mrs. Rosy Ayala always greets us with open arms. Her service is always very appreciated…read moremakes us feel comfortable . And her price range is very good. We will be back next year.

It's not easy to trust someone with your money but Juan is absolutely amazing. Not only did he get…read moreevery credit he could for me and my family, he explains everything in terms I can understand (for us people not familiar with CPA lingo). Will definitely be using his tax firm for many years to come.

Tina is our bookkeeper and she is amazing! Our family have been using her for 20 plus years for our…read morebusiness. She is the best!

WTF(inancial)?!! Long story short, look at image I attached. Full story: My wife and I as…read morenewlyweds first time filing jointly, different state of residence per spouse, found Mrs. Nga Trinh of WT Financial through local Vietnamese newspaper ad. On March 28 our first meeting, she agreed to file us jointly, suggested I purchase an SEP IRA (about which I did not have any prior knowledge) for my business to help reduce my income tax repayments, said she would compile two sets of data--tax without and tax with maximum SEP IRA allowed--and send me PDF copies via email, and she quoted $250 total to be paid after finalization, took our tax documents and said she will take time later to calculate our federal, and states income tax return forms and get back to us in coming days. April 4 she emailed us PDF of one set of data without an IRA. Some numbers were incorrect, partly due to some numbers from our 2015 tax documents were needed (but she didn't ask for them initially) but not yet entered. Appointment made April 11 for me to bring that data to her to enter and recalculate. Met, provided data, I reminded her to make us two sets of info, one for with IRA and one for without IRA, as originally agreed, then please email me the updated documents when done. April 12 she emailed me new PDF with updated set information for tax including SEP IRA (but not a second set of tax without IRA that we agreed) and told me to review it then let her know if OK to print out so my wife and I can come on Friday that week to sign to finalize everything. As I opened the PDF, I saw on a summary page indicating Preparation Fee of $350.00. I emailed Mrs. Nga (as seen on my image upload) asking to please advise, as we originally agreed to $250.00 total fee. She replied: "$250 is basic fee, no question, no pdf file. If we spend more time our fee is more." I replied that none of this was explicitly indicated to us at any time during our communication, in person or by emails. This is not acceptable to me. No replies from her ever since. Friday April 14 wife and I came to WT Financial to meet Mrs. Nga once more, where she said she did not proceed any further since I said I did not accept her $350 fee. She said to us that we should have told her in advance about us wanting to make two sets of data--one for with IRA and one for without IRA--before she quoted us the original $250. HELLO?! She was the one who suggested getting an IRA in the first place! She made it appear like converting her program's data from whatever its original format into a PDF version for me was rocket science and takes her more time and effort. She even said to us that all her other clients never question her or ask for further review or redo. OK I might not be her typical client, but don't get me wrong as I might consider to pay extra for "asking questions" and for requesting PDF copies had she asked us up front in advance originally to charge extra money for additional services. The bottom line for my wife and myself comes to a simple concept summarized with two words: INFORMED CONSENT/REFUSAL. I do not know which terms amongst "hidden charges," "nickel and diming," "unethical", and "fraud" suits this situation (you decide), but for a veteran CPA affiliated with H&R Block to be in the finance business since 1965 here in the United States as she claims, Mrs. Nga Trinh's conduct towards us does not display professional, transparent, or honest American business principles. Her expertise in tax filing was never questioned. But regarding her shady business practices, in my eyes this brings shame to me and our Vietnamese American community. I hope she realizes both of our times have been wasted. She chose to make zero dollars for all this work. Since she would not honor the original professional fee quote, the wife and I exited her office in search of another tax preparer. WTF(inancial)?!!

This is an amazing place to get tax information and get filing of taxes completed. The owner is so…read moreknowledgeable, patient and down to earth. Professional company with diverse clients.

If you want to make sure you're getting 100% of your refunds, you have to use this tax preparation…read moreservice. I have never had a prepairer find so many deductions 10 out of 10 worth every penny.

Sally did my taxes for 2016, including both my and my wife's businesses. She is very knowledgeable…read morein her craft and great with explaining how I am impacting my taxable income. She is great at follow up with the items she needs from you and she is ethical. Absolutely one of the best CPAs in the county!

Sally makes preparing for tax season a lot less stressful for her clients. She is very…read moreknowledgeable, professional, and meticulous. I'm really happy to be working with her!

Excellent service! Bilbray tax service is knowledgeable, efficient, .trustworthy. My taxes were…read morehandled with quality work and able to answer my questions with clear explanations. I highly recommend their tax services.

I want to recommend Bilbray Tax Service to all. I have have been going to Bilbray Tax Service for…read moremore than 10 yrs now. They are great it is always nice to see Yasmine at front desk. Yasmine is always so professional, pleasant and knowledable. Always responds to my questions very quickly. Brianna is great, knows the tax law very well and provides a personal touch following her Mom's foot steps. Very much appreciate Bilbray Tax Service, Thank you Brianna and Yasmine you are the best!

Been my CPA for over 20 years. Professional, courteous and excellent customer service.read more

Ludlow & Harrison is a extremely professional and I highly recommend them for all your tax and…read moreaccounting needs. Walter Ludlow is knowledgeable, friendly and easy to work with.