Gerald is an expert and excellent at what he does. Easy and convenient and on top of everything.read more

Gerald and Keemia have been helping us with our business bookkeeping for the last few years and we…read moreare very satisfied with their customer service, attention to detail , and quick response in communication. They are a pleasure to work with, and I would highly recommend them for anyone that needs assistance with tax or bookkeeping needs!

It has been a pleasure working with this company. Mike and his team are highly knowledgeable and…read moreeasy to work with when it comes to tax planning and compliance. They have a real desire to make sure the job get's done correctly and that their clients end up with the best result. Tax coordination between personal, business and estate returns can be complex, but this team is able to pull through with great results for the client. I also really appreciate the forward thinking approach that is rare with many CPA groups I have encountered. They don't just look at what happened last year but help set up clients with practical advice to help reduce the tax burden for the future.

DO NOT DO BUSINESS WITH THIS COMPANY UNLESS YOU WANT TO GET RIPPED OFF!! I hired Mike as I started…read morea new business and needed professional help. He said it would be 3K for the service. After getting invoiced and billed every month for "services rendered" and the tab got to $9,500 I finally had enough and called Mike numerous times. He never answered. They then sent another bill for $8500 which raised out total bill to over 17K!! I called and he would never respond!! He finally emailed back on the very last day to file out taxes and it was either pay up or not file. Total cost??? $20,000.... I wouldn't recommend this firm to my enemies!!! I'm sure we also overpaid in our tax bill as well so he is a complete fraud!!

Paramount Property Tax has been a huge asset for us over the last decade. They're absolute experts…read morein the field and I honestly doubt anyone can do it better. PPT has exceeded my expectations in obtaining property tax reductions for many property types including industrial, office, retail and Mills Act. It's difficult to find competence these days but with PPT you'll find mastery.

An amazing & clear presentation to the Los Angeles County Tax Board!…read more Wes was a pleasure to work with from day 1! He explained every step of the process...found great comps for over valuation-clearly presented challenges that reduced the value of this property. He was outstanding in rebuttal of the Tax Assessor Appraisal report. The results were great...all I sought was just taxes-and that he persuaded the Assessors Board to accept. it's still over valued for taxes-but at least I can sustain the expenses. Highly recommende!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

My husband and I are still genuinely confused about how our relatively simple tax return was…read morehandled so poorly. We chose Max based on the positive reviews. We had recently gotten married and filed jointly for the first time. Our return consisted of four W-2s and a gifted property deed. We uploaded everything requested, and Max confirmed he had all the necessary documents and should have our numbers finalized by our first meeting scheduled the following week. At our first meeting, we were shown a large refund amount, which surprised us since we typically owe significant taxes individually. A few days later, Max admitted he failed to include all four W-2s in the calculations. Once corrected, the outcome changed dramatically and we owed money instead. To his credit, he refunded his preparation fee and offered to file an amendment at no charge. However, the amended return numbers did not match the revised figures we reviewed. Shortly after, we received federal and California refunds that also did not align with the submitted amounts. Months later, the IRS notified us the return was processed incorrectly and requested repayment. We immediately paid it back and are still waiting to see what happens with the California Franchise Tax Board. What makes this especially frustrating is that this was not a highly complex return. It was four W-2s and a property deed. We later consulted another reputable tax professional who was also confused by how these errors occurred. After revisiting prior reviews more carefully, we noticed similar complaints involving incorrect calculations and filing inconsistencies. Based on our personal experience, we strongly encourage others to carefully review all submitted figures and consider obtaining a second opinion before filing. This review reflects only our personal experience. Also, there is no need for a public response from the firm. Multiple apologies do not resolve the stress, confusion, or time spent dealing with these issues.

My wife and I chose Max to perform our taxes, a filing that on paper should be pretty cut and dry…read more 4 W-2's between the 2 of us and that's it. Nothing complicated. Apparently Max thought the same thing and became complacent, causing him to miss one of the 4 W-2's we provided, causing it to go from us getting a sizable return to now owing money. This resulted in him having to file an amendment which took way longer to be processed, and having the CA FTB and the IRS sending the incorrect refunds which I ultimately had to pay back. My problem is not that we owed money. I get that part. But the fact that this filing should have been a walk in the park yet was turned into a situation where I had to deal with the IRS directly for the first time in my life because Max and his shoot-from-the-hip cowboy BS thought that this was too easy to fail and thought he was making an easy over 500(!) dollars. Granted, we were rightfully refunded the outrageous sum that Max charged us for the filing but it does beg the question, where do you people get off charging over 500 dollars for a simple tax filing? It's not as if we had multiple businesses, dependents and assets to work with. He already had the numbers filled when we say into his office so this was obviously an easy close, yet he still screwed it up. I could have taken this to Turbo Tax or H&R Block and they would have done it for less that half of what Max charges and they wouldn't have made such a novice mistake. Max, you caused my wife and I a lot of trouble during a time where we should have been celebrating. This was our first year filing taxes together and were in the middle of a move to another town entirely so this burden was something we definitely did not need. But no worries. I am going to make sure that knowledge your incompetence is spread on any forum I can find, and any organization that fields complaints from hacks like you will have you on their radar. Let's see if I can't create problems in your life as you have with mine.

I've worked with many CPA firms over the past 30 years. LLME is the best!! Quick replies to my…read moremany questions. Overall amazing customer service. Very professional. Fairly priced. I look forward to doing business with them for years to come.

It's that tax time of year, so figured I'd take the opportunity to give a shout out to Ray…read moreGallagher, who's been incredible at helping us with our taxes since we first moved to San Diego, almost 20 years ago. Until then, I'd always done my taxes on my own, with the EZ form, made some simple calculations to figure out what refund I was owed. BUT, my first year after having a "real" job, I dutifully completed my EZ form, just to learn that I actually OWED money -- a LOT (to me) of money, especially considering that most my take-home pay was already going to pay student loans. So, a colleague recommended Ray to me, and he is incredible. We've been using him ever since for the last 18 years, and have always been very impressed and happy with him. He's laid-back, responsive, explains things well, and has always done a great job both at doing our taxes for the present year and planning our tax liability for the upcoming year. For the past two years, we have also used Ray for our business, and I absolutely agree w/ the prior reviewer that he is honest, diligent, super responsive, very knowledgable, and able to explain complicated tax concepts in a straight-forward way (multiple times, if necessary). Absolutely 100% recommend Ray Gallagher and Lavine Lofgren.

Starkey Brothers did an awesome job with my Taxes this year! So convenient! All was done…read moreelectronically using their online system at a very competitive price! I would totally recommend using them! Thank you Starkey Bros!!

Working with Grant Starkey of The Starkey Brothers has been one of the best decisions I've made for…read moremy small business. What sets him apart is his commitment to staying current in his education, his attention to detail, and his quick, thoughtful communication. He consistently goes above and beyond, and no question is ever too small. He takes the time to understand your long-term goals and never uses a one-size-fits-all approach. Instead, he personalizes strategies based on your business structure and the bigger picture. Not to mention his incredible team, Natalia Dávila and Stephanie Swift, who make everything with bookkeeping and payroll feel seamless and streamlined. They are fantastic to work with. I recommend Grant and his team to anyone who even mentions the word "taxes" and I will continue to recommend him always. Five stars, without hesitation.

Aaron is the best CPA I have worked with, and I worked with a few before him, which were always a…read moredisaster after another. But once I was referred to Aaron, it changed everything. He is kind, patient and very knowledgeable and priced reasonably. Everything is filed correctly, and explained properly. I could not recommend him enough!

After having a terrible experience with our previous tax preparer, we asked a friend who was also…read moreself-employed for a recommendation, he told us about Aaron. We have now been coming to Aaron for several years for year-end tax planning as well as tax preparation. He is very knowledgeable and detail oriented. He has offered us suggestions that, over the years, have saved us a lot of money. He is also down to earth and can relate with people, not just numbers -like some accountants!