Gary Margolis has been preparing tax returns for my clients for over 35 years. In addition, his firm achieves great results with IRS and California audits. His staff includes many experienced, knowledgeable professionals. My clients have used many CPAs but Gary stands out as among the very best. As you can read from the other reviews, most people give him 5 stars. A few had their issues but I would ignore them. read more

Very great place. Great employees. A worker named Jennifer was very understanding and kind to me. I highly recommends this place.

Things have changed. I have been here for years and always had a a decent interaction. Now, there is a "limited staff" and requests, questions emails go without a response and now, every question has a charge to answer it. My return had a mistake the cost over $1000.00 and they tried to blame me, when it was their miscalculation. For years they provided responses to simple questions and many things were provided with no request. It is NOT that way now. Gary, Toni and the accounting staff are now too busy to be professional, respond professionally or even respond at all. Sad but so many great CPA's in the world. I would recommend finding another office that is able to provide consistent service and has a staff that is competent. read more

If you like to be treated like a number and have countless errors on your return, Gary is your guy! He does not take any accountability for his mistakes and all he does is offer credit on your next return... When you ask him about why certain things weren't done, he stutters and responds with "I don't know". So if you have questions and want clarity... Steer clear from his office! One year they sent our tax files to the wrong address. Yes. That's right. They sent legal documents that contained confidential information to the wrong address. When we confirmed the mistake they made, he responded with "We all make mistakes." Wow. He offered a "credit" for the next return. I should have just stuck to my gut feeling and found someone else... But I gave him the benefit of the doubt... Foolishness on my part This year, they filed late (without notifying us... I mean how hard is it to give your client a courtesy call?), Messed up on adding dependents, and failed to provide critical information that could have saved us from getting our taxes withheld. When I asked him why he didn't provide us with information in regards to our issue, he said I should have asked. How am I supposed to ask about something that I don't know what to ask about? Aren't you the expert here? Aren't we paying you for your service? I'm done with this guy. At the end of our meeting today, he became irritated because I asked him 2 questions and commented I was "difficult" and threw the file on his desk. Oh I'm sorry that I actually called you out on your negligence and your inability to answer any of the questions that I had. You're a grown man... Didn't your mother teach you any manners? It's safe to say after his comments, things got ugly... We had an exchange of words and he wasn't too happy with what I had to say... we won't get into it... Bottom line is this... Gary, you may consider yourself the "expert" in filing taxes... But I'm an expert at smelling bullshit*t. And you sir... REEK of it! PS. He tends to fall asleep while meeting with you... Lol! Such a mult-tasker! read more

I have had the pleasure of Gary doing my taxes for over 20years. I am always extremely satisfied with the time he spends with me and the thoroughness he provides. In the past 2 decades i have referred many friends and family members to Gary all of whom work in vastly different industries and incomes fluctuate drastically. I have never received any complaints from those people and all of them have shared with me how extremely satisfied they have been with his services. Thank you Gary! read more

I have been going to Gary for many years now and couldn't be happier. He remembers all his clients and treats us like friends. Gary is an excellent Accountant - he even provides suggestions outside of just taxes. I HIGHLY recommend him! read more

I have been a client of both Gary and Dave for over 10 years. However, I have worked the majority of the time with Dave. I own several rental properties, so my taxes are super complicated. Dave knows his stuff and has NEVER disappointed. There have been tax years where I'm worried because I feel like I will owe a ton of money, and I always come out on top. I can't say anything great things about Dave. I walk out each time knowing exactly what I'm getting back from fed and state...most importantly I have NEVER been audited (knock on wood). Because I'm such a fan, I've recommended several friends and family members who still do their taxes with him Their only complaint is that they wish they would have known about Dave sooner. Try them....you won't regret it :) Thanks Dave and Gary for taking care of me as a client...I feel like I can't thank you guys enough! read more

Gary is the best you can get! I have been using his services for about 3 years or so now. I highly recommend him. I have family and friends that also benefit from his fine services! A+ read more

I have only used Gary my whole life for my taxes, he is amazing and will make sure I get every cent back!!

Has done my taxes since the mid 90's. Professional office, and Gary has always been helpful and responsive.

I own a small business and have been with Gary for about 4 years. I am very happy with his services and he always goes above and beyond, making phone calls on my behalf when I come in whether it is to help me find a new insurance agent or a banker. He has been preparing both personal and business tax returns for me and the drive from Venice is well worth it every time. read more

Gary is amazing! He is knowledgable and very efficient. Cuts to the chase, respects your time, and gets you good results. We were recommended by a coworker and will definitely be back next year. read more

Have been doing my taxes with Dave for 10+ years and would recommend him to anyone. He is very good at his profession and makes sure you understand everything that is going on with your taxes. read more

As owners of an LLC, and an independent contractor, my husband and I brought our documents to Dave, and he agreed to give us a discount if we filed for an extension, since it was March and they were busy. From the beginning we had a strange feeling about the meeting, since he was judgmental and a little rude, but we went ahead with it, because he was recommended by a friend. I regret this decision. He did not file in time for the extension deadline, and was not forthright in his decisions to never file our taxes. We called for weeks and weeks, but Dave was never available and never returned our calls. Finally (months after we had last spoken to Dave) we got ahold of one of Dave's surrogates, and he told us that our taxes had NOT been filed yet. They said they would do it right away..... That was a lie. We waited and waited, then reached out again to check on the status of our taxes, and we were informed again that they had not been filed (not by Dave, but by another person we did not know). Thats when we gave up hope. So, 10 months after our original visit in March, we found ourselves in their office, no taxes had been filed and we were just collecting our paperwork to take elsewhere. I was so surprised and confused by this experience. Dave didn't even see us in person after our initial meeting, and he did not feel the need to apologize or explain what had happened. I hope he has not done this to many people, it has cost us lots of stress and money to fix the problems he created. read more

Never again. Wife used to have Gary do our taxes. We did our own taxes for a few years and decided to return to Gary because of new life circumstances (health and legal issues). The level of service was very lacking. Very little attention was given to our specific case and the person answering our questions was not the person who actually created the return. After receiving our return we paid their bill and found a new accountant who was able to identify special cirumstances/deductions for our specific case. read more

He was pretty good except he was really expensive, fell asleep during my meeting, failed to file on time and didn't tell me I needed to file as a small business for my 1099. Thanks Gary - you're a gem! read more

I've been going to Gary well over 10 years now, and am always happy with his work. Several Co-workers of mine initially recommended him to me way back when I first started with him. I have never had a problem with my taxes and the process with him is very quick and easy. Gary is also a very nice guy and I look forward to seeing him every year and having a little small talk. I was looking up the phone number for the office today on google and yelp popped up so I decided to leave a review. read more

I have been using Gary Margolis and his associate David for nearly 20 years and cannot recommend them highly enough. Responsive, quick, helpful, they ask the right questions. A+ read more

Gary and Dave have done our taxes for over 20 years. We would recommend them to anyone.

I cannot say enough about how great it has been to work with Gary. I've been coming to him for 5 years now and he has never disappointed me. I'm always amazed at how I can come in and he can give me a ballpark number before I walk out the door. I highly highly recommend him. read more

I've been using Gary and Dave for nearly 15 years. They are thorough and detailed. Dave is clear and always meets expectations. I go back every year as a satisfied customer. Dave makes the process easy with a 30 minute phone consult. Everything is prepared and mailed off quickly after the phone appointment. He is accessible if questions arise. Consistent good work!! read more

I have used David B for over 15 years. I have never been disappointed. I had a friend who was hesitate to use him. Three years later she was pleasantly surprised. She thought since she dis not own a house or have kids their was no reason to use a CPA. She did them on her own and realized the expense was well worth it. read more

Dave handled our returns for 16 years: maximized our refunds, submitted in advance of the april 15 crush so we got our refunds fast. and we were not ever audited. Having relocated, I now realize the rate was a bargain. read more

Gary came highly recommended by a co-worker.This is my second return with his firm.My prior long term CPA passed away and was very disappointed with the other firms.He handled a "situation" prior to handling my return.He got an immediate handle on my problem @ no charge! A consummate professional and so are his staff. read more