Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

I found this company to be friendly, personal, and very patient with the less technically savvy…read more Awesome!

Erica, Brandon, and Alyssa were all exceptionally helpful in our sessions with them. Our taxes…read morelast year involved 1099s in two states for the two of us, sale of our home, a move across country, installation of energy efficient windows and sliding doors, solar battery system installation, and several other things that I am overlooking right now. We contacted them three weeks before taxes were due. They completed the Federal return and the returns for both states in time. The cost was very reasonable. Gildark Financial has our highest recommendation.!

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

Reached out to SD Taxman beginning of April. We previously utilized another firm and were unhappy…read morewith the output price involved. Reaching out ten days before filing deadline, I figured we would not have any luck Nick responded right away and was very helpful and communicative throughout the process The process was so easy with online secure portals to upload information We were looking for a reasonable rate and suggestions moving forward San Diego taxman exceeded our expectations and we will certainly be utilizing next year

Nick has been doing my taxes for a few years now, and I would recommend him to any friend. His…read morecompany has grown over the years, which is no surprise. Everything is thorough and well done. He responds quickly and makes the process seamless and easy for me. It's all done online, which I really appreciate.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157

My mentor advised me to interview multiple tax professionals. When I asked how to recognize a good…read moreone, he responded, "They'll stand out to you. You don't know good until you've seen great. You don't know great until you've seen phenomenal. You don't know phenomenal until you've experienced life-changing." Lori has proven to be exactly that--a life changer. She answered every question with complete clarity, maintained transparency, demonstrated a forward-looking perspective, and developed a tailored plan for me. I envision working with her for the next five years. Her expertise, professionalism, and, most importantly, her heartfelt approach truly impressed me. I do not just feel confident, also, I know and trust that I will be in good hands for years to come.

I recently experienced a troubling tax issue regarding my retirement plan and sought professional…read moreguidance. Based on her excellent reputation and positive reviews, I scheduled a consultation with Lori. I am exceptionally grateful for her assistance; she demonstrated deep technical expertise and provided a clear, straightforward resolution to my problem. Lori is a highly knowledgeable professional who instilled complete confidence throughout the process. I highly recommend her services.

I've been working Suzie for a couple years now in my most recent business venture. Accounting and…read morebookkeeping might seem like an avoidable cost but they're not. It is the best money I spend every month. I've now started working with Cheri and Kimber for payroll and managing my employee's w2's. The gist - they are ultra responsive, personable, and good at what they do. I know this because I make a lot of money but don't get crushed every year with taxes. Suzie is always available for a call and encourages me to come into the office for accounting 101 from time to time. If I have an idea to run by her she gives me advice or puts me in touch with the right people. They are great. Use them.

Suzie has been my business and family accountant for 8 years now. What I love most about working…read morewith her is that she's extremely proactive and responsive. Being a business owner and property investor, our taxes can get complicated. Suzie does regular check-ins throughout the year to help us make adjustments, minimize taxation, and plan ahead... hence, NO surprises come April 15th. (This is rare, so I hope you can appreciate how awesome it is!) Best of all, they're the least stressed out accountants I've ever seen! You can tell they truly love what they do (weird, I know), and they're still smiling even during tax season.

Abbo Tax CPA, led by Tyson Abbo, is THE BEST CPA I have ever worked with. I highly recommend them…read moreto anyone who appreciates and values working with a CPA and ESA who you can trust will prepare your tax returns correctly and who takes the time to answer any questions you might have. I had the good fortune to become Tyson's client when he acquired my previous CPA's business. Tyson and his team have been handling my corporate and individual tax returns since 2022. They are professional, knowledgeable, efficient, easy to work with and always file my returns on time. Whether I owe taxes or am due a refund, I appreciate that the process goes smoothly and that there have been no unwelcome surprises down the road.

From the very first conversation, I felt like I was in good hands. Mason is extremely knowledgeable…read moreand trustworthy, and he made a stressful situation feel manageable. I was catching up on the past three years of taxes for my S corp, and he walked me through everything step by step without judgment. Communication was clear and consistent, and his entire staff was just as informative and helpful along the way. I finally feel confident and at ease knowing my taxes are handled properly going forward.