Talk about integrity. I took him two years of tax returns for two, 1099 businesses. He took one…read morelook and said I didn't need him. I'd already done all the work, although I'd put several expenses in the wrong categories. He then spent 30 or 40 minutes walking me through the corrections. And wouldn't let me pay anything. He could've said 'Sure, I'll take care of this," kept them for a week and charged me. Tha

I had great assistance with my own taxes from Chris. He was also helpful in advising me how to…read moresave time and money for future tax seasons by coordinating how I have been keeping my files. He helped me set up a Revocable Trust to save money on future inheritance taxes. Later I had to serve as Trustee for a complex inheritance situation. Over the past six years Chris has been able to keep all information needed to assist me in handling my mother's taxes in Iowa and then the Trust , and doing Iowa state and federal taxes . Having a death in the family was hard but Chris's knowledge and assistance took the weight of handling the money issues off my chest. I was in good hands.

They are an amazing and helpful staff who have done my taxes for years. I drive all the way up from…read moredowntown San Diego to Alpine because I like and trust their service. Lee Blackmore

I can only recommend this business. I got a refund from the State that other accountants missed or…read morecould not figure out. It's a big amount and I'm very happy. I got the check in the mail today just as they promised. Quick and efficient and friendly. Thank you!

3rd year coming back to Daniel for taxes. He's does everything with integrity and prudence…read more We got a huge tax return and his consultation is very professional. Highly recommend!

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

Kate did a great job getting my books in order for the new year. She was responsive and got right…read moreto work once she got my information. Thanks Kate!

Kate came to my office to today to help with me with quickbooks and square accounting. S…read morehe was fabulous!!!! She quickly addressed my problem. She also showed my a short cut to invoicing and posting receipts! She was very experienced and professional. I would highly recommend her again!!!

I've had WorkPerks doing the payroll for my accounting business for over 8 years now, and it's been…read moregreat. I love the personalized service that James and his team provide, as opposed to the bigger payroll companies where you feel insignificant. WorkPerks feels like a part of my team, and I highly recommend them.

Really love working with WerkPerks. Their customer service team is consistently responsive &…read morehelpful. The set-up and payroll submission process is super simple. And to top it off they save me 25% in fees. Glad I made the switch! Thanks again.

Love Best Team Tax! This is our second year working with Suzanne and she is amazing. Always has our…read morebest interest in mind. She is very knowledgeable and personable. We were in and out very quickly this year. (It helps streamline things when you have all your documents in order!). Her prices are very reasonable given how much she helps us save in taxes. We have been recommending her to our friends and family.

For the past four years, my spouse and I have used Sue's tax services and have been very…read morepleased--up until this year. For the past two years, we've worked with her remotely after moving a few hours away. Unfortunately, this year was a completely different experience. Despite reaching out over a month before the tax deadline and providing all requested documents, nothing on our file was completed or even reviewed. Given that our returns are very similar year to year, this should have been a straightforward, turn-key process of updating numbers. Instead, we were repeatedly told our file was being worked on when it clearly was not. Her office also does not provide a secure portal or method for sending documents, so we created our own secure Google Drive to share everything. Based on activity, it appeared the documents were never even accessed, which prompted our patient but repeated check-ins, along with periodic emails that were ignored and never replied to. If email communication is not a strong suit, a phone call would have been appreciated--but we never received one and always had to initiate contact ourselves. During one of those calls, we even asked if we should come in person, and were assured it was not necessary and that she regularly handles remote clients. As the deadline approached, we were told an extension would be filed due to timing and the lack of completion due to how overwhelmed they were, however no one reached out to tell us this, we assumed ours would be completed on time. On April 14th, after being on hold for over 30 minutes, Sue finally told us the day before deadline that she was filing the extension while on the phone, collected our personal and banking information, and said she would confirm once it was submitted. That confirmation never came. The following morning (tax deadline), we called to follow up since we had not heard from her as promised. During that call, her admin staff placed my spouse on hold to check with Sue on the status of the extension. While on hold, the line was not muted and we overheard Sue say, "those effing people are a pain in my a**," clearly referring to us. When she came on the phone moments later, her tone was completely different. We were honestly shocked and confused--especially since we had simply been trying to confirm whether our extension had actually been filed after not receiving the promised confirmation the day before tax deadline. She then acted as if she didn't even know we had spoken the day before and told us we were simply on her "extension list." No extension had been filed, and no payment had been processed. On tax deadline, my spouse and I had to take it in our own hands and call the IRS to request the extension and give a best guess payment. Communication throughout this process with Best Team Tax was extremely poor. Emails went unanswered, calls were not returned, and we had to repeatedly follow up just to get vague or inconsistent updates. Staff were polite but unable to provide clear or accurate information. We are genuinely surprised by this experience, given how positive prior years have been. However, due to the lack of communication, follow-through with completing what we were told was being done, and lack of professionalism (cussing in the background, etc) we will no longer be using or recommending these services. Respectfully, we were once happy clients but after this year we are done and now are left to find someone else to do them for us at the last minute. We would have preferred transparency up front, if you didn't have the time or ability to complete.