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

Another year of tax prep help and Westax continues to be awesome!! Great staff, great customer…read moreservice. Can not say enough good things about the staff being friendly, professional and responsive. Thanks Westax!!!

I've been going to Westax for over a decade. They are awesome!!! Highly recommend their…read moreknowledgeable and friendly staff!!!

If you need assistance with prepared taxe(s), yes plural! This place can assist! I know these folks…read moretake the time to review your documents, and guide you through the process, making filing my taxes super easy(less scary). The office staff are super friendly thanks to Divya, and admin staff Lauren. They are true business professionals, and willing to go the extra to guide you. I am so happy to share and recommend this place for your tax and business tax needs. Also, they offer a tax dome, that you can locate all your previous tax stuff at your finger tips. So no need to call them, just log onto your personal private Tax Dome and get your stuff. Super easy,and helpful. I love that I can pick up phone,email or pop into office. Thanks to the staff for your continued support with my family tax needs!

Got a screening call. Agreed to move forward and never heard back from anyone. If this is the type…read moreof service before initiating anything, I will pass.

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.

Patrick Bondo is an outstanding CPA who genuinely cares about his clients. He consistently goes…read moreabove and beyond to ensure I understand my tax situation and am not paying more than necessary. Patrick is knowledgeable, thorough, responsive, and always has a friendly and supportive attitude. He makes what can be a stressful process feel straightforward and manageable. I highly recommend Patrick to anyone looking for a trustworthy CPA who truly has their best interests in mind. Five stars!

Patrick has been doing my taxes for years, very dependable, great communication, very professional…read more Great value!

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 :)

I own two small businesses and was referred highly to Logan to help me with my payroll and…read morebookkeeping. He is extremely thorough, cost effective and goes above and beyond to make sure my businesses are in order. I highly recommend them!

Working with San Diego Tax Service was a breeze. Their professionalism and knowledge of all things…read moretax/accounting made the experience a breeze. Not only did they capture all the necessary information to prevent me from paying taxes, they also got me a great refund! Will use again!

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.

From start to finish, Monique was responsive, knowledgeable, and always willing to answer my…read morequestions. She clearly knows what she is doing and made the entire process easy to navigate. She helped me resolve some back taxes in a timely manner, and everything was prepared and submitted promptly. Her pricing was fair, especially compared to other companies offering similar services. Monique has definitely earned a loyal customer, and I will be returning to her for future tax needs, including tax season.

I asked Monique Willis to evaluate my past two years of IRS payments to see if there were errors…read more Unfortunately, there were none but Monique gave me several ways to avoid the underpayment in the future. She was so nice & professional. She got back to me the next day. She has a great sense of humor & she is also totally honest. I had been using software to file my taxes but I asked her fee for doing them in the future. She told me that my filing was simple enough that I could continue to use software in the future for less money than she charges. I may do that, but at this moment I am inclined to have her do them b/c I feel she is honest & reliable; I trust her.

Ed and Atsuko are a world class team. They work Very hard to…read morefirst getting all the documents they need. They have a great service for uploading documents which is easy to use. Then before you know it there's a digital signature for the paperless return and it's sent digitally. I highly recommend them to friends and family.

Updated review: Nice guy at first, and I liked the local small business aspect of the place. For…read morethe 1st 2 years I went there. Then the guy started getting snarky. I started getting the distinct feeling I was an 'unpreferred customer.' Plus, we were reinventing the wheel every time, going over details we'd been through years before, about things that hadn't changed. So I just thought, ok, this guy is just a stickler for detail. Not a bad trait in an accountant. But when every single return was inaccurate? And I got changes sent to me by the irs? Time to move on.