I found this company on Yelp while investigating for a new accountant. I am stoked I decided to go…read morewith them. They make it a super easy process and got my business taxes and my personal ones done very quickly. I definitely recommend them!

I used another well known company last year because I had just moved to the area. I had a tax…read morequestion mid year and took some time to read about local tax preparers. I came across this one and Steve met with me and answered my questions. He reviewed my prior years returns and offered a few suggestions. This year, he will be doing my taxes. He and his wife are very friendly. More importantly, I have confidence they are among the best in the area.

I was referred to Phin by a friend so many years ago. For one its really hard to get a hold of…read morethis person. Doesn't reply to emails. Alot of times no one answers the phone. If you are even fortunate enough to get a reply via email the response back there are no appointments available. Even trying to make an appointment is very inconvenient. He needs an assistant if he doesn't already have one. But after I got my taxes done here in 2021 I decided not to return. The other place I went to after him offered to amend my taxes because I owed and said that partially I owed more because he did not offer to do any deductions considering I work for myself on the side, besides my regular job. I was told by Phin that I didn't have any tax deductions. So initially I left it at that. But I personally would rather find another tax person. I drove all that way and spend all that money not to get the best value especially I don't have a heavy amount of expenses; property taxes, dependents, etc. But wish him all the best moving forward just not with me as a tax customer of his establishment.

I'd leave zero stars if I could. I went to Phin three weeks ago to file an extension to buy him…read moretime to do my taxes (it's his busiest time of the year, I get it). I was told I would be contacted to confirm the extension and asked for my paperwork. No one has contacted me. No one has confirmed my extension was filed. No one answers the phone. I have sent multiple emails and left multiple voicemails. Extremely unprofessional. Extremely disappointing. Don't waste your time. Go elsewhere.

Best accountant ever! Maury and the crew really know their stuff and truly go out of their way to…read morebe there for you with any questions you might have. They are great for your end of the year filing, monthly book keeping and/or general advice. You name it they do it, including covering your rear when you get audited! I totally recommend these guys and will continue to use them!! Thanks guys!!

Amazing worked with Maury, jose and Slavana. Keen to details…read moreand happy with their work. Glad to finally find our forever tax preparer...

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

This is a long-overdue review for Daniel. He's very kind and gave a great free presentation on tax…read moreplanning to our minority community in San Diego. While trying to select and invite speakers for our event, I found it hard to find a good presenter for the topic, as most CPAs are limited to tax preparation. Mr. Lu has extensive experience in the field, is insightful, and carries himself well during the presentation. All attendees were impressed and wanted to talk to him more afterwards. We appreciated his time, effort, and vast knowledge on tax planning.

Charles was very nice, courteous, sharp and updated on the tax law intricacies. Tax law changes…read moreeveey year, and he is diligent enough to learn and understand this changes to help you get the most fair and balanced return. The office is ideally located in central Escondido. There is plenty of parking and the pricing for his services is quite reasonable. Will come back again next year.

I used Compass Tax and Financial consulting for my taxes for an amendment and it couldn't have gone…read morebetter! Great value also comparative value and great service! Very knowledgeable. Great advice.

Certified Acceptance Agent is why I went to J and M . Julie is really on her game and a true…read moreprofessional. She cost a tiny bit more, but her service was completely worth it. She filed an ITIN for us, and she made the whole process painless. When we were there she even called a covered California specialist to answer some questions for us. Before I left, I even had her finish the taxes that I started myself and I am glad I did because I made a 600 dollar mistake that she caught for us. Her office is easy to find and was very comfortable. Driving from oceanside to escondido was totally worth it. Thanks !

I wanted to take time to write this review for JM's notary service during this COVID-19 fiasco. She…read morewas able to print my much needed documents when my printer wouldn't work. And she was still able to offer her notary services at this time! Unlike other notary services "sheltering in" and screening callers for COVID risks, she was still open for buisness with me despite me being a frontline healthcare worker (I am a nurse). Of course, I wore a mask to protect her while conducting buisness in the office. And we both vigilantly sanitized our hands during exchange of documents while I was receiving her notary services. I highly recommend her for service and convenience. Thank you Julietta!

Peter and his staff have been preparing my business and personal taxes for over 20 years. There has…read morenever been a mistake in filing any returns. My wife and I have received back thousands of dollars in returns do to Peters knowledge in the field of tax preparation. My wife and I still use Tax & Ledger Professionals for our returns even retired in the great state of Tennessee.

Rebecca has handled my taxes for three years now. My daughter has been working to get my finances…read morein order after a very messy divorce left me caring less about them than I should have. When she found Rebecca and Peter she was met with kindness and understanding. No mess no fuss. Three years on and we are getting caught up and are past the make up the debt stage and are entering the planning stage. My daughter reports back that rebecca has again been quite helpful in working to strategize where we go once my back taxes are caught up. I know that my daughter has made the best decisions. Just as I am sure she is in good hands working with a young professional I am certain she will have a long standing professional relationship with for years to come.

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 :)