I went to family tax services for my taxes this year in 2026…read more I have some complicated taxes. I need an enrolled agent, because I owe money to the franchise tax board. Sherrill, he just come back from Hawaii. I had a head cold, and I could certainly understand all about jet lag & and was body adjusting to the time change. The second time I called them about an enrolled agent and spoke to Sherrill, it was clear she was overwhelmed with too much work and did not want to work with me. I don't remember exactly what she said, but was something like yeah I have about 10 of you guys to work with etc. And something that was gonna cost me an extra $250.00 for contacting CA FTB. I owe the California FTB money. It was very clear. She's the only one there very busy doesn't really wanna work. I get it when you are a small business owner and are starting out and you're the only person to do more detailed things. My suggestion is to get more enrolled agents to help clients that came to you before. That's what you guys advertised and you should follow up on it.. poor quality and poor value is what you offer

KYLE YOU ARE RUDE, DISRESPECTFUL AND UNPROFESSIONAL! Blonde…read morelady, first door on right when u go in....lord. she asked if i needed help, i explained announced i was called for info and she said oo the spouse with the missing info actually came in.....like wtf. First I have a name ignorant blonde. Then Kyle....we set up an appointment and when i got there, he already had an appointment and 0 time for me.....i dont know why you made an appointment with me when you already had one then to top it off, i thought if he rolled his eyes more they would roll right out of his head. Not professional. I had to ask him to stop. Then to tell me that MY husband isnt my business. You know what's not someone's business, saying disrespectful comments like that to someone. I mean I'm not a customer and this is how you treat me??

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

It is worth hiring an accountant to develop a long-term tax plan that fits your financial needs…read more CPAs are tax experts who stay in the know about any changes to tax laws, deductions and credits. This is advantageous as they will make sure you are getting the best return possible. I use them every year Sergio C

From the owner: Tax preparation Nationwide for Personal & Business Back tax resolution…read moreRemoving wage garnishments Releasing tax liens Installment agreement’s Removing bank levies Offers in compromise Tax settlements Origin offers a free consultation

Joseph was very helpful. Promptly returned my calls. Reccommendedread more

This guy is wonderful. I needed information on setting up a sole proprietorship for my home…read morebusiness and Joseph was able to help me out over the phone for free. I had been calling around to get price quotes and was quoted $160/hour by another CPA. Joseph not only saved me $160 but also saved me the time of having to go out and meet a CPA.

Can't even get any answers for anything. Whoever is running the front desk on phones is absolutely…read morenot the right person. She keeps putting you on hold, then makes you wait for 30 minutes. She picks up again and doesn't even remember putting you on hold. She has zero answers for anything and does nothing to help. Now I have to take my business elsewhere, how can you trust them to do your taxes if the person answering the phones can't even do the job correctly. Absolutely unbelievable

Made a phone appointment at 10 AM, Saturday, October 5. I prepared and uploaded all docs to…read moreprepare. No phone call at 10:15, 10:30, 11 AM. I called 3 times, no answers but automated voice. Not a good place.

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 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.

Orlando is a true professional. Hand him your bookkeeping and focus on what you're good at! As a…read moresmall business owner we often try to do it all to save money, but the time spent on business running instead of doing your work actually costs you new customers. Orlando will make your life easier and you'll make more even after paying for his services, which is the whole point of being in business isn't it?

Orlando is great! ! I worked with him on a bookkeeping audit for my business and he completed it…read moreefficiently and professionally. His communication and responsiveness throughout the project with excellent. I found Orlando through an online search so I felt I needed to be cautious but he quickly built my confidence that he would do solid work. I was not disappointed. I highly recommend!

The first couple years these guys were very average. The level of service dropped each year until…read moretwo years ago when we couldn't get a call or meeting and every email was answered by someone different. Then they fired us with no referral or explanation. We had referred some family members and they found basic math errors with their filing. Very unprofessional! I would not recommend.

I had a terrible experience with Dave at Coastal Tax Advisors. He would belittle me with every…read morequestion I asked him and at the end, after my Corporation sent tens of thousands in tax payments at his direction, he wouldn't file my 2020 return and told me to find another CPA. Totally unprofessional and terrible customer service. Would not recommend.