Good communication with us & with our investment advisor. Timely filing & good return.read more

I loved this office. Michael did a great job on my taxes. He was very professional and…read moreknowledgeable.

The best! Meagan…read morehelped file my business returns last year, and it was such a pleasure to work with her. Excellent communication every step of the way, approachable, knowledgable, fast-yet-accurate... A++ would recommend to any friend, and also work with her again in the future.

I have been going to the same tax preparer for years and he will soon be retiring. He has mentored…read moreMeagan to take over his position and I am so grateful, she is so helpful, patient and thorough. Taxes are so convoluted, I am so glad I have Meagan to prepare them!

Gina is a delight to work with. Helped me to get organized in my small business which helped get…read moretaxes done. Tax time is always an anxious process for me and it was way more simple after her help. I recommend her to anyone needing accounting services.

Did a quick overview together about Quickbooks, categories, what I was doing right and/or wrong!…read moreGot some good ideas as to what I can change in the future to help save money on taxes, thank you!

I had them do my taxes last year and they charged me $1100 which I thought was high. This year they…read moresaid it would be $2150. WOW, almost double in one year! For all that money I didn't get any advise on how I can save money on my taxes just a simple filing. I also got told they wouldn't work with me anymore after I asked for some of the forms from last year. I'm happy to take my business elsewhere. I found someone who will do them for the original $1100.

I have been a client of Barbara Agerton and Tax Time Services for over 20 years. I would recommend…read moreher to anyone because of her attention to detail. As a single woman with a thriving business and over 18 employees it was imperative that I be taken care of reguarding complicated tax returns. Now that I have retired I will continue to use her because of the trust and history of our past relationship. Trust is the most important aspect of any business and that is why I can highly recommend Barbara Agerton and Tax Time Services.

This was by far the worst experience my husband and I had with someone we were referred to. They…read morenever communicated, returned calls but when they wanted their monthly fee of course the wife was in touch. This firm never went into my quick books, never provided me with the payroll or process I needed and caused legal orders due to not DOING A THING! A huge mess. Lisa, Vito, Mark ... absolutely horrible especially with something so important like Taxes!

I used Mark Orlando for the first time this year for my personal/business taxes and for those of a…read morenon-profit foundation that I am a board member of. It was a complete disaster. He made me pay in advance which is unusual and should have been my first red flag. He had all of my information and that of the foundation in hand by the middle of February. Despite this he filled extensions for both filings, the second red flag. I had to email, text and call multiple times to get a status update from him, third red flag. I pay estimated taxes so need to know how much was due for April 15th and June 16th which I could not calculate without the 2023 taxes having been completed. I was so stressed and anxious, the fourth red flag. He finally filled my taxes on June 16th. Last week I got a letter from FTB telling me my taxes had been incorrectly calculated and I owed another $2,000 including $90 in late fees and interest payments. Today I got a letter from the IRS telling me my taxes had been incorrectly calculated and I was getting a $300 refund. So he was late to file despite having all the necessary information well in advance and then to add insult to injury HE DID NOT PREPARE EITHER OF MY TAX FILINGS CORRECTLY.

After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!

Steve Alpinieri CPA along with his team of financial professionals offer a full array of accounting…read moreand financial services (both personal & business) that includes: tax preparation/filings, financial planning, bookkeeping, payroll, business entity formation/sale & management, CFO services and much more! This place is definitely an ONE STOP shop for all of your financial needs - we were referred to Steve Alpinieri years ago by a good friend for some business tax filings and bookkeeping. After we sold our company (Steve & his team also prepared those financial docs for the sale of the business), our family began using Alpinieri CPA for our personal finances/planning and tax filings. From the moment we met Steve, we felt his kind care, attentiveness and professionalism. Whether on email, phone or in-person, Steve & his team always proceeded with expertise/extreme knowledge in answering of all our questions meticulously. Our previous CPA would take days to respond to a simple question. Steve, on the other hand, has always been available to quickly answer all of our questions and navigate us through the complicated tax guidelines along with the ever-changing laws. In short, we would recommend Steve Alpinieri and his team to anyone without hesitation. One piece of advice that we would give to anyone is to streamline efficiencies - gather good & complete records of everything prior to your meeting with Steve (his team would generally provide a list of what docs are needed), and to also not wait until the very last minute to file your taxes. Steve, Ryan, Hunter & the rest of his team work wonders everyday to make things happen for their clients, but there is ONLY so much time in a day!

AVOID USING THIS CPA. Your taxes will not be done on time, they will not be done correctly, your…read moreemails and phone calls will not be returned, and you will be charged additional amounts outside of the CPA's original invoice. My wife and I are by no means tax experts, which is why we went to Steve Alpinieri to make sure that our taxes were filed correctly, as my wife had just begun her small business. Despite giving Alpinieri all of our documentation months before the tax deadline, he and his team did not complete them until the Friday three days before they were due. Thankfully we looked over our taxes instead of blindly trusting our CPA, as we immediately found that the taxes were done incorrectly with us owing thousands of dollars for a state where we actually owed $0. I sent multiple emails to Alpinieri in an attempt to clarify our tax return, all of which he eventually claimed were going to his spam folder. I guess all of my phone calls and voicemails must have also been going to his spam folder too. When my wife and I finally did get a chance to sit down with him, he spent 40 of our 60 minutes talking about his personal life and his legal battles with his sibling. After our "meeting" we received another tax return filing from him which was once again done incorrectly. Sadly, this year we used his services again under the assumption that all of our information was already saved into his filing system. This year, we have received multiple fines and penalties from the IRS for our tax return being improperly filed. Despite these fines, Alpinieri has also been attempting to charge us more money than his own invoice states he can. Apparently, my wife and I are not the only ones having issues with Alpinieri has he has just been fined for repeated negligence and failure to comply with professional standards. I wish we knew any of this before we ever began working with Alpinieri. https://www.dca.ca.gov/cba/consumers/actions.shtml?license_id=CPA%2078613 https://www.cba.ca.gov/cba/discipline/actions/ac-2024-2.pdf

Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Steven and his team are incredibly helpful. From our initial phone call to determine if it was a…read moregood fit to our first appointment together, they were very on top of everything. We felt extremely confident utilizing San Diego Business Advisors as a resource for our taxes. Highly recommended that if you are in need of a tax service to use San Diego Business Advisors. We had a bad experience with other companies in 2022 but this year we feel better than ever with SDBA!