Luz is excellent! She is so friendly, informative and trustworthy. We've been using South Bay Tax…read moreServices for five (5) years now and we don't live in San Diego anymore either! She's able to help us remotely and she still provides us the best customer service. Thankful for their team.

terrible customer service. i was told 120 no more than 130 max and they want to charge me 300…read moredollars!!!! these assholes know what they are doing. they wait last minute to tell you. and my taxes are due in 2 days. fucking pricks

I am someone who has always done my own taxes on TurboTax, etc. After getting married, we decided…read morewe needed a CPA and I am now regretting this decision. Things stated off well, Veronica had an introductory phone call with us that went well and she offered some good suggestions. However after that the communication totally broke down and she pretty much ghosted us when we had questions about our tax return. As someone using a CPA for the first time, I found myself wondering why am I paying when I feel like I am trying to figure this out alone (basically felt abandoned). We asked some basic questions back in March, she responded once, and that was it. She then emailed my husband that she's been on a trip to Japan. Going out of country right during tax season as a CPA is a choice and that's fine, just COMMUNICATE WITH US. Anyways on Sunday, 3 days before taxes were due, we still had no reply so we just relented and submitted what she had prepared. Anyways, just disappointed. Not going to her next year. Evidence below.

How can a business expect to be successful when client phone calls are never answered or returned?…read moreThe bar of professionalism is *extremely low here. If someone would like to reach out to me, I will *consider altering this review and rating.

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.

Should've read the other reviews about this teams rudeness. Nick, informed me my tax estimate was…read more300-400$ after I told him exactly what all my forms were and uploaded the notes into the tool even before our consultation. He then told me a week after uploading my documents actually it's going to increase to at least $500. I simply said it seemed a little unprofessional to suddenly increase the original estimate 30%+. He said, and I quote "I'm really not interested in working with someone who calls me unprofessional. I'll finish this year's return for you, but you will have to find another office after this year." Is customer service not a thing with this company??Maybe take the feedback instead of being defensive. Update : based on his response below, "good luck getting your return somewhere probably for less" you can see how they treat people!! Crazyyyy that you can speak this way publicly on your own Yelp reviews. I'll let you dig your own hole. If you want to give business to someone who speaks to people like this, nicks the best!

The best tax service by far the service is the best. A true professional in every aspect.read more

Jaqueline takes away all the stress and pressure of the dreaded tax filing day for us. She's very…read moreprofessional, concise and great at explaining unfamiliar taxes regulations and policies. Very patient and pleasant. The office staff is always great as well. Highly recommend her services.

We had such a great experience working with Diego on our taxes. From the moment we walked through…read morethe door, the entire staff at Koala Financial were so friendly and welcoming. It immediately put us at ease. Diego was professional, knowledgeable, and incredibly helpful. What really stood out was that he took extra time to do additional research for us -- and because of that, he ended up saving us a significant amount! You can really feel that this is a business that takes pride in what they do and truly cares about their clients. We're so grateful for the hard work and dedication. Highly recommend this team if you're looking for people who genuinely care and go the extra mile!

Veronica Ferguson was amazing! Took care of our taxes efficiently and professionally!…read moreVery knowledgeable and nice to work with.

If you want to pay an excessive amount of money for services that can be accomplished by H&R Block,…read morethen this is the place: -Extremely poor CPA service. Have cost me over half my savings account in payments that could have been avoided. -Files miscellaneous incomes incorrectly -Does not return calls. Does not return emails. -Agrees to perform functions and does not follow through. I started with Dave and when my broker found faults with filing that he couldn't explain, then I moved to Tim who ignored me for a year. My cohorts in the hospital have been telling me to get a new CPA for two years. I whish I had listened to them then instead of 2 years and 50,000 dollars later. Choose a different tax professional or you could be their next victim.

Knowledgeable, fast and easy process. More money in my pocket and ready for 2025 tax session. Will…read moredefinitely come back for next year.

Just wanna say THANK YOU so much Albert! I tried to find something inexpensive for me to file…read moreespecially my dad too. H&R Block is so expensive, my parents had to pay 700! This is way much better! I wanna give applause and thank you to the people who work there! Most importantly Albert to! I'm coming here again!

Do your taxes here at your own risk. Albert from Professional Tax Group did my taxes. After 2…read moreyears, I received a letter from the IRS stating that my taxes were not filed from the past two years. To get straight to my point, there was an issue with my pin. However, Albert did not resubmit my taxes or contact me to solve the problem. In short, I'm stuck with a bunch of late fees and also didn't qualify for some state incentives. I contacted Albert by email, phone and in person. He resubmitted my taxes after 2 years and they were finally accepted. He told me in person that he would send me a form to look into getting my late fees dropped, but I haven't received anything. My biggest disappointment is that he never reached out to help me. I had to email and go in person to try to solve all these issues. No apologies, no how can I help you.

If you do your own taxes, you're a real dumb-dumb. I mean, taxes suck and unless you went to school…read moreto crunch numbers why in the world would you take on such a task yourself? Paying someone who's built for this type of work is absolutely priceless, which is why I keep going back to Ian. Granted, this was the first year that I have to actually pay taxes but that's on me, not on Ian. In past years I always got a chunk back but this year was a different story. The key words in that previous sentence are "in past years." Why, you ask? Well... I picked Ian as my CPA a few years ago because I'm never going elsewhere. I don't want some old fart dying on me and leaving me to drag all my paperwork to someone else to figure out for the first time. Ian is young, Ian is skilled, and I'm going to the grave never having to hire someone else to do my taxes. Sorry Ian, you're stuck with me and my wackadoodle taxes.

I picker Macdonald CPA because of their 5 stars rating on here, and Ian is a really 5 stars one!…read moreHe was pretty fast on preparing our tax returns and even helped revise some for our previous years. Looks like we finally found our tax advisor :)

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.

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 :)