I started a new business two years ago and tax season never fails to be a headache of numbers,…read morewrite-offs, and complex laws that don't make sense. Since I started working with Michael and his team they have truly been a lifesaver. My old CPA did a good job with my taxes but he never helped me make sense of it as much as they did. They told me exactly what I was doing wrong, what I was doing right and were super patient with me even though I'm absolutely clueless about finances. The most painful thing is compiling all your paperwork; everything else is a walk in the park!

Professional and knowledgeable, Mr Steve did excellent job with my taxes. As everybody said above…read moreand beyond to make everything right. Great job!!!!!

My mother in laws accountant, Steve, has gotten involved in my marriage. There is no excuse or…read morereason for him to do so. He is an ACCOUNTANT. He claims he needs to mediate between my husbands mom Betsy and my husband for financial matters. But he is stepping out of his field by stating he needs to mediate with us for everything financial. My husband only wants to talk directly to his mother. Not Steve or my husbands sister Alice that has also been causing major trouble calling the police on my husband and having him 51/50'd. Steve legally has not a leg to stand on with this. Along with the fact that since he did this, the MIB (medical information bureau) shows that my husband was 51/50'd it can affect my husband getting life insurance or even causing pre existing conditions not be covered because of him being 51/50'd in the MIB. My husband and I just want to give our two cents worth. Beware!

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.

I've been going to Alberto for a couple of years now, and he has been a huge help in transitioning…read moreme from a sole proprietor to an S Corporation. He genuinely cares about his clients and is always responsive, along with his assistant Dawn. I refer all my friends--both in and out of state--to him, and they always find him incredibly helpful. As a young entrepreneur, his guidance through taxes has been invaluable, and he's always thorough when answering my questions. The level of expertise and personalized attention he provides makes his service worth every penny, which is why I continue working with him throughout my business journey. I truly appreciate both him and Dawn!

Amazing experience. Alberto is a true tax professional. Our family has trusted him for years and…read morethe service you get is above and beyond any expectations. You can trust he will provide an honest, friendly and timely service. He will deep dive into each client and provide you with a personal experience you will not find elsewhere. If you want the best tax service in San Diego, you found it at Premier Taxes.

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

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!!

Anthony is a very knowledgeable, professional, and well-communicated CPA. He makes you feel right…read moreat home in his warm and inviting office. Highly recommend Anthony to anyone looking for a great and superb CPA!

Excellent experience. Professional, as well as friendly. Answered all my questions with in depth…read moreknowledge. Highly recommend.

Daniel worked with my wife and I on our taxes this year, and he helped explain the new tax codes…read moreand what they may mean for us. Tax preparation was a breeze and he completed it before we arrived at the office. He's very friendly and was a pleasure to talk to, and we look forward to working more with him!

This was my first time working with Daniel and my first time filing taxes as a small business…read moreowner. Daniel was meticulous. He went through and corrected things that my book keeper had done incorrectly, went through the forms line by line and made sure I understood exactly where the numbers came from. As a small business owner with very little exposure to taxes, Daniel was heaven sent. I plan on working with him for years to come.