Hoffman &amp; Associates

(21 reviews)

I've had WorkPerks doing the payroll for my accounting business for over 8 years now, and it's been…read moregreat. I love the personalized service that James and his team provide, as opposed to the bigger payroll companies where you feel insignificant. WorkPerks feels like a part of my team, and I highly recommend them.

Really love working with WerkPerks. Their customer service team is consistently responsive &…read morehelpful. The set-up and payroll submission process is super simple. And to top it off they save me 25% in fees. Glad I made the switch! Thanks again.

San Diego Tax Service

(4 reviews)

I own two small businesses and was referred highly to Logan to help me with my payroll and…read morebookkeeping. He is extremely thorough, cost effective and goes above and beyond to make sure my businesses are in order. I highly recommend them!

Working with San Diego Tax Service was a breeze. Their professionalism and knowledge of all things…read moretax/accounting made the experience a breeze. Not only did they capture all the necessary information to prevent me from paying taxes, they also got me a great refund! Will use again!

Gill Tax Group

4.3

(17 reviews)

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.

My Better Bookkeeping

(7 reviews)

Talan is the best! I don't know where we'd be without him. He made tax season SO much easier for usread more

I've been a client of My Better Bookkeeping for almost 8 months and I couldn't be happier. As a…read morebusy mom and small business owner, I found the time to invest in my finances a struggle. As my business grew it became a bigger challenge. I hired My Better Bookkeeping and felt a sense of relief knowing my finances were being organized as tax season was approaching. I have saved not only hours but gained more time needed for my kids. Talan is not only trustworthy but a very hard worker and is there right when you need him. 10/10 recommend.

Dallo Law Group, APC

4.9

(37 reviews)

The Dallo group resolved my tax case! I knew about Mr.Dallo through another attorney and I couldn't…read morebe happier with the recommendation. Kevin was assigned to my case and he persevered until the end. My case was complicated but the team knew exactly what needed to be done and the outcome was well, a victory for me and my family. This is a very good group of people, from Mr.Dallo, to Kevin, JoeMarie, Joann. Thank God and thank the Dallo team. God bless

After years of searching for a reliable tax representative, Dallo Law Group came highly recommended…read moreto me. I spoke with Michael Dallo and he assured me he would be able to help with a resolution. The office has been so patient, courteous, knowledgeable and efficient. From the receptionist, Michael Dallo and Kevin Waldron, they worked diligently to get a long time on-going issue resolved. Wish there was more than a 5***** rating. So well deserved!

Back Office Support Solutions

4.0

(4 reviews)

Not a legit company. Run from an apartment in San Diego. Paid for services and not delivered…read moreafter 6 months. Do you homework and don't bother there are better real choices. She love to quote the contract.... that not a good sign when they have not done any work yet.

Running a business is hard. This is especially true for a law firm. I spend most of my effort on…read moreclient acquisition and performing legal services. I would be lost without the expertise that BOSS provides. Most of the services that BOSS provides would require education, experience, and acumen that I don't have the time to acquire. Boss allows me to run my business with efficiency and compliance that I could not accomplish on my own. Don't hesitate to call BOSS. You can't effectively run every aspect of your business alone.

Fortunate Fields

(40 reviews)

Dave helped me for several years with my taxes. Great advice each year and took away the headache…read morefrom me. He helped me with individual and my business taxes. Always calm, detailed, diligent and recommending the best for me. Much appreciated!

It's a bit sad when getting the great service I received from Fortunate Fields and Dave Yoshida was…read morea pleasant surprise rather than the norm. Any outfit dealing with customers should be striving to match the great customer service Dave and his team provide. I scheduled an appointment with Dave based on the prior Yelp reviews because I needed assistance on part of my personal income tax that was complicated. Dave's assistant greeted me at the door and asked if I'd like a refreshment. She put me right at ease despite my financial anxiety. Dave was friendly and patiently and clearly explained how my tax situation worked out and why certain parts of my income were taxable or not. He certainly knows his stuff about the US Tax Code, and he can navigate even the most complex of financial docs with ease. The final bill for his services was also a surprise, as it was much MUCH more reasonable than some of the bigger "box store" tax chains. I'm not at LIBERTY to say How & wheRe I found the competing prices, but they're the ones around the BLOCK. Regardless, Dave and Fortunate Fields were much more reasonably priced. If you need help figuring out your taxes, I would highly recommend Dave Yoshida and his team. I wanted to write this in part to let people know that the reviews ain't fake or bought; Fortunate Fields is the real thing!

Mission Hills Income Tax Services

(15 reviews)

These ladies know what they're doing. No nonsense here. Just proper paperwork. I love them.read more

Jasmine and Team are the ABSOLUTE BEST! We have been using them every year for over 12 years, and…read morewill never work with anyone else. Thank you, Jasmine, for always going above and beyond!

Bankers Hill Advisors

(2 reviews)

Greg is an extremely talented person with exceptional financial advise. He is a wonderful choice…read moreas an outsourced CFO for you business at a fraction of the investment.

As a growing business owner of 8 locations, I needed a CPA I can trust. On the first review of my…read moretaxes, Greg found a huge tax deduction that my existing accounting firm didn't find. I wholeheartedly recommend Bankers Hill Advisors if you are a growing business - from analyzing my financial statements to tax planning and advise, I enthusiastically recommend them.

Orlando CPA's & Associates

4.3

(12 reviews)

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.

AD Bookkeeping Services

(13 reviews)

I've worked with Amira for several years and she's been a huge help in keeping our books organized…read moreand accurate. Professional, reliable, and easy to work with. I'd highly recommend her to any small business owner out there!

I have been a gym owner for the past 7 years and tried to do the books myself, but it finally got…read moreto the point where I needed some help. I was referred to Amira and can not be happier! Amira was prompt in responding to me and answering my questions about how her services will help me out and get my books in order. She is very professional and I had no reservations opening up my books to her. After working with her everything is organized and has helped my bottom line by realizing exactly where all my money is going and coming up with a plan to maximum my earnings potential. In business it is important to know when to ask for help, and I am glad I finally contacted and hired Amira to take over the part of my business that I didnt know enough about truthfully didnt enjoy doing and now I can get back to focusing on the parts of my business I enjoy!

Taxlana

(185 reviews)

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

Lori A Riccardi, CPA Tax Firm

(36 reviews)

I can't say enough good things about Lori. We've been working with her for years for both our…read morebusiness and personal taxes, and she has been an absolute game changer. She helped me set up my business from the very beginning and has been a steady, reliable guide ever since. Lori is incredibly knowledgeable, but what really sets her apart is how available and approachable she is. No question ever feels "too small," and she has a way of explaining things clearly while instantly taking the stress out of the process. Yes, taxes are stressful by nature, but somehow, with Lori, they're not. I've referred countless friends and colleagues to her over the years, and she always delivers. Every. Single. Time. Beyond being an excellent CPA, Lori is just a genuinely kind, understanding, and trustworthy person. She's the kind of professional you feel lucky to have in your corner and honestly just a quality human being all around. If you're looking for a CPA you can truly rely on, Lori is it. Highly, highly recommend.

I recently experienced a troubling tax issue regarding my retirement plan and sought professional…read moreguidance. Based on her excellent reputation and positive reviews, I scheduled a consultation with Lori. I am exceptionally grateful for her assistance; she demonstrated deep technical expertise and provided a clear, straightforward resolution to my problem. Lori is a highly knowledgeable professional who instilled complete confidence throughout the process. I highly recommend her services.

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9 reviews that are not currently recommended

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John S.

3 years ago

Hoffman and Associates did very poor accounting. I had to hire a different book keeper and accountant, because they messed up my chart of accounts and did not proportion income correctly after I gave clear instructions. We also for 6 other errors from Hoffman. Also, there were multiple deductions not included that should have. When I tried to address the issues with them, multiple emails went unreturned. When meeting with Michael Hoffman, he constantly interrupts me and does not listen. Also, they are for sure not keeping up on new tax laws, which allows businesses to deduct state taxes from federal, which cost me over $6000. My new accountant quickly caught it, but I can not retroactively go back and get the credit. There is an old sayin, "You get what you pay for." Hoffman Accounting may be cheap, but did I ever pay for it on my taxes! They rush people through and do high volume with minimal attention to details. That is their business model. I cant remember the last time I left a negative review of a business, but I feel the obligation to warn people, so they do not have the same experience I did and lose money from working with them. read more

Serge L.

110

13 years ago

Just had my tax return done by Mike and he really knows his stuff! Last year I started my own business, so this was the first year of doing my taxes. To say I was nervous about doing my taxes goes without saying. Working with Mike really takes the tension out of the process since he is able to help you understand the in's and out's. Long story short, taxes are done, I'm still alive and yes I will be coming back to Hoffman & Associates for my personal and business financial planning! read more

Joan M.

9 years ago

My brothers and I were selling our parents' rental property after our mom passed away. During escrow, I was given a California State tax form to complete, and wasn't sure how to do so correctly. With a very short time frame to return the form, I called Hoffman & Associates to see if they could fit me in that day. Not only did they give me a same-day appointment, but Mike Hoffman completed the form quickly and at no charge! Mike and staff have earned my business from now on. read more

Dena M.

3 months ago

Hoffman and Associates is a highly competent, professional, and trustworthy firm. They have prepared my tax returns over the years, and their detail-oriented approach always results in a larger tax refund for me. Their open communication and efficient filing make choosing Hoffman and Associates a no-brainer when it comes to seeking professional tax advice, tax filing, and business record keeping. I will continue using them for years to come. read more

Lynda P.

13 years ago

Mike is the best in the business. He is always avalible for tax questions either by phone or in the office throughout the year. He is honorable and looks out for us and our future because he truly cares. Great doing business with him. He has been our family's go-to tax guy for 6 or 7 years now. I keep referring him to my friends. read more

John S.

3 years ago

Terrible customer service and rude. The "lady" that was going to help us set up payroll her name "T" took forever to email us back and we have been waiting for forms. Also, she is very rude, and they will charge you even when they don't do their work. Stay away from this company and use Paychex for your payroll. read more

Georgina F.

13 years ago

I had a very complicated tax year and Mr. Hoffman was able to put my mind at ease. He is very knowledgeable and competent and I highly recommend his services. It is a very warm and compassionate office and I am so glad I trusted my financial situation to him. read more

Kevo K.

112

5 years ago

I only wish I knew Hoffman & Associates way before, last years taxes I did with them, what an amazing service, great company great customer service great people, prices are so reasonable as well, definitely recommend you to give a try, you won't regret it, read more

L H.

124

6 years ago

I had some tax questions and they were really helpful!!

Hoffman & Associates - accountants - Updated July 2026

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