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Horizon Planning

4.2 (10 reviews)
Closed 10:00 am - 3:00 pm
Updated over 3 months ago

Services - Horizon Planning

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Recommended Reviews - Horizon Planning

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2 years ago

Very knowledgeable. The team are very responsive to your concerns! Highly recommend! If you need a professional tax person . Call them!

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6 years ago

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9 years ago

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Review Highlights - Horizon Planning

As a former economic and financial reporter for decades, I can honestly say that Horizon Planning is an enterprise you can count on for all your accounting and tax concerns.

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Fortunate Fields

Fortunate Fields

4.7
(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!

Orlando CPA's & Associates

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.

Horizon Planning - taxservices - Updated July 2026

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