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.

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.

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!

Gary & company have been handling my taxes for over 40 years. I was lucky to find Gary about the…read moretime he was getting established, and I haven't looked for anyone else in 40+ years. Gary is extremely knowledgable, efficent, and knows the laws. I Highly recommend Hochman Torres.

I have used this firm for the last several years to prepare my tax returns. I have found them to be…read morevery knowledgeable and up-do-date on tax laws. They have been very quick to respond to my questions. I have received my tax returns in an expeditious manner and with very good instructions on what I need to do. I have had only positive interactions with this firm. Diana S.

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!

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