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    Recommended Reviews - IB CPA

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    3 years ago

    Ib cpa is great to work with, staff is friendly & helpful and provide a lot of insight for my business.

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    6 years ago

    Best accounting firm I've ever been with. Always there to answer questions and never late on any fillings.

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    4 years ago

    It has been a pleasure working with IB CPA! They make everything so easy for our business. I highly recommend.

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    4 years ago

    Always helpful and professional. We have been unsung their services for years. Highly recommend this CPA office.

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    4 years ago

    Great service from such a great staff. As a new client, they were very informative and I'm glad I chose them over all the other CPA firms.

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    6 years ago

    I have some tax questions and got expert opinions from them swiftly. Many thanks!

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    Marri was great at explaining everything he needed from my end, and quick to answer any questions I had.

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    Grigg Financial Group

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    IB CPA - accountants - Updated June 2026

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