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.

If anyone is still using accountants for tax preparations...I seriously recommend Murray....he's…read moregreat! His legal background is especially helpful in clarifying new tax laws that can be rather confusing if you are not part of the IRS, or the law-maker detailing the policy. At any rate......he's friendly, savvy with your personal finances and has a New Yorker frame of mind....business oriented.... Good luck with the tax software....hope you get ALL the deductions you're entitled to!!

Murray was easy to work with and hassle-free. He seemed really knowledgeable. I will go to him…read moreagain next year.

My husband and I have used Randy for our taxes for the last three years, and are extremely grateful…read morefor his services. He is incredibly knowledgeable about all of the relevant issues with our taxes including self-employment, military out-of-state residency, child tax credits, etc. The process to submit all of your forms is very easy, and his turnaround time for filing is usually only a day or two. We are very pleased, and will be returning customers year after year.

I have been using Randy for over 10 years! The personal attention he puts into maximizing your…read morereturn and assuring in the most effective way that your filing is done accurately and in a timely manner is something hard to find and I found with ABC tax. Randy stays up to date with all the latest tax code changes and implements a plan each year on your specific need and circumstance. Since Covid in office has changed to remote online system but the responses and attention has changed zero keeping that personalized service intact even if it is remotely. I recommend Randy as "my tax guy" to anyone! Keep up the good work!

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!

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.

Paul Lim was like an angel from above. He's like a miracle worker. He, and Ray Bell as well, were…read moreunbelievably generous in their efforts dealing directly with our insurance company regarding a life insurance policy, of which we knew virtually nothing. The courtesy, patience and professional knowledge-ability of these two is mind boggling. They did not over-promise on results, and followed up as requested, without having to be reminded. And in the end, after months of negotiation, we could not be happier with the results. They deserve my utmost respect. I am confident others will be glad for having placed trust in Paul Lim or Ray Bell for their services. Dennis Ramm

I've been working with Darren Todd and Paul Lim at Todd financial for almost 10 years now. I…read morecontinue to be impressed by how much attention and time they provide me. They are extremely attentive. Listen to my concerns and explain everything very thoroughly. I would recommend them to anyone looking for a boutique type experience in this industry.

Great service I love Next Gen. I will continue to use in regards to financial planning. Need more…read moreinformation, then call them and they will give you their all and more. Love it love it.

Working with Steven and the Next Gen Financial team is such a worthwhile investment. I found Steven…read moreyears back and was drawn to his approach to financial planning and his commitment to listening to me and creating a plan that fits my goals and my lifestyle. I liked that he intended to be a lifetime resource for me, as I was under 30 at the time, and I am not good with long term financial planning beyond just saving as much money as possible. Steven helps you strategize with your money and make decisions that are right for you and your situation. Having this relationship brings so much peace of mind and I can't recommend Next Gen strongly enough.

Cally is so intentional about providing financial coaching support to communities for whom this…read moreservice is often inaccessible. She came alongside me to help me examine my early experiences with spending and saving, and this set a foundation to examine my current financial landscape and habits in a helpful and self-compassionate way. Cally's encouraging and non-judgmental approach, professional knowledge, and attention to detail (and spreadsheet skills) were exactly what I needed to help me take my next steps. I always looked forward to our calls and left each one feeling more confident and motivated than I felt going in. I cannot recommend Chillax Finance enough!

Working with Cally has been a transformative experience for my financial journey! From our very…read morefirst session, it was clear that she truly LISTENS and CARES about understanding my unique goals and challenges. She creates a comfortable and supportive environment, which made opening up about my finances much easier than I expected. She is GREAT to work with!

Stopped in while in the area. Located in the corner of this small strip mall. Small branch, super…read morefriendly tellers. Parking is a small lot.

Amazing customer service! We've been banking with MyPoint NP since they opened on 30th St. a few…read moreyear ago and we never had any issues. Keeping it local from now on. Thanks to Broc, Greg and the team at MyPoint NP. Appreciate yall! Fresh Yard!

I've been banking here nearly 10 years since first moving to San Diego. Overall this is a great…read morecredit union. After a miscommunication with Maria in the call center I was contacted by Jonathan Lane, the Assistant Manager at the Member service center He went above and beyond to make things right. He was great! I understand these things happen and I really appreciate him taking the time to resolve the issue. Thank you Jonathan!

Absolutely the worst digital services of any bank I've ever encountered…read more The new app and website are jokes and the transition to them was problematic, ridiculously overcomplicated (they did it in stages, so that some customers - not all - only SOME customers had to log in one way, and other customers another way, just dumb), and generally HORRIBLE. It's not that new anymore and still slow, glitchy, inefficient, and currently DOWN. Example: currently, the app is giving the eternal "wheel of death," (20 min now) and you can't even log into the website - on a Friday morning! The number of times they've been down for updates or bug fixes? COUNTLESS. Trying to get someone on the phone is also a painfully time consuming task. It seems a lot like they just went with the cheapest developer(s) for both of these vital tools, certainly not the most efficient. Maybe at some point they will understand that these savings will cost them in the long run. I'm looking for a new bank.

As a small business owner, I have been so impressed with Dimov Tax Specialists. From tax…read morepreparation and advisory services, to bookeeping support, they are very professional, prompt, and accurate. I've had many bad experiences with bookkeepers and tax preparares and I am confident now that I'm working with Dimov Tax Specialists that everything is being prepared accurately and in a way that will support the growth of my business. I can't recommend them enough for your bookkeeping needs. A great value!

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon