amazing, intelligent, honest. and they do what they say. and not overpriced. what more could i ask…read morefor as a small biz owner i felt very taken care of.

Two years of tax prep. Efficient office. Responsive staff. Don't make me sit there making small…read moretalk while they do the calculations. Drop off. They call if they have questions. Taxes were completed ontime. Fees seemed fair. Will go back.

Professional expectations not met; significant communication lapses…read moreI am sharing my experience as a business owner of 20 years to provide a transparent look at the service provided by this firm. In my experience, Jeff is an excellent salesman who is very reassuring on the phone and tells you exactly what you want to hear regarding service levels. However, once the engagement began, I found that the actual performance did not match the initial promises; when it came time to execute the work and answer questions, he became effectively unreachable. My experience included the following: * Communication Gaps: Despite choosing their highest-tier service plan for its 48-hour communication policy, dozens of emails from my business partner and me went unacknowledged throughout the year. * Delayed Reporting & Financial Impact: I requested my books be finalized by mid-December to allow for year-end tax planning. Because this was not done, I was unable to make strategic business purchases before the year-end deadline, which resulted in a significant financial disadvantage for my company. * Filing Accuracy: Upon seeking a second opinion from another tax professional, I was advised that two deductions on my filed return were applied incorrectly. This has necessitated a formal amendment to my filing. * Unfinished Deliverables: Work on my books for the prior year did not substantively begin until after the calendar year had already ended, despite my repeated requests for completion throughout the fourth quarter. Based on my experience, I would caution other business owners that the responsiveness promised during the onboarding process may not reflect the reality of the day-to-day service.

We had a tax accountant for 30 years and he retired ; ( The new company that took over for him was…read morea complete mess. Tried to tell us all our taxes were done wrong and charge us all kinds of fees (including when we decided to leave them). We went on a search to find a new accountant and after interviewing A LOT of people, we found Jeff and his wonderful associates. This was only a few days before the taxes were due and they totally came through for us. They completed our business taxes as well as two sets of personal taxes. All went smoothly and we couldn't be happier with them. I highly recommend Jeff and the team.

I have worked with Christine and her staff for several years. I am leaving this review to say how…read moremuch integrity Christine has. Amazing company to work with and highly recommended.

I was referred to Christine by another CPA…read more I was being audited and only had 2 weeks to prepare. My poor bookkeeping, and lack of records made my situation difficult & stressful. Christine was able to prepare 18 months of financial statements from scratch and she also prepared a better accounting/record keeping system for me. If it had not been for Christines help i would still be losing sleep. Christine has earned my business and Yes, i will refer her to anyone needing bookkkeping services.

I have been very satisfied with the tax and accounting services provided by Ben Young, the…read moreprincipal accountant at Crosspoint. The work is done carefully, promptly and Ben is very easy to work with. He is registered to represent clients before the IRS which means that he can handle IRS matters without the necessity of his clients meeting directly with the agency. Ben keeps abreast of the latest tax rules and regs both federal and state and offers sound advice on compliance, tax optimization and future planning.

Excellent service, answers questions clearly and quickly, listens well. I am a very satisfied…read moreclient.

Get my taxes done here every year. Very helpful and organized. Staff is very nice and he is…read morereasonable. I've recommended other people to this business.

New location 475 aviation blvd- not wikiup…read more The first time Meeting Steve, he was professional, fun, and really smart, i left feeling way more educated then i ever have in 12 years of being self employed. Im starting to think ive been wasting my time&money these years and created bad habits, im looking forward to organizing my business the right way, this is how a cpa should be! Also he mentioned to check in throughout the year incase of any changes or to just prep For anything long before The year end- smart, my old Cpa didnt care to mention these things! Thank you Steve! Cant wait for the next visit.

Eddie Sandoval State Farm insurance Agency has jeopardized my daughter's home investment instead of…read moreprotecting it, but he gladly took her and her fiancé's money. My daughter and her fiancé recently just bought a house near Eddie Sandoval's State Farm Agency. This young couple were very thorough and had three inspections done including a specific roof inspection (also one done by the seller). Eddie Sandoval State Farm agency took their money for home insurance and neglected to ask if they had roof inspections. Instead they hired someone to drive by to inspect the roof without ever going on the roof. Just weeks after this young couple closed on their home, Eddie's agency said they will stop insuring their home in less than one month if they don't replace their roof, despite this couple having two professional and very recent inspections done; both indicating that the roof has year's of life left. Worse yet, when I spoke to Eddie and his agent, I found both completely in cya mode and lacking any empathy or willingness to even give them more time to sort things out. I have never seen any company treat a paying customer so badly. Shocking. They told me they don't have the authority to help, yet when I called state farm corporate, they told me that the local agency has the most power.

Seems Eddie doesn't read his return mail. And after 2 steady years of asking him to stop mailing…read morebogus and overpriced insurance rates to my home (with someone else's name on the correspondence), he continues to send the same information I've asked him to stop mailing.

Our accountant was retiring so we searched the web and found most all the good ones are not taking…read moreon new clients so we settled with Priscilla Eckhardt with L H Harris CPA because of 3 good review but found out after this was from the last owners clients before Pricilla took over the company. after our interview with Priscilla and her stating that our company would be no problem for her we decided to try her. Priscilla requested everything she needed to get a 4 month profit & loss done that was needed for our liability audit coming up. We supplied her immediately with everything she asked for and also six years of our P&L history so she can see what was being deducted in the passed and had this info to check her work to see if she has everything down. after over a month I contacted Priscilla to check in. I had to call several time to get a hold of her as she is always on the phone or to busy to take you call or answer emails. Another month passed with no contact so I contact her again and she tells me the P&L is complete but need to go threw someone else to check it. OK almost a month later I call over and over again until I get a hold of Priscilla and she tells me its complete and to come pick it up.. you would think she would of call ME but that it is obviously how she runs her business. When we finally received the P&L it had nothing on it! Priscilla has $270.00 down TOTAL for ALL our utilities for 4 months. power. water, gas. We are a manufacturing company and 2 days of power alone is over $200.00. Priscilla had no C.C. charges deducted that the company charged everything to, no gas or insurance for the company vehicles deducted, no liability insurance deducted. No lease payment for 4 month was deducted. Nothing! it was like Priscilla had no clue what she was doing! Priscilla was also told ALL our sales are online from Amazon, Etsy, Ebay etc. and not one fee from any of these sites are deducted. These are basic right offs that Priscilla could not get right that anyone that knows taxes would of known right away that these are missing and this also went threw someone else to view according to Priscilla! I contacted Priscilla regarding all her mistakes that we paid her for and she had nothing to say. Not even sorry. Priscilla took no responsibility for her mistakes and left it as it was and did not try to fix anything. We also told her she had no depreciation schedule down for over 200K of equipment that she had the list for that the incorporation purchased years ago. Priscilla reasoning for not including these deductions in our P&L was because the incorporation purchased the equipment used and we would need to go find ALL the passed Owners of the equipment we purchased used and see if any of the passed owners had a business and already wrote them off before she would give us the deductions even if we had to go back 25 years Priscilla said. And if we found that someone did wrote it off that we could not use it because they did. This was the most ridiculous thing I have ever heard in the 25 year in business. Odiously after this remark from Priscilla we left running and never looked back! our new professional accountant could not use ANYTHING that we paid for and supplied by LH Harris CPA or Priscilla. We projected in less then 3 yrs we would of been bankrupt and out of business if we stayed with Priscilla and her accounting skills. Priscilla seemed more in helping the IRS then saving her clients on basic right offs. We would not recommend this company.

We started w/ Larry over 12 years ago for both business & personal accounting & he & his team are…read moreremarkable. I now work w/ Kathy for all business accounting & she is a pleasure, quick to respond & never makes me feel stupid given that math has never 'taken' to my brain. We had an audit nightmare a few years ago & Larry fought long & hard for almost a year on our behalf, all the way to appeals in SF. Because of his knowledge, finesse & diligence it ultimately worked out in our favor. We are convinced that without him in our corner, we would have had a very different result. Taxes are stressful enough but we now rest easy knowing that we are fully prepared should another audit find us.

I was in dire need of Quickbooks assistance. After calling various companies, with little or no…read moreluck, I received a recommendation for David at Eagle Bookkeeping. I cannot tell you what a God sent he's been. He called me back immediately, and we scheduled an appointment for the latter part of the week. I found him to be knowledgable, reliable, and is easy to work with (which makes it fun). I knew little about how to troubleshoot Quickbooks, and David is a pro! His rates are reasonable and you truly get more than your money's worth. I highly recommend him for any Quickbooks needs. He's outstanding! For more information, here's his website: www.eaglebookkeeping.com

Dave was extremely responsive and helpful... and even patient with some of my basic questions! As…read morea new business owner, the help I received from David really put me at ease with accounting and bookkeeping!