Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

I've been working with Niki at Forest Accounting and Tax for the past two years, and I can honestly…read moresay she has been a game changer for me and my business. From day one, she came in and got everything completely organized, which took a huge weight off my shoulders. Niki is incredibly knowledgeable and always stays on top of what needs to be done. She doesn't just handle the numbers--she actually guides you, keeps you informed, and makes sure you're always a step ahead. She takes care of my business and makes sure I'm always compliant, which gives me a ton of peace of mind. Anytime I have questions, she's quick to respond and explains everything in a way that's easy to understand. What I appreciate most is how much easier she's made my life. Running a business is already a lot, and having someone I can fully trust with my accounting and taxes takes a huge burden off my plate. If you're looking for someone reliable, professional, and truly invested in helping you succeed, I highly recommend Niki at Forest Accounting and Tax. She's the real deal. She's not only affordable but plays a huge role in my success

I've been with Niki for 7 years and at this point I wouldn't let anyone else touch my taxes or…read morepayroll. She knows her stuff inside and out and somehow always has the answer to every question I throw at her. She makes business numbers and taxes way less scary and is genuinely someone you can trust (which is huge). Her team is also amazing, they are super kind, helpful, and on top of everything. I recommend her to everyone I know because I know they'll be taken care of. If you're looking for a tax pro who actually has your back, stop searching - this is your person!

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Stephanie and her team are amazing! They have all been such a great help guiding me through…read moreeverything needed to get my business up and running. Highly recommend!

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

If you have not used this company to do your taxes, fix any issues with the IRS, help with your new…read morebusiness, or look over your financial investments, DO IT! The front office ladies are lovely and always keep you informed and email you any forms you need to fill out ASAP. The CPA, Barry Peters, is very knowledgeable and also a kind and thorough CPA. If you work on a 1099 he is amazing in dealing with your all your deductions and write offs. I referred a friend, and he literally saved them from financial turmoil!! Don't use turbo tax, H&R Block, or your local Joe Schmoe. Use Premier Tax and Finance...trust me you won't regret it!!

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Her assistant promised me a free consultation to do my taxes and said she would call with an…read moreappointment time. Never heard from her again and that was a month and a half ago.

I hired Winter Pine last minute for taxes after having felt my last accountant seemed to just go…read morethru the motions. I had the opposite experience with Murad. From my first inquiry to filing, he was prompt, professional, but most important, proactive. He asked for clarification on things, discussed ways to get my wife and I a better return. And in the end, he came thru. Rare find nowadays, and highly recommend.

Ultimately didn't go with a tax professional - but really appreciated the quick response and…read moreback-and-forth on email to get a few questions answered while determining next steps. Quick to respond to questions and very-Yelp friendly. If in the future we need a pro, we'll be going here. Thank you!

They're as good as it gets and better! I've been with them…read moresince 2004 and I've stayed with them even after moving out of state. Besides them being an amazing company, I also consider John Elhai to be a personal friend. He always shoots me straight, even when the news isn't great, but he always has an action plan and resources to share to turn my negatives into positives. Here's to another 18 years of service! Thank you! Scott Little

I had been with MOTA for many years but left after my 2024 returns were completed. They did both a…read morebusiness return and a personal return. They are very pleasant people, but not easy to deal with. Additionally, they are expensive. They charged me $140 to produce a single 1099-MISC, that I supplied all information for! Their new system and their demands became too difficult to deal with. Their questions seemed like audit questions rather than tax questions. And questions they should've asked about my taxes, they NEVER asked. They assume you know what should be submitted to them, and don't ask you any questions about what wasn't submitted. For example, in 2024 with the Mountain Fire in my neighborhood they should've asked about catastrophic losses. They know my address and know I live in the middle of many houses that were burned to the ground. They should've asked but never did. Fortunately, the question was asked for my 2025 return. Lack of competence or lack of leadership? Not sure which, but glad I switched.

We had Lauren for many years and she was always very responsive, knowledgeable, pleasant, and…read moreprofessional. When she decided to retire, we were a little leery at first continuing with Privity, but after meeting with them, any uneasy feeling for this important service were put to rest! They answered all our questions, were knowledgeable, pleasant and responsive, and professional in their approach. The IRS - not Privity - made an error and Stephanie was right on top of it and got the matter resolved expeditiously. We highly recommend Privity CPA and look forward to many years with them!

We spent several years as clients there. The communication was never strong and we would typically…read morebe waiting on the team to get back to us. They would tell us they were swamped and so they needed to file an extension on our behalf. We trusted them to do this. And then some of our questions, we had to follow up several times with them. We felt quite disregarded. We decided to move onto a new firm this year and now a year later they keep sending us bills - for the questions they answered for us (during the time when we were clients) and an extension they filed for us (when we were clients). We ended up paying them but we would NEVER use them again. NEVER.