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    Kruze Consulting

    4.2 (5 reviews)
    Open 8:00 am - 8:00 pm

    Services - Kruze Consulting

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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     Joffe Tax Advisors

    Joffe Tax Advisors

    4.7
    (128 reviews)

    Every year, tax season turns into a full-blown family group chat meltdown. My parents aren't…read moretech-savvy, patience is not in their vocabulary, and with my mom's disability, the whole process becomes overwhelming fast. So naturally, everything gets shipped off to me like I'm some kind of IRS whisperer. This year though? GAME. CHANGER. From the moment I called, Yvonne answered like a ray of calm sunshine, friendly, patient, and not at all phased by my "help, I'm doing my parents' taxes and I need adult supervision" energy. Then Liz followed up like the organized queen she is, making sure I had every document lined up (honestly, better than I've ever had my life together). And then... Andrea. The CEO herself. ICONIC. Not only did she walk me through everything like a pro, she broke things down in a way that didn't make me feel like I needed a finance degree to understand it. We talked strategy, future planning, and somehow--SOMEHOW--she got my parents the biggest return they've ever had. I'm still not over it. What used to be the most stressful time of year turned into one of the easiest, smoothest experiences ever. My parents are happy, I'm stress-free, and we've officially become those people who won't shut up about their tax office. 10/10. Would trust them with my sanity again.

    Andrea has been helping me with my taxes for years now. She's super communicative, and made this…read morehuge stressful time a breeze. I no longer fear tax season every year--her help takes a huge weight off my back! Thank you!!!!

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    4.8
    (226 reviews)

    Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

    I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

    Kruze Consulting - taxservices - Updated August 2026

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