I'm still dealing with headaches and mistakes made from my 2018 return that Eric and his associates…read moresubmitted for my company and I. Absolutely do not recommend.

Eric is an extremely knowledgeable and reliable accountant who understands CA tax law. He has…read morehelped with my business, personal, and non profit taxes. In all of these categories, Eric has shown expertise in his execution and communication. I highly recommend him to any business owner looking to have an all star accountant on their team. Eric and his team allow me to focus on my business growth and development, without worrying about all of the back end accounting.

I sold a property in 2019 and unfortunately I filed my own taxes for that tax year and did not…read moreclaim an exemption so the IRS was convinced that I owed them over $60,000. I sent them supporting documentation for months but the IRS refused to respond or acknowledge that the documents were ever received while I continued to get letters stating I now owed interest along with the original principal amount so I contacted Bill to help with this issue. He was able to get it resolved in a few months after showing proof that I did qualify for an exemption and filed an amended tax return. Today I owe the IRS absolutely nothing! This office is very professional and very responsive and I would highly recommend. (I also recommend not doing your own taxes once you become a home/ business lawyer.)

I hired Hartsock in the summer of 2021 to dissolve a small scorp. My consult with him was the cost…read morewould not exceed 5000 and no longer than 18 months. After 3 years I found that Hartsock never filed the paper work he agreed to do in 2021 and the cost had risen to close to 10K. All in all he did not get the corp dissolved as promised and today called me to say he is retiring this 9th of Feb 2025. Hee got paid double his proposal and did not complete the task. Many lies along the way and as of last week he told me there was only one more task to complete but he bailed. I am long distance so maybe he is better when someone is on his doorstep.

John Massey is the best CPA we've ever had service in over 50 years. Knowledgeable, client focused,…read moredetail oriented, excellent communication. We won't use anyone else.

We have been clients of John since we first started itemizing deductions about twenty years ago…read more Over the intervening years we have had multiple house re-fis and many complex situations arise, and John is the first person we look to for sound advice. He is able to boil complex situations down into understandable sound bytes without patronizing or oversimplifying, and never has led us astray in his advice. He's personable, efficient, and very easy to reach, even during tax season. John Massey is one of the reasons we don't dread having our taxes done.

For more than twenty years I had Teachers' Tax Service (White & Assoc) do my taxes... then left for…read moreabout 10 years to deal with a family situation. But I am back. And so glad they are still in business and I will even have the same preparer. I was always satisfied there, and it feels good to "go home." I tend to be a procrastinator, and what I most appreciate is that we make an appoint at the yearly meeting. If it needs to be changed, we do it. But bottom line is that they never allow me to miss the tax deadline. I went to two other local firms, but they would always file an extension, and sometimes my taxes were delayed for months. One year I missed it altogether, and had to backfile. No... I need a firm that gives me a friendly phone call while there's still plenty of time for me to get my act together. They are friendly, have been in business for at least 35 years, and I'm going back. YIPPEE! (And no... this is not a paid review. I just called them and have an appointment next week. YES!

Ralph has provided financial advice to my family for 20+ years; starting with Ralph's "California…read moreTeachers Tax Service" when my parents were college educators. He has always put the best interests of our family above his own financial interests. Ralph's associates are friendly, professional, knowledgeable, discrete, trustworthy, and efficient (with great attention to detail). Ralph's Team coordinates our financial issues with our CPA: Bonni Cogan.

Todd and his team are excellent! I can't say enough good things. About a year ago, I left a…read morebookkeeper who gave me a lot of trouble when I left him. Todd Helped me get everything back in order and did it quickly and efficiently. Since then, he has continued to be an excellent asset for my business. When I email him or text him, he almost immediately responds. He also make suggestions if he sees something within the bookkeeping that is out of the ordinary. To me, this kind of service is extremely important. I would highly recommend Books Balanced and Beyond to anyone!

Kat and her team has been critical to the growth of my company. They are my entire business…read moremanagement team. They take care of invoicing, payables, receivables, contracts insurance, taxes, employment etc. They are buttoned up and they communicate well.

We have had George Dall do our taxes for over 10 years. My husband has a small side business, so we…read moreneed help with all the 1099s and deductions. George is knowledgeable and up to date with all tax codes. He has people work with him during tax time, but George checks over everything. I really trust that we are getting the most deductions and that everything is by the book, so we don't have to worry about being audited. I can call and get advice from him throughout the year too - which is really nice. I just get everything ready and organized - write a big note and drop off my stuff. I feel for the amount of work they do, that the price is fair too.

2013 was the first year my husband and I decided to hire a tax professional. We needed to make a…read moresimple amendment to our 2012 taxes. Instead of the return we ended up paying the state over 1000 dollars because George filed the wrong form. After my employer garnished my wages (so embarassing) George offered to help. He blamed it on the FTB as if it were not his issue. He got us into the mess and then needed my power of attorney after the taxes hit the fan. There's no way I would give that to someone who I didn't trust. I don't recommend him to anyone- you are better off going to HR block.

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157