After a fairly intense search for an tax specialist, I decided to go with Fred Karma at Financial…read moreAccounting Services. My wife had inherited stock from VP Bank in Liechtenstein up her mothers passing, and with the transfer process the "stepped up cost basis" upon her mothers death was not determinable due to a number of factors including a 5 year inheritance battle. Fred clearly knew how to handle the situation thus saving myselt and my wife a lot of worry. I highly recommend Fred Karma.

Fred and the entire team at Financial Accounting Services has been incredible to work with…read more Thorough, quick with excellent quality, prompt and secure communication and just a lovely team all around. Highly recommend!!

I can't say enough good things about Paul and his business!…read moreHe's provided countless assitance with my tax needs, saving me thousands of dollars, and most importantly days of headaches!

HORRIBLE. Do not use them for personal tax returns they will steal all of your money and bill you…read morefor doing nothing that free turbo tax couldn't do, horribly managed and I'd never do business again with them.

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

Called and Tuttle was able to give free advice about a simple but stressful situation over the…read morephone. He made this tax season a little better. Thanks for being a nice guy!

I've referred many clients to this firm and Josh handles my taxes. His trust and professionalism…read moreis second to none! He goes above and beyond to explain all the benefits of doing business with him. A few weeks ago, he helped explain the PPP debacle as I was trying to remember the requirements for submitting my proof for forgiveness. I was also able to maximize my deductions thanks to Josh, when others told me I couldn't.

Tax Advisors has been providing me tax services for numerous years. Very intelligent and savvy, and…read moreyou can tell they care. And very patient as well, taking the time to make sure all your questions are answered. I would recommend them to anyone.

Thank you Tax Advisors for a job well done! It's a good feeling doing business with a professional,…read moreon-time tax preparation firm that understands the changing tax codes and laws. Thanks again!

I have been going to Louis Tommasino for many years. He is knowledgeable, patient, kind and…read moregenerous with his time. He recently handled a mishap between the IRS and their questioning the validity of my car deduction. He told me he would be with me to the conclusion of this issue, and he was. Every step along the way, Louis answered my questions and interceded between me and the IRS. His tenacity coupled with great patience resulted in a favorable outcome. I have recommended Louis Tommasino and Associates to my friends.

Great service staff that promptly answered my question and were able to give me fast accurate…read moreservice. Very highly recommended and professional!

I've worked with many CPA firms over the past 30 years. LLME is the best!! Quick replies to my…read moremany questions. Overall amazing customer service. Very professional. Fairly priced. I look forward to doing business with them for years to come.

It's that tax time of year, so figured I'd take the opportunity to give a shout out to Ray…read moreGallagher, who's been incredible at helping us with our taxes since we first moved to San Diego, almost 20 years ago. Until then, I'd always done my taxes on my own, with the EZ form, made some simple calculations to figure out what refund I was owed. BUT, my first year after having a "real" job, I dutifully completed my EZ form, just to learn that I actually OWED money -- a LOT (to me) of money, especially considering that most my take-home pay was already going to pay student loans. So, a colleague recommended Ray to me, and he is incredible. We've been using him ever since for the last 18 years, and have always been very impressed and happy with him. He's laid-back, responsive, explains things well, and has always done a great job both at doing our taxes for the present year and planning our tax liability for the upcoming year. For the past two years, we have also used Ray for our business, and I absolutely agree w/ the prior reviewer that he is honest, diligent, super responsive, very knowledgable, and able to explain complicated tax concepts in a straight-forward way (multiple times, if necessary). Absolutely 100% recommend Ray Gallagher and Lavine Lofgren.

Absolutely do not waste your time here. I made an appointment in advance to have an IRS letter…read morereviewed. When I showed up, the only people who came to work that day were the two folks running the front desk (they were lovely and did their best to be helpful). Not a single tax professional showed up for work despite being scheduled and having appointments on the books. I sat around for 45 minutes while the ladies at the front desk called various employees who were scheduled and should have been at work including the man I had an appointment with. They scanned my paperwork to another office that was completely unhelpful and offered no guidance, advice, or information. I walked out an hour later with zero advice, zero support, and zero next steps. An hour of my life I will never get back.

Did the online service for taxes to save myself time this year. Not only are my taxes still not…read moredone a week later, but it's added much stress to my life during an already stressful time. I should have done them myself. I have simple taxes, I don't own property and don't have a business. I thought it would take them a few hours and save me time. Instead, the "tax pro" is making unnecessary assumptions about my situation. Instead of setting up a time to discuss in person or on the phone she is emailing me, which is completely ineffective and inefficient. HR block has lost me as a customer forever. Terrible quality. NO VALUE.

My partner and I created an LLC and dissolved it shortly afterward realizing we didn't need it. We…read morecollected no revenue, did no business, didn't employ anyone. A zero tax filing was all we needed. We sent our zero-tax filing to the FTB and after getting a bill with almost $700 in late fees we realized we sent the form with the wrong date - 2023 instead of 2024. We called San Diego, CPA to get some help on filing an amendment to this document. They tried to charge us $850 to file this amendment - an amendment we later realized involves changing a single number and checking the "amended return" box on our 568 Form. Inflation is bad but who knew five minutes of labor, printer ink, and postage cost so much! If my partner and I took the experts at San Diego, CPA at their word we would have wasted $850 for something we easily could do ourselves. Instead of trying to actually help us, San Diego, CPA tried to take advantage of our lack of domain knowledge and make a quick buck. San Diego, CPA caused both me and my partner considerable stress and I highly discourage people from conducting business with them.

Professional and amazing staff. Very helpful with everything they can! We have been using these…read moreguys for almost 1 year now and couldn't be happier. So glad we found them! Do yourself a favor and give Alex and his staff a try for all of your tax needs / professional business needs.

This bank sucks They are holding my funds because I tried to…read morebuy bitcoin Didn't know it was illegal to buy crypto with this bank (Morgan Stanley Bank) They froze my account They don't cooperate with ANY online apps for sending cash or crypto They suck!!! Don't open an account with them unless you want to be treated like a child

As we arrived, the young man in the reception area greeted us and offered us coffee…read more My husband had made an appointment to meet with Rufino. We came in together to go over how to better manage our investments and future investments. He was very informative and easy to work with. Good to know that other than doing investments online, dealing with their staff over the phone, we can come and deal with staff face to face.