This guy can help you with any legitimate task and if he cannot he will find someone that can. Also…read moregifts 10% to local charities and offers a senior discount of 10%.

Sharp. Patient. Extremely knowledgeable about both bookkeeping and accounting. And obviously…read moreQuickBooks online. I've never met Tammy in person but our virtual sessions are great.

After being with my Tax guy for over 30 years, I moved to M&J and it was a great experience!…read more Appt.s were timely & efficient and Angelica took great care of my "complex" Tax return. I felt she was an expert and asked the right questions. She had my return done in time as planned and without 1 single issue! Great service! Highly recommended!

Mike Clark is my tax preparer starting 2025 and I plan to remain a client for many years to come…read more The one prior needed to be replaced after 1-year, before that I was with someone for 15-years (retired) and I plan to stay with M&J. Give them a try. Mike listened, helped, gave great advice, prepared on time and at great value. Staff here is professional, friendly, and patient. I'm so happy that I found them.

My husband and I have had careers totalling one-half-century-plus on Wall Street--respectively in…read moreM&A and trading--and have worked with most of the big-name accounting firms in the United States and internationally. Having moved West from New York several years ago, we now work with Kelli Cox and her team on substantially all of our personal, corporate, LLC, and 501(c)(3) returns; our son also works with Kelli on his own personal returns. Our singular regret in working with Kelli now is that we didn't move our accounting business to her decades ago. Kelli is an accounting wizard and magician, cost-effective, charming and kind. Six thumbs up.

Incompetence and unprofessionalism are taken to a new level. Despite having an appointment in…read moreearly February to prepare my taxes, they had to file an extension. Even though they had not completed my taxes, they sent me a bill and charged late fees although my taxes had yet to be filed. I called several times and sent several messages, none of which I received a response. When I made an appointment, they did not honor the time and when I finally reached a human, I was not connected to my CPA but with an assistant who could not answer my question. And, of course, they never got back to me with an answer to my question. Not cheap, not professional, and grossly incompetent.

I was looking for a new accountant after my old CPA for a decade retired. I reached out 3 local…read moreaccountants and decided to file 2020 tax return with Jordan. Not only he has been very prompt and responsive with the procedures, but also Jordan was very helpful to get any possible deductions that could be applied. His rate is very reasonable for his service and experiences. If you are looking for a new accountant, do not hesitate!!! He is the guy.

Jorden is hands-on and it's nice to be with someone local vs big-box! I feel well taken care of…read more Shop small!!!

Michelle was great to work with. She was very professional and knowledgeable. As first time home…read morebuyers, she walked us through a giant stack of paperwork with patience and a great sense of humor. Added bonus was she came to us which was highly convenient. Would recommend Michelle for any of your notary needs with no hesitation!

I'm proud to say that I had the pleasure to work with Michelle through my signing service, Sign N…read moreSeal It and she did a superb job. Michelle is very detail oriented and takes pride in her work. She handled herself with pure professionalism and the documents I received were immaculate. Michelle is a skillful loan signing agent/notary who really knows the profession. I would highly recommend her to others for their notary needs because for me, she's my first choice in the Palm Springs area. Thank you, again!

Lida has been handling my bookkeeping for years. She's always on top of things and gets the job…read moredone. I highly recommend her for entrepreneurs like myself. Having someone handle your books is one less worry for me. Thank you Lida for your hard work!

From the owner: Daily Business Operating Account Activities, Payroll, Business Management, A/R and A/P, Entity Set…read moreUp and Consultation. For more info, visit Website at WWW.LidaPaukert.com Serving Clients in Greater Los Angeles, Orange County, Riverside & Desert Cities, California

Steve has been a breath of fresh air! He is patient and knowledgeable for those customers that have…read moreabsolutely no clue about the accounting aspect of their business. I'm very happy with all of his help.

Have been a client of Tim Taylor for several years. There was an issue with one of my Schwab…read morepositions in 2024. I received a note from Schawb saying my 1099 Composite form for 2024 won't be issued due to the lack of taxable activity. Based on that information Tim finalized my taxes and submitted to IRS. A few weeks later Schwab changed its position and issued 1099 form. I immediately contacted Tim and submitted the form to him, and asked him to include it in my returns and amend my taxes if needed. His response: "This is nothing to worry about. Not a big deal at all so don't lose any sleep over it Sir. Have a great evening!" 6 months ago I got contacted by IRS saying I owe them taxes plus interest on that 1099 Schwab form that Tim apparently neglected to look at and submit. I contacted Tim and provided all details and background information saying it looked like IRS was correct and asked for his assistance to deal with IRS as my CPA who submitted the taxes for that year. After several days of no response to my emails and voice mails, I finally got Tim on the phone. He was rude and aggressive, as it goes with people who know they had been negligent and at fault, and told me he wouldn't help me. He said that he "Didn't need me as a client, and didn't need my business". How would you like to hear that rude statement? He said his CPA firm had plenty of clients, and if I needed some help, they had another CPA firm down the corridor looking for clients. I said that I hired him and his firm not because my taxes were complicated, but because I wanted him to step in and deal with IRS in case there are any issues. And as it happened, there was an issue because a tax form was neglected to be submitted by his firm. His response: "They won't drag you to Gulag for that". When I told him he crossed the line with his "joke", he realized he went too far and offered me a refund for his 2024 tax preparation fee, which even didn't cover the interest IRS levied on additional taxes I owed them due to Tim's gross professional negligence. I finally settled my IRS issue on my own. If I say it wasn't pleasant or not stressful, it would be an understatement. I was shocked at how Tim Taylor handled my IRS tax issue that he himself created due to his professional negligence. I see that his CPA firm has many good reviews. And my case could be regarded as an exception? Perhaps his clients haven't run into similar issues yet? I definitely would stay away from Tim Taylor and would not count on his help if you run into any issues with IRS. Especially if he turns out to be the cause of that issue. I will follow up with California Board of Accountancy and will look into other ways to make sure Tim Taylor and his firm adhere to practices and client policies expected of a CPA firm.

Overall bad experience working with this accountant, and his office. Unreliable, disorganized, over…read morepriced and they will do you more harm than good. If you rely on them to do your taxes, they'll end up costing you money due to their shortcomings, and worst of all, they'll lie to your face and won't hold themselves accountable when they screw you over. I'd avoid this accountant, you'll surely regret it like I have if you work with them.

I've been coming here since I started doing my taxes and although the experience is great. I'm…read morenever seen on the time I scheduled my appt for. I always have to sit and wait for over an hour to be seen, even though I called weeks in advanced to book an appointment. It's completely frustrating.

Do yourself a big favor and hire Art to help make your business idea come to life. He has the…read moreknowledge and experience to help you succeed no matter how big or small your company is.

I'm an owner of a local pool company and I called art to help me with my business I was struggling…read morewith my contractors license, converting from a C Corp to an S corp, DBA, taxes he was also very patient and listened to what I had to say the free consultation was more than perfect I had to get the membership so we can sit down once a month to strategize business goals keeping my company moving forward in the right direction art was also partnered up with a tax firm and was able to get an extension filed for me I now have art taking care of my bookkeeping let's just say things are running as they should now and if you have a business you need art on your side this guy will give you the time of the day that you deserve and treat you and your business with the highest level of respect and knowledge thanks art