FACT Advisors and JP ~ A winning combination to say the least. I've been searching for top level…read moreCPA's for a while and JP & FACT Advisors hit the mark! Highly efficient, thorough and stays on top of everything. Their systems they have in place ensure there are no chances for anything to be left to chance. If you're looking for a CPA partnership, look no further! Thanks JP! Looking forward to the successful partnership

Seriously can't recommend FACT ADVISORS enough! They handled my taxes this year and got me WAYYY…read moremore back from the IRS than I was expecting. The whole process was super fast, super easy, and the communication was great the entire time. I never felt confused or left hanging--everything was handled quickly and professionally. This is coming from someone who works in finances and came from the chain H&R Block. If you want your taxes done right (and want the biggest return possible), definitely hit them up!

Kevin provided outstanding tax consultation for my tax return. I had a very complicated year with…read morethe birth of a child, the start of a new business, and multiple income streams. Kevin took the time to explain the entire process and ensure me that we were doing it all by the book while still maximizing our return. Thank you and looking forward to a lasting relationship for tax solutions.

Most reasonable prices. Quick responses, helpful advice. Kevin is very on top of getting these…read morereturns done and with any questions.

I have the best tax advisor ever. Christina stays up to date with all the latest California tax…read morelaws and continues to expand her knowledge through ongoing education, she is truly a valuable gem. Each year that I have filed both personal and business taxes, she goes above and beyond to make sure everything is filed correctly while also maximizing my return as much as possible. You can tell she puts her whole heart into her business, which is so important to me when choosing a small business to support. She does get busy during tax season, so I recommend booking with her as soon as you have your W2s or 1099s ready. I highly recommend & will continue to refer her to my family and friends. Five stars every time!

Highly recommend. Thank you for helping with all my tax needs and making the process effortless for…read moreme. She has been doing my taxes for almost 10 years and I am so glad to have your help. Also thank you for helping me each time I'm transitioning to a new job so I know how to fill out the forms so that when tax season comes around nothing is out of place. Truly appreciate all the help

Old reviews were from when Cort was the owner. New owner / new CPA bought this firm in late 2019…read moreand I think Cort stayed on for a bit after to help transition and I think that transition is over now - sadly, the new person is tanking the firm due to incompetence. They offered me money given I sign a release to not say anything... I wonder how many times something like that has happened. Here is what happened to me this year... I brought what I thought was a mistake to Azada, and they assured me that no mistake had been made. After having another firm correct the mistake, they told me "We didn't know the accounting law, so how can you hold us liable for ignorance?" - Well, Michael, that is exactly what I pay you for - for your knowledge, and to literally know the accounting rules... They had me paying over $5,000 when I was due a refund. This error has caused me a lot of time and money (however, had I not corrected the error Michael T would have had me pay a MUCH greater sum to the IRS - which is interesting, because this is the first CPA that I've met which prefers paying a higher amount to the IRS. Why? Probably because if they have you overpay it limits their liability (while if you underpay they may be liable for it. To me knowledge, if a CPA makes a mistake while being presented the correct information, they may be liable for the tax difference. However, this CPA goes the opposite direction and has you pay more which then eliminates much of their liability! - how ridiculous. This is a person who bought a CPA firm rather than building it up themselves - and I can see why. Here is a part of an email which I sent Michael T. "Here is how I see things... 1) I hired you to be my CPA. 2) I told you I thought it was incorrect. You assured me multiple times it was correct. 3) You showed I owed over $5,000. 4) I sought a second opinion. Second opinion said you did things wrong. 5) After I told you I had hired someone else because your way was incorrect, you stood by your original tax preparation stating that you were still correct. 6) After showing you the new preparers return, we had a phone call. On this phone call, you said you shouldn't be held responsible because you did not know the tax law. To me, ignorance is not an excuse, and you should say "I apologize, I was wrong, and due to my error and the fact that you've been a client for over 10 years, and now the knowledge I have gained which will help me in my practice, I will gladly send you a check for the amendment troubles". But instead, you insisted you shouldn't be held responsible due to ignorance. I just don't think that is right... 7) Then, after stating you would get back to me tomorrow (on the call), then early next week (in the email), I emailed you on that Friday to say 'hey, where are we at?', and that email went ignored. I then sent another email which became a bit more aggressive because your resolutions have been lackluster at best. 8) Now, you ask if $509 is acceptable. It is not. You filed a return on my behalf that would have had me pay 10x that amount, and then continued to state that that amount was correct." I asked them to pay the amount I was charged to have the mistake corrected. Well, at first I asked them to split the amount but they hemmed and hawed for a long time and never even agreed to that. Due to it being a mistake and needing to file amendments which is not easy and requires more work than being filed correctly in the first place, it was not cheap! He refused to work with me on this amount and stood by his statement that being ignorant of tax law should excuse him from it. This new guy is awful.

Mike is a fabulous CPA!! I would recommend him to anyone needing the assistance of a CPA!! He and…read morehis staff are very knowledgeable, helpful and friendly!!

Mr Ken Ashworth took the time to talk to me about my concerns and was very personable. He gave me…read morean excellent referral to a real estate specialist. Will definitely retain him in the future regarding estate planning.

Talk about a comfortable environment to handle personal business! Mr Ken R Ashworth I find to be…read more very Professional, courteous and very attentive when it comes to handling my " irrevocable trust"! Marine who was in attendance also gave expert assistance and was very pleasant and polite! The great thing about this office is that you feel like part of the family when you first walk in. As a Veteran I wasn't surprised on how they treated me the entire consultation. I wholeheartedly recommend this Firm to handle all your tax or personal private needs. I'm really happy I found their office and I'll continue to use their services! Thanks Ken & Marine PS their in suite #350 3rd floor.

Price was fair, took great care of us, and was very thorough. Recommended to my family and they…read morewere happy as well. Will definitely be a return customer.

Devin has always been reliable, trustworthy, and super helpful at one of the most stressful times…read moreof the year! So glad to have him in my corner now for multiple years.

I was recommended to Devin a few years ago and I can honestly say he's been a great help to me. He…read moretook my small little side hustle and has transformed it into an LLC that is working for me and my tax situation. But if I'm being honest with you, the one thing that sold me on him was when I called him recently to get my taxes done he remembered that I had surgery late last year and before we even talked business, he caught up with me and asked me about my health and chit chatted with me, and that meant a lot to me most other people in his industry would've just wanted the figures and paperwork if I'm being honest.

Alexander Lopez de Dollar Symphony Group 100% recomendado! Ya van 2 años y todo perfecto.read more

Not reliable, we were cheated out of our income tax. My wife got transcript from IRS stating that…read moreshe was gonna get $5500 after correction from IRS The original estimate from tax person was $6200. Then she said irs was gonna take deduction of $1100 which sounded fishy. But the transcript showed only $600 only so where did the rest go. We tried calling tax lady that did pour paper work but no reply. They only charge $100.00 prepare yours forms. But rip you off with hiddens fees seems . Plus they direct deposit the money into their account first. Theres the red flag. So where is the $400 dollars we lost. She still hasnt return our call. Malbys is the one that did our taxes. This is the first time with and the lastime lesson learned. Plus bbb has no record of them