Fantastic firm for taxes. Can handle even the most complicated returns!…read more Janet is awesome with great experience.

I previously left a negative review about JL Wennes, but after further experience I realized my…read moreconcerns were due to miscommunication and, honestly, my own lack of knowledge. After a bit of fussing I was able to secure an in-person meeting. Since then, my taxes were promptly handled, and the accountant was extremely competent. I left the meeting not only satisfied, but also impressed by the amount of money JL Wennes was able to save me. That outcome compelled me to return here and update my review. If, like me, you find taxes overwhelming and want someone to walk you through every step, JL Wennes may not be the perfect fit. However, they are highly competent, and once you get up to speed with their process, the value is absolutely worthwhile. I now plan to remain with JL Wennes for many years to come. Not because they apologized or begged me to, they did not, but because they are highly competent and I want to save money on my taxes. I believe at the end of the day this is the single metric people use to measure the performance of their CPA and thus my prior review would be misleading.

Larissa has been doing my taxes for years. Having a small, it is so importan to have a cpa who…read moreknows what they're doing.

I prepare my personal and business taxes with Taxation and Accounting. I am also consulting in my…read morequarterly bookkeeping services with Larisa, so we can have a better understanding of how correct bookkeeping services work on tax preparation at the end of the year. Recommend for everyone

Friendly and knowledgeable. I recommend Rita Kettl to all my friends in North San Diego County.read more

I have been using Rita as my CPA for over 10 years. She's quick, reliable and I trust her…read morewholeheartedly! Her staff are professional, responsive and very helpful.

Lee Covell and his staff have taken care of our complicated taxes for the last six years. They are…read morealways up to date on the latest laws and exemptions, and have handled our complicated self-employment issues with patience and expertise. On time, reliable, and knowledgeable, I absolutely trust this team, and have several family members and friends who are also grateful for their service.

I've been with Lee for over 10 years, he has become more than just our "tax guy" he's a friend you…read morecan ask questions to anytime. If you're reading this more than likely you're looking for help, Just give Covell, Jani & Pasch a call, you will not regret it. I can't speak well enough about 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!

The question what could improve? Mr Milikowsky could return a call, or make a scheduled promised…read morecall back. He did neither, he just left us hanging. He did help with filing an injured spouse request with IRS but failed to complete the main objective he was hired to do. He didn't bother to let us know he had quit working on our behalf. His office did promptly bill each month.

John was very helpful in providing excellent advice for our audit. He was an outstanding resource,…read moreand though we ended up not needing his services at this stage. l will be reaching out in the future.

I am a repeat customer of Chris' & highly recommend! He's knowledgeable, very helpful in explaining…read morethings, & gives a personalized touch you didn't know you needed when getting your taxes done. He's fast & also thorough at the same time! Highly recommend to friends & family!

I've been working with PM Tax and Financial for four years now. The staff is great, the office is…read morenice, and the service is outstanding. Paige Castner has been handling my tax returns and is doing a fantastic job. I also manage a not-for-profit basketball league, and she does that return for me as well. I also had her do my daughter's return, and again I am thrilled with the service. She meets with you in the office, takes care of all the details, and sends you a very professional tax return. It's fast, accurate, and professionally done. She's also a very pleasant to talk to. I would highly recommend her and her team to anyone who needs tax preparation or accounting services.

Excellent service; great advice! We have been using PM Tax services for years and have gotten…read moregreat service and hospitality. Deborah Greenberg is an exceptional accountant and we consider her our friend. We have not had a problem/issue with IRS and we feel that we are in good hands with Deborah.