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!!

Regina at Regal Tax Law Group handled a complex California FTB matter for my LLC including multiple…read moretax years. Start to finish she was transparent about the path, precise on the details, and drove the case to resolution. She personally went to the FTB in person multiple times to get it done. Every email was clear and forward-moving. She was straightforward with a plan and executing it. If you're dealing with any tax matter, hire Regina. She's excellent at what she does. - Marlon Brand

Regina returned my call within an hour was able to answer my tax question in five minutes over the…read morephone. I offered to pay her something for her time and she wouldn't accept it. Highly recommend her law group, totally legit.

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.

She is beyong caring and professional her voice puts you at ease with such knowledge in all areas…read morewith the highest standards of ethical practices We would never trust anyone else.

Veronica is amazing. She provided great service for my taxes this year. Not only that she is very…read moreknowledgeable in many different aspects of taxes. I'm glad I found her and will continue to utilize her services. Plus I could tell how much she really cares about her clients.

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 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.

My reviews keep getting removed but it encourages me to keep posting that my experience was…read morehorrible. My guess is this review will be removed like all the others I have posted. The owner also likes to threaten lawsuits over bad reviews. I'll give him a 2 star for the effort but not for the service.

I can't express enough how great of a service Daniel gave to me when it came to filing taxes. I…read morecame to him because of the outstanding reviews he had on yelp and he did not disappoint at all. Daniel treated me with respect, took the time to really talk to me about my deductions, and was just an overall friendly individual to chat with. Communication could not have been more smooth and fast. He has a tremendous amount of knowledge when it comes to maximizing your deductions and getting you squared away. I know I learned a lot from him. I highly recommend him to any individual who is looking for a reliable CPA that truly loves what he does!

Hinal is the best. I hadn't done my own taxes in two decades and didn't know where to turn. I found…read moregreat reviews on YELP about Hinal and her services. She was easy to work with and her client portal was easy to navigate. Her communication was clear and timely. Her rate was fair and I appreciated the extra work she did for me. I highly recommend her and will be happy to trust her again next year.

My wife and I were seeking a tax preparer that we could build a relationship with for now and the…read morefuture. We feel incredibly fortunate to have found Hinal. Hinal is everything we were hoping for: (1) she is responsive, communicative, and friendly, (2) she understands all tax and income scenarios (stock, settlements, write-offs, etc), (3) she has technology and software available to work quickly and remotely (we met her via video), (4) she has incredible turnaround, which made the process so much smoother. We can confidently, HIGHLY recommend Hinal. We've had good, bad and worse for tax preparers in the past. Hinal is exceptional and we will continue to work with her for the future!

I cannot recommend Tulsi enough! Filing my taxes has always felt overwhelming to me, but Tulsi made…read morethe entire process feel very organized, clear, and stress free. If you're looking for someone who is knowledgeable, trustworthy, and makes tax season much easier, Tulsi Tax Solutions is for you. I'll definitely be coming back every year!

I recently hired Tulsi Tax Solutions to prepare a somewhat complicated past due return for my…read moredeceased fathers estate. I had been putting the task off unfortunately, because I didn't know where to start, having zero experience with anything other than my own personal income tax returns. I received letters from the IRS and the State, however, asking for the returns, and it was only going to get more expensive if I put it off! Tulsi completely understood my situation and was able to prepare the returns for me with a very quick turnaround time, which I much appreciated. I also had a ton of questions, and since my Dad had past away several years earlier, did not have all the necessary backup paperwork that someone would normally have. Tulsi was able to 'think outside the box' to get the returns completed for me. She is knowledgable, reasonably priced, honest, and her years of experience shows. Thank you, Tulsi, for helping me during this stressful time! I would highly recommend Tulsi Tax Solutions to anyone needing tax help!