I've been a client for over 20 years. John and the team have been amazing. The support and advice…read morehas really helped my business grow over the years. Keep up the great service.

I had been using a "basic" cpa for many years who only charged a few hundred bucks for my tax…read morereturns. As my income has increased the past couple years, I decided to use a better CPA who can provide me with the proper advice to save on taxes. In early 2022, John filed my 2021 tax return. Basically, his office staff plug in the numbers in the computer off of the docs you provide. Then John and you will have a zoom meeting to go over the numbers to make sure they're all correct. During the meeting, I asked John what I can do to save on taxes. He said "the more taxes I pay the better, that means I am making more money." He also said that I could buy a business and if the business has a loss then I can deduct taxes. I thought to myself why would I go through the trouble to buy a business and lose money. At least that was my understanding of it. The tax filing fee was about $2000 which was fine. Now fast forward to 2023, after looking into more advanced tax strategies and paying another high level CPA $10,000 one year consultation fee ( not including filing) I realized that John failed to mention or explain to me how to take advantage of cost segregation and bonus depreciation to save me tons of money. I don't want to explain how to do it to you. But because of John, I lost $100K of tax savings and $200k opportunity cost. Now I am doing it this year, but we are in a much worse overall investment environment. We cannot get that opportunity back. Disclosure: there was nothing John could've done my 2021 tax return because it was 2022 when I met him. But if he gave me proper advice during the meeting, I could have done certain things in 2022 to save hundreds of thousands on taxes. Now I just need to find a corner to cry. John is not a bad CPA. By all means, you should try him. But I didn't like his mentality that the more taxes I pay the better. The wealthiest Americans pay 0 taxes. I pay hundreds of thousands of dollars a year. My conclusion is that John might be an amazing tax filer. But I need tax planning. And I don't feel that he specializes in real estate , I do real estate. Now I am with a CPA specialized in real estate. My advice is pay someone 10k or 20k tax advisory fee, you have saved hundreds of thousands of dollars. P.S.: , My rich friend who sold real estate this year has a $1 million dollar tax liability. Thank God he talked to me and I referred him to the proper people. He's going to save $1 million this year. Just to tell you, if you have a large tax burden, please find someone for tax planning not to just tax filing.

Richard Allen has 40 years of experience behind his craft. He's honest and knowing that, is GOLD!…read moreThank you for all your knowledge and assistance.

Best in the business. Great man to have on your side. I have been a client for years and always…read morerecommend his services.

​I reached out to this firm with specific questions regarding the tax implications of filing…read morejointly vs. single as we were not yet legally married, hoping for hard numbers and tailored advice. I promptly sent over our last two years of tax returns, as requested by the assistant, believing they would be reviewed ahead of our appointment. ​Based on the many good reviews on Yelp, I definitely expected a great experience and trusted that the $275 consultation fee would be money well spent. ​We were required to pay a non-refundable $275 consultation fee for a one-hour slot before the meeting even started. ​About 25 minutes into the consultation, after receiving only general, easily-Googled answers ("it should be better if you get married almost surely"), I asked for specific calculations. The accountant revealed he hadn't reviewed any of the documents I had sent. ​I was stunned. The entire point of sending two years of tax returns and paying a high up-front fee was for him to be prepared to address my specific financial situation. When I pressed for the specific calculations I needed, he quoted an additional cost of nearly $300 per hour just to review the questions and returns--work that I had already paid for him to do in the first place. ​The "consultation" ended after 30 minutes, feeling like a complete waste of time. I left feeling utterly scammed out of the $275 consultation fee since no preparatory work was done and I received zero specific, actionable financial advice. ​While I appreciate they got me in the same day, I would have much rather waited for an appointment with an accountant who actually took the time to review the materials provided. I wouldn't recommend them and definitely won't be returning.

I had a great experience visiting the office of Son and Associates. The staff was courteous. Steven…read moreSon, the CPA, was very accommodating and helpful. And the office was very clean. I went there twice and the treatment I received each time was awesome. I highly recommend it.

Great Service I…read morehighly recommend Vincent as my tax preparer! Professional, knowledgeable, and very thorough. The tax preparation process were easy and stress-free, and all my questions were answered. Great service and someone I can truly trust. Been working with this company for more than 5 years!

Vincent has provided valuable expertise and advice for both personal and business taxes and would…read morehighly recommend! Very pleased with the service he has provided me through the years.

Called and scheduled an appointment to discuss an overdue tax return. Received an e-invite,…read moreaccepted it, and the call never took place, nor did they have the courtesy to cancel or provide any explanation.

Our first year with Paul and The Team. Our impression of…read morethe tax preparation service is quite positive ... after getting our documentation to them, and a bit of back n forth with a couple of items we did t think about, the job was done and we are ready to file. Many thanks for the advice and quick turn around!

Mr. Cordes has been preparing my taxes for several years. Without fail, I receive a response to…read moreemails within the hours and prepared documentation within 1-2 days. His knowledge, expertise, and excellent follow through is a service that is hard to find in any profession. L. Haney

After falling behind on a couple of tax returns, I was in a personally desperate state…read more I have to say, for all of the sleepless nights I had caused myself, through procrastination, after employing Richard, he was able to resolve my late tax filing with a stunning and easy efficiency. He calmly 'hounded' my wife and myself, when needed, to make sure we obtained the financial data he needed to complete our filings. This in turn resulted in our taxes being filed and resolved. At the end of the day, we were able to attain closure with the IRS, even enjoying refunds from these filings. I would recommend Richard to anyone, with the knowledge that he would do as good a job, and probably much, much better, than anyone in his profession. I can honestly say that he's with me for life......

Robert has always been incredibly knowledgeable, professional, and thoughtful. His prices are…read moreentirely reasonable compared to what other others charge for private services. That kind of peace of mind is well worth the cost.

Robert has always provided quick and precise tax preparation service for my family for over 20…read moreyears. His quick, accurate responses to our questions and his professionalism give us the peace of mind that we'll always be in good standing with CA and Federal tax entities. The staff at Mori & Yamamoto is also stellar!

Chuck has done my taxes for years and I can always count on accuracy and the best outcome for me.read more

This is my third year working with them, and I've had a great experience every year. Very…read moreprofessional, knowledgeable, and easy to work with. Highly recommend!