Lisa was so incredibly responsive to all of my questions and met all of my needs for my tax return…read more She is so very nice and professional. I highly recommend!

We had a lot change over the past year and we were exceptionally nervous about getting our taxes…read moredone this year. So much so, in fact, that we started looking for a new CPA in July of last year. Lisa offered us a free consultation and told us how much she'd charge us just by asking us a few simple questions. But her service doesn't stop there. For the next several months, plenty long before she got a single penny from us, I had many questions. And she graciously answered every single one of them. And QUICKLY! Sometimes I'd get an email back in minutes of having sent it. She's a wealth of information and kindness. I cannot recommend Lisa highly enough!

Zdenka has been doing my taxes for the last two years. Her office and team is very professional and…read morehas a great turn around time. I highly recommend her and the pricing of her services are very reasonable!

I can not sing the praises of the team at Savvy Tax & Bookkeeping highly enough!!!…read more I am new to the California area, and came to them in 2020 just days before needing an extension filed for 2019, with 4 years of unpaid taxes to file from multiple states, multiple W2's, and multiple 401k and other tax issues to work through. I was highly stressed about my failure to process my taxes over the past years, and Zdenka was so reassuring and professional, that I knew I was in good hands, and that she'd help me do whatever it took to sort everything out. The best part was that this was during Covid19, and I was able to sort out everything from the comfort of my own home, and they were able to assist me through video call, phone calls, and emails. They helped me create a master list of all the documents I would need to collect in order to prepare the taxes. And I was able to sign all of my documentation electronically, and everything was handled perfectly! Besides the digital copies, they even mailed a completed BINDED folder presentation of each tax return including a summary of my taxes and refund amount for each year! I am definitely working with them again for the 2020 tax season! Thanks guys!

I used David for about 30 years. Ten days after I gave him all my tax papers for 2024, he told me…read morehe didn't want to do them any more. I trusted him for all those years and he just dropped me. Maybe, he is too old to do taxes. :-(

David Puliafico is a fantastic accountant. I can't believe I've never written a review yet but…read morewe've been with David for over 20 years! And we've recommended him to several friends so you know we trust him. David is a family business who runs the company with his wife and daughter who are all amazing. He is a hard worker and always extremely reliable and we've never had an issue with our tax returns and can always call him with questions. Highly recommended! You won't be sorry if you go to see him and he will take great care of you.

Jake has done my taxes for years and the process has always been professional, easy and fast! Now…read morethat he has broken off onto his own I'm thrilled for him. Jake and his team have always taken the time to answer my questions, clearly communicate the process and return info & are so personable to work with. I always feel confident closing out each year and knowing everything is accurate and clean! Being able to do it all virtually - also a giant plus. Thank you Jake & I'll see ya next round!

this place doesnt know what they are doing when it comes to doing taxes this place did my moms…read moretaxes paid them an absurd amount of money only to have her taxes done incorrectly and she had the foot the penalties from the irs and this place refuses to help or admit they messed up on her tax return they told her she owed what was close to about 3k to the irs on her return and she had asked the guy more so this guy name noel if thats all she owes for the year and thats it if there s no other payment she has to pay and he said no thats it so i get the voucher he sends her and print it and send it out to the irs with the payment then the irs comes hounding her for more money like a month or so later so shes confused why she has to pay more so i had to call this guy noel and ask him what happened and whats going on then i tell him i can email him a picture of what was shown in the irs statement so i did and we go back n forth emailing and he just seems so dumbfound and clueless saying oh she owes this and that i told him if he miscalculated her taxes for the year and whenever i get my taxes done i either pay 1 time or get a refund and thats it no other action is needed later down the line and he seems to be just avoiding the question cuz he knows he screwed up so after that he just stopped emailing me and refuses to take responsibility for his own mistakes ... this guy is completely incompetent and needs to take responsibility for his own mistakes but refuses and just ignores u.. for what they charge to do your taxes is completely insane too i wouldn't recommended anybody to these guy and ill have my mom have her taxes done by my tax preparer who will do it for more than half the price of what this dude charges.. this guy is a joke stay away from noel unless u want your taxes done incorrectly and u get penalized for it

Babbett is litterly the best tax lady I've ever work with. I have used babbette for my bussiness…read moretaxes and personal for now over 11 years now. They always remind me when tax is due and they work really quick. Babbetts team is super friendly. If you are looking for a book keeper/tax company look no further.

Let me probably be not the first to say that I'm not great at accounting, or taxes. With that out…read morethere, some of things I appreciate most about Babette are her attention to detail, and her willingness to help you understand the process, and how you can file an optimized tax return. Her entire team is friendly, and accommodating. Also, I received a recommendation to Babette, from an IRS tax auditor. You can't get a better endorsement, than that. Babette is our go to, for tax preparation. That's not going to change.

I had a what I thought was a very serious issue with state. I was referred to Phil by my attorney…read more Phil was kind enough to see me immediately (within 1 hour of meeting my attorney). Once I arrived, Phil read through my documentation and notices and calmed me down. Phil explained the situation to me and told me not to worry. He called the people we needed to talk to and within 30 minutes he resolved what I thought was a very serious tax situation mis-understanding and resolved it. His demeanor, professionalism and competence are superb. I would recommend him to help deal/resolve tax issues and I look forward to using him in the future. I concur with the other poster as well. It was truly a pleasure dealing with him and I am happy to know him.

He's good to go to if you have a lot of deductions, property and business interest. Or are worried…read moreabout "IRS Issues" etc. But he's too pricey for a regular, simple or straightforward tax filing. You are better off going to an IRS licensed tax preparer.

Delgado Associates has been working my case for over a year and able to assist me on my case. i am…read morehappy with my results and now able to sleep with peace of mind. i appreciate their attention to details!

I approached Delgado & Associates last year for resolution of some older tax debt and filing of…read moreamended returns for 2 years where I had filed them myself and made some glaring errors. John and Dan were swift to collect the information needed to get things moving with the IRS, and help get my tax situation cleaned up. We've made a lot of progress, and still have a ways to go, but I definitely sleep easier at night knowing that TruTax has my back!

I contacted Jennifer as a new investment property owner in search of a landlord homeowners policy…read more While I had educated myself as much as possible beforehand, Jennifer was extremely gracious with her time and answered every question I could think of without protest or complaint. As I was under a time crunch to get a policy in place, Jennifer worked to turn my request into a binding policy in less than 48 hours, at times working after hours and between clients to do so. Extremely professional, well-experienced, reachable whenever I had a question, friendly, and obviously quick and efficient, I would recommend Jennifer without reservation for anyone looking not just for a broker, but an actual advocate on their behalf.

I have used Jennifer for my personal insurance needs as well as insuring several of my clients…read more She's always so on top of things and helps find the best rate and coverage despite our challenging California insurance market. I definitely recommend giving her a chance to earn your business! Thank you Jen for all your help!

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

Our organization was in need of a professional bookkeeping. Sandra at SH Bookkeeping was contacted…read moreand she immediately made herself available and assisted us to get our affairs in order. I highly recommend SH Bookkeeping for their top notch service, quick responses, and professionalism!

SH Bookeeping was highly recommended to me be a client. I was hesitant because she isn't local…read more Wow, I'm glad that didn't stop me. It is hard to believe in this day and age there still exists professionals like Sandra. She is extremely knowledgeable and detailed oriented, but she is also quite clever financial and business and tax/legal advisory. My business has grown leap and bounds. My favorite thing ... the thing I appreciate the most, is she goes ABOVE AND BEYOND. I mean really, when is the last time you had a service provider call you to check in. (FYI- VERY reasonable )