I have been relying on services of Duke Forbes for several years now ever since he took over the…read moreexisting clients of Michael J. Clark. Duke not only prepares all my family's personal tax returns, but my wife's small medical practice returns and even our quarterly sales tax returns. Duke has always been available and eager to assist us with any and all year-around accounting needs. He has been great with his sound advice and knowledge gained from many years of experience. I cannot recommend him enough!

I worked with Alicia for the better part of three years ending in April of 2023. I have offices in…read moreSanta Barbara, Ventura and Los Angeles Counties and have been in business for over 22 years. I enlisted Merriman Tax Services because I wanted to upgrade from letting my CPA do my bookkeeping, and utilize a local small business to accomplish that goal. Alicia is very talented--she knows her stuff. She has great marketing colors and images. Her financials are very attractive and, on the surface, detailed. Unfortunately that's where the quality ends. She left messy financials with accounts like "unapplied cash bill payments" on them; she failed to reconcile multiple accounts in some cases for months; on one occasion she took payment for a task she contracted for but didn't complete, and said nothing about it until confronted. Communication-wise, she alienated each of my staff whom she interacted with, and probably does so in her own office because her turnover was horrendous and ultimately she was farming me out to a nice gentleman (but c'mon, you're a local small business) in India. Towards the end, she was very unprofessional: when I asked her for a P&L for 2022, she would only do a 4th Qtr FS and apparently out of spite, never would do a 12-month document! Who does that?! In summary, Alicia was petty, she was occasionally childish and seemingly malicious. She was without a doubt the least professional provider I have worked with in my many years of communicating with a diverse number of vendors. Cannot recommend her less as a service.

Merriman Tax Services was recommended by a good friend of mine and my husband and I decided to give…read morethem a try and here we still are with them for two years now and we are extremely pleased. Our experience has been satisfactory in all aspects. The questions we asked were answered with such detail. Anytime we would call their office it was/is with such excellent customer service and if we weren't able to get a hold of them right away a phone call was always made to us before the day ended. They delivered thoroughness in every section of this nerve wrecking tax process as we all have experienced; needless to say Alicia exceeded our expectations and went this far suggesting my retirement options with such genuine interest. I highly recommend them! Thank you for your services and your dedication to your customers!

The name says it all. Just 2 days before taxes were due, someone who I personally admire…read morefinancially referred me to this place. Sulay and his team were super friendly, professional and extremely efficient. They communicated clearly to me which specific documents they need from me, and was able to file just in the nick of time! The kicker: They saved me just over $2000 in taxes (compared to what Turbo Tax was saying I owe). All I'm saying is: They know their shit at The Best Tax Service and I'll be going there every year going forward.. as long as I don't get audited. :)

I've been using The Best Tax Service for 8 years now and would highly recommend it to anyone…read morelooking for a reputable and easy tax service. Carlos makes the whole experience and process so convenient and quick, I cant imagine using anyone else at this point. I electronically send her my files and she's always quick to respond, then I'm notified of my refund amount within a day or two and the whole filing process is complete. Also, as my tax situation has changed over the years, she has always been so helpful and patient in answering any questions and helping me understand the best way to handle my taxes. I look forward to tax season each year using The Best Tax Service, and I highly recommend anyone looking for a tax service to give them a try.

Always great with LuLu and her team! She is always answering my questions and I had a lot of…read morechanges that she helps me with right away. Ive been with her and State Farm for years and highly recommend her.

Lulu is awesome. She's always available to help my family ! she's been our Statefarm agent for…read moreyears and years and never lets us down. We get the best prices and the best customer service. We have never encountered any problems with her. Like a good neighbor LULU is here lol

Owner is very honest and knowledgeable. I can always depend on Karla for advice on taxes and…read moreinsurance questions. I have been going to office for years. Highly recommend.

Totally Recomend you guys to Leslie Bardales ! Her and her husband are a great team . I have been…read moregoing to her with my mom since I was about 16 years old . She definitely knows what to do to help you . Very organized lady and always straight forward . Always there for any questions regarding accounting or taxes . Those are the services I receive from her . And she doesn't rip u off

The lady on the phone, whom I believe was the business owner "Laana", was beyond rude and…read moredisrespectful! Her main agenda was to give me a hint that she possesses the experience and unique knowledge on how to reduce insurance premiums by working the system and she demanded $200 upfront in order to convey this information to me. She didn't allow me to ask any questions; instead, she interrupted me and was quite patronizing. Avoid by all means.

She's offensive and unprofessional. She hung up on me after I asked her to please don't speak with…read moreme in a condescending tone. I hate to be that person but for what it's worth I have an ivy league degree and she said I am not understanding "kindergarten level knowledge". Also she did a really bad job explaining everything. Call her if you want to be humiliated!!

Our tax preparer is one of the accountants at this firm. We have followed him/them for many years…read more I finally have to write a review. Over the last couple of years we've been given numerous conflicting and ever-changing information about whether we get to keep our materials, how we can get them back, etc. This year, despite talking to the staff numerous times, it turns out they shredded our documents without telling us. While an accountant themselves may not be responsible for those documents, the fact they don't realize the staff are confusing the customers and potentially lying to them about where the documents are and what will happen to them. Had we known this was the process, NOW, we would not have included originals After this next year, I hope we never use them again.

Tanya Lenning and her father are absolutely the best. I had complex issues that confused other…read moreaccountants. I would like to say that they bent over backward for me, but in truth, they always had solutions and answers to my questions. It seemed to be effortless for them. I was so lucky to have them in my life. I'm not going to give my real name since I don't want to hurt the other accountants that tried hard but were unable to help me. I'm sure Tanya knows who I am.