I've been working with Niki at Forest Accounting and Tax for the past two years, and I can honestly…read moresay she has been a game changer for me and my business. From day one, she came in and got everything completely organized, which took a huge weight off my shoulders. Niki is incredibly knowledgeable and always stays on top of what needs to be done. She doesn't just handle the numbers--she actually guides you, keeps you informed, and makes sure you're always a step ahead. She takes care of my business and makes sure I'm always compliant, which gives me a ton of peace of mind. Anytime I have questions, she's quick to respond and explains everything in a way that's easy to understand. What I appreciate most is how much easier she's made my life. Running a business is already a lot, and having someone I can fully trust with my accounting and taxes takes a huge burden off my plate. If you're looking for someone reliable, professional, and truly invested in helping you succeed, I highly recommend Niki at Forest Accounting and Tax. She's the real deal. She's not only affordable but plays a huge role in my success

My husband and I are, again, very satisfied with Forest Accounting and Tax this year! We got an…read moreeven better refund than we did last year with the assistance of Niki. I would highly recommend this business for all your tax needs! We'll be back next year for sure. Thank you so much Niki!

Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

If you have not used this company to do your taxes, fix any issues with the IRS, help with your new…read morebusiness, or look over your financial investments, DO IT! The front office ladies are lovely and always keep you informed and email you any forms you need to fill out ASAP. The CPA, Barry Peters, is very knowledgeable and also a kind and thorough CPA. If you work on a 1099 he is amazing in dealing with your all your deductions and write offs. I referred a friend, and he literally saved them from financial turmoil!! Don't use turbo tax, H&R Block, or your local Joe Schmoe. Use Premier Tax and Finance...trust me you won't regret it!!

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

We spent several years as clients there. The communication was never strong and we would typically…read morebe waiting on the team to get back to us. They would tell us they were swamped and so they needed to file an extension on our behalf. We trusted them to do this. And then some of our questions, we had to follow up several times with them. We felt quite disregarded. We decided to move onto a new firm this year and now a year later they keep sending us bills - for the questions they answered for us (during the time when we were clients) and an extension they filed for us (when we were clients). We ended up paying them but we would NEVER use them again. NEVER.

I appreciated the Professional, Thorough Services provided by Wayne. My 89 year old Father likes to…read moreasks ALOT of questions and Wayne was Kind, Patient and Understanding. Thank You Wayne. Highly Recommend!

We went to Alpha Tax Services on March 2nd, well before the deadline, and received no follow-up…read moreconfirming our returns were even accepted. I had to check the IRS website myself and call them just to get an update. On top of that, my return was almost not filed because they entered my Social Security number incorrectly. I also had them handle my late father's final 2025 return, and they got the banking information wrong, meaning the payment will now be late. Overall, an incredibly frustrating experience. I would not recommend them to anyone, ever--I can't believe they charge money for this level of service.

I had a great experience with Tello's Services. They provided mobile notary service and came…read moredirectly to my home, which made the entire process incredibly convenient and stress-free. They were professional, punctual, and well-prepared, clearly explaining everything and ensuring all documents were completed accurately. The whole appointment was quick, smooth, and efficient. If you're looking for a reliable, friendly, and professional mobile notary, I highly recommend Tello's Services. I would absolutely use them again and refer them to friends and family.

Punctual, polite and personal. I highly recommend Tello's services for any notary needs.read more

David did a great job helping us prepare our taxes which were very complicated this year. Glad to…read morehave found him.

David and his team were very helpful and prepared my taxes in record time! Very helpful in making…read moresuggestions and accommodating my need for paperwork to be printed or sent to my home. Nice team and the price was very reasonable!! Thank you David!!