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    McLaughlin Weintraub Enrolled Agents

    4.6 (21 reviews)

    Services - McLaughlin Weintraub Enrolled Agents

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    McLaughlin Weintraub Enrolled Agents Photos

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    Recommended Reviews - McLaughlin Weintraub Enrolled Agents

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    2 years ago

    Always accommodating my erratic schedule and bookkeeping! Very fair pricing and generous with advice.

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    5 years ago

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    9 years ago

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    10 years ago

    Not thrilled with service. He's very reasonably priced, but I'll be looking to spend a little more for superior service.

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    Review Highlights - McLaughlin Weintraub Enrolled Agents

    Elan handled it very well, was patient and we feel well informed about our situation and what he is doing.

    Mentioned in 6 reviews

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    Melissa Fong, CPA - Path your future financial success with a seasoned CPA with a proven track record since May 13, 1993.

    Melissa Fong, CPA

    (110 reviews)

    Outer Sunset

    Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

    Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

    Tax Magic CPA - Minimize Tax / Maximize Refunds?

    Tax Magic CPA

    (41 reviews)

    Parkside

    Francis was very kind and knowledgeable. I used him after my dad passed away, all the way through…read morewhen my mom passed. I miss our annual talks.

    I feel bad leaving a bad review because Francis tries and he is a small business, but I feel others…read moreshould be warned about his limitations. Francis did our taxes the past two years. Francis does not file electronically because he does not want to pay the fee to be a tax preparer, so he requires you to drop off all forms in person at his house and will not accept anything electronically. Again because he doesn't pay for the tax preparer version of TurboTax, he has you log onto his computer to access all stock transactions from any third party software like Wealthfront or eTrade, which made us very uncomfortable and need to change all our passwords. Some reading this will know that above a certain income level the IRS requires you by law to file electronically. Surprisingly Francis did not know this and was annoyed and angry when I pointed it out, and I had to argue with him to get him to figure out a way to help us file electronically (I also offered to pay him for his time and find someone else if he didn't want to do it, which he didn't want), which was very awkward. He also had never heard of a backdoor Roth and initially gave us incorrect advice, which should have been a big enough red flag not to use him. The final straw was that this year, our taxes were rejected and we are still dealing with the IRS for a claim related to our social security tax exemption being filed incorrectly. Francis is nice enough and tries very hard, but his refusal to do things electronically and his inexperience with common tax issues outside a certain income bracket would make him a poor fit for many.

    McLaughlin Weintraub Enrolled Agents - taxservices - Updated August 2026

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