I'd been very frustrated with our past CPA with whom I'd worked for close to 10 years…read more As a result of that experience, I'd spent 4 months looking for a new CPA with some key criteria. The new CPA had to be very organized, responsive, and use technology to collaborate in more of a "distributed / remote" way. Of course, we also wanted someone who was ethical in their approach to tax laws, and had high core competency around tax laws for small business, medical and health related expenses, homeschooling, as well as investments. Kareena Sharma of KS Tax and Financial Services met all of our requirements from day one. When I reached out to her, she quickly responded back to setup an intro call. She was clear about her office's core competencies, what staff she had available, and offered to research some nuanced questions we had. Once we got the final results of our completed tax filings, we were impressed. We got better results than what our previous CPA had estimated in October of last year. Hoorah! I also loved the time saving of working with her, sharing all of our documents on a secure platform, where we could simultaneously work on the them. No more insecure emails or keeping track of who has which version of a document. What's more, she completed all filings and setup a web conference call, even though she's somewhat local to us. This saved us the time to drive back and forth, while still being able to meet "face to face" via video. Since then, I've also learned she works with clients across different states, using the same online tools and web conference capabilities. This is why I personally recommended her to all of my friends and family across the US. Give her a try. I think you'll be impressed!

Update to respond to the business owner: this was outside of tax season, and I'm well aware of how…read moreto use email, I checked all folders. Not trying to hurt anyone's small business, especially since this is not a bad review...it's an average review of the business. Glad there is time to reply to the Yelp review but not other contact. Did not get actual service done here. However, after reaching out I was told that we would receive details with a portal to sign up, which never came. Then we were told to contact them. Which I planned to do...but honestly after the original mix up, we just ended up doing our taxes ourselves.

This is a long time in coming but last year I was trying to get the Employer Retention Credit and…read moremy current accountant didn't want to tackle it and suggested a bookkeeper. I called around to the local yelp bookkeepers and accountants and either they were too busy to take on something like this or were not capable of doing it. One accountant actually gave me a referral to Serendipity Payroll so I called Tara and we had everything settled over the phone within 15-20 minutes. She was awesome and I ended up getting over $20,000 back from government!

Serendipity Payroll is the BEST payroll service out there. Everyone at Serendipity Payroll is kind,…read morecapable, and willing to help whenever you need them. I would recommend Serendipity to anyone with a small or large business. They can do it all, time clocks, insurance, 401k, etc - all things that are connected with your payroll.

Joe was very patient, knowledgeable and nice. He took his time & answered all my questions…read more I'll be coming back next year!!

Excellent service for my tax several years and create new business including LLC…read more The art of tax is the best service provided to the Corona.

Great staff, they always try hard to keep your money and taxes where they need to be. In your…read morepockets. I would recommend everyone who needs help to go see them.

Great staff, I started using them because I had an issue with BOE and they were able to resolve my…read moreproblem saving me stress and money. I use them now for my business and I always get a response or a follow up when I call.

I had such a great experience with this company! They made the entire tax process quick, easy, and…read morestress-free. Everyone was incredibly friendly and welcoming, which made a huge difference. What I really loved is that they can handle my taxes no matter where I live in the United States--that kind of flexibility is amazing. Miguel especially stood out--he was so kind, patient, and really took a lot of the stress off my shoulders. You can tell they genuinely care about their clients. Thank you so much for all your help! I'm looking forward to working with you for many years to come.

Sadly, we didn't even have a chance to receive any service they provide…read more Landed an appointment with this place after I called around to many tax places in and around Murrieta and majority of them accommodated business owners. We were just looking for simple tax filing for military family with property in different states. When I spoke to Claudia, I shared exactly that information and she said she can accommodate then had setup an appointment for us with her, months ahead before tax deadline. I asked if she had a list of items she will need from us and she said we will receive a text. Fast forward to last week, I received a text to confirm my appointment with tax company, I confirm yes but didn't receive a list of things needed neither a secured link to drop required documents. Night before our appointment my husband put together what we normally drop in a link for previous tax companies, W2, bank statements, receipts for medical, military, donation statements/receipts, work related mileage and uniform care, etc, tax documents from previous year, and of course government identification. We expected to have everything with us when we arrive at our appointment since we were traveling 40 miles one-way to get taxes done. We finally arrived 15 minutes late because of traffic we jumped on the Fastrack not realizing the next exit was a couple miles past our exit...lesson learned. Called to let Claudia know we will be late and check if we should just head back home. The gentleman who answered the call said Claudia was in a meeting and proceeded to say that he is actually going to take care of us and we can still show up for our appointment...interesting we got passed up to someone else but heck that's what we get for arriving late perhaps. We arrive and was asked for our driver licenses, then was asked if we had our social security cards with us...that's a first! I told him we didn't know what you all needed from us so we just brought what we typically bring to tax appointments. And he says that they require a social security card and not to worry because we can just "email" photo images to him. In my line of work, I know that is unacceptable, in fact, all law enforcement affiliates would never recommend you send PII via non-secured email accounts. My husband chimed in and said we have never had to provide social security cards to any tax company and the guy interrupted my husband saying all tax companies do require a social security card by law... I couldn't help but wonder if he thinks we file our taxes outside of the United States because we have been filing taxes for over 30 years and this is the first time any tax company has ever asked for our social security cards. But heck, seems like he wants to be right and that is ok. We were in traffic too long to argue with a wall. Perhaps they are unaware that when U.S. citizens acquire a government ID that social security cards were already verified to obtain a government ID...who knows. Well, we weren't going to sit there and argue with the guy. And we already knew that we don't care to travel another 80 miles just to bring our social security cards because our passports and or Driver licenses didn't suffice. Neither would we ever send photo images or typed characters of our SS numbers via email. We already have to write our SS numbers on tax forms, if IRS cannot verify it with their super secret computers then it comes back to the tax-payer for proper verification. Simple as that and not worth the argument. We told him to have a good day and walked out. One star for allowing us to show up late. :shrug: No value in this visit and no service was rendered. Just a massive headache from the traffic to get there and the unnecessary banter over social security numbers.

Erica is a very accurate and meticulous accountant, she makes sure you understand every aspect of…read moreyour personal or business taxes. Would highly recommended her.

From the owner: - Small business bookkeeping - Payroll…read more- Corporate and individual taxes - specialty taxes - Notary Public - other general business services - Quickbooks Pro Advisor

After relocating from Burbank to Rancho Cucamonga, my husband and I needed a new tax person. I…read moresearched Yelp and luckily found Mariette. My husband and I were able to submit all of our tax documents electronically. We visited Mariette's office once to sign the final documents. Mariette is a true professional, knowledgeable and courteous. She returned all of our phone calls and emails in a timely manner. My husband and I will work with her for years to come. I highly recommend her services!

I had very high hopes, but in the end I was very disappointed. I was initially impressed with the…read moreemails and reminders that I received from Mariette about our upcoming meeting. She seemed very on-the-ball. When we talked on the phone, Mariette was professional, friendly, and knowledgeable about bookkeeping. However, I felt rushed in our telephone conversation. Telephone conversations are one price, whereas if you want to meet with her in her office she charges much more. The fist time that I had a bad experience with Mariette was when I had scheduled a telephone conversation with her weeks in advance. Then just before the meeting, she asked to reschedule. I'm busy too, but I understand if we have to reschedule. However, she is booked weeks in advance and to have to reschedule an appointment with Mariette can now take about a month from the first time that you wanted to talk to her. I then asked to be rescheduled to a different date and time that she suggested. I called her at the time we had scheduled and I didn't know that she had scheduled with someone else at that time. She said that I had asked for that time, but that she didn't confirm that appointment with me. She said that I had to request that appointment within a 72 hour window. I understand what she means, but she also didn't tell me that she couldn't make that appointment with me because she gave it to someone else. So here I am with an appointment in my calendar to discuss something with her that I wanted to tell her about a month ago and if I have to reschedule again then I have to wait another couple of weeks. Then she told me that she would call me, but never did. I actually think that Mariette is a victim of her own success. I'm sure that she's good. I'm sure that she knows what she is doing. But I'm also sure that she is too busy for me and inconsiderate of my time. I see how many 5 star reviews that Mariette has and I realize that this one star review goes completely against what others have written. But none of the other reviews are from a Yelp Elite member or with anyone with more than a handful of reviews. And I seldom give a one star review.

I've worked with Paul for over 2.5 years, and I can confidently say he has been an invaluable part…read moreof my business operations. His payroll is consistently accurate, organized, and reliable, and he brings a level of diligence and follow-through that is rare. Paul is proactive, responsive, and extremely detail-oriented. He understands the nuances of my business, stays ahead of issues before they become problems, and communicates clearly and professionally. Knowing that my books are handled correctly allows me to focus on growth without second-guessing the financials. If you're looking for someone you can truly trust with your bookkeeping someone steady, knowledgeable, and dependable and trustworthy I would highly recommend Paul without hesitation.

Working with Paul has been great. He's very informative, always available to answer my questions,…read moreand takes the time to explain everything thoroughly.

I have known this firm for over a decade and have worked with many of their clients that have had…read morenothing but wonderful things to say about this firm. My daughter, who lives in Nashville called me complaining about her Nashville CPA and I asked Ayoub and Associates if they can help her being in another State. They not only helped, but made it so easy to accomplish. I have yet to hear anything less than amazing about Ayoub and Associates and would highly recommend them.

I worked with Marcos, one of the partners at Ayoub & Associates…read more, this guy was fantastic. I had a bad year financially, I had put taxes aside and was just worried about what the damage would be, turned out I was way ahead because I followed his advice, setup numerous things he told me to do, and when everything was said & done, I ended up with a refund. I can't recommend him enough.

Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.