I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

This is a long-overdue review for Daniel. He's very kind and gave a great free presentation on tax…read moreplanning to our minority community in San Diego. While trying to select and invite speakers for our event, I found it hard to find a good presenter for the topic, as most CPAs are limited to tax preparation. Mr. Lu has extensive experience in the field, is insightful, and carries himself well during the presentation. All attendees were impressed and wanted to talk to him more afterwards. We appreciated his time, effort, and vast knowledge on tax planning.

Patrick Bondo is an outstanding CPA who genuinely cares about his clients. He consistently goes…read moreabove and beyond to ensure I understand my tax situation and am not paying more than necessary. Patrick is knowledgeable, thorough, responsive, and always has a friendly and supportive attitude. He makes what can be a stressful process feel straightforward and manageable. I highly recommend Patrick to anyone looking for a trustworthy CPA who truly has their best interests in mind. Five stars!

Patrick has been doing my taxes for years, very dependable, great communication, very professional…read more Great value!

I first met Akore while I was taking a Real Estate Taxation course at UCSD. I really enjoyed her…read moreteaching style as it was clear, concise and pragmatic. As my personal tax space become more complicated with self-employment, home ownership and children I made the jump to have Akore take care of the strategic planning. She has such a good handle on the nuances of taxation that I have started sending my real estate investor clients to her for assistance. The last client I referred to Akore recently walked into my office and I asked how the meeting went? They smiled and said "two thumbs up!"

Akore at AB CPA has taken good care of me and my growing business for several years now. We started…read morewith my personal taxes, but now AB CPA is a vital part of my business. I can focus on operating and growing, and she keeps me well informed and flush with solid advice. I get monthly management reports with updated numbers and trending graphs for cash, sales, expenses, P&L statement, Balance Sheet. Akore's personable, and a business person who is expert in taxes and accounting... not just a numbers-droid... so she "gets it". I amore Akore!

I cannot recommend Tulsi enough! Filing my taxes has always felt overwhelming to me, but Tulsi made…read morethe entire process feel very organized, clear, and stress free. If you're looking for someone who is knowledgeable, trustworthy, and makes tax season much easier, Tulsi Tax Solutions is for you. I'll definitely be coming back every year!

I recently hired Tulsi Tax Solutions to prepare a somewhat complicated past due return for my…read moredeceased fathers estate. I had been putting the task off unfortunately, because I didn't know where to start, having zero experience with anything other than my own personal income tax returns. I received letters from the IRS and the State, however, asking for the returns, and it was only going to get more expensive if I put it off! Tulsi completely understood my situation and was able to prepare the returns for me with a very quick turnaround time, which I much appreciated. I also had a ton of questions, and since my Dad had past away several years earlier, did not have all the necessary backup paperwork that someone would normally have. Tulsi was able to 'think outside the box' to get the returns completed for me. She is knowledgable, reasonably priced, honest, and her years of experience shows. Thank you, Tulsi, for helping me during this stressful time! I would highly recommend Tulsi Tax Solutions to anyone needing tax help!

Leroy refuses to meet in person because he's "very busy" and doesn't have time. He does not want to…read moreanswer my questions over the phone bc he's "very busy". If he's THAT busy, than I'll gladly take my business elsewhere. He makes me upload sensitive documents to a website that is "secure". I already felt uneasy about it, but I trusted Leroy. Now, the IRS is coming to me about my taxes bc HE made a mistake. But of course, I can't call or meet him in person bc he's "very busy". I'm not going to text this whole situation over the phone and then wait for a response. I'd rather talk over the phone or in person to get it over and done with. When I first came to Leory, he was polite and nice. Overtime, he became rude. Take extra caution choosing Leroy as your tax accountant.

Purely transactional. Communicated only through text. Avoided over the phone consultations. Was…read moretaking care of my mom during last tax season and was desperate to get mine done before the deadline. Saw the good reviews however I did not experience the quality service or guidance others expressed in their reviews. I usually do my own and get a decent return however with Leroy I got less than usual plus I paid him for his service. I get that some would be fine with getting their taxes done fast with limited interaction. I was looking for more guidance to maximize my return and did not get that level of service especially for how much I paid. I hope with this honest review, my personal information will not be compromised. I just wanted to share my personal experience.

I had an excellent experience with this tax preparation service. They were extremely professional…read moreand knowledgeable. I am confident in the staff and their expertise. Customer service was excellent and I would definitely recommend this company.

Consistently wonderful! I've been a client of San Diego Tax Professionals for over a decade, and I…read morecan't recommend them highly enough. Over the years, they've handled my tax returns, offered expert guidance, and supported my small consulting business with consistent professionalism and care. They are incredibly accurate, responsive, and flexible with my often hectic schedule--which I truly appreciate. Their front office team is also exceptionally kind, welcoming, and helpful, making every interaction smooth and pleasant. If you're looking for reliable, knowledgeable support for your personal or small business tax needs, they are absolutely a 10/10.

Couldn't be happier or more confident in Taxlana. She is so easy to work with and very…read moreknowledgeable. Do yourself a favor, call Taxlana!

This company is not legit! I don't know how it got all of these great reviews?? I went to their…read morelocation at 4950 Waring Rd, Ste 8 and there is no Taxlana and when you call their listed phone number it is a foreign language and also says the phone number is not in service. I paid $350 deposit for an online tax prep meeting so I will have to dispute charge with my credit card to get my money back! Stay away! Edit: Taxlana returned my $350 deposit. I did not get my taxes done by them so I cannot comment on that. But the experience of not being able to reach this company by phone or other and the location listed is not legit. But I cannot give a review positive or negative on the quality of tax prep by this company.

Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to…read morework with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services.

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is…read moreprofessional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful.

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

I needed assistance with filing an amendment for the prior year as the accountant that I used was a…read moredisaster. I found David and had the best experience. Scheduling was a breeze, I received a link to upload my documents, we had a call to review where he made his suggestions and we agreed to a plan and a price. By the next day he was finished and ready to submit my e-file. The best part was he saved me a huge amount of money (clearly this is my own situation and won't happen for everyone!) He was responsive and very knowledgeable. I'm happy I found him. I plan to hire him to do my taxes for next year also. Thanks David!!