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.

Aaron is great! Formerly of Bill's tax services right down…read morethe street, he now has his own business. I've gone to him for 4 years now and I whole heartedly would recommend him to anyone. If you are due a deduction he will find it! His office is run out of his house so please be mindful of actual office hours, (for best results, call or email to make an appointment). You will see me again next year, and I will let you work your magic

This is our 4th year Aaron has prepared our taxes. He is simply on top of his game. With all the…read moreIRS restrictions, Aaron still provides great service and we are very happy with our tax results.

I would recommend this place Roberto helped me sooo much. He explains everything to you.read more

Many years ago, I called Robert with some tax questions related to my divorce. He called me back…read moreand, even though I wasn't his client at the time, he took the time to answer all my questions. Since then, I've been going to him and have referred my adult children and other family members. We've all had a great experience, and I've heard nothing but admiration and kind words about him. He's definitely the best.

Kris at all about taxes was awesome to work with. Very professional, speedy, and kept me informed…read moreevery step of the way. Tax season is a stressful time and with Kris she takes the stress out of it. Most definitely would recommend her to everyone I know.

Kristianne is the best Tax Pro around. She took her time and asked us all the right questions for…read moreus to receive all the deductions we qualified for. We highly recommend her.

Got a referral for Jorge. What a great reference. He was…read morequick, thorough, and professional with a side of humor. Definitely recommend Jorge's tax services

I really enjoy coming here. It's very friendly environment. Everything is explained cleared and in…read moredetail. Been doing my taxes here for 4 years now and have also received legal guidance. I recommend this office to all my friends.

Bad service and communication. Met with Araceli Fonseca and after taking my tax and pay stubs she…read morefilled application with errors on income. DO Not go here for any service! I will be reporting this to the state license board and BBB

Submitted all paperwork on time last year. No calls, no follow up. Checked in a few months later…read more Needs more info. I provide. No calls no follow up. Finally reach him at the end of the year. He needs $450 up front. What the heck? What did I do to deserve this type of treatment. Thanks for the response. Pls give me time to consider.

Good tax advisers are very difficult to find. I had the good fortune of inheriting knowledge about…read moreDave Smith Financial from my parents, who have gotten their taxes done there for years. I've now been going there for at least the past five years. The charge for preparing and filing the taxes is reasonable and comparable to what you might pay at larger more commercial places like H&R Block. As stressful and unpleasant as getting taxes done can be, I've always found my yearly visit there to be excellent. While the results are not always what I'm hoping for, Joyce clearly explains things and always has up-to-date information on what tax credits and programs are available. With how much the tax code changes, that is really important. Additionally, DFS offers a "mid-year checkup" halfway through they year, where they will estimate what your year-end taxes will be. This is really useful, because you can use that information to adjust how much you are withholding, or modify your investment/retirement fund strategies. I would definitely recommend DFS if you are looking for a reliable, competent tax adviser and preparer.

Dave Smith Financial is the best! Christy Earhart has been handling my tax needs for 19 years,…read moreincluding after I moved to a different state. She is extremely competent, and takes care of everything quickly and easily! Whenever I have questions she has answers! I also love that I can upload my tax forms to a secure portal and then Christy calls me for a phone appointment to complete everything. It couldn't be easier! Her rates are also far better than most tax preparers. Highly recommended.

John has been doing my taxes for my contracting bizness for yrs now. He is very familiar with…read morebusinesses and taxes. Very helpful.

John has championed accounting. It's in his blood. John will work with you and for you. I challenge…read moreyou to find a better one than John Soldat. When you think you've found a good one and you find out you actually can't - John will still take care of you. For those that leave a negative review - it's still a free country. My advise to those who read a negative review about John Soldat - research the source and your questions will then be answered. There are people in this world that are satisfied with being unsatisfied. John has been in this business for over 20 years. It's a family business. If I'm lucky enough - John will be knocking my taxes "out of the park" for the next 20 years. Keep up the good work John, Michelle and Mom. You guys "Rock". Haters are gonna hate. Marc W. 34 year Airline Captain