I left more than one message to contact me I never heard from anyone that sets forth the…read moreexpectation failed that I would have in hiring this company to handle my financial estate taxes

I have been working with Michael for about four years now. He's been very helpful with filing my…read moretaxes as a school teacher and second home owner I highly recommend Michael Shaughnessy.

Don Copeland is fantastic! If I were to give myself a review in regard to being an easy customer?…read moreLOL, I'd probably only get 2 stars. That's where Don Copeland comes in. I'm never prepared for taxes and almost always file for an extension. Don's protocol is to do that automatically, if it appears you are not bringing in your tax info before the due date. Phew! Such a relief. As far as value for the work done? I'm totally satisfied with the money I pay for Don's services. He's answered a zillion questions and advised me in other financial concerns as well. I really have to give a shout out to Toni too! She's at the front desk. She is kind and thoughtful and an incredible help for your tax needs and beyond.

I came to get some professional advice on my company's P&L and manage my tax liabilities. This…read morecompany is very professional and the staff is very welcoming. The key thing for me is the actual work being done. I need quality attentive work where I can call and they will answer, not put me on hold. This is why I collaborate with this firm. The importance of my company and the numbers involved is significant so I don't need mistakes or apologies. You feel me? In the past, the wrong firm can cause great headaches such as being audited or huge penalty fees and all you get is apologies..lol. This firm vibes with me and they look out for my best interest. That's what I need in business. Like I said, the firm is very professional but I need to make sure they can produce when necessary and they produce.

I honestly never thought I'd say this about doing taxes--but I actually look forward to it every…read moreyear. Chris completely changes the experience. He's incredibly kind, patient, and genuinely cares about helping you understand everything, not just getting it done. Taxes can feel overwhelming and stressful, but Chris makes it smooth, comfortable, and even enjoyable. He takes the time to answer every question and makes sure you feel confident before you leave. You can tell he truly cares about his clients, and that makes all the difference. If you're dreading tax season, go see Chris--you'll walk out feeling relieved and taken care of. Couldn't recommend him more!

Great people. Great business. Very trust worthy. Will never fail you. Very reseasonable. Years…read moreof experience.

Mr Tae Kim is great! He is very knowledgeable and understood what I need. Thank you for all your…read morehelp!

I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

Did a good job, but after using them for ten years, I find David Leonhart to be less attentive and…read morecharging considerably more than other tax preparers. Priced a CPA for less fees, guess they no longer need tax preparation work or just feel they can charge whatever they want.

I have been using The Lopez Group for my taxes since 2015. This is a great couple, working together…read moreusing sincerity and kindness as their focus. Every year, I am given an email to start my taxes and everything is uploaded electronically. I haven't had to come in to their Temecula office since 2018 as they are so convenient and easy to reach as well. Once you contact The Lopez Group, you will see how great they. They truly serve their clients. Thank you Liz! She's so supportive of her husband. Until next year!

My husband and I did our personal and business taxes with Mr. Lopez and his very sweet wife a few…read moreweeks ago. Mr. Lopez was very professional and knowledgeable. He gave us good advice that we will definitely be using in our business. Thank you both!

I am very impressed with the level of professionalism TDS employs! They are beyond kind,…read moreunderstanding, and reliable. They effectively communicated with me throughout the process. I am very grateful for their help. I highly recommend them!

TDS helped me take care of a huge $80,000 tax bill!! I met with Dusty two years ago after my…read moreprevious CPA kept stalling and claiming he was making progress with the government, costing me time and $. Dusty is kind, honest, and professional. He even created a plan to help me, and save me money, even though it was less money in his pocket. I have been using him ever since, filing each years taxes (He's more affordable than turbotax), and I couldn't be happier. His employees Jessica and Terri really speed up the paperwork too. My only regret is that I didn't find him sooner! Tax Debt Services = Results.

The Tax Gals are great! Friendly, and get our taxes done…read morequickly. We've recommended them to a few relatives and they now go to the Tax Gals as well.

Customer service is good…read more The value and service you receive for the price you are charged is a great deal. If your looking for a professional CPA that will take care of your individual needs in a timely manner look no more, Contact Nicole.