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.

Great experience overall! The service was professional, efficient, and very easy to work with. My…read moretax return was handled smoothly, and the quality of the work was excellent. I would definitely recommend them and use their service again.

*This review is for the service and not the quality of work*…read more I originally tried to get hold of the firm to get an appointment for a few questions and potentially some tax prep assistance for a new business. The AI agents were horrible, kept sending me through the same loop, and ultimately I gave up and left a 3*. After their prompt response by a real person to set up an appointment, I decided to take down my review to potentially leave a better one if things went well. I was scheduled for an appointment about a week out, and at the time of the appointment, I called the number and received another virtual assistant (not AI to my knowledge), who told me that the person I had the appointment with was on another call. I left my number and was never contacted, until about 3 weeks later, by email calendar invite, telling me that another appointment had been set up in another week or two. I already got my issues handled by another CPA and will be working with that other firm in the future. I hope this firm here gets their virtuals and artificials straightened out soon

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 contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

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.

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!

It's unfortunate, but I had to leave this business. They made a huge error on my taxes and…read morebasically forgot to enter my state taxes as a deduction. Nobody ever apologized or said it was their mistake. I was just supposed to be grateful when they got it back. The owner is condescending to women. If you act confused or you need additional explanation, he kind of rolls his eyes. He would never ever admit an error. So I don't think it's worth the risk to go there. I have since left.

I have had a nightmare experience, specifically with Tara. She will not allow me to speak to anyone…read moreoutside of her & has become in increasingly aggressive with each F/U call. She then threatened me when I asked for the CPA, stating that they shredded my original financial documents & to stop calling. This is after telling me that she would look for them in the basement. The office has now been sent certified mail demanding the return of my documents & may be responsible for any penalties applied to my tax account while I pend their return. If you need to report this office please use the following resources. California Board of Accountancy (CBA) For licensed CPAs / CPA firms * Handles: * negligence * misconduct * failure to safeguard records * unprofessional conduct * Website: https://www.cba.ca.gov * Complaint page: https://www.cba.ca.gov/consumers/complaint.shtml 2. California Tax Education Council (CTEC) For non-CPA tax preparers * Handles: * tax preparer misconduct * improper practices * registration violations * Website: https://www.ctec.org * Complaint: https://www.ctec.org/consumers/complaint 3. California Department of Consumer Affairs (DCA) Umbrella agency over licensing boards * Good for: * escalation * pattern complaints https://www.dca.ca.gov 4. California Attorney General - Consumer Complaint For broader misconduct / business practices * Especially if: * records mishandled * deceptive conduct https://oag.ca.gov/contact/consumer-complaint BUSINESS / PUBLIC 5. Better Business Bureau (BBB) https://www.bbb.org 6. Google / Yelp Reviews FEDERAL 7. IRS - Tax Preparer Complaint (Form 14157) If misconduct relates to tax preparation itself * Use if: * fraud * improper filings * misuse of your info https://www.irs.gov/forms-pubs/about-form-14157

Kelli has such a calming way about her, when you are dealing with 2 years of back taxes…read more A bit pricey, but it was worth it. For the piece of mind. I love her!!

I have been going to Kelli at L&L Tax Services for over 20 Years. I will never trust anyone with my…read moretaxes except for Kelli. Kelli is professional, extremely knowledgeable and always on time, never late! There are so few people, organizations and businesses that I truly trust but L&L Tax Services is one of them. There is not enough space to fully articulate how much I respect Kelli's work!

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've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

I was a Tax Plus customer for a few years before they made an error on my taxes, costing me extra…read more I reached out a few times for help with the issue and got one delayed response that was not very helpful. I am disappointed in the service and that Tax Plus just never responded when I had an actual issue.

We have used other services before, but were looking to establish a relationship with tax preparers…read morein San Diego (since we are relatively new to the area). They charged us significantly more than the quote, and I had to email them back and forth asking for an explanation for over a week (and very close to the filing deadline). I also noticed that my name was continuously spelled incorrectly throughout correspondence, and was disappointed to have had to ask them to confirm that my name was spelled correctly on any forms they prepared for us. Unfortunately, cannot recommend this company.