Great experience, if you can say that about taxes. Their attention to the details got me thru this…read morewith out a scratch. Had a few tricky financial issues which were handled with ease. E-Filed, with refunds arriving within a few days. GREAT JOB ...see you next year.

I went to family tax services for my taxes this year in 2026…read more I have some complicated taxes. I need an enrolled agent, because I owe money to the franchise tax board. Sherrill, he just come back from Hawaii. I had a head cold, and I could certainly understand all about jet lag & and was body adjusting to the time change. The second time I called them about an enrolled agent and spoke to Sherrill, it was clear she was overwhelmed with too much work and did not want to work with me. I don't remember exactly what she said, but was something like yeah I have about 10 of you guys to work with etc. And something that was gonna cost me an extra $250.00 for contacting CA FTB. I owe the California FTB money. It was very clear. She's the only one there very busy doesn't really wanna work. I get it when you are a small business owner and are starting out and you're the only person to do more detailed things. My suggestion is to get more enrolled agents to help clients that came to you before. That's what you guys advertised and you should follow up on it.. poor quality and poor value is what you offer

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

Joseph was very helpful. Promptly returned my calls. Reccommendedread more

This guy is wonderful. I needed information on setting up a sole proprietorship for my home…read morebusiness and Joseph was able to help me out over the phone for free. I had been calling around to get price quotes and was quoted $160/hour by another CPA. Joseph not only saved me $160 but also saved me the time of having to go out and meet a CPA.

We've worked with robert and his firm for the past several years and have been immensely impressed…read morewith his excellent level of service, personnel attentiveness, level of detail, overall results with regards to our tax liability, and for being an All around good human being. We put a good deal of trust into him and his staff as they manage the books for our properties, handles our corporate returns and of course our personal returns. We have had our fair share of CPAs over the years and Robert is by far head and shoulders above anybody we worked with in the past. We wholeheartedly refer and recommend him to all of our clients and friends. If you're looking for the best CPA in San Diego County, call robert; He's the best!

WOW, didn't know that getting my taxes done could be so easy. Roman Martin was very precise and…read morewas able to get me a refund which is such a contrast from the past as I have had to pay every year. I would absolutely recommend their services at Martin and Company.

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

Long overdue review for this business! We found Daniel through Yelp after some major changes and…read moreneeding a little stability in our tax situation. He's done our taxes for two years in a row at this point, and we are so happy with his tax expertise. We found his prices extremely reasonable for our tax situation, especially because we tend to get him documents a little later than we should. He's extremely communicative and responds quickly. I'm so grateful for Daniel's continuous guidance over the past two years. We hope to work with him for quite a while!

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 :)

Have been working with Protax for 2 years and very satisfied with the partnership. They delivered…read moresavings each year and are very responsive in customer service. Thank you!

Been using these guys for a decade. Live in San Francisco where condo prices have suffered greatly…read moresince COVID hit. They've successfully brought down the assessed value on my current residence from $3.1m to $1.5m over the past 3 years. I sign a form agreeing to give them 1/3 of my negotiated reduction savings and they get it done every time. If you value convenience and success this is your go to company. Bravo - 5 STARS!

Orlando is great! ! I worked with him on a bookkeeping audit for my business and he completed it…read moreefficiently and professionally. His communication and responsiveness throughout the project with excellent. I found Orlando through an online search so I felt I needed to be cautious but he quickly built my confidence that he would do solid work. I was not disappointed. I highly recommend!

Orlando Javien of I AM Bookkeeper has been my bookkeeper of choice for the past 7 months. He…read moreassisted me through a myriad of difficulties to get my Quickbooks properly reconciled and caught up. Orlando was a real miracle worker during tax season. Orlando regularly reaches out to me regarding the status of my books, and is very timely in his delivery. He has never missed a deadline, and he has gone above and beyond for me in the past to get things done quickly and efficiently. His rates are extremely competitive and reasonable. I highly recommend using I AM Bookkeeper. I have gone through a number of bookkeeping professionals in the past in order to find someone that does a great job and stays engaged. It's tough to do if you're not paying for an external CFO -- Orlando just goes above and beyond. A+

It is worth hiring an accountant to develop a long-term tax plan that fits your financial needs…read more CPAs are tax experts who stay in the know about any changes to tax laws, deductions and credits. This is advantageous as they will make sure you are getting the best return possible. I use them every year Sergio C

From the owner: Tax preparation Nationwide for Personal & Business Back tax resolution…read moreRemoving wage garnishments Releasing tax liens Installment agreement’s Removing bank levies Offers in compromise Tax settlements Origin offers a free consultation

Can't even get any answers for anything. Whoever is running the front desk on phones is absolutely…read morenot the right person. She keeps putting you on hold, then makes you wait for 30 minutes. She picks up again and doesn't even remember putting you on hold. She has zero answers for anything and does nothing to help. Now I have to take my business elsewhere, how can you trust them to do your taxes if the person answering the phones can't even do the job correctly. Absolutely unbelievable

Made a phone appointment at 10 AM, Saturday, October 5. I prepared and uploaded all docs to…read moreprepare. No phone call at 10:15, 10:30, 11 AM. I called 3 times, no answers but automated voice. Not a good place.