The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I…read morecontacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information.

Mary was wonderful. She got our taxes done with no drama and with personalized attention. Highly…read morerecommended.

Mary seemed great over the phone. We had great conversation and decided to meet a local coffee…read moreshop. She asked me to upload previous tax returns to her Dropbox before our meeting, didn't think much of it. Fast forward to the day of our meeting, no show from Mary. She hasn't answered my phone calls or text messages. Very unprofessional and would not recommend. To edit, this is for my daughter Alix. She doesn't use yelp but I do. Mary is trying to defend herself but still hasn't reached out to my daughter about today's no show.

Despite four consecutive years with Eaton each year feels like starting from scratch. No…read morecontinuity, no deeper understanding of my individual tax situation, and no clear guidance on long-term goals. At this point, it feels like I'm just handing over my numbers and paying a bill. I've consistently hoped for a tax pro who could offer tailored insight or help me feel confident in my returns, but that expectation has gone unmet at Eaton.

You want experience when experience counts and let's face it with income tax returns experience…read morecounts. Scott Eaton is a master of his craft with decades of tenure behind him. His entire staff is customer centric, diligent and efficient. This is a great company made in San Clemente America.

Danielle has been doing my business's bookkeeping for over 7 years now. She gets things done and is…read morevery trustworthy, knowledgeable and easy to work with. She's gone through many changes with us and has helped us get through them. I'm not sure where we would be without her! I highly recommend her.

I had to get on yelp and give a big 5 star review for my bookkeeper Danielle Whittle of Danielle…read moreWhittle Bookkeeping Services. As a do-it-youselfer tax season has always been a scary time for me. When I started using Danielle all that worry went away. And my accountant loves her. He can be pretty skeptical of bookkeepers, but has only had great things to say about Danielle's work. This is great for me since this leaves us time to plan for the future in my meetings with him, instead of trying to figure out what numbers from my shoebox need to go where. He flat rate pricing is also helpful so I know ahead of time what he costs will be. Thanks Danielle!

Ocean Estate Law is comprised of a Top Notch attorney & her professional staff. They assisted my…read morewife & I with the utmost care & generous concern from our 1st step to the close of our estate planning. We highly recommend Jennifer Elliott & Ocean Estate Law.

Jennifer was Awesome. I had a wonderful experience. The entire process was handled with…read moreprofessionalism, clarity and much care. Estate planning was overwhelming and emotional for me. Jennifer took time to explain to me everything in a way that was easy to understand. I truly appreciated her attention to detail and listening ear. I left feeling confident in the way everything was handled. Her office staff was very kind and respectful. I highly recommend Jennifer at Oceanview.

I've worked with Peter and Grant Prescott, Nicole Chung, and the entire team at Prescott Tax and…read moreWealth Management for several years, and I've been consistently impressed with their professionalism, expertise, and personal approach to such an important part of our lives. They handled both my personal and business taxes and over the years have dramatically improved the filing process, keeping it straightforward and organized. They do an excellent job of communicating what's needed, keeping everything on track, and making tax season as stress free as it can be. I have found their fees very reasonable and I've always been happy with how my returns are handled. Beyond taxes, Grant has done an outstanding job managing my investment and retirement portfolios. His advice has always been thoughtful, practical, and oriented to my stage of life and career. I genuinely feel that the recommendations he provides are made with my best interests in mind, and I've been very pleased with the growth and performance of my accounts as well. It's always a pleasure to catch up with Peter and Grant when tax season rolls around. They're knowledgeable, approachable, and genuinely care about their clients. I recommend Prescott Tax and Wealth Management to anyone looking for a trustworthy team to handle tax preparation, financial planning, and long term wealth management.

I switched to Prescott Tax & Wealth Management after many years with my previous team, and I've…read morebeen really happy with the move. They've been thorough, super responsive, and clearly know what they're doing when it comes to both business and personal tax returns. One of the first things they did was review my prior tax return, catch mistakes, and save me around $3,000. They also pointed out tax planning opportunities that had never been brought up before, which was a big eye-opener. I also appreciate that they think beyond just filing returns. They referred me to an estate planning attorney who was a great fit for my situation, which showed me they really care about the bigger picture. Everyone has been friendly, professional, and easy to work with. I've already referred two people to them and definitely see them as a long-term partner. I'm also considering using them for full-service wealth management.

Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.

Very professional and honest. Helped me with my fathers estates taxes and did an outstanding job…read more He explained everything to me and answered all my questions. I highly recommend Ryan and his team of associates.

I couldn't recommend a better company and person to take care of your business' tax needs.  Ryan…read moretook care of my corporate and personal taxes with great care and professionalism. He is straight forward, ethical and very personable. They helped me at the last minute and really saved me from filing late, I won't do that to them again!

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.