I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized and gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!! read more

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid advice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them. read more

My husband and I found Chad and his team on recommendation by my colleague. We have no regrets! Tax season is so easy with the help of the Peshke financial team. + Checklists are provided every year to help gather all necessary documents + Worksheets for additional items like household employer taxes and child/dependent care expenses are also provided + Communication is fast and easy with text alerts paired with full email updates + Secure document submission via web Chad and Emilie are wonderful. Thank you Peshke financial! read more

We have been using Chad for a few years now. He really goes above and beyond for his clients. He really helps explain any confusion with all the ever changing tax laws. I have had to make appts every tax season and he is always takes the time to make sure all my questions and concerns are addressed. He is also a guy who actually remembers his clients! Asks about the kids or congratulating on our baby's 1st year. We love this guy and will continue to refer! read more

Once again, Chad Peshke and staff did a great job with our taxes this year! Two examples in the past month made my day: - Not only are they great at doing my taxes, they are great at educating me about my taxes. A question came up on my family's return about the "black magic" of 2021 Child Tax Credit. In just a few sentences, they helped me and my family to navigate the maze of confusion and made a quick learner/tax sorcerer out of me! They don't want anything to be cryptic and are more than happy to demystify the IRS's rules in a very polite and concise way. :-) - They are excellent at quickly turning to a solution rather than dwelling on the problem. I misreported a number on my 2020 return, a year after filing. As bad as I felt about the miscommunication, they graciously created an amendment for my 2020 return and filed it, and the problem was solved. I was very relieved. Thanks again! :-) read more

We have been working with Chad for the past few years and I cannot recommend him enough! He and Emilie make doing our taxes painless and seamless. They are responsive, thorough and knowledgeable - and so pleasant to work with! They always go above and beyond to help us - even checking in with a phone call once our tax prep is done to make sure we understand everything. I cannot say enough good things! read more

Trust the reviews. We recently moved back to SoCal and were needing to find an accountant. Chad and his team have an incredible process that makes tax season easy breezy! They work quick, they are super-friendly, and they have very reasonable rates. I have a few unique situations in my life, and they knew exactly how to handle each situation on my taxes. A+++ read more

Sadly, I left a msg. on their voice mail for a return call 3-4 days ago. I still have not heard back. That's not good.

After a year of doing our taxes wrong, I wanted help to make them right. The reviews led me to Peshke Financial and they've been so helpful in getting our taxes back on track. Other financial advice has been extremely helpful as well. With changing tax laws happening so frequently, it's nice to have someone who's on top of it all for you. Don't try to do them yourself! Also, he's efficient and reliable in answering all questions you have. Chad and Emilie provide a checklist of what you need to prepare and submit, along with any worksheets that might be helpful. After you submit, they will ask followup questions and request any documentation you may have missed. They are reliable, thorough and efficient and I highly recommend you try them out! read more

As an Escrow Officer, I have a unique perspective when working with real estate and lending professionals as we work behind-the-scenes with Lenders and Agents to facilitate home sales/purchases. With that insight, I am compelled to share how utterly impressed I was with Chad and his team . They were highly responsive, communicative, and provided consistent updates on the loan process to all parties. Highly recommend Chad and his dynamic team if you are looking for a high-performance, service-focused Lending Team! read more

Peshke Financial - Financial Advising Near Me

Just another glowing review for Chad and his team. We use them for our tax return and for a mortgage refinance. What we especially appreciate is that Chad really took the extra time to explain the different options we had for re-financing so that we could consider what would work best for our long-term financial and life goals. The fee charged for our tax return is very reasonable. read more

Chad and the Peshke financial team is by far the most excellent tax service and more! Always knowledgeable, courteous, fast, efficient, and pricing is reasonable. If you are looking for a professional to do your taxes right, look no further! read more

As newlyweds, my wife and I needed some help with our taxes and we were also in need of some financial advice. Chad set aside time to meet with us during the busy tax season and provided insightful and important tips to help us with our financial goals. Recently, Chad reached out to me based on our financial discussion earlier this year. He recommended a refi on our mortgage based on his analysis of our interest rate. We had already been considering doing a refi because the rates were real low and we wanted to shorten the term so his call was perfect timing. Most mortgage brokers want to sell you a product and get you in and out so they can move on and get to the next potential client. Chad doesn't do that. He asked me several questions about what we wanted in a home loan. He listened. Chad carefully crafted a loan package based on our conversation. We were able to shorten the term and save thousands of dollars on the life of the loan with minimal change in monthly payments. The refi process has been a breeze! Chad is extremely organized and communicates with you the entire time. He will answer any questions you have and navigate you through the process. He is super knowledgeable on the current trends in the mortgage and tax arena. He even has a very useful blog that helps educate the client. We will continue to use Chad for tax services and financial coaching. I don't think we will need to refi again but if Chad thinks he can save us more money to get us closer to our goal of paying off our mortgage, I would trust his advice and work with him again. He's that good! read more

Having moved to OC, I've always went up to my parents tax person up in LA. This year I decided to find someone local. I browsed a few on Yelp, but wounded up choosing Chad based off our initial conversation. He answered my financial and tax questions sufficiently giving me a better understanding of what to do & what to expect. The pricing was fair as far as my comparative shopping went. I filled out his quick starter sheet, answered a few questions on the side, uploaded all necessary documents securely through his portal, and within 2 business days I was e-filing for 2016! I'll be honest, when you see so many 5 stars, not many from Elites, some from people who only have 1-5 reviews, you kind of think there is some fishy business is going on here on Yelp, however Chad's a stand up guy & provides a great Tax service if you're looking! read more

I called and left a message requesting info on setting up a consultation. I received a call back the next day saying they don't do consultations during tax season and to call back in May! Ridiculous there's a consultations button on their Yelp page. Super disappointed. read more

Chad Peshke has been doing our taxes for a few years. Once we found him, we have stayed with him. He is very efficient and responsive. He sends out a clear and simple check list of the information and forms he needs, and his site makes it easy to get them all uploaded to him. He provides a specific and fast timeframe to get back to us for anything else he needs, or questions needing answers. Once he has all information needed, he tells you when he will complete your taxes - and that's when he does! He makes taxes painless. He goes the extra mile if research is needed, he's kind and great to work with. I highly recommend his services. read more

We have been doing our taxes with this company since at least 2014 and have always been extremely happy. They are trustworthy, professional, helpful, and very easy to reach. I hate taxes and all the difficulties surrounding them, but Chad and everyone at Peshke make the process easy to understand and easy to finish fast!!! They also helped us with the sell of two houses in different states, a mortgage, and the purchase of our current home. They coordinated our taxes, the sales, estimated taxes, loans, and everything else involved in the process. We were super scared about how much was this process entailed, but Chad made it all easy, efficient, and successful!! We absolutely recommend their service. read more

My husband and highly recommend Chad and his team ! They are very communicative, thorough, and always willing to answer any and all questions we may have. We also love his e-newsletters that keep us in the loop with any year end tax news, 1099 updates, or retirement information. Thanks again! read more

Chad and his team came to my rescue with a tax filing blunder (my own) and I haven't looked back since. I have used them for my taxes, refinancing and help with filling out W-4 forms to make sure taxes will come out as expected. They are always quick to reply and make everything so easy. I continually recommend them to anyone I come across looking for help. Thank you Chad and Emilie!! You are the best! read more

Chad and his team are great! We have been happy clients for many years. Besides doing our taxes & having great advice, I love their newsletters with informative articles, and really appreciate how accessible they are for any questions that pop up throughout the year. I highly recommend Peshke Financial! read more

I would highly recommend Chad to anyone. He is consistently pleasant & knowledgeable. He helps even when I feel like my questions might be "dumb". He is great come tax season and he has now refinanced two of our homes. My husband & I are very happy that Chad and his team are around! read more

I've been going to Chad for over 15 years. Tax time is no longer a stressful time as he makes it beyond easy to get everything completed. Easy, safe and secure upload. If I have any questions I can reach out to him anytime throughout the whole year. Not only has he done our taxes but has also helped with Home Refinancing and finding a Financial Advisor. Truly feel blessed to have him helping our family. I trust him wholeheartedly! read more

I've been using Peshke Financial for my tax preparation for years but just recently used them for a home loan and per usual they exceeded my expectations! It was seamless, they always go above and beyond to answer questions and make sure they keep you apprised of the process. I highly recommend them! read more

Chad and his team have a completely comprehensive tax filing service. They respond within minutes to questions and make the process incredibly straight forward, as well as affordable. I'd highly recommend for anyone looking to maximize the refund for minimal stress filing. read more

The sheer number of 5-star reviews here should speak volumes to you about the level of professional and expeditious service provided by Chad and his assistant Emilie. Chad has his process with new clients expertly narrowed to a science, in a way that is both thorough and convenient. He even took the time to review a copy of our last year's return, just to ensure its accuracy. Chad was easy to get a hold of by phone and email, and always answered our last minute questions even after our taxes were filed and we received additional tax documents in the mail. He also went the extra mile to ask specific questions pertaining to our situation that our previous accountant glazed over, surely finding us extra savings! We want to thank Chad and Emilie for their dedication, efficiency, and professionalism in handling a task many consider to be harrowing and turning it into the smoothest year of filing taxes we have ever experienced in our lives. read more

Chad and Emilie were incredibly professional, speedy, and efficient with my taxes. I am still shocked by how quick my taxes were filed. My refund was MUCH higher through Chad than it was for any of the online services I was considering using. The fees are very reasonable, especially compared to other tax prep professionals I inquired with in the area. Plus, you can't beat the bonus tax advice and help with everything from mortgages to retirement accounts. Take it from someone who inquired with over 20 different tax professionals... Chad is the best out of them all! read more

I am used to doing our own taxes, as I have a background in accounting and finance. However, I'm also not a CPA. There's a reason why people pay CPAs to handle our taxes. They have the (better) software and more importantly, they are the experts! I contacted Chad Peshke's office after finding him and his positive reviews on Yelp. Chad and his staff were always very professional, quick to reply to any emails, and he even found a slight error from our previous years' tax return (that my husband did) which resulted in a combined Fed/state refund of $1200! His tax preparation fees were really reasonable. Based on what the client's needs are (i.e., how complicated your tax preparation will be, etc.), he will provide a quote right on the phone after a consultation. We did everything electronically, so I never had to step foot into the office. All in all, a smooth, efficient, and professional experience; highly recommend him if you're looking for a new CPA. read more

I highly recommend Chad to all seeking an Accountant. He is honest, extremely communicative and very responsive. Each time I emailed him with questions he speedily got back to me each and every time. His rates are fair and he is a very nice guy. You will not be disappointed working with Chad. read more

Just had another great experience with Chad and his team! After uploading my documents through the secure portal, he was able to review and compile the return super quickly. His email summary of prior year comparison as well as areas for improvement was very helpful. Will definitely be returning again next year! read more

*Phenomenal customer service with personable staff. *E A S Y to follow step-by-step instructions for tax return. *Bonus star for CONVENIENCE! This review is long overdue (sorry, Chad!). Now for story time: In March 2018, I was visiting my sister in the OC as she was in the hospital for a major surgery. Being the procrastinator that I am, I figured I'd file my 2017 tax return during my down time while waiting at the hospital. In previous years, I've filed with H&R Block and been meaning to find a new tax person so this was the perfect opportunity. I browsed through Yelp and found Chad Peshke, with 5 stars and 44 reviews. Many reviews indicated quick response time, so I messaged Chad around 5:30AM for a quote and an appointment. I kept checking my messages that day while at the hospital but didn't see a response. Was a little disappointed, but to my surprise a response did show up at 6:00AM. The message didn't come in due to the lack of reception at the hospital!!! So the Yelpers were right, Chad IS quick to respond. He was all booked up but emailed me with details on his process and how his office would still be able to help with my request. The best part is Chad offers an option to provide paperwork remotely (even accepts PHONE PICTURES VIA EMAIL). Personally, I H A T E when clients email photos of documents. In this case, I was desperate so I did my best to take clear photos of my documents for submission (lol...). Turnaround was quick and Chad/Emilie were able to answer any questions I had. They provide you with tips and updates on how to maximize on the returns. The fee is reasonable for the type of customer service and convenience you receive; they make filing actually enjoyable! I just submitted the documents for 2018 tax return and the fee was the same. Will definitely hire Chad for future financial services. Chad/Emilie - thank you for your services and I look forward to meeting you both in person! read more

This was our first time using Chad and Emilie to prepare our taxes. The process was flawless! Chad and Emilie and extreme efficient and process oriented which helps make everything go very smoothly. Chad is extremely knowledgeable and very willing to answer questions and help guide you through the process. In a time when customer service has almost disappeared, Chad and Emilie definitely go above and beyond to ensure your experience in an area that can be very confusing and stressful to be very smooth. I would highly recommended Chad and Emilie to help you prepare and file your taxes! read more

We just completed our 2016 taxes with Chad. We're new to the area but saw the many favorable Yelp comments and liked what we read. 5 stars. Overall, everything greater than the sum of the parts. integrity, attention to detail, clear communication, and quick completion. At my former job, people would say, "I want it fast, good, and inexpensive." my boss would say "pick two." Chad provided all three. My wife and I are still getting established here. As we build a new network of professional support it is huge to have someone like Chad in the mix. The world is chaotic and ever-changing. I can't say enough about how great it is to have someone like Chad nail this stuff down and help minimize stress. Thank you, Chad. read more

Chad is the best at what he does. We've used him more than once to refinance our home and he also does our taxes. I would absolutely recommend him. read more

My wife and I recently were searching for a new person to do our taxes, and so I turned to Yelp to see if there were any places close that we could turn to this year for our tax preparation. We contacted Chad to see what he offers. First off, Chad responded super quick to our request. He explained everything, and gave suggestions, and ideas on what more we could do. Every time we emailed or called, we received an immediate response. I value that a lot. I know it's busy right in the midst of tax season, but Chad or someone from his office would always get back to us in such a short amount of time. Both my wife and I loved the service we received from Chad and his staff. Chad got us a great return. I know it's so hard to find someone these days that you can honestly say you trust, Chad and his staff are definitely quality people and I highly recommend their services. read more

** OUTSTANDING SERVICES ** Chad Peshke and his staff were OUTSTANDING! -- fast, courteous service -- kept me CONSTANTLY notified of what papers they needed and were extremely precise in what they needed -- Chad and staff are EXTREMELY organized in presenting all my tax documents via a secure server and facilitated ease of transaction by mere LT. mouse clicks. They come with my HIGHEST endorsement! God bless you, Chad and Staff! read more

Three days ago I called Chad, left a voicemail, then received a call back half hour later. I had a few questions in which Chad was able to answer with a lot of knowledge and explained it to me in such a way that I understood. He was patient and obviously cared about my financial situation. His website is easy to use, his tax preparation process couldn't have gone smoother. This is year two using Chad for my taxes. Last year we met in person, this year he gave me the options to send my paperwork in through secure messaging. That's what I did! The entire process took 48 hours. Taxes filed and now just waiting for my return which I bet will arrive any day now. He and his staff are professional. If you're hesitant, believe me, just try using his services just once. I can bet you'll return a second time like I did. You can bet I'll be returning next year, too! read more

We had a very complex situation with our income, and honestly, we were expecting to pay a huge amount in taxes, but we were referred to Chad and him and his team set us up so well. His knowledge and understanding of the best ways to get you the most out of your taxes are incredible. We ended up only owing 1/4 of what we were expecting to pay. And the price you pay for his services, in the amount of money you save, is totally worth it - not to mention how quickly he and his team get things done. Thanks again Chad and team! read more

Excellent service that was much easier on me than expected. I've never worked with a professional before but now that I'm married and bought a house I knew I'd need help. I thought it was going to be a more difficult process but Chad has everything so well organized and he really knows his stuff --- it was quick and easy to work with him. He went above and beyond tax filing though and gave me guidance and shared resources that can help my wife and I know more for the future. The guy works hard for his clients and that is greatly appeciated. I highly recommended working with Chad at tax time of course but he has a lot more to offer and can assist throughout the whole year. read more

Great service! Very quick and efficient. Not only did they find supplemental taxes that were paid but not reported by my lender, they also took a look at my previous year's tax returns (that I did myself) and found corrections to increase those returns. In addition, they provide financial guides and tips and are quick to respond during the busy tax season. read more

Just a quick update working with Chad. He has provided me with financial advice and support from throughout this past year and I have come back to his firm for my 2018 taxes. Chad, again, went above and beyond with customer service - patiently answering all of my questions and dealing with my messy divorce situation that involved multiple rental homes. I cannot recommend him enough! read more