I found this company to be friendly, personal, and very patient with the less technically savvy…read more Awesome!

Erica, Brandon, and Alyssa were all exceptionally helpful in our sessions with them. Our taxes…read morelast year involved 1099s in two states for the two of us, sale of our home, a move across country, installation of energy efficient windows and sliding doors, solar battery system installation, and several other things that I am overlooking right now. We contacted them three weeks before taxes were due. They completed the Federal return and the returns for both states in time. The cost was very reasonable. Gildark Financial has our highest recommendation.!

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.

Never have I dealt with such rude and disrespectful front office staff. I had to keep calling to…read moreour taxes completed after we filed just after the beginning of the year just to find out today they did send all necessary documents. When I called I was stone walled by a receptionist that was rude! I will not be returning. They need to be trained in proper customers service etiquette. Strung along and very unsatisfied. Too bad.

Thanks for your help. You have done an excellent work on my tax return the last few years…read more Highly recommend!

Elva is so amazing, and we are so happy we were referred to her! She greatly helped us, when we…read morethought we would owe money, she got us money back! Elva is awesome and I will highly recommend her to friends and family!

Excellent, calls back immediately, schedules quickly, knowledgeable! The best!…read moreWouldn't go to anyone else. Refer her all the time.

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 just had an amazing amount of help from Schelly Radcliff My husband just passed away and she…read morehelped me process his life insurance claim. Everything has gone very smooth and easy with this process. Thank you so much for everything. Paula C

I have used this agency for over 20 years and highly recommend them. Shelley has been an absolute…read moreangel. She is knowledgeable, professional and efficient and has helped me through out the years. She is a gift to this agency.

If you need to file bankruptcy, Alberto is who you'll want to use. He was professional, relatable,…read morepatient and walked with me every step of the way. I cannot say enough good things about him and his services. He went above and beyond to provide me with support. He made the process smooth and I felt very supported.

Alberto was very professional and he explained step by step the process of a bankruptcy but not…read moreonly that he took the time which I appreciate a lot. him 100% plus if you have any questions he's awesome

I've been eager to share this review. What an amazing experience! Joseph demonstrates a deep…read moreunderstanding of the subject and is extremely patient when answering my questions. He assisted me in gaining clarity on my 401k, IRA, and Roth accounts. By examining my investments and fees I was facing, Joseph provided suggestions for cost cutting and recommended funds that could offer higher returns. As I approach retirement age, I realized I had never consulted anyone about reviewing my goals, budgeting, and how to prepare better for retirement. I was truly impressed with the personalized slides that illustrated my potential future earnings. We also discussed taxes, and he offered valuable advice on tax credits. I wholeheartedly recommend Civita; I appreciated that we handled everything through a meeting invitation on my laptop.

California taxes hit hard, and last year I got nothing back. I did a virtual consultation with…read moreCivita (super convenient) to see how I could lower my taxes for next year. Joseph was friendly, clear, and trustworthy. He shared a slide deck to help me understand how taxes work, showed me tax credits I might qualify for, and gave me a game plan I actually understand. I feel prepared and i'll definitely be returning to Civita to have them handle my taxes moving forward.