Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Steven and his team are incredibly helpful. From our initial phone call to determine if it was a…read moregood fit to our first appointment together, they were very on top of everything. We felt extremely confident utilizing San Diego Business Advisors as a resource for our taxes. Highly recommended that if you are in need of a tax service to use San Diego Business Advisors. We had a bad experience with other companies in 2022 but this year we feel better than ever with SDBA!

Steve Alpinieri CPA along with his team of financial professionals offer a full array of accounting…read moreand financial services (both personal & business) that includes: tax preparation/filings, financial planning, bookkeeping, payroll, business entity formation/sale & management, CFO services and much more! This place is definitely an ONE STOP shop for all of your financial needs - we were referred to Steve Alpinieri years ago by a good friend for some business tax filings and bookkeeping. After we sold our company (Steve & his team also prepared those financial docs for the sale of the business), our family began using Alpinieri CPA for our personal finances/planning and tax filings. From the moment we met Steve, we felt his kind care, attentiveness and professionalism. Whether on email, phone or in-person, Steve & his team always proceeded with expertise/extreme knowledge in answering of all our questions meticulously. Our previous CPA would take days to respond to a simple question. Steve, on the other hand, has always been available to quickly answer all of our questions and navigate us through the complicated tax guidelines along with the ever-changing laws. In short, we would recommend Steve Alpinieri and his team to anyone without hesitation. One piece of advice that we would give to anyone is to streamline efficiencies - gather good & complete records of everything prior to your meeting with Steve (his team would generally provide a list of what docs are needed), and to also not wait until the very last minute to file your taxes. Steve, Ryan, Hunter & the rest of his team work wonders everyday to make things happen for their clients, but there is ONLY so much time in a day!

AVOID USING THIS CPA. Your taxes will not be done on time, they will not be done correctly, your…read moreemails and phone calls will not be returned, and you will be charged additional amounts outside of the CPA's original invoice. My wife and I are by no means tax experts, which is why we went to Steve Alpinieri to make sure that our taxes were filed correctly, as my wife had just begun her small business. Despite giving Alpinieri all of our documentation months before the tax deadline, he and his team did not complete them until the Friday three days before they were due. Thankfully we looked over our taxes instead of blindly trusting our CPA, as we immediately found that the taxes were done incorrectly with us owing thousands of dollars for a state where we actually owed $0. I sent multiple emails to Alpinieri in an attempt to clarify our tax return, all of which he eventually claimed were going to his spam folder. I guess all of my phone calls and voicemails must have also been going to his spam folder too. When my wife and I finally did get a chance to sit down with him, he spent 40 of our 60 minutes talking about his personal life and his legal battles with his sibling. After our "meeting" we received another tax return filing from him which was once again done incorrectly. Sadly, this year we used his services again under the assumption that all of our information was already saved into his filing system. This year, we have received multiple fines and penalties from the IRS for our tax return being improperly filed. Despite these fines, Alpinieri has also been attempting to charge us more money than his own invoice states he can. Apparently, my wife and I are not the only ones having issues with Alpinieri has he has just been fined for repeated negligence and failure to comply with professional standards. I wish we knew any of this before we ever began working with Alpinieri. https://www.dca.ca.gov/cba/consumers/actions.shtml?license_id=CPA%2078613 https://www.cba.ca.gov/cba/discipline/actions/ac-2024-2.pdf

Good communication with us & with our investment advisor. Timely filing & good return.read more

I loved this office. Michael did a great job on my taxes. He was very professional and…read moreknowledgeable.

Another tax year, another great experience with our CPA Teddy, Gilad, and his rest of the…read moreprofessional staff, in preparing our tax returns a month and a half early, as usual. Teddy, and the others give us great peace of mind, and make sure that our tax returns are prepared flawlessly. We highly recommend Teddy Barzilai CPA.

The best CPA, been in business over 20+ years. His office always responsive even during a stressful…read moretax season. Many CPA disappear but their office is great. Thank you Teddy, Gilad, Elena and team for your help over the years!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

A professional, honest, and highly dependable individual/company was what we were after, and we…read morefound all of that and more with Orlando! Easy to communicate with and very responsive, we finally found our forever bookkeep.

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!

Starkey Brothers did an awesome job with my Taxes this year! So convenient! All was done…read moreelectronically using their online system at a very competitive price! I would totally recommend using them! Thank you Starkey Bros!!

Working with Grant Starkey of The Starkey Brothers has been one of the best decisions I've made for…read moremy small business. What sets him apart is his commitment to staying current in his education, his attention to detail, and his quick, thoughtful communication. He consistently goes above and beyond, and no question is ever too small. He takes the time to understand your long-term goals and never uses a one-size-fits-all approach. Instead, he personalizes strategies based on your business structure and the bigger picture. Not to mention his incredible team, Natalia Dávila and Stephanie Swift, who make everything with bookkeeping and payroll feel seamless and streamlined. They are fantastic to work with. I recommend Grant and his team to anyone who even mentions the word "taxes" and I will continue to recommend him always. Five stars, without hesitation.

The best! Meagan…read morehelped file my business returns last year, and it was such a pleasure to work with her. Excellent communication every step of the way, approachable, knowledgable, fast-yet-accurate... A++ would recommend to any friend, and also work with her again in the future.

I have been going to the same tax preparer for years and he will soon be retiring. He has mentored…read moreMeagan to take over his position and I am so grateful, she is so helpful, patient and thorough. Taxes are so convoluted, I am so glad I have Meagan to prepare them!