I have run my own business for several years and have struggled with my bookkeeping since day one…read more All of the bookkeepers I hired either did not have the bookkeeping/QuickBooks skills I needed or they were just unreliable. Getting figures to my CPA at tax time was always a nightmare. A business associate recommended AndMor Bookkeeping. They have cleaned up my accounts and now keep them up to date on a monthly basis. They have solid accounting knowledge and are professional and reliable. Definitely worth the money.

From the owner: Bookkeeping and payroll for small to medium size businesses…read more Experienced in a variety of industries including automotive, bio-tech, restaurant, retail, manufacturing, construction and real estate. Specializing in all versions of QuickBooks including Enterprise edition and QuickBooks Point of Sale.

I been coming here since 2011 I've always had the best service he always does.a great job on my…read moretaxes ...he's like family always always a great job I recommend him 100 thank you Latino tax always a great experience

My family and I have been using the professional tax prep services of Mr.Esquivel for over 15 years…read moreand he has always been courteous knowledgeable and helpful in giving us the best tax refund and guidance about our taxes. Mr. Esquivel is a seasoned tax expert who will help you do your taxes and you will want to come back.

Patricia is the best! I'm super busy and she works around my schedule and provides excellent…read morebookeeping for our business. So glad I found her!

I needed to amended a relatively simple tax return. When I asked about their rates, I learned I…read morefirst had to provide ALL of my details, income, social security numbers, etc., before they would provide any estimated costs. It seemed unreasonable to me to provide that private data without some assurance that they were affordable.

The start of the process was fine until it wasn't. I completed the intake form the first week of…read moreFebruary and quickly received a phone consultation about 2 weeks later. During the phone consultation I asked a few questions about a previous year return and they agreed to look into it. Two weeks went by without a word so I followed up and they said they were still working on it and would update me later that day. No update and more time passed so I called back, no answer. Another week passed with no follow up so I sent an email with my frustrations. I quickly received a response that I would be called the next day. No call the next day. I replied to the email mentioning that no one called me and they apologized and said I'd get a call back. Still no call back and now we're in April! I decided to get my taxes done elsewhere for a much higher price due to how late I'm filing. Going through McClure financial has been the worst decision. A family member even visited their office and no one answered the door. Do not file with them. And I just pray that they properly dispose my personal information.

I had such a great experience with this company! They made the entire tax process quick, easy, and…read morestress-free. Everyone was incredibly friendly and welcoming, which made a huge difference. What I really loved is that they can handle my taxes no matter where I live in the United States--that kind of flexibility is amazing. Miguel especially stood out--he was so kind, patient, and really took a lot of the stress off my shoulders. You can tell they genuinely care about their clients. Thank you so much for all your help! I'm looking forward to working with you for many years to come.

Sadly, we didn't even have a chance to receive any service they provide…read more Landed an appointment with this place after I called around to many tax places in and around Murrieta and majority of them accommodated business owners. We were just looking for simple tax filing for military family with property in different states. When I spoke to Claudia, I shared exactly that information and she said she can accommodate then had setup an appointment for us with her, months ahead before tax deadline. I asked if she had a list of items she will need from us and she said we will receive a text. Fast forward to last week, I received a text to confirm my appointment with tax company, I confirm yes but didn't receive a list of things needed neither a secured link to drop required documents. Night before our appointment my husband put together what we normally drop in a link for previous tax companies, W2, bank statements, receipts for medical, military, donation statements/receipts, work related mileage and uniform care, etc, tax documents from previous year, and of course government identification. We expected to have everything with us when we arrive at our appointment since we were traveling 40 miles one-way to get taxes done. We finally arrived 15 minutes late because of traffic we jumped on the Fastrack not realizing the next exit was a couple miles past our exit...lesson learned. Called to let Claudia know we will be late and check if we should just head back home. The gentleman who answered the call said Claudia was in a meeting and proceeded to say that he is actually going to take care of us and we can still show up for our appointment...interesting we got passed up to someone else but heck that's what we get for arriving late perhaps. We arrive and was asked for our driver licenses, then was asked if we had our social security cards with us...that's a first! I told him we didn't know what you all needed from us so we just brought what we typically bring to tax appointments. And he says that they require a social security card and not to worry because we can just "email" photo images to him. In my line of work, I know that is unacceptable, in fact, all law enforcement affiliates would never recommend you send PII via non-secured email accounts. My husband chimed in and said we have never had to provide social security cards to any tax company and the guy interrupted my husband saying all tax companies do require a social security card by law... I couldn't help but wonder if he thinks we file our taxes outside of the United States because we have been filing taxes for over 30 years and this is the first time any tax company has ever asked for our social security cards. But heck, seems like he wants to be right and that is ok. We were in traffic too long to argue with a wall. Perhaps they are unaware that when U.S. citizens acquire a government ID that social security cards were already verified to obtain a government ID...who knows. Well, we weren't going to sit there and argue with the guy. And we already knew that we don't care to travel another 80 miles just to bring our social security cards because our passports and or Driver licenses didn't suffice. Neither would we ever send photo images or typed characters of our SS numbers via email. We already have to write our SS numbers on tax forms, if IRS cannot verify it with their super secret computers then it comes back to the tax-payer for proper verification. Simple as that and not worth the argument. We told him to have a good day and walked out. One star for allowing us to show up late. :shrug: No value in this visit and no service was rendered. Just a massive headache from the traffic to get there and the unnecessary banter over social security numbers.

I contacted Kalos Tax Management because I need a 1041 (tax return for my mother's trust). On…read more1/26/2026, I called the office and spoke with Roxanne. I emailed the items she requested and later asked if the consultation was free or if there was a cost. I wanted to be prepared either way. I went ahead and confirmed an appointment for 2/10/2026. A couple of days later I called to follow up on the cost of the appointment. Roxanne informed me that the accountant I had been assigned to worked part time but assured me he would contact me about my concerns. As of 2/6/2026, I had not heard from anyone so I cancelled my appointment. I don't think my request was unreasonable and wonder why the information couldn't have been gotten by someone else in the office. There was no response to my email to answer my questions or attempt to reschedule. I reached out to Kalos because of their strong reviews on Yelp. I don't enjoy writing poor reviews, but I can only speak to my experience. It definitely wasn't five stars.

Have been going to do our taxes with Kalos for a few years now. They are amazing, I love that they…read moreexplain things well to understand the process. They are always there to answer our questions, Brian is awesome! Really recommend them if you're looking for a tax advisor.