Cancel

    Open app

    Search

    Services - Private Banker

    Accountants

    Private Banker Photos

    You might also consider

    Recommended Reviews - Private Banker

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration
    Photo of Mike S.
    23
    20
    1

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    The Private Banker assisted us for nearly ten years. Amazing team. Would recommend to anyone. 100% the best.

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of laura p.
    415
    67
    2

    12 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    You might also consider

    Verify this business for free

    People searched for Financial Advising 836 times last month within 15 miles of this business.

    Verify this business

    EBS Business Tax Services - Carey Lampel-JD (Jurist Doctor), LL.M. (Masters in Tax)

    EBS Business Tax Services

    (13 reviews)

    Carey and her team are our trusted partners. She was a referral from a friend and we appreciate all…read morethe expertise and advice that helps us navigate our financial strategy.

    Lack of communication or follow on your tax concerns. As a new California resident and referral…read moreclient, I went with EBS for a complicated tax year. I provided EBS with most of my tax documents months before the 15 April deadline and a final document about 3 weeks before the normal tax year deadline. About 3 days before the normal national filing deadline, I asked for a status check and was told by EBS that they would file an extension due to San Diego flooding but would try their best to get it done by the 15th. I was reassured multiple times that my taxes were filed and no payment was due nationally or to California until June. I happened to create a California FTB state tax account and saw a late penalty fee on 15 April and daily accruing interest on my late payment and contacted EBS to figure out why I was charged a low fee when an extension was filed and they reassured me multiple times nonpayment etc was due until June. I got a response from EBS that they would dig into it and a week later I resolved the issue myself brought multiple phone calls to FTBs archaic phone tree system. Filing a partial resident form (the non resident tax form) caused them to reject any extensions bc they assume you don't live in San Diego when the flooding happened. I was able to correct the issue myself after multiple phone calls to FTB. Extremely disappointed in EBS for the lack of follow up, false reassurances, and no communication until a couple days before the tax filing deadline that they planned to file an extension for me

    Kurt Israelsen Accounting

    Kurt Israelsen Accounting

    (30 reviews)

    Several year ago we had a tricky tax issue and no idea how to handle it. I found Mr. Israelsen on…read moreGoogle but at the time there wasn't a great deal of feedback regarding his services. We made an appointment to meet with him at his home, which is tucked away on some small back roads off Del Dios Highway in Escondido. I nagged my husband a handful of times in a short five minutes insisting we couldn't possibly be in the right place. If you think you need to turn around and go back you probably have arrived at your destination. Because we were satisfied with the turnout of our tax filing years ago Mr. Israelsen was the first person we thought of this year. I was stressed out and panicking regarding the sad circumstances we were facing for 2016 and he was able to fit us in the same day we called. Fantastically welcoming, he offered us snacks and drinks while looking over our papers and calmly listening while I had my meltdown. Even though the news wasn't all I had hoped Mr. Israelsen knowledgeably answered our questions, suggested ideas to meet our needs, and filed for us (at a discount because the IRS was nailing us for an uncomfortable amount of money and the majority of our happiness). Kurt A. Israelsen is kind, soft spoken, and helpfully pleasant to deal with. He set my mind at ease by letting us know what steps we would have to make on our own and when we would have to follow up with the IRS regarding our payments. We spent no more than thirty minutes with him and left with our taxes filed and a plan going forward. We won't go to anyone else for our tax questions and preparation.

    Kurt Israelsen has done my taxes for the last three years and I couldn't be happier. My husband…read moreand I are complicated when it comes to taxes because we are performers and move often. Kurt is incredible at asking us the right questions to get the largest refund. I was really impressed at how easy it was for him to help me long distance too. He was always available via phone or email to answer questions and really put me at ease. I also appreciate knowing that my taxes are always prepared by Kurt himself or a CPA assistant. I have recommended Kurt to friends and family and the response is always positive! You'll be in great hand with Kurt and I guarantee that you'll be thrilled with the result.

    Private Banker - financialadvising - Updated June 2026

    Loading...
    Loading...
    Loading...