I've been working with Niki at Forest Accounting and Tax for the past two years, and I can honestly…read moresay she has been a game changer for me and my business. From day one, she came in and got everything completely organized, which took a huge weight off my shoulders. Niki is incredibly knowledgeable and always stays on top of what needs to be done. She doesn't just handle the numbers--she actually guides you, keeps you informed, and makes sure you're always a step ahead. She takes care of my business and makes sure I'm always compliant, which gives me a ton of peace of mind. Anytime I have questions, she's quick to respond and explains everything in a way that's easy to understand. What I appreciate most is how much easier she's made my life. Running a business is already a lot, and having someone I can fully trust with my accounting and taxes takes a huge burden off my plate. If you're looking for someone reliable, professional, and truly invested in helping you succeed, I highly recommend Niki at Forest Accounting and Tax. She's the real deal. She's not only affordable but plays a huge role in my success

I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

If you have not used this company to do your taxes, fix any issues with the IRS, help with your new…read morebusiness, or look over your financial investments, DO IT! The front office ladies are lovely and always keep you informed and email you any forms you need to fill out ASAP. The CPA, Barry Peters, is very knowledgeable and also a kind and thorough CPA. If you work on a 1099 he is amazing in dealing with your all your deductions and write offs. I referred a friend, and he literally saved them from financial turmoil!! Don't use turbo tax, H&R Block, or your local Joe Schmoe. Use Premier Tax and Finance...trust me you won't regret it!!

We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

I hated that when my firm was transitioned from Rosson CPAs to Privity CPAs, we were assured all…read morewas going to be ok. However, lo and behold my company was told that we did not meet the requirements for their firm right before tax time. Leaving me to scramble. Guess you reach a certain level in business and its about money vs service. Very sad as I had high hopes.

Luba was able to squeeze me in and assist me with my taxes so my home sale and purchase was handled…read moreright on time. I'm so thankful for professionals like Luba who take the stress of taxes off my very busy plate.

Luba is the BEST. She offers 100% virtual service and she walks me through everything. She even…read moremakes videos for me so I know exactly how to fill out forms. I have been going to her for years and you need to use her for your taxes ASAP.

Bill is great! For whatever reason I had a not-so-smooth time trying to find an accountant to help…read morewith my taxes. I had two businesses that were fairly new and every accountant I spoke with or emailed was short with me and unpleasant. Then I found Bill on yelp and he was so kind and easy to talk to! He made filing my taxes last year a breeze, and set me up for quarterly payments for this years taxes with stamped envelopes and a place to record everything. He always answers my questions quickly and kindly when I email him, even if it's just to explain how my new business is set up. And he's very calm and thorough when I ask why my taxes are the way they are... =D His rates are great, and I'm sure he will be my accountant for a long, long time. I highly recommend him to anyone, even multiple business self-employed individuals.

Went to H&R block and was going to pay quite a bit of taxes. I ask if where the H&R block worker…read moregot his a counting degree. He told me he was not an acountant... Instead of paying taxes at H&R Block. I went to William sweeney and got a refund. My wife and I can now go on a weekend vacation with our refund. Thank you!!!

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.