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    Roat Richard Associates

    4.4 (13 reviews)

    Services - Roat Richard Associates

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    Kind, generous, approachable, friendly, professional, pragmatic - all the capacities needed in a trusting relationship.

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    9 years ago

    Wonderful. Love-able. Will help you so much. They feel like family from the get go and care deeply for each client. Love these two!

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    Review Highlights - Roat Richard Associates

    Kathy Roat has been helping me stay out of harm's way for over 17 years (as well as my brother & his widow since 1990).

    Mentioned in 4 reviews

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    Garelick Business Management

    Garelick Business Management

    (56 reviews)

    Encino

    I've had an excellent experience working with Garelick & Luengas Inc. They are professional,…read moreresponsive, and incredibly knowledgeable. From day one, they took the time to understand my business and personal financial situation, and they've consistently provided thoughtful guidance that goes beyond just preparing tax returns. What I appreciate most is their attention to detail and proactive approach. They don't just react at tax time -- they help plan ahead, identify opportunities, and make sure everything is handled correctly and efficiently. In my line of work, having a sharp, reliable accounting team is essential, and they absolutely deliver. If you're looking for accountants who are organized, strategic, and genuinely invested in their clients' success, I highly recommend Garelick & Luengas Inc.

    I came to Garelick Business Management with owed taxes for my business and a completely unorganized…read moremess. From the very first conversation, Jessica L. and her team were professional, patient, and incredibly knowledgeable. They took the time to explain exactly where I was falling behind, got everything organized, filed what needed to be filed, and made sure nothing was left hanging. As a business owner, it's easy to get overwhelmed just keeping the day-to-day operations running, and taxes often end up pushed to the back burner. Having their team step in was a huge relief. Since working with them, I've been able to rest easy knowing my taxes and business documents are handled properly and on time. They're not only responsive, but they also keep me informed about upcoming payments and any new regulations that could affect my business. If you're feeling behind or stressed about business taxes, I can't recommend Jessica and her team enough. They truly took a huge weight off my shoulders.

    Allied Tax Advisory Group - Shawn Daei _ Former IRS Agent

    Allied Tax Advisory Group

    (40 reviews)

    Sherman Oaks

    Allied Tax Advisory Group saved my company in 2016 in thousands of tax dollars for a situation I…read morehad been in from 2012-2015 with another firm!!! I felt like there was absolutely no end in sight until a friend of mine had recommended me to speak to Shawn Daei. After reading the multiple positive reviews, I knew I had to contact this group. I am so happy that my friend introduced me to Shawn and the rest of the team. He went above and beyond and rest assured his work and effort showed for itself. When I received the phone call I felt like I took my first deep breath in a long time, he fixed my biggest problem! I will forever be grateful to Shawn and the team for making the process easier, comforting, and above all very professional on all standards/levels. Thank you, Shawn and the rest of the team. I wish you guys nothing but success in the years to come! Of course I'm still a very satisfied client and I made sure to recommended him and his team to my friends and family too!

    I've had horrible CPAs and Accountants for over ten years and finally, it caught up to me. I got an…read moreIRS audit letter and I felt my stomach drop and heart rate go thru the roof! I became nauseous and couldn't eat. I didn't open the envelope for weeks, so the IRS sent me a certified letter asking for a signature. I had no choice now and had to open it. It was a letter asking for an appointment so they can and examine my books. They included a 4-page letter and lists of the documents I need to have ready for our appointment! I got cold sweats... I didn't have any of my accounting and my whole system was a mess. I was freaking out and thinking I'm going to jail!!! I found Shawn and his team on yelp and called his office. He couldn't have been any nicer and kinder! He took the time to calm me down and explained the whole process from A to Z. He was an IRS Agent not too long ago so he's versed in the entire process. I really didn't have to explain much, he already knew exactly what they were asking for on the lists! Fast Forward 3 months later, he was able to get me off with a minimal tax due and even convinced the agency to waive penalties! I mean wowwwwwwww!!! I couldn't believe it!! Thank you guys at Allied Tax and Shawn is really the man!

    Roat Richard Associates - accountants - Updated July 2026

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