I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

Let me ask you this: What is your biggest worry in seeking help dealing with the IRS? I bet your…read moreanswer is "How do I know someone isn't going to just take my money up front and leave me hanging with the IRS. How's this for an answer: Melissa Northrup refused to take my money. Yep, that's right......after reviewing our financial situation and carefully advising my wife and I as to what is -- and is not -- possible with the IRS, she suggested that we did NOT need to retain her services. We had called Mel on the recommendation of my tax advisor, and she spent more than 40 minutes on the phone with me. When I offered to pay her for her time, she DECLINED.......even though the information she provided in those 40 minutes was invaluable. We were impressed. If you need help dealing with the IRS you will find this lady open, patient, knowledgeable and extremely clear in her advice. And, by the way, the fees she did quote were remarkably reasonable.

Left a message and got a quick return call for my daughters IRS tax issue on a Bank of America…read moresettlement that shouldn't have been taxable in the first place. She talked to us in detail with no rush and very supportive on the available options. Thank you so much!!!

Mr. Ron is a kind and helpful guy. I recommend him for your Tax needs. He explains things and he is…read morevery straightforward. Visits with him are simple and fast.

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.

Very fast service and appointment is easy to make, parking lot a lot space , and a lot timing…read moreoption, can go any day after work Will come again Recommend Kail

Maggie was very helpful over the phone with questions and I would definitely use her services again…read morefor tax prep! I had questions about how to manage my retirement funds effectively and how to mitigate tax penalties and Maggie was very knowledgeable about the potential impacts using just a few statements from my brokerage account! If I had known it was this easy I would not have spent months agonizing over what to do when we were able to answer my questions in less than an hour! Maggie is very responsive to inquiries sent through on the website and to phone calls!

Maggi was great. Super smart and passionate about investment planning and the tax consequences. I…read morestrongly recommend and would use her again.

My elderly mother got a FTB "Request for Tax Return" and the notice among other things was…read morecomplicated and threatened penalties and assessment based taxes, etc., I wanted to take no chance that this would be one of those endless back and forth issues between us and the FTB. Robert made it painless and was worry free, took care of things 100% and his prices for his services are fair and straightforward. If you need a CPA, don't hesitate to give him a call.

Robert's customer service is absolutely terrible and he does not know how to run a business…read moreprofessionally. I would not recommend his services due to his lack of professional amongst other things. If you need any help with your taxes be sure to find someone else.

Professional and good service！…read more gave me a lot of help！

I wanted to write and thank you, Ken for your prompt and thorough accounting service. After I…read moreprovided you with my initial documentation, you went right to work and prepared the needed documents in short order. I came on a Thursday afternoon, and you completed my return the same week, Sunday. I like that you also value my security and privacy by using encrypted methods to pass communications. Your rates are very reasonable as well.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!