Go elsewhere! We tried to work with Kimberley at CPW. Had multiple meetings with her to discuss our…read moreneeds and when we were presented with our contract, the services listed were nothing we had discussed. When we had yet another meeting to clarify what we were looking for she had gotten defensive and argumentative- doing all of the talking and none of the listening. When we made one small request of changing the the signor on a portion of the contract, they flat out told us they didn't want to work with us. Maybe it's because we questioned the $10K "Deposit" they wanted to do the work? We work with multiple vendors and have never before been asked for a "deposit". We have always paid our bills on time. My suggestion to you is find someone else. Don't waste your time with them as we did!

John and Kimberley have been our insurance brokers for 10 years now and they've just always been…read moregreat. They've always looked out for us financially and always making us feel that they're looking out for our bottom-line.

Muna is my dads accountant and occasionally does my taxes as well. She's super fast and thoroughread more

I've had the pleasure of working with the accounting firm for over 5 years. When I first was…read moreacquainted with the firm their employees were very professional, ethical, and went out of their way to explain every question I had. What I enjoy most about the accounting firm is that they cater to a variety of my business and personal needs and have dealt with my tax return over time which has become increasingly complicated. I've come to rely on their honest feedback and ability to solve problems quickly for me. They are very welcoming firm that understand its customer's demographics and have added English, Arabic, Chaldean, and Spanish speaking team members to cater to the people of El Cajon. Personally, I've worked with Sarmad who is my fathers and my business account manager. Sarmad patiently deals with frantic phone calls regarding a range of issues for our businesses. I've never heard Sarmad say "no" with whatever request we have. He promptly returns phone calls and ensures are quarterly filings are accurate. I've also had the privilege to work with Muna and Michael the other experienced business account managers. Eventually, you will meet Nairy who is the tax-preparer/payroll specialist who is dependable and detail oriented. Finally, the team can't function without an enrolled agent, Sandy is the glue that binds these individuals and elevates the firms experience and knowledge. Overall, I'm confident that you feel and find that this firm is the hidden tax treasure in El Cajon.

My wife and I recently attended a very informative Epstein & White retirement seminar and afterward…read moremade an appointment to see Sandee; one of their financial advisers. Going into the appointment, we had a vague idea of what would be best for us; but our situation has some 'variables' and is somewhat unique - so, we knew that a 'cookie-cutter' plan definitely would not be a good strategy. After meeting with Sandee, we were impressed with how well she listened to us as we explained our situation, and then offered multiple solutions to fit our various scenarios. With just one consultation, we now have a better retirement plan and feel more comfortable about our financial future. If asked, I would confidently recommend Epstein & White for retirement planning.

So far my experience has been great! Attended a seminar, both Mr White and Mr Epstein were…read moreknowledgeable and the associate I've been working with for the last few months has gone above and beyond. Thanks giving my wife and I an extra boost going into retirement!

I have used DACA for several years as a single entrepreneurial author and musician with tons of…read moredeductions and different business schedules A, C etc. I used to go to H&R Block but it got more and more expensive and I had a different preparer every year. I never felt I was being properly represented. DACA has helped me streamline the process, explain and help me get it done securely and confidently and often with an unexpected return. Great prices, other investment and financial expertise within the same office too. They are the nicest and most friendly courteous office you'll ever experience.

Casey at DA/CA Financial has guided our finances over the past 8 years. DA/CA handles my yearly…read moretaxes and cleaned up previous IRS tax mistakes that were filed. DA/CA also handled my short sale at the beginning of the recession. The short sale closed in 30 days and it was seamless, this was before the short sale process was streamlined. Casey also guided me with the tax ramifications regarding the short sale and I was so happy not to be surprised with an IRS letter saying I owed on the short sale. My husband and I also just purchased a new home and DA/CA handled the loan process. We closed in 30 days despite the current government shutdown! We locked in at 3.75% with my past short sale as well as my husband not so stellar credit. We couldn't be happier with the service at DA/CA Financial. We plan on using them for all of our future investments and financial plans.

I am new to business so when I first spoke with James Harnsberger I felt like he was really going…read moreto help me in creating my company. He told me he'd be available to me to walk me through the application process. It felt like it would be great, Especially because I had no idea what I was getting into when starting my business. I loved the comfort he provided in that initial consult. After a 1 conversation with James Harnsberger, I noticed he was very insistive that I "just fill out the forms". He didn't want to answer any of my question and was aggressive over the phone not making me feel comfortable to ask more questions. After 5 minutes on the call he said "we have to go we have other calls to get to". SMIB was prompt in communicating only when asking for my money and refusing to refund me my full amount. Very other time it took 1-2 days for them to respond to me. I decided that this was not what was promised to me and that we would not work well together. So I asked for my money back. At this point all we have done was exchange email back and forth, nothing was in the works yet. James Harnsberger refuses to refund me my money saying he is charging me $300 for the 5 emails we exchanged and 5 minute conversation we had. I wanted to make this post because I want to help this company get better at servicing clients who need help and guidance around opening a corporation. James, I'm not mad about the $300. It sucks that there's people that do this out there but I can't control that. I know you've helped some people already (I can tell by some positive reviews on here), but this isn't right. I'm wanting to donate my $300 to your company to invest in helping you guys improve your service with clients. Learn from this and strive to help people feel more comfortable working with you. Take time to answer simple questions. Call people back when they ask for your help. Learn to listen. Doing these simple things will help you reach more clients and make a bigger impact for people. Which I know you want to do. P.S. everyone else on this staff was great. Susan was a sweetheart, Allan was great. James is the one who made me feel uncomfortable.

I called about my elderly parents, unsure what I could do to help them. I was given step by step…read moreinstructions on how to fix or resolve the problem with the IRS free of charge. I am so grateful because the IRS was keeping my parents from being able to pay for a place to live and I was glad to figure out the best way to help them. My father is a veteran and is near death and they continue to garnish his disability and we can't find a suitable living situation for him because of it. So thank you thank you thank you. The assistance I received was invaluable and it was given free of charge. Carla

I recently switched State Farm Insurance Agents and after careful consideration chose Eric…read moreAndersen. This was definitely the right choice! He answered the phone promptly himself and was everything you want an agent to be. I was very impressed as to how thorough, organized and efficient he is. Eric came to our home himself to conduct the 360Value Estimate Report. He was courteous at all times and ensured me that he would document everything accurately. His saying "that the buck stops here" is truly something I feel he embodies rather than just throws out. I do feel like I have found a good neighbor with my new State Farm agent. Thank you, Roberta

My Mom recently passed away and she had various insurance policies thru State Farm under the care…read moreof Eric and his staff. Handling a Trust account can be challenging, especially when you have to deal with things like insurance policies. Eric's staff member 'Deanne' was unbelievably helpful and made the process flow with no hitches. She's very knowledgeable and handled every detail flawlessly. Deanne is a role model for what customer service should be. Thank you Eric and Deanne!

I had to get liability insurance for a rental property that had its current insurance cancelled…read more Tried well over a dozen insurance agencies with no results. Frustration was unbelievable - I didn't even get call backs from most. Apparently my situation was just too difficult - that is until I called Kennedy Insurance. Elizabeth came through with a great policy and had it in force quickly. I can recommend this company without hesitation.

Called two times to request a quote & both times I was told I would get an email or call back and I…read morenever received anything.

Hate to have to provide this kind of review. Was recommended this company for my taxes by my…read moreparents, who have used them for a couple of years. Couldn't be more disheartened and disappointed in the service I received. I reached out to McRea Woodson asking if they had availability to do my taxes this year and was met with a yes, they had availability. Communication was great, until I paid them my retainer fee. As soon as I paid them, and submitted my information in early February, I spent a month and a half trying to get in contact with them. Sent multiple emails that went unanswered. Some were responded to by just saying "you're on my list to call", not answering any of my inquiries, yet, still never received a call. I was unable to access my portal to upload more information needed for submission so had concerns on how to send them the information needed, I heard nothing back. It's interesting because as mentioned earlier, my parents used them for their taxes as well, so I was able to gauge if they had the same experience. Nope, they turned their information in late yet they still got phone calls and emails and their taxes completed before mine. Once I finally got the notification that my taxes were done, it was 630pm on April 14th and I owed quite a bit. No communication, just a document and what to pay. I called them begging for a call back, and nothing. I ended up owing for the first time ever (which is no fault to them but something I'm keeping in mind). Communication was so bad, I even ended up having to ask my mom to remind them that I still existed and needed help. Did that reminder bother to have them call me? No. I've used other companies in the past and have never had an experience like this. I feel like they could have been okay, had they cared even a little bit about me. Maybe somewhere down the line, I was deemed as someone less significant than other people? Or maybe they viewed me as needy and didn't want to communicate with me because of that? I just wanted to make sure I provided everything that they needed. Either way, it would have been nice to be communicated with and treated with a little more dignity. I don't know their work load or how many customers they had to serve during this hectic time, I don't mind that my taxes weren't completed until the very last second (even though a little more time would have been nice), but it's the lack of communication over something this significant, that can have huge consequences for me, is what really concerns me. Since I never received a phone call back after asking/begging them to call me back, I wasn't able to express this and offer some feedback on their professionalism or business acumen. So this review is what I feel like I'm forced to do since this is my only option as a customer at this point. Be weary in hiring them for your taxes, especially if you're someone who has questions or may need guidance. Communication is minimal at best.

Having lost our long term accountant and a bad experience last year, we searched in detail for a…read morenew tax service in La Mesa. My wife came up with Alexandra McGraw, co-owner of McRea Woodson & Asso. What an incredible find. Alex is impressive in every regard and a joy to work with. Her expertise included not only CA tax law but also AZ for filing my deceased brother's final tax return for Probate Court. Alex's tax return paperwork was complete, in detail and in a beautiful bound package. We are not just satisfied customers, we are elated customers! Who knew filing taxes could be fun. Job extremely well done. Alex is so personable, we'd adopt her. Thank you & see you next year. Lee & Cecilia S.