Lee Covell and his staff have taken care of our complicated taxes for the last six years. They are…read morealways up to date on the latest laws and exemptions, and have handled our complicated self-employment issues with patience and expertise. On time, reliable, and knowledgeable, I absolutely trust this team, and have several family members and friends who are also grateful for their service.

I've been with Lee for over 10 years, he has become more than just our "tax guy" he's a friend you…read morecan ask questions to anytime. If you're reading this more than likely you're looking for help, Just give Covell, Jani & Pasch a call, you will not regret it. I can't speak well enough about them !

I saw they had good reviews, so I called to ask if they could assist me with my taxes. I had a…read morequestion for them in order to determine whether or not they could assist me. Given that they charge a minimum fee of $550, I needed to make sure they were able to help with my particular situation. The receptionist asked me to hold on while she transferred me to a tax professional that could answer my question. She then got back on the phone to tell me they can't assist me with my question or my taxes until after April 15th because they were too busy with other clients. I told her I just needed to know if they could assist me with my specific tax situation and all i had was one question to determine this, but she said they could not assist me with any question until after April 15th. Extremely unprofessional.

Scott has been my CPA for three years and I love him. He never makes me feel awkward for asking…read morestupid questions, is super knowledgeable on all tax issues and gives very sound advice. I had previously done my taxes using a popular retail tax software program for many years and in the past everytime I tried a new accountant to prepare my taxes I would compare the results to doing taxes myself. I always came out ahead...so why pay the big fees?!? However, my taxes became more complicated after my dad's passing and an attortney friend recommended Scott to us and we have been very happy with Scott and his staff's services ever since. Working with Scott is such a pleasure. I never feel nervous around tax season. He has such a warm, inviting personality, you just instantly feel at ease and you know are in good hand each year.

Great service! I have used Liu Shuai's service for going on three years and have never run into any…read moreissues. LSS is always on time and responsive to my inquiries. I would recommend Liu Shuai to anyone looking for personalized accounting services.

Shuai did my 2023 tax return. We are the new immigrants from China. He is specialist for the new…read moreimmigrations. He helps us to report foreign assets and foreign income. A lot of CPAs lack the knowledge of this part. I am so happy to find Shuai!

I've been a client of David's for the past 7 years (since I moved to North County). Originally, his…read moreoffice was located in Carlsbad but he later relocated to Poway and I still make the trek out to see him from Oceanside. Why? He's the most knowledgeable tax accountant I've worked with. He sincerely does try to get me the best refund possible... and every year, he doesn't fail to impress me. Not only do I see more return value than with any other tax preparer but I learn about how the changing laws affect me, write-offs I missed, and future tax saving ideas. Having a former federal auditor prepare your taxes is honestly the best way to go. David started filing my taxes as an individual and now files for both hubby and I. I honestly haven't been able to find anyone with the same qualifications and experience as David. As a disclaimer, I will say, David's skills are in high demand and keeps him very busy. I usually schedule my tax prep as soon as I get my W-2s and have all my paperwork sent to him well in advance. I realize some people wish to have their taxes/tax experience expedited but patience must be appreciated for quality service. If you're a new prospective client, my recommendation would be to email/contact a few tax preparers (rather than wait on one) since he has a high clientele or, if able, either contact David before tax season starts to get started. Finding a good tax preparer can be frustrating, but I believe investing time in someone you trust is worthwhile. Best of luck to everyone and may you get the maximum refund possible!

If there was an option to give this unethical company zero stars, I would have done so - it was…read morethat bad of experience. I have never experienced anything so terrible before. It was the worst $500 ever spent. David will take weeks to get back to you, if he ever does at all. Saying this experience was disappointing is a vast understatement. We selected Rundlett last year around this time because we had purchased a home in 2015 and need some extra help with our taxes. Rundlett had a 4 or 5-star rating at the time, and great reviews, so we went with them. We should have gotten the hint when they took a week to respond to our first email, and we had to contact them multiple times to get a response, but we thought it was tax season, so we'd give them a break. Eventually, they gave us a list of items to bring into the office and we had an appointment with David & Matthew, one of David's associates. After that they told us that he would call us in a two weeks to set up another appointment to review the outcome. Two weeks came and went - no call, no email, no communications whatsoever. We had to call and email again, multiple times to get David and Matthew to finally respond. We finally got an appointment with them one week before taxes were due, and we went over our options. When we met with them, they highly recommended that we file an extension because they want to try to save us more money. We owed a lot on our taxes, so we decided it was the best thing to do. When we agreed to the extension, we thought that meant a few extra weeks - so May instead of April. However weeks went by without any communication from them - no status of our taxes, no email telling us an expected date, nothing. We had never been through this process before, as we told them, and the lack of communication was astounding. I called, emailed and texted for weeks until I finally got an answer. And the answer was that we had until October, so "don't worry, there is no rush". We did not want to wait until October just because we had until October, we just wanted to get them submitted and move on -- so I had to convince them to finish my taxes. By the time all of this back and forth happened, it was mid-June until we could submit these and finally be done with this completely unprofessional company. Unfortunately, it didn't end there. In August, we got a statement from the IRS that we still owed money from our taxes and that we had a penalty on our account because we filed our taxes late and had never filed an extension. How is that possible? ... Well, other than the fact that David is completely incompetent and shouldn't touch anyone's taxes, he also claimed to file our extension, but couldn't seem to find our paperwork or proof that the extension was ever filed. I had multiple emails asking him to send a copy of the extension paperwork and a mail receipt for my records, and never did produce the documents. His assistant mailed me a copy of a receipt a month before we even met with them to stop me from bothering them, but I called them out on it and never did get anything for my records. On top of that, David failed to tell us that when you file for an extension, the money you owe accrues interest and you have to calculate that and pay that to the IRS when you pay for your taxes. It was a minimal amount (under $50), but for us it was the point. Again, he is the expert and failed to tell us this important detail. I called, emailed, texted them multiple times again and it took over two weeks, until the day before the payment was due, to get a response. I had to tell one of their associates that it was an emergency to get a call back. David and Matthew finally got back to me and said they were calling the IRS to ensure we didn't have a penalty on our account and promised that wasn't the case and there was a mistake. A week later, I had heard not a peep from them. Again, I called, text, emailed and tried to get in touch with no response. I had to call the IRS myself and wait on the line more than one hour to talk to someone to find out that there was a penalty on our account, but because I called and explained what happened, they removed it and confirmed they had accepted the payment. If you are looking for a professional company to complete your taxes in a timely manner, and communicate with you as any normal business would do, then you've come to the wrong place. You will do yourself a disservice by using them. Stay away, stay far away.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

I have relied on Heiting & Associates for tax services for many years and have consistently been…read moreimpressed with the exceptional quality of their work. Their team responds to all of my tax-related inquiries promptly and with clear, concise explanations. The professionalism and reliability they demonstrate make them an outstanding choice, and I highly recommend Heiting & Associates for anyone seeking top-tier tax services.

Very impressed again. They are no worry outfit. Jeff is great. Will explain in communication is…read moreexcellent. You can get all your taxes done and if you do need an accounting. This is the place.

Mark is very professional and has a great team. We appreciate their service and team.read more

Mark Hayes and team are great tax advisors. The staff is very responsive and thorough. We've saved…read morea lot of money with their advice and direction!

I've never written a negative Yelp review before, but I feel compelled to share my experience…read more I was told my return would be completed by April 7 at the latest, but it wasn't finished until April 15. Throughout the process, communication was poor despite multiple follow-ups. I received a generic email on April 10 stating that returns might not be completed on time. It wasn't until after I raised my concerns that I was told I had submitted my documents too late to receive the expected turnaround and they had done me a favor by taking on my tax return. Had that been disclosed during my initial consultation, I would have hired another CPA. After I later received an IRS notice regarding my tax payment, I reached out for assistance and received no response, leaving me to resolve the issue on my own. While the firm ultimately reimbursed the penalties and interest, they refused to acknowledge the broader service issues or take responsibility for the overall client experience. Unfortunately, based on my experience, I cannot recommend this firm.

Sean is 5 star. He spends the time, he knows the codes and laws. He is very reasonable in price…read more And after you file he is still there to help you ad needed without fail. I will return to him. Thanks for your (tax) service.