Do not Trust the company. They made a deal then before fund the money, they start taking out the…read moremoney. When you call them to find out when will be the deposit there answer was OUR BANK IS STILL NOT WORKING. this was the excat text from the owner. Filed a case with State attorney so no one should get hit by these crooks. When I asked them the refund the oney they took illegaly they say we have to see, be aware of this comopany... There bank is working for withdrawal but not funding have all proof to prove it.

Navid at Nav Capital is so much more than just a CPA - he's a trusted advisor in my business. He's…read morealways responsive, explains complex issues clearly, and genuinely cares about my business success. I feel completely confident in his expertise and highly recommend his services to anyone looking for a dedicated and knowledgeable CPA and advisor.

Stephen and Diana are very professional and knowledgeable in what they do. I needed help dealing…read morewith depreciation for my rental and Stephen counseled on a solution. During the tax return review, Diana was very thorough in explaining each line item on the return and addressed all my questions and concerns. Thank you Stephen and Diana!

Advise RE is absolutely the best CPA/Tax Consultancy out there! I had been working with a CPA for…read more20 years who was good, but didn't seem always up to speed with the latest laws and lacked creativity. I needed to find a savvy firm that is well versed in Real Estate investments (as I own in properties in multiple states and entities) and in investments/stocks & businesses. Incredibly Knowledgeable: Their team is as knowledgeable as it gets with all the latest Tax laws in California (as well as other states & international tax laws - as a US citizen living abroad). The owner Stephen & his partners have multiple certifications and have been able to answer all my questions. Integrity, EFFICIENT & On Time: They are efficient in finishing your taxes in the time frame they promise. My clients who own multi-million dollar businesses also have had great experiences in over the last decade. TAX PLANNING: Also it is most recommended for those looking for organized tax planning quarterly. Think of them not just as a CPA firm you speak to once a year, but as your financial partner. I highly recommend them!

I've been working with Tony Watson since 2013. He does our personal returns, our S-Corp returns,…read moreand until I took it on myself he did our daughter's trust and partnership returns. I very much appreciate Tony's work and the conversations we are able to have. I feel that he shares his knowledge, experience and judgment and provides solid value for his fees. And our conversations are enjoyable. That counts for something!

Bob's been doing my business and personal taxes for 15 years…read more I've referred a lot of people to him because he's the best! If you own a business, you owe it to yourself to check out Robert Hall & Associates.

I have worked with Winningham Becker & co for over 40 years. Always got the best of expertise…read more Great people to work with and to help our companies deal with financial matters. George Larson

Been working with Chuck Germer for year now! Have nothing but amazing things to say about his…read moreresponsiveness, communication, and reliability! Looking for a CPA, look no further! Thanks Chuck!

Professional, knowledgeable, and hands-on with all of your accounting needs. Andrew was impressive…read morein the level of care and attention he provided, and the entire staff was pleasant and welcoming!

Perfect, fast and easy. I have never done my taxes before on my own and he explained everything…read morestep by step. He did not price gouge and was very fair on the price based on my circumstances. Knowing there weren't any reviews, I was a bit hesitant but I'm glad I came to him for my tax needs. Does everything great.

Allan Rosenthal has been excellent and super knowledgeable when it comes to preparing taxes for…read moresmall businesses. He takes away so many headaches when it comes to doing my taxes. I would recommend him to anyone who needs a good accountant-tax preparer. If you are looking to have the best then look no further! He does not do the cheap $50 tax return but he does do the great savings in taxes which in the end is the best type of accountant.

My family and I have worked with Allan for decades. We have had the distinct pleasure of working…read morewith Christina since has come on board as well - they are a formidable team! The firm has helped us with personal taxes, estate planning and estate taxes, corporate taxes and the valuation and sale of a family business. I can't recommend them enough for their expertise, service and commitment as our advisor.

I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good…read moreintentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again.

We come from a family of professionals with small businesses, and we know the value of…read moreprofessionalism, attention to detail, and genuine care. This accountant, Parag, embodies all of that and more. Parag helped a dear relative of ours during a very difficult time and did so with incredible generosity, kindness, and dedication. Parag was meticulous in his work, took the time to explain every step clearly, and truly went above and beyond to make sure everything was done right. It wasn't just about the numbers--he genuinely cared. We wholeheartedly recommend this accountant and team to anyone, especially those in the medical field or other demanding professions where you need someone trustworthy and thorough. Their integrity, compassion, and skill are unmatched. The value of his work is priceless. If you're looking for someone who combines top-notch expertise with a heart of gold, look no further. This is the accountant you want on your side.

Parag and the Mooneem Team have been a great asset to my business. As a growing business, I can't…read moretell you how much I appreciate them. They pay my bills on time, let me know if my customers are late in paying, take care of all the tax filings and everything else. Even though I have doubled my business every year for the past four years, Mooneem hasn't fallen behind once. Love 'em.