Robert is an excellent CPA. I recommend him to everyone. I've worked with a number of CPAs both…read morepersonally and professionally, and Robert really stands out. He prepares returns quickly and is incredibly responsive whenever I have questions. His professionalism, promptness, and attention to detail make the entire process smooth and stress free. I'm very grateful to have found him and highly recommend his services.

Robert has done it again, he is the #1 CPA this side of the Mississippi! He gets all tax returns…read moreprepared in a timely manner and more importantly, mistake free. He responds to all inquiries. He'll even reach out to ensure all documents required are there. Robert's professionalism, price, knowledge, and execution as a CPA are what taxpayers deserve. Appreciate you, Robert.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

Samuel has been awesome for the last five years helping with LLC and personal taxes…read moreVery professional beautiful Penthouse's office great sense of humor Thank you:)

The quality needs improvement. I would pay more to have the original one back. I get that…read moreeverything is more expensive but I would rather pay more than buy cheap junk.

Every year, tax season turns into a full-blown family group chat meltdown. My parents aren't…read moretech-savvy, patience is not in their vocabulary, and with my mom's disability, the whole process becomes overwhelming fast. So naturally, everything gets shipped off to me like I'm some kind of IRS whisperer. This year though? GAME. CHANGER. From the moment I called, Yvonne answered like a ray of calm sunshine, friendly, patient, and not at all phased by my "help, I'm doing my parents' taxes and I need adult supervision" energy. Then Liz followed up like the organized queen she is, making sure I had every document lined up (honestly, better than I've ever had my life together). And then... Andrea. The CEO herself. ICONIC. Not only did she walk me through everything like a pro, she broke things down in a way that didn't make me feel like I needed a finance degree to understand it. We talked strategy, future planning, and somehow--SOMEHOW--she got my parents the biggest return they've ever had. I'm still not over it. What used to be the most stressful time of year turned into one of the easiest, smoothest experiences ever. My parents are happy, I'm stress-free, and we've officially become those people who won't shut up about their tax office. 10/10. Would trust them with my sanity again.

Andrea has been helping me with my taxes for years now. She's super communicative, and made this…read morehuge stressful time a breeze. I no longer fear tax season every year--her help takes a huge weight off my back! Thank you!!!!

Amazing experience. Sam has a great team! I highly recommend them!…read moreI always feel nervous around tax time, but here, i know all im in good hands!

Sam was incredible! He helped me file my tax return in record time and made the whole process super…read moreeasy. He's fast, professional, and charges a very reasonable rate. I really appreciated how responsive and clear he was throughout - highly recommend working with him!

Alla, my Tax Pro, was awesome. The receptionist (Jackie, I think? apologies if I'm wrong!) was also…read morean absolute angel, everyone at THIS location was amazing. Super helpful, super kind, super informative, awesome people skills, etc. Do NOT let the nasty trolls at the Venice location, further south down Lincoln Blvd. scare you away from using H&R Block. Stay in Santa Monica, north of the 10 freeway, and you'll have a completely different experience.

I spoke to a tax person named Allah at H & R Block in Santa Monica on Lincoln boulevard and she was…read morethe worst communicator and just so unprofessional. I had a phone consultation with her to see how much my taxes would cost to have done and told her as an independent contractor how many 1099s I had so she could give me a price when she added the details onto the computer. She said she needed to call me back and she would leave me the price on my voicemail if she didn't catch me in person. So she called me back and the message said that the estimate cost of my taxes would be $200 that she left on my voicemail. I called back to their office and asked Amber the clerk if Allah could email me a estimate of the $200 that she gave me on the phone. I thought to myself in my head that if it was a little bit more even $250-$300 that it would be okay, if it went a Little over the estimate. The front desk clerk Amber came back to me and said that Allah said that it would be between $400 and $500 for my taxes to have them done. I told her that I Specifically had talked to Allah and have a voice message that it would be an estimate of $200 maybe a little bit more. Alllah went back on her word and was a Horrible communicator and maybe just said $200 in order for me to get into the office there and then they would have charged me more. She told me she never said that it was $200 and I said I have your voicemail I've listened to it a couple of times. I told them to cancel my appointment. And by the way, she had gotten that estimate of $200 for ONE 1099 form. I found out with my later conversation with her. I Specifically given her Three 1099 forms of the information that I had in order for her to get the right financial information from the computer. Allah doesn't even know how to communicate. Why is she even in this business if she doesn't know how to speak to people and give them the clarification they need and be a professional?

Taxes are one of those things in life that are unfortunate but unavoidable…read more That doesn't mean you should make assessing and paying your taxes any more painful of a process than necessary. My situation changed seemingly overnight and I needed someone who not only knew what they were doing but they were actually a decent human being and responsive. I had lots of tax related questions to figure out. PACIFIC TAXES & INVESTMENTS, under Jai's guidance, helped me immensely in a year where I was beyond stressed. He's knowledgeable, reliable and extremely helpful. And helped saved me money wherever possible! It's a relief to be able to count on someone as talented and valuable as Jai. Highest recommendation for PACIFIC TAXES & INVESTMENTS. You will be glad you made a change.

Jai helped with correcting my tax submittals after another tax preparer falsified information in an…read moreattempt to get larger sums back. The result was a mess and I was left dealing with the fallout for those actions. Jai heard everything and worked to ensure that my taxes would be correctly adjusted so I wouldn't experience any of the consequences for actions done by another. He was responsive, worked around scheduling, and understood that I didn't make a lot, so he took a decrease to ensure I was satisfied. Needless to say, I will be going to him in the future for anything tax related.

Veronica might be great but her team is awful!…read more I have talked to several others that have done business with this company and are very unhappy. I wish I spoke to them first :( Specially very displeased with the staff and their lack of knowledge in the space. For your sake, pick another company to work with. You will be very happy you didn't interact with these very unprofessional bunch of people.

Vanessa has been an invaluable asset to our startup. She joined us before we even had an office…read morespace, I think we first met her in a cafe, and has helped streamline our accounting, payroll, and financial organization. Most of all I have appreciated her attention to detail and patience with us as we've grown. I would highly recommend Kruze consulting to any business who needs a trustworthy and reliable accountant.