Professional and knowledgeable, Mr Steve did excellent job with my taxes. As everybody said above…read moreand beyond to make everything right. Great job!!!!!

My mother in laws accountant, Steve, has gotten involved in my marriage. There is no excuse or…read morereason for him to do so. He is an ACCOUNTANT. He claims he needs to mediate between my husbands mom Betsy and my husband for financial matters. But he is stepping out of his field by stating he needs to mediate with us for everything financial. My husband only wants to talk directly to his mother. Not Steve or my husbands sister Alice that has also been causing major trouble calling the police on my husband and having him 51/50'd. Steve legally has not a leg to stand on with this. Along with the fact that since he did this, the MIB (medical information bureau) shows that my husband was 51/50'd it can affect my husband getting life insurance or even causing pre existing conditions not be covered because of him being 51/50'd in the MIB. My husband and I just want to give our two cents worth. Beware!

Steven has done a wonderful job for Jus Sayin Inc. We are a…read morenon profit organization that feeds the homeless of the San Diego county. Steven donated his time to help our group and did so for a few years. What more could you ask for in a businessman like Steven Leibold. Five stars is nothing short of what it should be 100 stars Steven also has helped many of my friends that I have referred to his company and they like what they are receiving. Thank you again Steven

Steven and his team are incredibly helpful. From our initial phone call to determine if it was a…read moregood fit to our first appointment together, they were very on top of everything. We felt extremely confident utilizing San Diego Business Advisors as a resource for our taxes. Highly recommended that if you are in need of a tax service to use San Diego Business Advisors. We had a bad experience with other companies in 2022 but this year we feel better than ever with SDBA!

I started a new business two years ago and tax season never fails to be a headache of numbers,…read morewrite-offs, and complex laws that don't make sense. Since I started working with Michael and his team they have truly been a lifesaver. My old CPA did a good job with my taxes but he never helped me make sense of it as much as they did. They told me exactly what I was doing wrong, what I was doing right and were super patient with me even though I'm absolutely clueless about finances. The most painful thing is compiling all your paperwork; everything else is a walk in the park!

I found this firm through yelp. Tom was very quick to reach out after I sent out request for help…read morewith 2024 taxes. He also spent in-person time with me to understand my tax situation before providing me with contract and quote. Unfortunately, I had a series of delays when working with this firm. Despite sending in all documents organized and with detailed notes in late Feb, the 2024 tax return was not finalized and submitted until April 15, 2025 afternoon, and I caught error in what was sent to me for review, causing extra stress on tax day. Deadlines were blown more than once. Maybe this was one off for this tax season due to personal issues, since others seem to have a good experience. Their rates are fair and they are able to work on quite complex tax situations.

I cannot say enough great things about Tom and his son. When we started our small business I knew…read morewe needed someone who could guide, direct and give us great counsel on everything tax wise. They have been a tremendous help educating us and getting us started in the right direction. I feel like we are being set up with a great foundation from the start by working with them. Thank you Tom and Mike! We truly appreciate you guys and we are so glad we found you. From Joe and Monica

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

Stay away from this company. The only reason they aren't getting a zero is because they are nice. I…read morehave tried for a few years to trust them with my books and accounting for 2 businesses. I am not sure how it was possible but I owed more money in 2024 than 2023 when I made more in 2023 and also did a full office buildout, bought a car, and went on maternity leave in 2024. I paid the taxes and didn't question because they are the experts right? Then in 2026 I submitted all my expenses and answered all their bookkeeping questions while they also had access to my business credit cards for 2025. I submitted these all in 1/2026. March comes around, April comes around, and they aren't done with my taxes. Then they said they filed extension. At that time they have the audacity to ask me for my 2025 expenses (submitted 1/26) and access to my Amex (which I already gave access to back in 8/2025). I finally get my drafts back in 5/2026 to see I apparently made even more money in 2025 than 2024 though the business had been significantly down, I was on maternity leave for half the year, and i barely was able to even pay myself for the remainder of the year. I signed off on the submission because, of course, you trust the experts, even though I noticed they filed one my businesses as a S corp when we agreed and changed my business to a C corp for 2025. At this point my personal tax CPA said this doesn't look right and was filed wrong. Also she saw that they gave me a PTE voucher that was due in March but I only received it in June. My experienced CPA said it would be rejected if I paid it. When I asked Kali about it he said I can still pay it with maybe a penalty and then also that the business was not filed as a C corp. so I then reached out to my NEW business CPA I hired that filed the c corp for me the previous year, and she confirmed it was filed. She asked to review my 2025 filings and found MAJOR issues. Kalis office staff, and mind you they have a new person working on my taxes every year so they literally ask me for the same info every year and charge me for the time, NEVER accessed my Amex to see it was ALL business expenses and instead, put all my Amex BUSINESS expenses as PERSONAL INCOME. So this was why I had such high income and higher business profit. This is a mistake of over 135k for one business and 87k for another. I was about to pay for these taxes only to find that this is a huge mistake!! This is pure incompetence or laziness and I paid over $2000 to them for their "time" to file my taxes. I now am paying for someone else to do them all over again. My new CPA is rechecking my 2024 as well. Don't waste your time and money. They truly robbed me and have/wouldve cost me so much more. THEY ARE NOT cheap but you also do NOT get what you pay for. Don't learn your lesson the hard way like I have. I sent them an email expressing my upset and frustration throughout the process even before the 2025 filing, which is why I already chose to leave the company and terminate the relationship, but after finding these huge mistakes, I reached out to them, hoping for any response to which I never received. I should've never paid the $2000 + tax preparation fees as they didn't even do their job and now I'm paying more to fix and undo their mistakes

Kali quoted me 500 to file my taxes, then increased it to 700, then on 4/12, another 400 for a form…read moreI didn't file. Then 2 days later, they emailed me saying they would have to recategorize in QuickBooks I put together and it would be an additional 125/h and he made sure to mention we were out of time. I tried calling a few times and was sent to voicemail. I emailed to reminded him, that's why I gave him the QB login 2 months prior, to make sure it was exactly what he needed, and he confirmed. I told them you've had 2 months to file and now you're pressuring me 2 days before the deadline and I'm not giving you any more money. I also added 'Let me know if I need to take it up with the AICPA and or the IMA?' He was extremely confrontational at that point. He responded with, 'We do not tolerate to this type of response. We are officially disengaging from you.' So, he basically refused to do my taxes 3 days before they were do leaving me to find another accountant during the absolute business accounting days of the year.

I've been going to Alberto for a couple of years now, and he has been a huge help in transitioning…read moreme from a sole proprietor to an S Corporation. He genuinely cares about his clients and is always responsive, along with his assistant Dawn. I refer all my friends--both in and out of state--to him, and they always find him incredibly helpful. As a young entrepreneur, his guidance through taxes has been invaluable, and he's always thorough when answering my questions. The level of expertise and personalized attention he provides makes his service worth every penny, which is why I continue working with him throughout my business journey. I truly appreciate both him and Dawn!

Amazing experience. Alberto is a true tax professional. Our family has trusted him for years and…read morethe service you get is above and beyond any expectations. You can trust he will provide an honest, friendly and timely service. He will deep dive into each client and provide you with a personal experience you will not find elsewhere. If you want the best tax service in San Diego, you found it at Premier Taxes.

Gary & company have been handling my taxes for over 40 years. I was lucky to find Gary about the…read moretime he was getting established, and I haven't looked for anyone else in 40+ years. Gary is extremely knowledgable, efficent, and knows the laws. I Highly recommend Hochman Torres.

I have used this firm for the last several years to prepare my tax returns. I have found them to be…read morevery knowledgeable and up-do-date on tax laws. They have been very quick to respond to my questions. I have received my tax returns in an expeditious manner and with very good instructions on what I need to do. I have had only positive interactions with this firm. Diana S.