Cancel

    Open app

    Search

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - Total Wealth Group

    Accountants

    Business filing for current tax year

    Current year tax preparation and filing

    5 More Services

    Business filing for past tax year(s)

    Past year(s) tax preparation and filing

    Payroll services

    Audit and conflict resolution support

    Tax planning

    Total Wealth Group Photos

    You might also consider

    Recommended Reviews - Total Wealth Group

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Total Wealth Group

    You might also consider

    Verify this business for free

    People searched for Accountants 1,408 times last month within 20 miles of this business.

    Verify this business

    Jacobs & Jacobs

    Jacobs & Jacobs

    4.3
    (14 reviews)

    They will call you back after you reach out to them. A young…read moreintern type will ask you a lot of questions to determine if they want to engage you. I was told they do not want to simply do my tax return, they are looking for a much bigger client that owns their own business or is a big baller. I never got a call back or email after that even though I do own a business. Really nice phone conversation, but they never engaged after that.

    I found Jacobs & Jacobs after an online search of local accountants in Thousand Oaks. They had good…read morereviews so I decided to set up a consultation. They set up a phone call with Massimo to help me out with a financial issue related to stock options from my former employer. Massimo has always been an utmost professional - he has listened to all of my concerns, always offering honest and helpful advice. We were able to get my issues with the IRS sorted and we have come back since to continue filing our taxes with him. There was even a follow up bill related to the same issue mentioned before, and Massimo was able to spot an error the IRS made, cutting our amount owed in half! A couple quick notes: I was not paid for, nor did I receive any kind of discount in exchange for this review. I'm a real human and this is actually my firsthand experience! I say this because all these reviews start to sound the same and generally fake over time, but I am an actual real person! While Massimo did politely request I write a review, I was more than happy to (of my own volition), since he has been such a great resource. I'm glad to help more people learn of his excellent services!

    Privity CPA Partners

    Privity CPA Partners

    4.6
    (9 reviews)

    We have appreciated the professional tax expertise and friendliness Rosson CPAs' has always…read moreextended to our family over the past several years. Our Returns consist of Individual, Trust and S-Corp, and the Rosson CPA group has integrated our tax planning needs optimally. The team has always been available to us. In the past year, both Rosson CPA and our family have experienced changes. In our case, an unexpected loss of a family member presented painful challenges. The Rosson / Privity CPA team stepped up and provided immediate understanding, lead our required transitions and effectively implemented the resulting tax returns for 2025 and 2026. The initiative, kindness, and empathy extended to our family gave us great comfort and confidence in the team and the outcome of our tax returns. We remain confident that the Privity CPAs John and Stephanie will lead their acquisition at the same optimal level of service and friendliness we are accustomed. Privity's services to us are off to a great start. We look forward to working with Lauren, Nancy, Cathy, and Leanna in the future. Thank you all. We highly recommend the Privity CPA Group. The Daniels

    We spent several years as clients there. The communication was never strong and we would typically…read morebe waiting on the team to get back to us. They would tell us they were swamped and so they needed to file an extension on our behalf. We trusted them to do this. And then some of our questions, we had to follow up several times with them. We felt quite disregarded. We decided to move onto a new firm this year and now a year later they keep sending us bills - for the questions they answered for us (during the time when we were clients) and an extension they filed for us (when we were clients). We ended up paying them but we would NEVER use them again. NEVER.

    Total Wealth Group - accountants - Updated June 2026

    Loading...
    Loading...
    Loading...