I contacted Marc thru Yelp. Three responses and I chose him. Glad I did. I had a 1031, Federal…read moreSolar rebates, and retirement. His fees were more than fair. I will be using his services from this point forward. Mahalo

I used Marc for the first time this year. He promptly responded to all questions and prepared my…read moretaxes quickly and professionally.

A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

I needed assistance with filing an amendment for the prior year as the accountant that I used was a…read moredisaster. I found David and had the best experience. Scheduling was a breeze, I received a link to upload my documents, we had a call to review where he made his suggestions and we agreed to a plan and a price. By the next day he was finished and ready to submit my e-file. The best part was he saved me a huge amount of money (clearly this is my own situation and won't happen for everyone!) He was responsive and very knowledgeable. I'm happy I found him. I plan to hire him to do my taxes for next year also. Thanks David!!

I highly recommend Tim Austgen's accounting services…read more During the last three years, Tim Austgen filed taxes for my S-Corporation and for my personal finances. Tim is excellent to work with. He is very patient and has made the process extremely easy. Overall, Tim Austgen is very professional, informative, thorough, honest, and pays for himself. Tim is available throughout the year for all those questions that come up concerning business expenses, deductions, and anything else that relates to your unique tax situation. This availability has been a great help.

Tim is great and very knowledgeable when dealing with business tax. He provided me some great…read moreinformation in regards to my startup and how to structure my business from a tax standpoint - very thankful for his advice!

Five stars to Jonathan Lee for for his tax services. I've used him now for three consecutive years…read moreand am always impressed by his technical competence, timeliness, and efficiency. He found deductions I didn't know I was entitled to in each of those three returns which increased my refund. Happy customer here. Fran

This is the first year that my husband and I had hired a CPA. Jonathan was recommended to us by…read moreanother CPA. We started corresponding with Jonathan in December and he prepared our tax returns with plenty of time to spare. He was nothing but professional and courteous. He addressed all our questions and spent a lot of time communicating with us over the phone, via email, and in person. We will continue to work with him in the coming months and years.

I had an excellent experience with this tax preparation service. They were extremely professional…read moreand knowledgeable. I am confident in the staff and their expertise. Customer service was excellent and I would definitely recommend this company.

Consistently wonderful! I've been a client of San Diego Tax Professionals for over a decade, and I…read morecan't recommend them highly enough. Over the years, they've handled my tax returns, offered expert guidance, and supported my small consulting business with consistent professionalism and care. They are incredibly accurate, responsive, and flexible with my often hectic schedule--which I truly appreciate. Their front office team is also exceptionally kind, welcoming, and helpful, making every interaction smooth and pleasant. If you're looking for reliable, knowledgeable support for your personal or small business tax needs, they are absolutely a 10/10.

Great service and knowledgeable. I have used Warren for the last 7 years when my prev CPA retired…read more He answers my questions all year long to be sure I make the right decisions. NW

I would normally give Warren a 5 star rating because when he did our taxes, it was great. However,…read morefew years back, after we gave him all our paperwork for our taxes, we didn't hear from him. We called him many times with no answer. We left voicemails until it was full, still with no response. We even drove to his office but no one was there. I looked online for any indication he was still in business but there was no information at all. If by some unforeseen emergency, he was unable to comply, I understand but to this day, I don't know what happened. On top of that, all our personal financial information was with him so everyday, I worry that our information is being stolen and abused by whomever took over that office. I just wish I had an answer as to what might have happened.

I sold a property in 2019 and unfortunately I filed my own taxes for that tax year and did not…read moreclaim an exemption so the IRS was convinced that I owed them over $60,000. I sent them supporting documentation for months but the IRS refused to respond or acknowledge that the documents were ever received while I continued to get letters stating I now owed interest along with the original principal amount so I contacted Bill to help with this issue. He was able to get it resolved in a few months after showing proof that I did qualify for an exemption and filed an amended tax return. Today I owe the IRS absolutely nothing! This office is very professional and very responsive and I would highly recommend. (I also recommend not doing your own taxes once you become a home/ business lawyer.)

I hired Hartsock in the summer of 2021 to dissolve a small scorp. My consult with him was the cost…read morewould not exceed 5000 and no longer than 18 months. After 3 years I found that Hartsock never filed the paper work he agreed to do in 2021 and the cost had risen to close to 10K. All in all he did not get the corp dissolved as promised and today called me to say he is retiring this 9th of Feb 2025. Hee got paid double his proposal and did not complete the task. Many lies along the way and as of last week he told me there was only one more task to complete but he bailed. I am long distance so maybe he is better when someone is on his doorstep.

41 Years ago I moved to San Diego. Since I was and still am involved in business I was advised to…read moreget a good and knowledgeable CPA. For the last 41 years I have only used Cashuk, Wiseman, Goldberg, Birnbaum & Salem, which Michael Kwee is associated with. They have always done a wonderful and professional job and I highly recommend them to anybody. As a matter of fact, I have already recommended them to hundreds of friends, relatives, clients, etc. They have very good customer service, and their main office is conveniently located in Mission Valley at 2851 Camino Del Rio South Suite 410. Their telephone number is 619-563-0145. Again, Michael Kwee is the best. - Bob Nourani, 858-490-0000

Tax Season. Wes Salem's office to the rescue!!!…read more We have been using CWGBS for many years, for several of our businesses. The entire office is very helpful, and quick to respond to emails and messages. The are very knowledgeable , and Wes Salem was awarded as a 2011 Five Star Wealth Manager. http://www.sandiegomagazine.com/digitaleditions/February2011/index.html?pageNumber=126