I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

This business consulting entity is worthwhile. The courses are easy, straight to the point and…read moretaught by those in meany diefferent fields. Being able to learn from professions in a plain spoken setting with others is beneficial in many different ways. The costs to attend are low and if you need to be mentored it is possible at no additional cost. Being guided by successful business persons is of great benefit to the community and those new to the business world.

I was starting a non-profit and needed to talk to a subject matter expert. I contacted SCORE San…read moreDiego and was provided with a consultation. SCORE San Diego exceeded my expectations.

This was the second year Monique prepared our taxes, and we couldn't be happier with the…read moreexperience. The first year we actually switched tax advisors midway through the process because it had become confusing and frustrating, and finding Monique truly turned things around for us. Starting with her from the beginning this year made the entire process a breeze. Her website is very organized and intuitive, which made uploading and providing all the required documents simple and efficient. She communicates clearly, is readily available to answer questions, and takes the time to explain the process so you always know what's going on. What really stands out is the value she provides--not just in completing the return, but in making the entire experience smooth, transparent, and stress-free. You feel confident that everything is being handled carefully and correctly. Overall, it has been a great experience working with her. We're very happy to have found such a reliable and professional tax service, and we would absolutely recommend Monique to anyone looking for knowledgeable, responsive, and trustworthy tax support.

For the tax year of 2025 was my first year using Willis Tax service after relocating from Los…read moreAngeles. Monique made my visit absolutely painless. She is pleasant and very professional. Sticks to the rules and takes no shortcuts. Needless to say, my wife and I were very pleased. See you next year Monique. Thank you.

I've been using StrataTax for 15 years. I cannot imagine using anyone else for my taxes! I have…read morerecommended StrataTax to everyone I know because the level of service and knowledge is top-notch.

Flat out just have to say I'm impressed.... Had the pleasure of utilizing Tony's business tax…read morepreparation consulting service and I'm thrilled with my consult. Here's what I loved - Tony is a genuine soul with integrity - He was organized and had sent out zoom links and calendar information well in advance - Had very simple yet informative slides that helped clarify what I would consider to be complex tax laws & business ideas Here's why I trusted him - First person in 10 years to be hired by the IRS graduating from San Diego State - Has experience successfully handling IRS audits - understands how the tax law has been written, understands how those laws are enforced (personal experience) and wants to be a part of the change in this world helping small businesses finally succeed and reach financial freedom. This is a no brainer schedule your first consult :) @neeks93 On Insta :)

I gave this company only 1 star because they are still in business. This company presents itself…read morewith being professional. I think NOT. They did not want to work with me because I did not have a college degree....believe it, sometimes experience speaks for itself. They spoke rudely to me and could not believe how successful I have been without a college degree. I could not understand why they were mistreating me during my interview with them. Then I witnessed the way they spoke to other candidates which left me with a perception that perhaps they don't embrace diversity.

Let me start saying this place is a joke. If I was Judy I would consider resigning because you are…read morewasting the company's money. I have been in human resources for 22 years and NOT EVEN ONCE helped by these people . I reached out to them many times only to be ignored. They don't want to help HR folks and you are a disgrace to the HR community!!! Times have changed and now social media allows us to speak up so buckle up and get ready. You are truly a disgrace when I started in HR you treated me like second class and you continue to do so except now I am a successful HR professional who doesn't need all your fake promises. As an example I was wasted my time with a call from someone in Orange County with a position that didn't fit my skills. I was referred to another person in San Diego who I contacted 4 TIMES I got no call back !!! not even an acknowledgement!!! To this day 4 weeks ago !!! You are just a scam and should not be helping the HR community who trusted you to get us jobs what a joke you are !!!

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!

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