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    Willard Brian R, CPA

    5.0 (1 review)

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    7 years ago

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    Pacific Tax Advisors

    Pacific Tax Advisors

    (16 reviews)

    Our tax preparer of many years retired this year, and we started the search for a new firm. We…read morefound that personal service for a relatively simple tax return was difficult to find, with many preparers not interested in a relationship, but simply want you to upload your files to a secure site. Then Aaron called me after I requested a consultation. He listened to our current status, asked questions about my upcoming retirement, and readily agreed to a face-to-face meeting at his office to discuss our last return, our taxes for 2023, and how he would like to start planning for what 2024 might look like. It was great to meet Aaron, he is very personable, experienced, knowledgeable, and it was clear he is interested in developing a long-term relationship that will give us peace of mind for years to come. Our 2023 return was completed quickly, I was provided a copy to review, and then we did a short call where Aaron did an outstanding job answering all of my questions and helping with several suggestions for 2024. We are extremely pleased with the entire process, from our first meeting through proactively planning for next year! We highly recommend Aaron and his team at Pacific Tax Advisors for your tax needs.

    Business has a new owner and I no longer can use the CPA I was seeing. The cost is higher than it…read morewas before and their billing on invoice didn't make sense at all. The new owner was not amicable (to put it nicely), and also was not professional in his demeanor.

    Gill Tax Group

    Gill Tax Group

    (43 reviews)

    Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

    Stellar. If I can…read moreonly use one word to define the experience I received, it is stellar. Gill Tax Group (GTG) took me in last minute, thoroughly reviewed my returns after I had a hiccup with TurboTax and discovered that the TurboTax software did not flag the necessity to file in another state.* Had GTG not checked this and had I relied on TurboTax, I would have been subject to a review and possible full audit by not only the California Franchise Tax Board, Commonwealth of Pennsylvania, but also the Internal Revenue Service. GTG cares and is very thorough. If they make a commitment to help, they have proven that be true. Trying to get through to TurboTax customer service was a nightmare and nobody understands what I'm asking or trying to do, notwithstanding the technical gliches they have. GTG understood came through and took over immediately and filed expeditiously--and I am very thankful. I cannot recommend this wonderful firm enough to others. * Had I opted for the "audit free protection" offered by TurboTax, it would likely have been denied because it only protects you in the State you file. TurboTax did not recognize that I needed to file a return in another state and therefore I would have l been denied the protection had I went that route if I were to be reviewed and audited. WTG GTG! Thank you for the rescue and peace of mind =)

    Willard Brian R, CPA - accountants - Updated September 2026

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