Professional, courteous and knowledgeable! Filling your tax…read morereturn accurately and being able to back it up if the IRS ever sends you a letter is absolutely crucial. The level of detail that this company goes to cross check all the figures with multiple people is phenomenal. Carolyn is amazing and is the reason why I chose tax pros. All documentation is loaded on a secure portal which can be accessed with an app making everything super simple. Even though this is a process everyone dreads; this company guides you along the way and makes it slightly less painful. Can't recommend enough

Disappointing. Would not recommend them. Non-responsive and are currently soliciting people to file…read moreclaims for the Kwong vs IRS case and charging 30% of money they recover, plus approximately $2000 to do the filings.

I've been working with Niki at Forest Accounting and Tax for the past two years, and I can honestly…read moresay she has been a game changer for me and my business. From day one, she came in and got everything completely organized, which took a huge weight off my shoulders. Niki is incredibly knowledgeable and always stays on top of what needs to be done. She doesn't just handle the numbers--she actually guides you, keeps you informed, and makes sure you're always a step ahead. She takes care of my business and makes sure I'm always compliant, which gives me a ton of peace of mind. Anytime I have questions, she's quick to respond and explains everything in a way that's easy to understand. What I appreciate most is how much easier she's made my life. Running a business is already a lot, and having someone I can fully trust with my accounting and taxes takes a huge burden off my plate. If you're looking for someone reliable, professional, and truly invested in helping you succeed, I highly recommend Niki at Forest Accounting and Tax. She's the real deal. She's not only affordable but plays a huge role in my success

I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

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!

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

Barry is one of the best Tax Preparers who really cares. Besides having over 20 years experience,…read more He truly wants to help people to succeed financially. He prepares taxes for personal & also for corporations. He continues to go the extra mile to make sure you're getting all your deductions He's a very nice guy too. He's not just into his numbers. He takes the time to get to know you and your family.

It is heartbreaking to know my absolute best tax accountant, Barry Peters, passed away last year in…read more2025. A new owner, Dave, is now at the helm. So far, he is very efficient and responsive to all my questions. I look forward to working with him and his staff this year. ja

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.

I hated that when my firm was transitioned from Rosson CPAs to Privity CPAs, we were assured all…read morewas going to be ok. However, lo and behold my company was told that we did not meet the requirements for their firm right before tax time. Leaving me to scramble. Guess you reach a certain level in business and its about money vs service. Very sad as I had high hopes.

Luba was able to squeeze me in and assist me with my taxes so my home sale and purchase was handled…read moreright on time. I'm so thankful for professionals like Luba who take the stress of taxes off my very busy plate.

Luba is the BEST. She offers 100% virtual service and she walks me through everything. She even…read moremakes videos for me so I know exactly how to fill out forms. I have been going to her for years and you need to use her for your taxes ASAP.

Bill is great! For whatever reason I had a not-so-smooth time trying to find an accountant to help…read morewith my taxes. I had two businesses that were fairly new and every accountant I spoke with or emailed was short with me and unpleasant. Then I found Bill on yelp and he was so kind and easy to talk to! He made filing my taxes last year a breeze, and set me up for quarterly payments for this years taxes with stamped envelopes and a place to record everything. He always answers my questions quickly and kindly when I email him, even if it's just to explain how my new business is set up. And he's very calm and thorough when I ask why my taxes are the way they are... =D His rates are great, and I'm sure he will be my accountant for a long, long time. I highly recommend him to anyone, even multiple business self-employed individuals.

Went to H&R block and was going to pay quite a bit of taxes. I ask if where the H&R block worker…read moregot his a counting degree. He told me he was not an acountant... Instead of paying taxes at H&R Block. I went to William sweeney and got a refund. My wife and I can now go on a weekend vacation with our refund. Thank you!!!

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.

Ultimately didn't go with a tax professional - but really appreciated the quick response and…read moreback-and-forth on email to get a few questions answered while determining next steps. Quick to respond to questions and very-Yelp friendly. If in the future we need a pro, we'll be going here. Thank you!

I hired Winter Pine last minute for taxes after having felt my last accountant seemed to just go…read morethru the motions. I had the opposite experience with Murad. From my first inquiry to filing, he was prompt, professional, but most important, proactive. He asked for clarification on things, discussed ways to get my wife and I a better return. And in the end, he came thru. Rare find nowadays, and highly recommend.