Since this firm was acquired by Archer & Lewis, both the quality of service and transparency around…read morethe billing process have declined significantly. We paid a premium onboarding fee with the understanding that costs would decrease the following year, yet this year's bill came in even higher than the last. The lack of clear communication throughout has been deeply frustrating, and our confidence in the Archer & Lewis / W&N partnership has eroded as a result. I've attempted to contact them multiple times, despite their website and business profiles online saying they are open, their voicemail says they are closed. Infuriating process.

The accountant we worked with turned out to be one of the most incompetent, entitled, unhelpful…read moreperson I have ever encountered in my professional life. She would not answer our questions, address our concerns or acknowledge her mistakes, and tried to gaslight us when we pointed them out. A complaint sent to her supervisor was acknowledged as received, but never addressed in any way. In the end, we were left on our own to file our taxes. Do yourself a favor, look elsewhere and keep your sanity.

Sherri has an extensive background in all things CPA. She is my personal IRS expert and is great…read morewith small business as well.

Extremely knowledgeable! Sherri has helped me exponentially with all of my IRS problems and…read morespecializes in penalty abatement. Would highly recommend her!

I've been going to Becky for almost 2 decades now. I don't have super complicated filings, but if I…read moredid, there is no doubt that Becky and her staff would ensure all my paperwork was in order and work to maximize my return.

Shocked at the $525 tax prep cost. Pretty basic filing. We are retired and don't have much I the…read moreway of taxes. They had to file a California State Tax return. Easy! I should just do them myself. It's pretty basic. Used to work for a CPA. Everything is easy with the correct software. Definitely not coming back.

They answer the phone and answer questions pronto. We have…read morebeen with them for years and will probably do so.

I needed advice and when I called he was able to answer my questions clearly in lay terms. He was…read moreextremely knowledgeable and professional. I was able to book an appointment quickly and when I got to his office I was greeted and checked in easily at the front desk. David was friendly and encouraging. He was able to walk me through step by step numbers I had in question and was happy to complete my taxes all in one sitting. It didn't take long at all. I came in apprehensive and left his office very relieved and I felt I was in trusted hands. Thank you, David and Staff, for your knowledgeable, efficient, and professional service.