Glad to have Todd and his staff make the process easy and make certain I'm doing the best to save…read moreon taxes. Also appreciate the guidance on things I could be doing better. He's great at explaining taxation and answering questions. His passion for helping people with tax and financial planning is evident. Highly recommend!

He's been my CPA for over a decade and a few of my coworker also have their taxes prepared by his…read moreoffice. Friendly staff, timely service and questions are answered promptly. It's nice to have someone to occasionally answer a tax question. Their fees are reasonable as I've asked around and was less than my prior CPA and with better service. I'm certain I've saved in taxes by using Todd verses other CPAs that don't care about their clients.

Regina returned my call within an hour was able to answer my tax question in five minutes over the…read morephone. I offered to pay her something for her time and she wouldn't accept it. Highly recommend her law group, totally legit.

Regina, Sorry that I…read moremissed you, thank you for the advice. I was able to get on and handle it and thank you so much, you mean the world to me. I have come such a long way with your help in getting my obligations in order. You're super inspirational. I truly appreciate your work ethic and passion to your field, just going to school and learning that Language of law which is Greek to me;) I was so stressed about all of it, you put me at ease instantly with your soft, feminine, and firm know how! Making it too easy..I hope to one day meet you and give you a gigantic hug . Say hi to your mom for me, and thank her for doing such a great job Cheers! Daniel

I can't say enough good things about Paul and his business!…read moreHe's provided countless assitance with my tax needs, saving me thousands of dollars, and most importantly days of headaches!

HORRIBLE. Do not use them for personal tax returns they will steal all of your money and bill you…read morefor doing nothing that free turbo tax couldn't do, horribly managed and I'd never do business again with them.

I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

This review has been years in the making, but for good reason. We were under the weight of a very…read moresizable IRS tax bill (which one isn't?) and had spent far too long burying our heads in the sand, hoping it would go away. Meeting Kevan, Mauro and the team quickly made us see the many benefits of just taking the first step to deal with our issues. Not only are they a pleasure to deal with (among some very unpleasant topics), but they negotiated a VERY friendly settlement and saw us through until the last payment was made. (And beyond) Even through the bumpiness of Covid and also some very challenging personal health issues. This review has taken so long because, as the weight was lifting, we became very busy just working, rebuilding and looking forward to a brighter future. But all thanks to these fine folks at McLaughlin Legal. I couldn't let another Tax Day go by without being reminded of how much better our lives have been because of working with this team. Highly recommended for not only the professional experience, but the people as well.

Anne W. at McLaughlin Legal was extremely knowledgeable, professional and overall great to work…read morewith when putting together my trust, will, healthcare directive and power of attorney documents. Highly recommend!

I scheduled a consultation and had to move other important meetings around to free up time. The…read moreagent never called me and when I texted the firm, I was told he's busy with another meeting. They offered to reschedule at a later time. This firm has difficulties understanding the importance of clients' time. It's extremely unprofessional not to show up on a confirmed meeting with no prior notice. If they can't manage their time, how can you trust them with your tax return?

We have used other services before, but were looking to establish a relationship with tax preparers…read morein San Diego (since we are relatively new to the area). They charged us significantly more than the quote, and I had to email them back and forth asking for an explanation for over a week (and very close to the filing deadline). I also noticed that my name was continuously spelled incorrectly throughout correspondence, and was disappointed to have had to ask them to confirm that my name was spelled correctly on any forms they prepared for us. Unfortunately, cannot recommend this company.

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!