Good tax advisers are very difficult to find. I had the good fortune of inheriting knowledge about…read moreDave Smith Financial from my parents, who have gotten their taxes done there for years. I've now been going there for at least the past five years. The charge for preparing and filing the taxes is reasonable and comparable to what you might pay at larger more commercial places like H&R Block. As stressful and unpleasant as getting taxes done can be, I've always found my yearly visit there to be excellent. While the results are not always what I'm hoping for, Joyce clearly explains things and always has up-to-date information on what tax credits and programs are available. With how much the tax code changes, that is really important. Additionally, DFS offers a "mid-year checkup" halfway through they year, where they will estimate what your year-end taxes will be. This is really useful, because you can use that information to adjust how much you are withholding, or modify your investment/retirement fund strategies. I would definitely recommend DFS if you are looking for a reliable, competent tax adviser and preparer.

Dave Smith Financial is the best! Christy Earhart has been handling my tax needs for 19 years,…read moreincluding after I moved to a different state. She is extremely competent, and takes care of everything quickly and easily! Whenever I have questions she has answers! I also love that I can upload my tax forms to a secure portal and then Christy calls me for a phone appointment to complete everything. It couldn't be easier! Her rates are also far better than most tax preparers. Highly recommended.

We went to Spencer in 2023 with our personal taxes after my husband's parents died, and at first,…read morehe was easy to work with, answered our questions, and agreed to do our taxes and file. Then a few months in, he just stopped answering our calls and messages, with no explanation. My husband called his secretary one time, and she said he was available. Suddenly my husband heard Spencer's voice in the background asking who it was, and told her he was not available to us. We have no idea why, still, because no one ever reached out to us--we were just ghosted. I could not believe how unprofessional Spencer was. We were referred by a good friend in the financial services industry, so we were surprised, and by this point, baffled and enraged.

These services are the best Spencer I've working with him years honest and knowledgeable I loved…read morereturning to leivas and I also refer alot of friends and associates to them they rock.

Cookie, and the other staff at this location are amazing. We thought we were going to have to pay…read morethousands of dollars like they told us at a different tax office. But they plugged in our information and we ended up getting a small return instead. They are very nice and knowledgeable! I highly recommend!

I've been a customer for about 24 years. I highly recommend them. They work with you to get the…read moremost of your refund that you've worked for through out the entire year.They have best customer service. Thank you Marlene for keeping the business opened after the passing of your dad who was the original owner. I can't Express enough how amazing this business is.

Highly recommend! I got a response almost immediately thru yelp…read more In three days my taxes where done. Answered any question I had and gave good suggestions for future taxes. Greatly appreciated. I will be back next year.

I was pleasantly surprised by the professionalism of the team at Nicole's Taxes. They greeted me at…read morethe door and answered any question I had about deductions and filing my personal and business taxes . If you need a professional to do your tax returns- look no further, you won't regret it!

I have been with Beth's office since 2003 and have to say it has been the best by far. I have a…read morequestion, within 5 minutes they have an answer or at the least a response that the question was received. The ladies in Beth's office have always been great customer service on a personal level! Thank you Beth your ladies are a reflection of YOU! Shout out to Sue keep that office running smoothly. Thank you Frances

Looking for a great insurance company. This is a great place. Sue that works there was so amazing!!…read moreShe helped me with my issue and did exactly what she said she was gonna do. It's so nice to come across a person who actually does their job. Definitely recommend.

I have been with Adolfo Saldana and State Farm Insurance since 2002. The rates are fantastic and…read morethe coverage is exceptional. We have had some accidents and have been fully recovered and investigated to make sure the fault and receive the best care and coverage for that accident. We also have our rental insurance and life insurance through this plan. The life insurance with universal life helped with a loan against it when I lost my business a few years back. In one word 'Fantastic'! I l recommend them with the highest praise. Thank you!

State Farm is a big company with awesome insurance that takes care of their clients. This specific…read moreoffice makes a big company seem small and personable by knowing who I am and what my needs are. Orfa sits with me every year (for 5 years now) and we asses our family's needs and make sure that the coverage we have is appropriate. I'm a lifetime fan and will stick around forever!

I had such a great experience with this company! They made the entire tax process quick, easy, and…read morestress-free. Everyone was incredibly friendly and welcoming, which made a huge difference. What I really loved is that they can handle my taxes no matter where I live in the United States--that kind of flexibility is amazing. Miguel especially stood out--he was so kind, patient, and really took a lot of the stress off my shoulders. You can tell they genuinely care about their clients. Thank you so much for all your help! I'm looking forward to working with you for many years to come.

Sadly, we didn't even have a chance to receive any service they provide…read more Landed an appointment with this place after I called around to many tax places in and around Murrieta and majority of them accommodated business owners. We were just looking for simple tax filing for military family with property in different states. When I spoke to Claudia, I shared exactly that information and she said she can accommodate then had setup an appointment for us with her, months ahead before tax deadline. I asked if she had a list of items she will need from us and she said we will receive a text. Fast forward to last week, I received a text to confirm my appointment with tax company, I confirm yes but didn't receive a list of things needed neither a secured link to drop required documents. Night before our appointment my husband put together what we normally drop in a link for previous tax companies, W2, bank statements, receipts for medical, military, donation statements/receipts, work related mileage and uniform care, etc, tax documents from previous year, and of course government identification. We expected to have everything with us when we arrive at our appointment since we were traveling 40 miles one-way to get taxes done. We finally arrived 15 minutes late because of traffic we jumped on the Fastrack not realizing the next exit was a couple miles past our exit...lesson learned. Called to let Claudia know we will be late and check if we should just head back home. The gentleman who answered the call said Claudia was in a meeting and proceeded to say that he is actually going to take care of us and we can still show up for our appointment...interesting we got passed up to someone else but heck that's what we get for arriving late perhaps. We arrive and was asked for our driver licenses, then was asked if we had our social security cards with us...that's a first! I told him we didn't know what you all needed from us so we just brought what we typically bring to tax appointments. And he says that they require a social security card and not to worry because we can just "email" photo images to him. In my line of work, I know that is unacceptable, in fact, all law enforcement affiliates would never recommend you send PII via non-secured email accounts. My husband chimed in and said we have never had to provide social security cards to any tax company and the guy interrupted my husband saying all tax companies do require a social security card by law... I couldn't help but wonder if he thinks we file our taxes outside of the United States because we have been filing taxes for over 30 years and this is the first time any tax company has ever asked for our social security cards. But heck, seems like he wants to be right and that is ok. We were in traffic too long to argue with a wall. Perhaps they are unaware that when U.S. citizens acquire a government ID that social security cards were already verified to obtain a government ID...who knows. Well, we weren't going to sit there and argue with the guy. And we already knew that we don't care to travel another 80 miles just to bring our social security cards because our passports and or Driver licenses didn't suffice. Neither would we ever send photo images or typed characters of our SS numbers via email. We already have to write our SS numbers on tax forms, if IRS cannot verify it with their super secret computers then it comes back to the tax-payer for proper verification. Simple as that and not worth the argument. We told him to have a good day and walked out. One star for allowing us to show up late. :shrug: No value in this visit and no service was rendered. Just a massive headache from the traffic to get there and the unnecessary banter over social security numbers.

Went to Ben to resolve and issue we had from a previous tax person that filed our taxes…read moreincorrectly. He provided exceptional service and Was on the phone with the IRS over two hours to resolve our issue showing us that customer satisfaction is his priority. Would highly recommend him.

I came in contact with this business through a referral. I was a client of Ben for three years I…read morebelieve , even though there were some issues and misunderstandings. I paid over $300 for my taxes with no property attached . Recently they canceled my appointment without my knowledge due to me not sending docs knowing I was out of town. They wanted to charge me a $50 rebooking fee. Then hung up on me when I tried to explain the issue . Ben refused to speak to me even though I had been a consistent client . I don't think this company cares about the clients but more of the money that is coming in. Very disappointing and upsetting. Knowing that tax season is very stressful to some who have to pay the IRS they should have more customer service manners . Do better! I am sure they will respond with a negative. But that's ok. Have the day you deserve . Thank you.