Tax Preparations near Oak View

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“Tracy is timely & thorough and always helpful, as well as always nice to talk to. We've been clients for many years, and hope to be, for many more.“

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“I give Lisa Tomei a FULL 5 stars. Lisa is just amazing! She was a true blessing for myself and family. I've always been a happy, positive, optimistic person, I never thought depression would ever happen to me. I've had my bad days, and really bad months, like many people, but I always managed to find a way to lift myself up and like a reboot button, I would go back into my regular happy self. But last year My reboot button didn't seem to work.... it seemed like everything and everyone around me just manage to keep me down... I just couldn't find a way out of my depression and couldn't lift myself up like I usually do. In a desperate moment I called Beach Side and they managed to get me in that same week! Lisa saved me from my depression and saved my family from falling apart! She always worked around my schedule, she not just listened, she truly gave me the attention I needed. She made me feel so safe, kind of like a friend, she made me feel understood, and un judged. She is so professional. I literally can go on and on about how great she is. And of course I can't forget her dog Joey who always put a smile on my face when I walked in. Lisa Tomei helped me to reboot myself and I'm back as my positive, happy, optimistic self again. My marriage is stronger than it has ever been, it's going great at my job, and I'm very grateful to Lisa for helping me to find my happiness and peace once again. I'm very lucky and blessed to have found Lisa Tomei. Thank you a million times Lisa for everything.“

“I was so happy to discover Lisa and Marie. I needed a lot of last-minute help with my taxes, and during covid I was so overwhelmed. They got everything done in time and were helpful with all my questions. I am looking forward to working with them regularly!“

“Brian has been doing my taxes for about 5 years and has always done me right. I had bad experiences with my two previous CPA's, one was a crook and one wouldn't return phone calls. Brian has always been professional, prompt and courteous.“

“Great staff to work with! They've done our personal and corporate returns for years. They make tax season bearable.“

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“My parents have used Mr. Morgan's services for the last eight years. Once on Maple take a left at the corner labeled Financial Center. They have a huge common parking lot. Once inside 290 they're up the stairs in suite 240. Everyone in this office is as nice as can be. Grace is very sweet and Michael was right on time for our joint 11 AM and 12 PM appointments. He's very experienced, personable, knows exactly how the IRS and taxes work AND he's led an interesting life to boot. He never speaks down to you. It only took about 1 1/2 hours to take care of both of us and I was very happy with my return! I'm already looking forward to driving back next year, though he's very good at handling tax returns long distance as well.“

“The terrible review on this page was left by a marketing company out of Florida who were trying to sell upgrades to the listing. We weren't interested in their products, so they left a fake review.“

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“Elmerina and her team have done outstanding work for my personal and business tax returns for over 10 years.“

“Dave's the best. Interesting and learned guy. I always enjoy visiting, and he's always accommodative and welcoming.“

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“Alex has helped me with catching up on three years of tax preparation. After the Thomas fire took basically everything we had, I let them go and Alex went above and beyond to compile all that info. Very professional and efficient. I would recommend Effitax to anyone.“

“I called up to get them to do my taxes last minute because TurboTax just didn’t look right. They were willing to jump on it but even during my first conversation I learned crucial information about taxes and they earned my trust and I will return to them next year. Thank you Janelle“

“Very thorough, professional and helpful. I've used Ojai Tax Services for 5 years and will keep doing so.“

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