Accountants near Rancho Santa Fe

“Carey and her team are the best! I have been a client for many years and am beyond pleased with Carey's professionalism and overall knowledge and experience. She is always eager to help and truly cares to help her clients with all their tax needs. I highly recommend Carey and her team to anyone looking for a real professional.“

“Best business decision I’ve ever made … they’ve been making things very simple very clear and on time. Thanks for your service.“

“I've had David Simpson do my taxes for over 20 years, long before he formed the Pacific Tax & Financial Group. He is great at what he does and easy to work with, and he's personable and gives great advice. For me, it's worth the drive from Spring Valley to San Marcos to get my taxes done, as he makes sure they get done right, and I never have to worry about it for the rest of the year.“

“Denis is a great CPA! He helped my husband and I with our taxes. Denis is very quick, smart and gave us great advises! We will come back for sure for his advise and help next year.
Kate“

“Recently, I had very frustrating and disappointing experiences with two bookkeepers and was desperately trying to find a CPA that is an expert in the department of filing taxes and tax advice. Surprisingly, Lowell answered my call and very patiently explained everything that I needed to know pertaining to my tax filing situation. He also helped me get the ball rolling to resolve my issues within 24 hours! He showed his expertise, efficiency and kindness throughout my interaction with him. Lowell is not only extremely knowledgeable, but passionate about what he does. What impressed me the most is that he genuinely CARES about his clients! Lowell also gets work done in a super-efficient and timely manner! Working with Lowell gave me the PEACE of mind that no other CPA has ever given me. I highly recommend Lowell Foster to anyone who is looking for a CPA who is a tax pro and sincerely cares about you. Working with Lowell made me feel like a VIP client! I am so very grateful for you! Lowell!“

“We were referred to Louie by a close neighbor friend and we couldn't be more happy with his services. As a new business owner we had several questions and we were not the most organized (still a work in progress) but knowing that we could turn to Louie for the big as well as the small tax related questions has been a life saver. We highly recommend Louie for your CPA needs, he is a blessing to work with.“

“As always, our experience with David Simpson was efficient, professional, and friendly. We continue to be impressed by his knowledge, calm demeanor, and integrity. We highly recommend Pacific tax and financial group.“

“Mark Hayes and team are great tax advisors. The staff is very responsive and thorough. We've saved a lot of money with their advice and direction!“

“We are a small business in San Diego. It is great to work with Paul Anderson CPA and his office staff.“

“Travis and Darcy are the best. Travis has been doing my taxes for the last 7 years now and my family will never go anywhere else. They have customers for life. Thank you!“

“I had to get a new CPA and found his information online. I interviewed several CPAs before I made my decision to move forward with him. He's been in the tax business a long time and is very knowledgable. He made doing my taxes so easy, I couldn't have asked for a better CPA. I highly recommend him and his friendly team office.“

“We've worked with Scott and his team for many years and have found him very thorough, mistakes free, responsive, and has saved us a tremendous amount in taxes compared to what we were using before.“

“(Translated by Google) Good service and good treatment ✅Thank you!! Maribel ?(Original)Buen servicio Y Buen trato ✅Gracias!! Maribel ?“

“Joe has been doing our taxes since 2000, great guy and easy to work with. He is always available for advice and any questions we have., he really knows his stuff and is on top of all the new tax law.“

“Have used this firm for 5 yrs, excellent & very professional. Cherry Laurant is very knowledgeable!“

“Lynn did a great job filling my tax for over 10 years but unfortunately she passed away suddenly and now I have to find someone new. She was a great friend and I miss her dearly??“

“Ron amended my taxes from two years ago, when my other tax preparer (from a national chain) made mistakes. Ron ended up saving me thousands after correcting errors from this complicated, multi-state tax return. Last year's experience with Ron was really positive so I decided to use him again this year, and we just completed the return for me and my family. Ron addressed business expenses, rental income, college matters and a range of other important tax considerations. I was really happy with the experience. Ron is knowledgeable, professional, exact and a pleasure to work with. Highly recommended!“

“Have been coming here for years. Great service, Kelsey is helpful and knowledgeable in answering questions and helping me with informed decisions on how to manage properties and financials in the most tax efficient ways. Appreciate your services greatly.“

“Terri and Peggy are by far the best tax accounting services. I have been with them for 20 years and after moving to Alabama and Texas they still take good care of my tax needs. They are very professional and caring. 10+ stars....Thank you“

“I had the tremendously good fortune to have Rachel, Stephanie, Stella and the rest of the team help me with my accounts and bookkeeping for around 4 years, between 2018 and 2022. Their professionalism and kindness was beyond my expectations.I was continually impressed by their intelligence and responsiveness through their personal touches throughout the communications.Dealing with my financials gave me a level of stress before them (especially as I only moved to the US a few years prior), but after gaining their support, I was way more confident that things were being kept in good order, that I wasn't overpaying, nor overdue on payments. They were just wonderful, and I only transitioned away in the end because of a change in my personal life and business commitments.Thank you so much Rachel and to the team - I count myself very lucky to have been able to work with you!“

“Tim has done our taxes for 2 yrs and will be a 3rd time for our 2018 taxes once we get all our docs together. He has always been very patient with us, listening to us, answering our questions and explaining things. Final doc package that he puts together is great. We look forward to working with him again. Larry and Ana“

“I moved up to the Murietta in 2013 and needed a new tax service.Karen was very professional and did a great job I plan to come back for the next 20 years“

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“Rashida is highly efficient, patient, knowledgeable and communicative. I acquired her assistance for my 2017 tax return; which was more complicated than usual due to a divorce, sale of primary residence, job change, maturity of preferred stocks, and a child in college among other things. Rashida was very patient and thorough in going through the documents and making suggestions on how to handle the various expenses and income from those events. She was on task and always organized while gently reminding of what I needed to do without putting pressure on me. It was more of a partnership in that sense. I am grateful for her guidance and will be working with her on my future filings. My sincere thanks to you, Rashida! See you next year!“

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