I wish my experience was like the other reviewer but unfortunately it wasn't. I worked with Mike in 2023. He pressured me into enrolling into a Pass Through tax. He was adamant that this would save me a bunch of money, which it did not. In fact it increased my tax burden by around six thousand dollars. When he was pressuring me to enroll in this he stated time was of the essence and I just needed to "write a check". I wish my business was doing well enough that I could just write a nearly six thousand dollar check whenever I wanted, but it is not. Besides that anytime I had an accounting question I would get back a minimal response that usually didn't... read full review
July 2024
I wish my experience was like the other reviewer but unfortunately it wasn't. I worked with Mike in 2023. He pressured me into enrolling into a Pass Through tax. He was adamant that this would save me a bunch of money, which it did not. In fact it increased my tax burden by around six thousand dollars. When he was pressuring me to enroll in this he stated time was of the essence and I just needed to "write a check". I wish my business was doing well enough that I could just write a nearly six thousand dollar check whenever I wanted, but it is not. Besides that anytime I had an accounting question I would get back a minimal response that usually didn't... read full review
February 2022
My taxes and financial questions have been handled professionally for many years. Despite the many changes to the tax laws including the state of California, I have been pleased with the knowledgeable responses I have received. I highly recommend this firm with full confidence.
I wish my experience was like the other reviewer but unfortunately it wasn't. I worked with Mike in 2023. He pressured me into enrolling into a Pass Through tax. He was adamant that this would save me a bunch of money, which it did not. In fact it increased my tax burden by around six thousand dollars. When he was pressuring me to enroll in this he stated time was of the essence and I just needed to "write a check". I wish my business was doing well enough that I could just write a nearly six thousand dollar check whenever I wanted, but it is not. Besides that anytime I had an accounting question I would get back a minimal response that usually didn't... read full review
I wish my experience was like the other reviewer but unfortunately it wasn't. I worked with Mike in 2023. He pressured me into enrolling into a Pass Through tax. He was adamant that this would save me a bunch of money, which it did not. In fact it increased my tax burden by around six thousand dollars. When he was pressuring me to enroll in this he stated time was of the essence and I just needed to "write a check". I wish my business was doing well enough that I could just write a nearly six thousand dollar check whenever I wanted, but it is not. Besides that anytime I had an accounting question I would get back a minimal response that usually didn't... read full review
My taxes and financial questions have been handled professionally for many years. Despite the many changes to the tax laws including the state of California, I have been pleased with the knowledgeable responses I have received. I highly recommend this firm with full confidence.