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September 2021 by Google user
Brian was very professional, and was extremely nice. Brian seemed very knowledgeable about tax laws and investment strategies. I think I must have caught Brian at a busy time, as he didn't seem to invest his skillset into my requests. The tax projection he produced was wildly inaccurate, and he gave very poor investment advice that I'm quite glad I didn't listen to. In short I paid $500 for an inaccurate tax projection that I had to correct, and investment advice that would have cost me a large portion of money had I listened. When I made my dissatisfaction known to Brian I was not offered a refund.
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February 2021 by Sue Hanhan-Cutitta
Wealth management services in San Diego are a dime a dozen. I had no idea what to look for in a financial advisor but luckily I was already using Brian Grigg for my personal and corporate taxes. Brian is a licensed CPA and PFS, so he manages my 401k, life insurance, personal taxes and corporate taxes. 3 years ago, I had no financial planning in motion. Now, because of Brian's knowledge and guidance, I do and it feels great. He took the time to actually explain and educate me about the importance of controlling my finances right now. I couldn't be happier with his services. If you need a wealth advisor, I highly recommend Brian and his team.
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February 2021 by Shiem Edelbrock
Brian was very professional, and was extremely nice. Brian seemed very knowledgeable about tax laws and investment strategies.I think I must have caught Brian at a busy time, as he didn't seem to invest his skillset into my requests. The tax projection he produced was wildly inaccurate, and he gave very poor investment advice that I'm quite glad I didn't listen to.In short I paid $500 for an inaccurate tax projection that I had to correct, and investment advice that would have cost me a large portion of money had I listened.When I made my dissatisfaction known to Brian I was not offered a refund.
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August 2019 by Brent E.
Brian is a steed among mules. He's helpful and knowledgeable in the area of taxes and book keeping. His company handles my book keeping, payroll, and tax prep. I would refer him without hesitating. Great work Brian & team!
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May 2019 by Anne-Lise S.
Our tax situation has become more complex over the years and Brian's work and professionalism gives us peace of mind that we are filing correctly. He and his staff are responsive, professional and ethical. We love the online portal to submit all our documents. His prices are fair for the detailed work he provides.
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February 2019 by John H.
Brian and his business are AMAZING. I initially needed Brian's services when I received a large tax bill from the IRS. I made the mistake of doing my taxes on turbo tax and 2 years later owned the IRS a significant amount of money. I contacted Brian on a Saturday morning and he had responded within the hour to have a plan to fix my problem. Brian indeed saved me thousands of dollars and most important a ton of unneeded stress. This year I used him to file my 2018 taxes and it was worth every penny. Very easy online portal to upload information and necessary documents. Brian had my return completed within 2 weeks with very prompt and thorough work. I highly recommend Brian and his services. Never again will I use a cheap tax service such as turbo tax... don't make the mistake I did by using turbo tax.. rather use Brian and his services. A+ all around!
