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February 2023 by Steven K.
I was referred to Daniel by another accountant and I couldn't be happier with the referral. Daniel was pleasant and easy to deal with and had my return back to me within 24 hours. Unrequested, Daniel provided me information about what I should do for the upcoming tax year to minimize my financial exposure. I'll be back next year.
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May 2021 by Shaun Johnson
After being ripped off by a tax guy in Irvine, Dan Teran really helped me out of a really bad spot. Not only does Dan know what he’s doing, but he’s just an all around cool person.
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October 2019 by Alessandra R.
Such a bad customer service! I found this firm here on yelp and called to ask a question (my purpose was to get an appointment with a CPA and PAY FOR THE CONSULTATION AND THE PAPERWORK Needed) i wasn't asking for anything free, but this RUDE lady SIARA asked me "are you a customer" and I told her no I found you guys on yelp and I am in search of a CPA and she literally told me the cpa is out of town, he is on vacation don't you understand? What else do you need ? He's out of town stop asking questions. This firm lost a future customer! Train your associates in customer service.