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October 2024 by Niki Jackson
I went in with HIGH ANXIETY, I left out smiling and laughing. GREAT experience for myself and my first time filing daughter. Thank you so much for your awesome service. Highly recommended. If you are looking for knowledge, kindness, patience and a good laugh, stop by!!! Clients for life!!
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August 2024 by Maria Covarrubias
My husband and I recently had the pleasure of working with Stephen and Lori on our taxes and LLC, and we couldn't be more satisfied! The entire process, from beginning to end, was seamless, professional, and efficient. Stephen and Lori were exceptionally helpful, consistently responsive, and always went above and beyond to meet our needs. I highly recommend Stephen and Associates to anyone in search of exceptional service.
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June 2024 by Debi W.
Quick, friendly, accurate service! Scott & Lori are definitely reliable, we've not been disappointed.
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April 2024 by Niki W.
I've been going to this office I think for the last 4-5 years. I have nothing but great things to say about Scott and Lori. It feels like I'm with family. I look forward to my yearly visit with them because they're truly that great! Who looks forward to taxes lol. I've referred close friends and Scott will be handling my father's taxes now. They're always prompt when returning calls and setting appointments. Thank you for your service you've relieved so much stress for me after my visit.
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April 2024 by Paulo Rosas ..
FACTS: (And you be the judge) *Whe I first spoke to Scott about doing my taxes Mar 29th, I asked: Being that I am coming to do my taxes late, do you think you can still do them on time for the April 15th due date? He said YES. Great! I thought *April 1st I sent all my info to his office, Scott replied letting me know they got it and with some questions, I answered them that same day *April 2nd "I" send some questions of my own *April 3d, I sent another email asking if they had called me (As I was on a road trip and I saw and 805 number while driving), I told them I am on the rd but I CAN talk, perhaps set up a call at this point.....NO word *April 8th, I sent another email saying: Where are we with my taxes please? :) , I get I came late to the party! and back of your work line but as we spoke, this could make it in time...still? *April 9th, I sent a TEXT message asking what's going on? so his office called me and said: We have you schedule to work on your taxes Friday April 12th, you will get a call to go over them then. NEVER got that call :( *April 13th: I sent a another text message saying: I was to get a call yesterday, It is Saturday April 13th, am I to review my taxes in ONE day? So I get a call from his office "asking me questions about my taxes" 2 days before they are supposed to be filed!?? I told them at this point it would be better to file for an extension. The lady said: Ok we will file your extension and you are free to go with another accountant if you like. I said: (As I did not felt I had to start the process of interviewing accountants and did not feel right to have them do the filing of the extension and then "use somebody else"), so I told her: I am not saying I want somebody else, I am saying I don't want to be rushed to do this wrong and still like to have Scott finish them up. *April 15th I received an email from Scott letting me know the extension was filed, I replied: Ok great and ty, let me know when we can go over my taxes over the phone, I am available after tomorrow any time. *It is April 29th and I NEVER hard back from Scott himself since April 1st. Now I of course did see all these great reviews, so I went with him, but I also see now 2 with one star that were not done properly and noted under "not recommended" and removed from Yelp. Again, just facts, you be the judge.
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April 2024 by David T.
The staff is very friendly. They were welcoming and professional. We got our taxes done in a very efficient manner. We will definitely come back and recommend this company for all your tax and accounting needs.
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April 2024 by Shaun T.
service was beyond awesome have great coffee Scott and the team very warm and friendly fast service will recommend to my friends. Thanks Scott and associates (family) S. Tate
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March 2024 by Dionne Rossi
Scott & Lori are hospitable, welcoming and honest. We’ve been going for the last 5 years and we will not go anywhere else. Scott is very smart and always up to date with the changes and additional write offs that are allowed. He answers all questions honestly and where I can understand them. I don’t just highly recommend Scott, I ONLY recommend Scott.
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March 2024 by Nick Rossi
We started with Stephens and associates back in 2019 after we bought our first house. Scott has helped us every step of the way. Answered all our questions & even made suggestions when we asked for them. Laurie is the sweetest & very hospitable. They make a great team. Even better friends and would not go ANYWHERE else for our taxes.
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March 2024 by Dionne R.
We first had write offs during the 2019 tax season. We made an appointment with Scott and we were very nervous hoping we had all the paperwork we needed. Scott was very kind and considerate and gave us a list of things to bring. Amazing service prior to even our first appointment. We've gone back every year since. He answers and explains our taxes in a manner we can understand. Which is what we want. He exceeds our expectations every year. One year when we had to pay, a couple thousand dollars, he was able to explain to us why and how to prevent it in the future. And the next year .... Everything he told us to do we did and it worked. The BEST tax experience is with Scott (& his beautiful wife, Lori) @ Stephens & Associates.
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February 2024 by Misael Medrano
Scott & Lori are the BEST!
Hands Down.
Great Service
Once you arrive at the office you're we'll treated & WELL TAKEN CARE OF.
Great Place to file taxes, and get GREAT FINANCIAL SUPPORT
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February 2024 by Youri Y.
I've been a client of Stephens & Associates for a few years now and I actually came across this business on Yelp back in 2020. It had glowing reviews and located close to home when I lived in Oxnard. Scott is very professional and approachable when I meet with him in person for my tax appointment. He answers any questions I have and any documents I bring. He is passionate about educating his clients and tries his best to get the most out of your tax appointment. His wife, Lori, is sweet & personable and is the first person to greet you at the door. She is also the last person to complete tax appointment by going over the final tax paperwork and collecting service payment. I value the above and beyond service that I continue to receive with Scott and Lori. I commute all the way from Moorpark with my husband now. I highly recommend them for your state and federal tax needs or anytime you have tax-related concerns/questions :)
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October 2023 by Janie V.
Stephen and Lori are the best! Easy to work with, positive, always a "yes we can do it attitude".
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September 2023 by Keighty G.
Scott has truly redefined my perception of accounting services. His approach being a refreshing human touch that is unparalleled in my experience. From out very first meeting, it was evident that Scott and Lori not only possesses an in depth knowledge of accounting but also a genuine interest in my financial well-being! I wholeheartedly recommend Scott and Lori for anyone seeking not just an accountant, but a trusted financial advisor who brings not only expertise but also a caring, human touch to the table.
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June 2023 by Zeb C.
I've used Stephens and Associates to do my taxes for many years now, and they've always provided top-notch service! Highly recommended!
