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March 2024 by Manny Yalda
I have had a long-standing relationship with Sandy Stelze as my CPA, but unfortunately, recent experiences have left me with mixed feelings. In the era of manual tax filings, Sandy proved adept at navigating the complexities of the tax system. However, as the transition to electronic filing took place, his proficiency seemed lacking.
One significant issue arose when I required my tax documents in PDF format—a standard request in today's digital age. He refused simply because he has no clue on how to do it!
Moreover, my decision to part ways with Sandy was not solely due to technological shortcomings. His financial advice, when provided, often seemed disconnected from anyone's need and circumstances. In one unfortunate instance, following his counsel led to a substantial loss of over $32,000 overnight—a setback I couldn't afford.
Another aspect of concern was his reliance on a family member to handle investment matters. While this may have initially seemed convenient, it ultimately proved to be a risky move. It appears that the cousin Sandy entrusted with investments may have encountered financial difficulties, casting doubt on the wisdom of this arrangement.
Reflecting on my time with Sandy, I concur with sentiments shared by others regarding his knowledge. However, his fees are significantly higher compared to other professionals offering similar services. Unfortunately, I only became aware of this discrepancy after committing to his services—a realization that came at a considerable cost.
In summary, while Sandy Stelze may have been competent in an earlier era of tax preparation, his failure to adapt to modern practices, coupled with questionable financial advice and exorbitant fees, ultimately led to my decision to seek assistance elsewhere. It is a regrettable outcome, particularly considering our longstanding association and personal connection.
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February 2024 by Colin Lewis
Sandy had always done a great job with my taxes. He gets me a great refund every year. Great tax consultant!
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March 2022 by George Mandas
Excellent service and advice! Very happy!
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March 2016 by Marcelino Riley
After years of struggling with taxes using software on my own, I finally got fed up and decided to go to a professional. One of my co-workers was raving about his accountant and recommended that I try him out. My wife and I set up an appointment with Sandy and within minutes of being in his office we knew this was our guy. Sandy went above and beyond to make sure we were getting the biggest refund and not missing out on anything. What I really like is how he makes himself available to his clients throughout the year, not just during tax time. I was in the process of starting my own business and gave Sandy a call for advice and he helped me get incorporated and saved me a ton of money. We've been with Sandy for 5 years now and don't plan on going anywhere. I recommend him to all of my family and friends and anyone looking for a great accountant.
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March 2015 by Dmitry Reyfman
Sandy has been our accountant for a number of years. I recommend him highly. Very knowledgeable, friendly, understanding, helpful and has a great personality. He got me $1340 back on taxes. WOW, thanks... I think he and is as good as it gets. He is at the beach and we are in the desert. We pass probably a thousand CPA's as we drive to Stelzers office and yet we have never once considered anyone more "conveniently located". He's worth his weight in gold.