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“We have used Troy as our tax account for several years now and are completely satisfied with his service. He’s very knowledgeable, efficient, and personable. He completed our tax return very quickly this year as always.Highly recommend him.”
“With over 20 years in business and dealing with 3 different CPA's, I commend ABMG for being our final and best Accounting and Tax Preparation team for last 8 years.”
“I’ve worked with David and Hengameh exclusively for the past 10 years. Without exception, they have been exceptional on all level of customer support. As communicators, investment strategists and partners in reaching my financial goals, their performance has been beyond reproach. Simply stated, David pays attention. He knows the market and moves quickly to take advantage of opportunities. Every year, even during unexpected market depressions, his advice and guidance has been invaluable.”
1 - 5PM 8AM - 12PM
1015 Chestnut Ave, Carlsbad
Financial Advising
“Wow I am so grateful I found Ms. Cardin, she is a wealth of knowledge and so sharp. I only wish I had met her sooner, prior to signing my divorce MSA. I highly recommend meeting with her if you’re going through a divorce to help protect yourself.”
“We have been working with Mark Orlando for many years and have always been very happy with his personal communication and of course his tax preparation knowledge. We recommend him highly!”
“Truly wonderful! The representative called and talked me through the process. She didn't pressure me to make a decision or work with them. Very knowledgeable!”
“I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs??? thank you Franc”
8:30AM - 5:30PM
306 W El Norte Pkwy Suite A, Escondido
Financial Advising
“Frank Cedano great individual. This gentleman assisted with a collateral loan. He was professional, easy to talk to, he explained everything clearly with no surprises and delivered a good product. Super fast n easy processing, same day delivery. Look no further, I've attached a picture of his business card.”
“My experience with Ed has been nothing but extraordinary. He is very organized focused and consistent. He keeps me informed with regard to the latest in tax code changes and he is meticulous in every aspect of my return. I endorse him wholeheartedly. He's also an SDSU Aztecs fan!”
“The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.”
“I have been a client of Cynthia's for 6 years now. She was incredible in helping me walk through my S Corp deductions and exemptions as well as helping me understand tax changes each year. Her process is seamless and well thought out. I recommend Cynthia as a CPA! You won't be disappointed!”
9:30AM - 6PM
420 S Juniper St, Escondido
Financial Advising
“Honest, client focused, quick, efficient, able to answer any questions that come up and always worth it! I have used them for several years now. Charles is the man and has a great depth of knowledge when it comes to the IRS and tax system. He will find every dime for you. Ulanda is beyond helpful and has she is very in-tune with the clients and their needs. I no longer live in CA and they still do my taxes remotely from AZ. I refer and will continue to refer all my friends and family to them. Don't bother going to anyone but them for your tax and financial needs.”
“My experience with First Republic bank in Escondido has been fantastic. Dolly, Miriam and the others have provided nothing less than stellar service. Their professionalism is top-notch. This is what banking should be.”
“They did it again. Mike & Ryan Always Get a Great Service From them. The reason why I come here always is because they great customer service. These people really care about customers and this is the reason why they busy but no matter when they alway take care people. Thank you guys again ! Eddie G”
“Worked with Eric the last few years, he's accessible, knowledgeable, and responsive. Best ever. I'll keep working with him as long as he'll have me.”
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“Paul and the rest of the PracticeCFO Team put my mind at ease with purchasing my first practice. They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially. This has been the greatest addition to my Team. So glad I came across Wes’ podcast and made the call (which by the way I had a within hours of making my first inquiry). Top notch service to say the least. You won’t be sorry to have them as an integral part of your Team.”