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April 2023 by Dan Capener
Excellent service by Dorothy at the Rancho Santa Margarita office!
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April 2023 by Robert B.
They blew me off and the young female receptionist was rude and shouted at me. Not a recommendation for helping s customer in need. I will file a formal complaint against her.
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March 2023 by Shorty T
James Klein professional knowledgeable took time to understand my needs and follow through
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August 2022 by Jay D.
This company is a joke in every way. You can't call them it goes into a loop with annoying music They have no portal to upload documents
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June 2022 by Vivers S.
Not good. Needed an amendment from a full CPA who messed up. I paid 1000's this year in taxes. HR Block did amendment. Received a letter from FTB stating: "You schedule X, California Explanation of Amended Return Changes, did not include a new amended California Form 540. California Resident Income Tax Return as instructed." I have to re-mail everything within 2 weeks as letter took 2 weeks from date to receive. Or, I lose the same received dates as original documents. Turns out I over paid my taxes and to receive money back. Why is that women only have these problems. The CPA had bad reviews from women who ended up audited due to that CPA mistakes. Appears he believed messing up taxes will generate more revenue for him by returning to the tax offices to fight the IRS.
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April 2022 by Rosanna Malaty
Worst experience! I have the most simple tax return and I get responses like “I’m not going to check if everything printed, I’m sure it’s all there” or “I have another client to take” or just not answering my questions related to MY TAXES!!! I think it’s absurd to pay for a service and not have your questions answered. To top it off, other tax specialists offer coupons while this person didn’t even offer. All he said was I’ll pay up front and handed me my packet. Didn’t even say thank you for stopping by or anything.Don’t go there!!! I went there years ago, and because I’m on a tight time crunch, I had to use them again. Now I remember why I didn’t go there for almost 9 years! Front desk didn’t even do anything about it! Worst experience! Don’t go there!
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April 2022 by Maurice Saluan
Debra and team in RSM make it extremely easy to drop off docs and work on the return without meetings.
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April 2022 by Rosanna M.
Worst experience! I have the most simple tax return and I get responses like "I'm not going to check if everything printed, I'm sure it's all there" or "I have another client to take" or just not answering my questions related to MY TAXES!!! I think it's absurd to pay for a service and not have your questions answered. To top it off, other tax specialists offer coupons while this person didn't even offer. All he said was I'll pay up front and handed me my packet. Didn't even say thank you for stopping by or anything. Don't go there!!! I went there years ago, and because I'm on a tight time crunch, I had to use them again. Now I remember why I didn't go there for almost 9 years! Front desk didn't even do anything about it! Worst experience! Don't go there!
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March 2022 by Andrea Formato
Debra is great. I've been using her for a couple years. Very knowledgeable and friendly. Honest and straight to the point. I also really liked that I was able to upload my docs online before coming in. That saves a lot of time.
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March 2022 by Jennifer Switz
Debra is always helpful and professional. She is quick with preparing my filing and always advises me on ways to prepare for the following year.
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February 2022 by David Anderson
I wanted to drop my tax docs off.I have done this for the last two years,They did not accept this so then started to say you have to wear a mask.At this point it got silly. My tax prepearer just lost her client.These people are not smart and they are accountants! Good luck!
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February 2022 by Jill Hooper
Andrey is patient with my 85 year old mom. He takes the time to explain things so she can understand.
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April 2021 by Matt McDonald
Debra Byfords awesome service.
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April 2021 by Suzanne Crowther
Dorothy was wonderful. She was kind, professional and had 20 years experience doing taxes.
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April 2021 by Laura Van Nest
My tax person took into consideration I had a family emergency out of state, and put a rush on my taxes.
