BD TAX & ACCOUNTING

My wife and I recently bought a house in 4S Ranch, CA and my neighbor recommended BD TAX & ACCOUNTING. I usually try to support local businesses instead of national chains. So I decided to contact Brooke and I was impressed by how bright and knowledgeable she is. She was very professional, communicative, and reasonably priced.

Brooke reviewed and amended our last year's tax returns for $1000 education credit. We felt that she understood our family's financial situation and helped plan our future goals. She suggested tax-friendly ways to save up for our children's education and reduce taxes on our stock investments. Having Brooke as our year-round trusted tax CPA saved us time, money, and stress of doing taxes. Honestly, I hate doing my taxes. Between software costs around $80-$130 plus hours wasted and away from my family, it is not worth the stress. 5 Stars hands down.

When I first started my business my , I wanted to make sure I did everything right but failed when came to choosing the right CPA. My past CPA was over priced, barely available and made me feel like questions were irrelevant.

That all changed when I started using Brooke’s services. Brooke made the time to answer any the questions or concerns, I had. Next, she was very responsive and didn’t seem to take my time for granted. It gave me the sense and understanding that I could count on her professionalism.

I could tell she was very knowledgeable because I would as a questions and she would have the answer and take the time to explain it.

Her timely delivery and helpfulness were hand in hand. Brooke provide a service that helps me ever year and the professionalism, responsiveness and helpful continues to be present till this day.

We are super happy to have found Brooke. She is responsive and pricing is reasonable compare to my last CPA. It took only two days for her to completed our returns... and they are not easy. We moved back to San Diego from the the bay area, change of job, my wife has a online business, have a home office sold our house and rental properties, then sold stocks to buy a new home in 4S Ranch. I was impressed with her knowledge on home buying/selling, RSU and ESPP. We have a really busy schedule, so we thought online file transfer were a great convenient. The office is really nice and professional. She take the time to go over our tax situation this year, and I learn so much. We are definitely return next year.

BD offered a professional yet personal experience that is unmatched by the corporations I’ve used in the past. She is detailed, punctual, and leaves no stone unturned. Relieved to be able to continue going to BD Tax & Accounting.