Grass CPA & Associates, ps

I always enjoy doing business with Grass CPA and Associates! They are full service and very accommodating with my busy schedule. Additionally, they take time to answer my questions completely and provide education on various tax law changes. They have also coached me on various tax prudent steps regarding retirement. The peace of mind I receive is worth the investment. Thanks team!

My wife and I are new clients of Grass CPA and I could not be more pleased.

W​e live in Central California and have always dealt with CPAs in Southern California. We were in need of a change and after getting glowing recommendations from a couple of people in our business networking group, decided to speak with Charles Grass. It didn't take long to know that Charles is very knowledgeable, sincerely interested in helping and has our best interest at heart.

The entire process was painless​ and the communication from Charles' office was awesome.​
The entire office staff is very professional and I could not recommend them highly enough.

We have worked with Grass CPA and Associates, PS for many years, mainly for filing our annual federal and state taxes but also for advice concerning tax planning in regard to life decisions we have faced. This has been a very positive experience, and has led to our better understanding of the federal income tax system, resulting in reduced stress and better decisions. The staff is skilled, positive and helpful, and a pleasure to work with, whether in tax season or not.
Thanks!

We we're having issues getting all the forms needed to do our taxes with turbo tax like we normal do. So I went to Grass CPA & Associates not only were they able to get everything needed to do our taxes they got us the largest refund we ever had. I'll continue coming back year after year.

Been doing business with them more than 10 years. Always a lovely blend of friendly and professional. Open to all questions, even if it is the same one every year. Advice available forward-thinking, as well as current situation.

This is the best CPA in US. I have been working with the organization for almost 10 years now and I am always amazed with how detailed and professional these team has been for years.

Jeremy was a big help, super easy to work with. They've got some friendly, patient people here!

years. They provide excellent customer service and are knowledgeable. I will continue to support their firm and highly recommend you utilized their expertise.

Can’t emphasize enough how thoroughly displeased I am with this tax office. As a CPA and someone who has prepared tax returns in the past, I was unhappy and unimpressed with the level of communication and follow through that we experienced while having our taxes prepared for the 2022 tax year. Having experienced tax busy seasons myself in the past, we tried to be as sympathetic to the cause as we could be by providing all of our tax documents by the 2nd week of February (the soonest they were available) to give them plenty of time to produce our returns in advance of the filing deadline. Our initial request was to have only our personal tax return done but we were also strongarmed into having them prepare a simple tax return for my mother, which I had planned to do myself and which I wasn’t comfortable with from the start (I wish I had listened to my instincts). Along the way, we were told a few different times that we hadn’t provided all documentation needed to complete both returns, when in fact, we submitted all hard copies of our tax documents in person during our client onboarding meeting and posted digital copies of the additional documents requested by Grass during our onboarding meeting to their client portal (which they instructed us to do) within a couple days of our initial meeting. They failed to find or read the scanned documents we posted on their client portal so we called them up when we received email that these documents were missing. We felt it was necessary to constantly coordinate (over the phone and by email) in order to keep things moving and on track and get both tax returns done timely. We believe there’s little chance both tax returns would’ve been completed by the filing deadline had we not done so. By the end of it, they somehow racked up $2,558 in charges for services for our two (not terribly complex) tax returns which, at their blended hourly rate of $210 means they spent 12 combined hours on our returns (they wrote off another $200+ when I called to ask how on earth they spent 4 1/2 hours on my mother’s return when she had nearly no income and very little expenses). The one redeeming quality were a couple of their staff who we did enjoy working with. In particular, their PM Jill is an excellent communicator and was very kind to us and our two year old daughter and their office manager Susan is a delight. Outside of these two exceptional folks, my suggestion would be to take your taxes to H&R Block or a reputable CPA firm (if your tax situation is more complex) or buy TurboTax and do your return yourself, if you value your sanity and a healthy bank account. That’s what we’ll be doing next year.

Did not have the requisite knowledge to solve my business tax problem in another state. When I took matters into my own hands and needed the electronic confirmation sheets, I was charged another $130, apparently for the labor involved with reading my email and sending two PDFs to me. I dare not voice a complaint to them or interact with them in any way since I will be charged for every word written or spoken between us.

If I could, I'd leave 0 stars. I asked for a consultation, then the receptionist laughed at me and my situation before I could get a question out over the phone. I've never experienced someone that unprofessional. It looks like people who got into the door had worse experiences based on the ratings. Don't even try with this business.