Money Matters Tax Service

To say I was satisfied with my experience here would be an understatement! I had four years worth of taxes I had to get done, a stupid move on my behalf, but not one that Brian talked down about (unlike some BLOCKheads I used to go to). I bring that up to demonstrate his awesome «Tax-​side manner» after all, taxes are usually painful enough as it is. I was in and out so fast it made my head spin! Got a great refund for each year, and they all arrived promptly without incident. I will be coming here from now on, you should too!

Disappointing, unless you’re already a current client.
I’ve used Money Matters to consult on a couple of tax matters in the off-​season and found them to be satisfactory, but when I called to schedule an appointment to have my taxes done this year, I was told that they would not even make an appointment until they had my previous year’s returns in hand. I can understand requesting/​requiring that clients provide that information at the time of the appointment (i.e. «Be sure to bring this with you when you come») but I was told repeatedly that they will not even _​schedule_​the appointment until they have that information in hand. When I asked to speak with a supervisor or manager, I was told that no such person was available.
I find the practice of not allowing an appointment to be scheduled without already having a «file» in place very disappointing. Even more disappointing was Money Matters’ having no managerial or supervisory personnel available to hear concerns.
I will take my business elsewhere.

3 years later and Brian is still my main tax man. I don’t know how he does it, but my returns keep getting bigger and bigger!

Money Matters is The Best Tax Service! Since starting our business and buying a house, tax filing was way too complicated for us and having known Dana and his family for many years, we knew he was the only person we would ever trust to handle the IRS for us. Fifteen happy years later we will continue using Money Matters — no cookie cutter tax filing here. They absolutely have your best interests in mind and the entire staff is extremely helpful and friendly. Would give them 10 stars if that was an option!

Daniel and I have gone to Brian 2 years now to have him do out taxes and we are completely satisfied and confident in him and Money Matters.
We came in as referrals from a friend a year ago and have since been treated like long-​time clients. Brian is knowledgable (and pretty funny, too) He takes the time to answers any and all your questions that may not even have anything to do with your taxes.
Last week we were called and asked If we wanted to move our appointment up a week earlier because Brian had decided to open up a few more time slots. We kept our same appointment because it was more convenient for us but were glad they gave us the opportunity to come in earlier. That’s the kind of place this is, these people care.
Come to Money Matters and ask for Brian– he’s 7 feet tall so you can’t miss him!

Dana and all the staff at money matters friendly service, professional, they always answer all your tax questions never have thy said I’ll get back to you on that. money matters knows there stuff for personal and business taxes

I have been going to Dana since I was old enough to start filing taxes. My dad referred me and I love what at great job he does. He makes it so easy. I will keep coming for years to come!

I’ve been going to Dana for several years now. He’s honest. What else can I say? I just really feel good about going to him. My first year in LA I went to a really shady dude and I felt totally nervous about it. Got a shit ton of money back, but I was freaking out. With Dana, there isn’t any shady business. When he finishes my taxes and tells me how much I’m getting back, I just want to give him a big hug.