Morgan Skane and Associates
San Diego, CA
5 Reviews
★★★★★
Morgan Skane have done my taxes for over 10 years. I recommend them to everyone I know to give excellent advice and save them money by legitimately using the tax code to their benefit.
★☆☆☆☆
Skane made egregious errors in my tax return. When I was notified by the IRS, Skane assigned someone to help me fix the mess. I later found out that this firm doesn't review their tax returns--even if an employee is new. However, their solution was to file an amended return that not only had more errors, but they wanted me to sign false statements to the IRS about how the errors occurred. When I pointed out the errors and the false statements, the owner became aggressive and told me if I didn't like their "tax solutions," that I should go elsewhere. I had to pay another CPA who researched their "solutions" only to confirm that the amended return would also have been completely incorrect. He also confirmed that I should not sign a return with false statements. The company cost me thousands to correct their errors. When I later tried to discuss a solution, Alicia refused to respond. Later when contacted by the BBB and the court mediator, she also refused to respond to several attempts to speak with her. Making errors is one thing. But making more errors that you can't back up in the amended return is shocking--not to mention making false statements to the IRS. The worst part is the awful customer service. Snotty lecture from their receptionist, lack of understanding of the tax code, and most of all, no accountability to clean up their mess.
★★★★★
Alicia and the Skane Tax Solutions team are like trustworthy friends during tax season. They're pros, pay close attention to detail, and make the whole process easy.
★★★★★
I came to Skane as a new business owner in California, seeking trustworthy advice on all aspects of business registration and tax strategy in a new state.
I was immediately welcomed in and offered some very tasty (and strong!) coffee while they reviewed my paperwork and introduced me to an advisor. She listened patiently to my questions, took time to understand my goals, then confidently made recommendations based on that full set of business needs.
Bottom line : They made it easy.
Skane took a complex set of questions and handled them expertly.... One by one. It felt like I was being handled by a team of apex-level accountants...... who happened to be long-term friends. That's how I'd describe it.
I felt taken care of here, and wholeheartedly recommend to anyone with questions about compliance, optimization, or just navigating the tax and reporting landscape.
Checklist (for google)
Parking : Easy
Office/Grounds : Modern, sleek, open. *What a view!*
Staff : Javier, Alicia, and the team were amazing. Thank you all.
Service and follow up : Very strong here, loved the personal follow ups and prompt filings. Kudos to Javier here.
★★★★★
Alicia and her team are AMAZING!! The minute I met Alicia, I knew she was my professional number whisperer. She comes to the table with a mind for tax strategy as well as immense expertise. She has gotten me thinking differently about my numbers and how to be most efficient and strategic with business decisions for my S-Corp (oh, btw, they set up my incorporation for me too. Game changer!). I also greatly value the relationship we have. It’s so important to have someone on your side who helps save you money and answers questions for you to avoid end of the year surprises. Highly recommend!!