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Creative Management & Tax
San Marcos, CA
Accounting
Creative Management & Tax Service is a women-owned, federally licensed Enrolled Agent firm providing tax and financial solutions. Based in San Marcos, CA, they serve individuals, businesses, and nonprofits across the U.S. and internationally, specializing in personalized tax preparation and IRS representation.
★★★★★ 4.6 (5 reviews)
5 Reviews
★★★★★
Creative Management and Tax Services. Owner, Karen Davenport has been doing our biz and personal taxes since 2016. Karen is meticulous at keeping up to date with the many tax changes that occur each year. Its always a pleasure doing business with her, see you next year Karen.
Julie Davies  ·  Apr 30, 2025  ·  Google
★☆☆☆☆
Creative Management & Tax stole my 2023 tax refund. My tax refund mysteriously was sent to an account opened in my name in New York City. Someone changed the routing number on my tax return after I had signed it last April. The company has not refunded my lost refund nor have they even called me to discuss it. I would NOT use this company. I had use them for 16 years before that with no incident. Jeanne
Jeanne Cavanagh  ·  Jan 25, 2025  ·  Google
★★★★★
Karen and her team have been an absolute lifesaver for my small business. She handles my accounting and tax returns with incredible precision and expertise, making what could be a stressful process completely seamless. I trust her completely and am consistently impressed by her professionalism and attention to detail. I highly recommend Karen and her services to anyone in need of reliable, expert tax planning and preparation!
Emily Ayala  ·  Jan 16, 2025  ·  Google
★★★★★
I was referred by a friend to use Karen and this tax office 2 years ago and I'll never use another tax preparer other than her ever again! She answered every single one of my tax questions and beyond. I received 2 large tax returns 2 years in a row with zero mistakes and I got my tax refund faster than any other place I've ever been. It wasn't just the refund and how fast I received it. Karen is super friendly and professional. She has definitely gone the extra mile for me year after year. It doesn't surprise me one bit that this place has such great reviews!
Danielle Medokowich  ·  Mar 17, 2016  ·  Google
★★★★★
Best decision I made was going here to get my taxes done for 2014! If I could rate them higher than 5 ... I would! The staff there was very accommodating. The whole process from start to finish was pleasant. Brian helped get me the best possible refund possible. Incredibly knowledgable, quick, and thorough. AFFORDABLE as well! He helped me to receive an impressive refund, and the cost for their services really surprised me! I have done my own taxes, and many other methods, but after last year with Brian and his teams help I will be back!
Faith Michelle  ·  Jan 27, 2015  ·  Google

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