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Leiman Tax Group

Leiman Tax Group

Reviews Summary

Most reviews praise the firm for professionalism, expertise, and friendly service, particularly for tax preparation and small business support. Many long-term clients express strong trust and satisfaction. However, some criticize inconsistent communication, vague updates, and occasional poor follow-up, leading to frustration. A few note initial hiccups but acknowledge satisfactory resolutions. Overall, positive experiences dominate, with high ratings for reliability and knowledge, though responsiveness could improve.

About This Listing

Business Consulting
Tax Preparation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation

Contact Information

Address

8745 Aero Dr #106

San Diego, California 92123

Visit Website Call Now Get Directions

Customer Reviews

This review is long overdue. I've been working with Amanda, Cathy, and her team since 2019. Starting my small business, they were there to help me at tax time and complete the whole process of becoming an S-Corp. Ok, first of all - YES I'm beyond excited about what Amanda and her team were able to do for my small business taxes. The pricing is fair and you're getting top-notch attention. I like their new portal for organizing all your files online. Last, I'm amazed that her team was able to help me this

My recent one-hour consultation with Amanda at Leiman & Associates turned out to be an incredibly frustrating experience. Despite a seemingly positive call, the complete lack of follow-up and unresponsiveness from their office has left me deeply disappointed. Based on this strange and negative encounter, I strongly discourage others from working with them. During the consultation, Amanda appeared knowledgeable and gave me confidence that she would provide the next steps required for my accounting needs. Ho

I had some mixed experiences with this firm, but ultimately they ended up making things right. I have never had any issues with them getting my taxes done on time, and I understand they were going through a very difficult time. I hope to use their services in the future. It is nice to work with people who seemed to really care about making an experience better.

I was so stressed out about my small business taxes! Amanda is amazing! She is extremely knowledgeable and helped me deduct as many expenses as possible, some I didn't even know about! I will be a client for life! Next month with her help, I will bring my business to the next level and become a corporation! I can not say enough about Leiman & Associates! The entire staff is very friendly and professional!

Neil is simply a gem. Knowledgeable, personable, and if you're a chocolate lover, he's got you covered. I recommend him confidently to anyone that asks me where to get my taxes done. I only take the time to review people that go the extra mile and deserve recognition. Time is money, and your time and trust with Neil is very well invested. Also, I'd like to give a big shoutout to Santiago who's been a tremendous help for me even though i wasn't his direct client. 10/10, great folks here who are happy to do

After a few hiccups, we got our communications and information exchange corrected and could not be happier with the service. Professional and efficient, Leiman & Associates have been responsive to our needs and have provided quality products and services.

I was referred to this company and am extremely disappointed. The customer service is lacking. There are never any substantial updates. Updates are always vague. You know the "we will update you soon", which can mean 1 day or 3 weeks. Updates never come. I'm always the one that has to reach out for status. If you want your taxes done in a timely manner, I recommend you go somewhere else.

Neil and Amanda and their team are awesome. We've been coming here for our corporate taxes and personal taxes. We don't trust anyone as much as them. They've been a god send. =)

These guys are friendly, super professional. They've done my taxes for years and are extremely reliable and welcoming. You can't go wrong with leiman and associates

Very knowledgeable! We'll be doing business with this organization.

Great experience for years ! Thanks so much ?

An outstanding practice with a wonderful leader!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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