Your Money Matters Inc.
-
Serving
Mission Viejo, CA - (949) 766-0209
Hours
Chamber Rating
-
Timothy Tron 800 UTTP
No Comment
Apr 26th, 2020 -
Brian Daniels
THE BEST! We have used Your Money Matters for our taxes for about 7 years. They are clear, efficient and very detailed. We know that we are given the most up to date information by YMM so we can comply with changes in the tax code. We love the ease of scheduling and efficiency of submitting our returns. YMM takes away much of the pain we used to feel around tax time. Thank you Your Money Matters!
Jan 2nd, 2019 -
William Huestis
Cathy White is very knowledgeable and detail oriented. I have had great experiences in my dealings with her.
Aug 17th, 2018 -
Andrew Woods
Worst tax experience I have ever had. After giving me counsel through the year and following all their instructions, they assured me I would have the results they promised. When the time came to file taxes and all the numbers were put in, Conrad once again assured me their calculations were correct. After 3 days, instead of a phone call, I received a half hearted email telling me I ended up owing A LOT more than they previously calculated. Here is the email with redacted information: "Hey Andrew, Got some good news and some bad news. Good news is we've wrapped up your tax return. Bad news is after putting all the numbers in the right place, had a little bit different outcome then I told you on the phone. Still nothing crazy, but you do owe a little more to the feds and state. $xxxx total." I then responded very upset with situation, because I was lied to. Instead of explaining where things went wrong or trying to work with me, I received another email, this time from Chris: "Andrew- You are right - we are morons. Thanks goodness you have almost a month to find a local professional to help you with this. We'll go ahead and clear our server of your data. Good luck to you in your future pursuits-" If you wont responsible, reliable, and knowledge able CPAs I recommend going elsewhere. At this point Turbo Tax would have been a better option.
Sep 10th, 2016 -
Jeremy McCassy
Cathy White has been my accountant for 8 or 9 years and has been nothing but exceptional. YMM has been available, informative and efficient for my wife and I and kept us sane through a multitude of tax seasons. Thank goodness
Jan 28th, 2012
Contact Info
- (949) 766-0209
Questions & Answers
Q What is the phone number for Your Money Matters Inc.?
A The phone number for Your Money Matters Inc. is: (949) 766-0209.
Q Where is Your Money Matters Inc. located?
A Your Money Matters Inc. is located at , Mission Viejo, CA
Q What days are Your Money Matters Inc. open?
A Your Money Matters Inc. is open:
Friday: 9:00 AM - 9:00 AM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Q How is Your Money Matters Inc. rated?
A Your Money Matters Inc. has a 3.4 Star Rating from 5 reviewers.
Hours
Related Categories
Ratings and Reviews
Your Money Matters Inc.
Overall Rating
Overall Rating
( 5 Reviews )Timothy Tron 800 UTTP on Google
No Comment
Brian Daniels on Google
THE BEST! We have used Your Money Matters for our taxes for about 7 years. They are clear, efficient and very detailed. We know that we are given the most up to date information by YMM so we can comply with changes in the tax code. We love the ease of scheduling and efficiency of submitting our returns. YMM takes away much of the pain we used to feel around tax time. Thank you Your Money Matters!
William Huestis on Google
Cathy White is very knowledgeable and detail oriented. I have had great experiences in my dealings with her.
Andrew Woods on Google
Worst tax experience I have ever had. After giving me counsel through the year and following all their instructions, they assured me I would have the results they promised.
When the time came to file taxes and all the numbers were put in, Conrad once again assured me their calculations were correct. After 3 days, instead of a phone call, I received a half hearted email telling me I ended up owing A LOT more than they previously calculated.
Here is the email with redacted information:
"Hey Andrew,
Got some good news and some bad news. Good news is we've wrapped up your tax return. Bad news is after putting all the numbers in the right place, had a little bit different outcome then I told you on the phone. Still nothing crazy, but you do owe a little more to the feds and state. $xxxx total."
I then responded very upset with situation, because I was lied to.
Instead of explaining where things went wrong or trying to work with me, I received another email, this time from Chris:
"Andrew-
You are right - we are morons. Thanks goodness you have almost a month to find a local professional to help you with this. We'll go ahead and clear our server of your data. Good luck to you in your future pursuits-"
If you wont responsible, reliable, and knowledge able CPAs I recommend going elsewhere. At this point Turbo Tax would have been a better option.
Jeremy McCassy on Google
Cathy White has been my accountant for 8 or 9 years and has been nothing but exceptional. YMM has been available, informative and efficient for my wife and I and kept us sane through a multitude of tax seasons. Thank goodness
Overall Rating
Overall Rating
( 5 Reviews )Write a Review
Tax Preparation Service Near Me in Mission Viejo, CA
JDFive Accounting & Tax Services
Mission Viejo, CA 92691
949-220-0410 ( 0 Reviews )
Sandra L Messer Ltc Ata
Mission Viejo, CA 92692
(949) 347-7652 ( 0 Reviews )
Elaine Lew CPA
Mission Viejo, CA 92692
949-521-2146 ( 0 Reviews )
GetATaxLawyer.com
Mission Viejo, CA 92691
(800) 290-8160 ( 37 Reviews )
Tax Network of America
Mission Viejo, CA 92691
(949) 388-9449 ( 0 Reviews )
Raimann Richard C
Mission Viejo, CA 92692
949-581-8198 ( 0 Reviews )
Lin Gaar
Mission Viejo, CA 92691
(949) 240-4829 ( 0 Reviews )
Tax Debt Relief Mission Viejo
Mission Viejo, California 92692
(949) 694-2514 ( 4 Reviews )