Review: David B Tolkan & Assoc - David B Tolkan CPA

Posted in the Monterey Forum

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1 - 20 of 29 Comments Last updated Dec 29, 2011
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frank howard

Los Angeles, CA

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#1
Feb 18, 2009
 
this guy is to expensive ,, shop around
terrible service

Rancho Cordova, CA

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#2
Mar 27, 2009
 
The worst tax filing experience of my life. I had used H&R Block or my local CPA for years, then decided to try Tolkan at the advise of a friend. Some friend. It took them 4 weeks to file my return, which they said was basic and should be done quickly. No chance. After submitting all my info, several weeks went by and I didnt hear from them. I contacted them and was only able to speak with Jennifer, the office assistant. She never had answers and basically treated me as though I had no business calling about the status of my return. The CPA, Nancy, ignored my phone calls and emails for weeks. Finally they called me and told me my return was done and charged me twice as much as any CPA I had used in the past. If you want your tax return done in a reasonable amount of time and at a reasonable cost, this is the last place you should take your business; a mistake I won't make twice.
same experience

Los Angeles, CA

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#3
Jul 6, 2009
 
I heard the same thing that the comment above had... help...
same experience

Los Angeles, CA

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#4
Jul 6, 2009
 
why would someone charge you double and wait for weeks and not return your calls?? what kind of business is that?? didn't you report this cpa??
janry lakr

Los Angeles, CA

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#5
Sep 20, 2009
 
I think I heard the same thing that this cpa is expensive and you are not treated very nice,, go back to your old tax person,, we don't need any more people like this around...
kurt russel

Los Angeles, CA

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#6
Oct 4, 2009
 
I live in santa cruz and wanted to hire a cpa for my business,, I had alot of people tell me this company was not very nice to their customers and overcharged as the other reviews said the same thing,, I don't think this is the best choice as I found out,,
different point of view

United States

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#7
Oct 6, 2009
 
There is another side to the story, I would bet. I do not work at or with this CPA firm, but I know enough about tax seasons in accounting firms to know how ridiculous calling on the status of tax return is during that time of year. It is in the firms BEST INTEREST to get returns done and out and billed. They are not being rude on purpose, but mostly they do NOT understand that you don't understand that calling stops someone from working on yours or someone else's return. The skills, knowledge and extra time and attention it takes to do your return AND have someone review it HAVE to cost extra. It may not mean anything to you today, but as you go through life and begin to make more money, invest, start businesses, buy a house, have kids, etc., you will be more than happy to pay double or triple knowing the standards of care are more. Looks like you have your eye on the wrong standards to me.
Tax Preparer

San Francisco, CA

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#8
Oct 23, 2009
 
This guy is lazy - has nothing to do with the filing season.

I do agree, its frustrating having clients call when its tax season as if they are the ONLY one having their taxes done. But, being rude is never acceptable. Raising their fee is MUCH more satisfying!
catlin corn

Los Angeles, CA

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#9
Nov 4, 2009
 
you are not kidding and his wife nancy is terrible ,, they have an ego that will tear you apart,, I heard tolkan has an ego and is five feet tall what is that?? a napoleon complex about his height,, maybe that is why he is an ego person,, the work is not good ,, slow and he has to be reminded to do it all the time,,, then you get your tax papers,,stay away from these people ,, there are better choices ,, I certainly made one
jim standton

Los Angeles, CA

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#10
Nov 4, 2009
 
The comment from the guy from monterey is a shill for tolkan trying to justify his position ,, that office is something that is not desired,, bad service ..slow... workers that willtreat the clients like garbage like they are doing them a favor,, high prices ,, not worth it ,, and money grabbing at every corner,,, is not upfront about your money,,, and his wife is something else,, they should not represent be in this business ,, take your business somewhere else ,, I did
jim standton

Los Angeles, CA

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#11
Nov 4, 2009
 
the tax preparer comment on this list is a fool and this guy should be thrown out of the tax preparer business as he one of he problems with this ecomomy... greed pure greed
will frost

Los Angeles, CA

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#12
Jan 2, 2010
 
I just moved to Monterey about a year ago and was looking for a CPA for my business ,, boy has this david tolkan has questionable business practices .. I would worry about someone with a big ego and it sounds like he is out to charge high prices .. so I found someone else after reading these reviews.. I am careful especially when it comes to financial issues and you should too...
jumba satcoy

Los Angeles, CA

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#13
Feb 20, 2010
 
Tax Preparer wrote:
This guy is lazy - has nothing to do with the filing season.
I do agree, its frustrating having clients call when its tax season as if they are the ONLY one having their taxes done. But, being rude is never acceptable. Raising their fee is MUCH more satisfying!
yeah raising the fee is a criminal gain and that is the problem with this country,,, get rid of all the bums.. and this tolkan is someone to wonder about...
jumba satcoy

Los Angeles, CA

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#14
Feb 20, 2010
 
who is this cpa??? I read the reviews and I wonder why no one has ever turned this person over for review.. wow... I am going to shop around to have my work done.. thanks for the info..
waldo surl

Los Angeles, CA

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#15
Mar 13, 2010
 
who is this tolkan guy.. sounds like with all he corruption around this guy should be out of business,,,

Since: Apr 10

Gator Creek, Australia

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#16
Apr 6, 2010
 
cool
jblabs

Penrose, CO

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#17
Apr 6, 2010
 
I heard they're average.
mtf

Salinas, CA

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#18
May 18, 2010
 
If this fellow is in Monterey, why are so many comments coming from the Los Angeles area? Just curious.
grip on reality

Rancho Palos Verdes, CA

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#19
Jul 27, 2010
 
If you don't like their business, just use Turbo Tax. Bad mouthing Tolkan and his wife will not solve anything. I've had good experiences with this practice and have for years. Sometimes you do get what you pay for.
happy client

Monterey, CA

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#20
Jul 29, 2010
 
I have been a client of the Tolkan firm for years (1981 to be exact). He has always treated me with respect and is always there when I need competent advise. Would you like some tax preparer to rush the preparation of your tax return and make mistakes that get flagged by the IRS... Tolkan takes he's some time but is very thorough. Let it be known that Tolkan reviews every job going out of his office. The above commentors need to wake up and smell the roses.

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