Winter Accountancy Company, Inc.

Tim Winter

Apr 7, 2023on

Before using Winter Lozano CPAs to do my personal taxes, I was using one of those online DIY tax preparation solutions. Five years later, I don't know why I didn't make the switch soon. They ask the right questions and show me the best options on how to file my taxes. Even with having multiple W2s, 1099 forms, and so on, they got me covered.

Suraj Patel

Feb 20, 2023on

Avoid this place at all costs. I hired Nicholas in December to help me with payroll for my S-corp and prepare my tax return, but I only just found out last week that he did not do the payroll paperwork at all and missed the deadline. And when I tried to ask him about it, he did not respond to my first couple of emails and phone calls and only when I called him the 3rd time did he admit that he didn't do it. I would never have found out about that if I didn't ask. He didn't even apologize or give an explanation. He appeared very disorganized to me, and I felt like he was a poor communicator- I always had to ask him what needed to be done instead of him giving me direction since I don't know much about the whole business tax process. I ended up choosing a different accounting firm which has been much more helpful.

Alyssa Huber

Feb 7, 2023on

I worked with Alex for the first time this year and had a phenomenal experience. I had sold a home, have an out-of-state rental property, and a few other nuances to my taxes and Alex not only answered all of my questions but made the entire process incredibly smooth. Professional, personable, knowledgable and supportive. Absolutely recommend working with Alex whether you have 'simple' taxes or more complex tax needs!

Ali Bushra

Oct 16, 2022on

I am very grateful to Brian Winter. He has been so helpful to my business and to me personally with regard to getting my taxes done professionally and swiftly when I am crunched for time. I plan to continue working with Winter and Lozano for years to come.

Vineet Dubey

Jan 18, 2022on

Brian and his team handle all of our company's bookkeeping and taxes, we have millions of dollars in gross revenue every year, several different bank accounts (trust accounts, etc...) hundreds of transactions a month, and they do an incredible job of keeping track of everything and keeping our books balanced. They are extremely responsive and detail oriented, if there is ever an issue, they are great communicators until we get things figures out. I would highly recommend them to a business of any size that really needs to keep on top of their financials and keep it all in good shape.

Ben Willits

Nov 7, 2021on

Positive Responsiveness, Quality, Professionalism, Value

Angela Christine

Sep 14, 2021on

Brian is amazing. I was referred to him from a friend. Extremely knowledgeable and experienced. Once you go to them you wont use anyone else!

Matthew Todd

Aug 6, 2021on

Great place to get your taxes done, as well as bookkeeping, business planning, and incorporating. Brian is really smart and a great financial person to have on your team!

Customer Service

Nov 7, 2019on

One of the best accounting firms in So Cal.Been a client for over 20 years