Many people share similar goals: Retiring in comfort, educating their kids, protecting loved ones, helping others. At PEAK Services, we aid individuals, families and businesses live their dreams by delivering advice and solutions on investments, retirement, business and estate planning. We provide accurate and affordable bookkeeping, payroll and tax preparation.
Follow us
Reviews (12)
Alex George
Apr 20, 2021
I reached out to the team at Peak Accounting Services to help me out with filing my business taxes for Mountains Wave Marketing. Being the first year that I would be filing, I had a lot of questions about the process and it became more of a learning experience for me. Jason and his team were patient, thorough, and professional. I really appreciated the attention that he gave me as a client and look forward to a continued relationship with the Peak Accounting Services Team. I would recommend Jason and his team for anyone in a situation like mine that learning or unsure about their business tax situation.
Kane Silverberg
Mar 28, 2021
Lisa Carter
Dec 08, 2020
I know a lot of things and can figure out many others, but I never have the desire to keep up with all the nuances in the tax world. I am always confident that my corporate and personal tax forms will be done on time, accurately, and with all my questions answered. Peak's Team are professional, easy to work with and so knowledgeable. Thank you!
Kevin Ring
May 28, 2016
Chris Dana Jaden Jax Laughlin
Apr 30, 2016
Betty Gilbert
Feb 09, 2016
Our experience with Peak Accounting was outstanding. These guys are highly knowledgable, extremely friendly and patient, and provide incredibly fast communication. I was a new small business owner coming from another state, so my taxes and next steps seemed very confusing. Jason helped me quickly understand my options and made smart recommendations.
He was super organized and answered my follow-up questions over email within the same day. I value people who don't make me feel that my concerns are a hassle for them. These guys are top-notch!
He was super organized and answered my follow-up questions over email within the same day. I value people who don't make me feel that my concerns are a hassle for them. These guys are top-notch!
Randy James
Feb 07, 2016
Diane Repp
Jan 04, 2016
Jason has been my CPA for 20+ years. He is also my financial advisor. I've lived in San Diego, Oregon, Arizona and back to CA in the last 20 years. No matter where I lived I still had Jason do my taxes and handle my investments. I had 2 very bad experiences with Paine, Webber and Merrill Lynch. I no longer have to worry about my taxes or investments. Jason is honest, reliable, patient, (I was in the legal field for 30+ years and I admit I'm a bit impatient and don't trust people easily) compassionate, explains things in terms I can understand, and is a joy to work with.
It is refreshing to be able to trust someone to handle these things for me so that I don't have to worry about them. His staff is also wonderful. I do not hesitate to recommend them.
It is refreshing to be able to trust someone to handle these things for me so that I don't have to worry about them. His staff is also wonderful. I do not hesitate to recommend them.
Steven Jonsson
Dec 18, 2015
Dr. Invia Betjoseph
Nov 18, 2015
I have been using Peak Accounting Services for the past 8 years and all of my expectations have been met. The entire staff is always ready to help--especially Dana, who has responded to all of my questions within minutes. Jason is a very knowledgeable and competent CPA. I cannot recommend Peak Accounting Services enough!
Matt C.
Sep 04, 2015
Roy G.
Mar 18, 2012
Ol Yelper cannot comment as to the quality of the actual product that may be produce here but can comment as to the professionalism and friendliness of the staff especially with what they attempted to charge for their services. Needing tax preparation services and happening to be in the area stopped into the office where a greeting was not to be had.
Of course the CPA and his partner could not even look at me nor come out of the back office as a new potential customer was standing in their office. They said they could provide a quote based on my prior year's tax return so I brought it in and was quoted what I would call extortion level pricing. I found someone to provide the same service for literally 1/3 the cost.
Of course the CPA and his partner could not even look at me nor come out of the back office as a new potential customer was standing in their office. They said they could provide a quote based on my prior year's tax return so I brought it in and was quoted what I would call extortion level pricing. I found someone to provide the same service for literally 1/3 the cost.