Daniel Dubois CPA & Co Inc - Aliso Viejo, California

Jerry R.

Dan is one of the most unprofessional CPAs in Orange County. He’s extremely arrogant, very slow and makes a lot of mistakes due to his elderly age. He is also very rude to his clients. This guy needs to retire because if you use him, the mistakes could prove costly with your tax filings.

Rex M.

I have worked with Dan Dubois and his team for over 20 years and I can't say enough words of praise. Timely, fair priced, knoweldgeable and always reachable. Many of my friends have subsequently;y used his services and feel the same way. No fancy talk and too the point without ever being abrupt. The best CPA team I have ever dealt with.

Dawn H.

Copy of our letter to the Better Business Bureau.

We have used Dan Dubois to prepare our tax returns for the last 2 years. In February 2016, I dropped off a packet of paperwork that included our tax forms from 2015 and a letter providing information about our 2015 tax return. In this letter, I informed them that we had moved and that we had a new address and I provided that new address. I also informed them that because of our move, we could now claim a designated office space (I work from home) on our 2015 tax return and that this was a change from 2014.

I received a follow-up email on 2/20/16 from Judith, which requested additional information about our taxes and that acknowledged the information received in the letter that I had included when I dropped it off in-person to their office.

In April 2016, the week before taxes were due, I emailed their office to inquire about the state of our tax return. I was told via email from Judith that a copy of our tax return had been sent to our OLD address! I was shocked and dismayed to learn that our personal information including our dates of birth and social security numbers had been sent to the WRONG address after we had given them sufficient notice that our address had changed. Because we had moved to a different apartment in the same complex, I left a note on the door of our previous apartment, asking them to email or call me about the mis-mailed packet, but did not receive a response. By this time, I was in a panic that both my husband's and my identities were going to be stolen.

We also learned that we owed over $8,000 in taxes because our withholding was wrong. Although Dan Dubois had done our taxes the previous year, he had failed to inform us at that time that our withholding was wrong. We were shocked to learn that we had such a huge tax bill and that we only had a few days to get the payment in on time.

Dan Dubois's office has failed to acknowledge or even apologize for their egregious error and maintains that we did not inform them of our address change. However, the fact that we were able to claim a designated office space on our 2015 taxes compared to 2014, and the initial emails that I received from Judith requesting follow-up information to the letter that I given to them, are proof that we did in fact inform them of our new address and that they did in fact know about it.

Despite telling them in April 2016 that they had mailed our tax return and vital personal information to the wrong address, they sent a bill on May 4, 2016 to THE WRONG ADDRESS AGAIN. I did not receive this until June 2016. I have communicated with their office, asking them to inform us immediately if the initial tax return has been returned by the post office, and it has not been returned, nor has it been forwarded to our current address. At this point, we do not know where our personal information is.

We requested that Dan Dubois's office provide identity theft protection for my husband and me, and they refused, stating once again that we did not provide them with proper notice of our address change. I feel that this business has committed egregious errors with the filing of our taxes, the advice provided regarding withholdings, and with our personal information.

T H.

Knoledgable, Profesional and easy to work with.

Domingo R.