Pierre Tax and Wealth Management - San Diego, California

A L

Unprofessional and lacks basic customer service skills.

I am handling mother’s estate - I need to file both personal and trust returns. In addition to other items involving a rental property and beneficiaries.

I was added to an email thread most likely in error - Eric stated “ I'm a little bothered by someone looking for a "quote" for a trust return. It feels like bottom of the barrel. I normally don't do trust returns myself”

He forwarded my information to another accounting firm and asked them to schedule time with me. I was not made aware of this. I noticed the new firm’s email address in the email thread.

If he didn’t want my business a simple email stating “I am not doing that kind of work right now” would have sufficed.

Updated:
Based on his passive aggressive apology I will be posting the correspondence that I had with his office. I don’t appreciate blatant lies.

Further, regardless if the firm he referred me to specializes in estate taxes or not - isn’t it common practice to advise the client that you will be handing off their business?

Damian Lyon

I've worked with Eric for over 2 years now and he is definitely my Favorite CPA! Since we've worked together, Eric has saved me and my family significantly on our taxes. He is the most personable, quality, efficient CPA I've ever met. He takes his time in understanding your business and your situation. He comes up with solutions that are legal, ethical, moral and of course significantly reduce your taxes while increasing your cash flow. What else I love about Eric is that if you aren't able to make it to his office in Banker's Hill in San Diego, he will make an effort to accommodate you to meet you where you are at. I've proudly referred Eric to other colleagues and friends of mine over the years and he has been consistent in providing quality service and delivering an exceptional ROI when it comes to his pricing. I hope you pick up the phone and call Eric and you'll see why Eric is Your Favorite CPA

Kyrsty Conway

Like most people I checked out CPAs with good reviews. Eric's candor personality won me over. He is genuinely interested in learning a little bit about you to best support your tax needs. Solid tax strategies that were new to me and definitely a bonus to my business. These are the kind of relationships you want to make sure are trustworthy so you can confidently continue business with them year after year. Look no further Eric has your best interest at heart. UPDATE: I enjoyed working with Eric so much as a client that I am proud to announce I am now part of the Pierre Accounting team. I still stand by my original review, and look forward to partnering with more like minded clients!

Dave Kaushagen

Eric is very thorough with great follow through. He's provided me with excellent advice and service and most importantly saved me a lot of money in taxes by identifying all of the advantages allowed for my specific situation. I think once you meet with Eric he'll quickly become your favorite CPA as well!

Don Cherry

Eric is an extremely knowledgeable and reliable accountant who understands CA tax law. He has helped with my business, personal, and non profit taxes. In all of these categories, Eric has shown expertise in his execution and communication.

I highly recommend him to any business owner looking to have an all star accountant on their team.

Eric and his team allow me to focus on my business growth and development, without worrying about all of the back end accounting.

⭐️⭐️⭐️⭐️⭐️

william ball

I work with CPA firms and Tax professionals in all 50 states. You get to meet and collaborate with competent professionals who spend their business lives delivering the best service for and to their clients. I have been nothing short of impressed to watch Eric & his staff give the most cutting edge and excellent service to me and my company time and time again. Few can outwork him and deliver the timely results like he and his firm, has for me. I consider Eric P and his associates a Godsend, for anyone wanting the best in accounting!
Kindly,

William Gregory Ball
Austin, TX

Amanda de Koning

I met Eric August 2016 and I immediately could tell he knew his stuff. Eric is extremely professional, personable, timely and operates with integrity at all times. He truly cares about his clients and the success of their business. Eric is more than just a place to get your taxes done; he provides year long consulting and direction to continually keep more money in your pockets and less in Uncle Sam's.

Wesley Brown

Eric Pierre has been a great asset as our CPA to my businesses. We have saved thousands of dollars per year and each year we meet with Eric to analyze our finances so there are no surprises at the end of the year! If you need a trusted CPA you need to contact Eric! Thanks again Eric for all that you do.