Hicks Financial Services

Such a professional and knowledgeable team being led by an experienced CPA, Dennis Hicks! It has been three years that Hicks Financial Services has been filing my tax documents and I’m so satisfied with their services. They have full commitment and take ownership over their work.
Recently I have received a letter from Franchise Tax Board asking to return a portion of my tax return from my last year due to having some unmatched information in my submitted tax documents. Dennis Hicks paid for all of that, even he didn’t accept my offer to pay a share. The $ amount he paid for it was almost triple the fee he charges me for filing my tax. I was truly impressed. Such a high level of customer service that someone can wish for!

Great staff, great people throughout the office. They are very easy to get ahold of in the off season of taxes and are always very cordial. Crystal is amazing and always makes sure my messages are delivered to the right people. Their communication with email is also amazing and fast which is easier for people like myself. Thanks again.

I have used Dennis and Colby for 10+ years and have never had any issues. Originally a friend referred them to me. Over the years I have likely sent them about 100+ new clients to work with. They are ALWAYS very busy and over the years I have learned to have a little bit of patience. If you’re a small business owner they great to work with. They have always done a great job and go above and beyond for me. Looking forward to many more years of working with them.

Nice staff, friendly. Even have a dog in the office so it shows their pretty open. Wait sometimes can get over 20 min. My fiancée accountant is very nice and honest and works with us even if we don’t have our papers in order. I would recommend them. I mean we travel from burbank to come here.

I have nothing but amazing things to say about Hicks Financial Services. I’m from Orange County and I prefer to give Hicks Financial my service because they provide the best service and help me make and save money. Everyone working there always have big welcoming smiles on there faces and they’re quick to respond to emails. Thank you Nikki (my advisor) and Hicks Financial Services for your great work!

Hicks financial has been doing my taxes for the past 3 years and I haven’t had any problems. I work specifically with Nikki and she is fast, efficient and professional… I am confident in the returns she’s done for me and I have no reason to go elsewhere.

I’ve been a customer here and working with Sarah through two job changes and a life-​style change (six years at least). She makes sure everything is filed correctly, my deductibles are in line as I volunteer a lot, and makes invaluable recommendations about where my money should go to get the most out of it.
I’ve found that throughout life you have good and bad years with our tax system not caring a bit. So you must be smart, legal, and listen to your tax person. The staff puts you immediately at ease. They are huge local sports fans so don’t be surprised when you go to the office and see either Charger or Padre gear being worn. And they’re the best. Period.

Since referred to and now working with hicks financial, i have been completely satisfied and impressed with the level of service they offer. Every person in the office is prompt to respond any time i call or email, they go above and beyond their duties to help with any question or request i have. I look forward to working with them and would 100% recommend them to anyone for personal or business matters. A++
Max.

Hicks Financial is Beyond 5 stars
Been going here for 12 yrs+
Dennis & Sarah are Amazing they take the Stress out of Tax Time
Not to mention they have snacks for You:)
I’ve recommended many Clients & Friends Everyone has been just as thrilled as I Am
Keep up the Great Work Hicks
Million Thanks:)

I have been going to Dennis for over 15 years. He was recommended by a friend who was also a Travel nurse. My first impression was «Man! This guy is so disorganized» and every time I see him now in his nice office building, I look at his desk and think the same thing. But then he works his magic… Clicking at his computer and ignoring me… «does this guy remember I am here?». He will eventually speak… Usually to ask a few personal questions. «i havent seen this guy in a year, how did he remember that I went to Hawaii last August?». And that is when you first get to see a glimpse of that beautiful brain… So full of numbers and other meaningless stuff. Over the years Dennis has become my financial advisor. He yelled at me for not having a 401k so I got one… Then the house… Then a few businesses. When I wen through a divorce, Dennis told me I would have the last laugh. I didn’t know what he was talking about but a year later my ex was calling me up begging for money to help him out with his taxes… Dennis had told me to make sure the money I paid to the jerk was classified as Alimony. Haha… That was 10k that I didn’t have to pay taxes on. Dennis has always given me good advice and I look forward to visiting with him every February. He is a funny kooky guy who has help guide me to financial comfort.

Dennis came highly recommended by the owner of my Real Estate Co so I met with him (he showed up late with no apology) I appreciated the feedback he gave me and he was very informative, I thought.
I was surprised that, as we sat there, he tried to do my 2011 taxes without any of my expenses except asking me about mileage! Since that date I have attempted to reach him 4 times (5^th time today) to follow up our agreement for him to form a corp for me with NO REPLY and even his secretary acknowledged «He knows you have been trying to reach him.»
I don’t normally like to write bad reviews but this is bit frustrating and ridiculous to have to chase someone around to try and pay them over a thousand dollars. I would NOT recommend Dennis!
I’ll go find someone who values my business and time and you should too!

Hicks Financial Services is great, I’d recommend them (and I do) to anyone /​everyone. The staff is really friendly and professional. I’ve referred over a dozen people, and they’ve referred other people of their own. I’ve been getting my family’s taxes done there for over 4 years now, no complaints at all, I’m always happy with the results and the fast appointments they give us. Someone asked me the other day if I had a good dentist to recommend, I said no, but I have a great tax lady, call Sarah at Hicks Financials.

I have been a client for the past 5 years and I was happy for most of it. However, one incident has erased all of that and I wouldn’t recommend them to anyone.
Namely, I had them doing my payroll tax filing but IRS says that they didn’t receive a filing for a past time period. Hicks told me that they were handling it but 2 years later, I am still having to deal with the IRS directly for the late payment and fees totalling over $ 1600. I have called Dennis multiple times to find out what is going on and have NEVER gotten a call back. I would be surprised if I got a call from them even after this review. And believe me, they know who I am from my picture. Their service is very poor and I would not recommend them.

I come to Hicks every year for them to do my taxes. They are fast, efficient and professional and I feel confident handing over my personal information for them to help me with my taxes. All the people who work there are super friendly while still remaining professional and organized, allowing everything to run smoothly. They all seem to get along and have a light hearted atmosphere in the office which is a great, relaxing feeling when stressing about my tax returns.

Hicks Financial is the best kept secret in Pacific Beach! You would never expect to find this caliber of professionalism in such an unlikely location.
Right off the bat, the office staff was extremely friendly. Kate nicely asked me to go check in when I walked into the wrong side of the office (oops) and even walked me over to make sure I got all settled in.
Dennis did not keep me waiting, and provided me with apples and peanut butter to snack on during our consultation. The office is very neat and comfortable, and all my information was projected infront of me. I really felt that Dennis gave me 100% of his attention, and explained everything to me clearly. I left the office not only with more than satisfactory results on my taxes, but deeper knowledge about itemization, deductions, and great ways to save money!
From now on, I will only take my taxes to Hicks. Thank you for the wonderful service!

This is a great tax and book keeping office. The office manager is very organized, intelligent and goes above and beyond for her clients. The staff works well as a team and never throw each other under the bus. They have been in the business for a long time and really know what they’re doing. I recommend their services for any business, from a new startup company to established businesses. They make your life as business owners and operators easier!