I’ve been using John Weldon since 2022 and I can’t recommend them enough. Vicky has represented me through my Single Member LLC, getting married, filing extensions and moving out of state. She’s truly a GEM! She’s reliable, easy to work with and always surprises me with how fast she works. I love that they use online portals that have 2FA to exchange private information. I used to be very nervous about accounting paperwork but the Weldon team gives me peace of mind. I know they are professionals and if there ever were to be a problem, I know they would jump on it to help.

John is very knowledgeable, easy to talk to and explains things in a very digestible manner. He has expertise and experience in what I was looking that my prior CPA did not have as my operations grew increasingly complex. With his guidance, I have a great plan set up for this year that will save me a lot of money in taxes. John and his team (Vicky) are very responsive to questions throughout the year as well.

I had a great experience working with the team at John Weldon CPA for my tax preparation. My CPA, Tina Chi, was a pleasure to work with—professional, knowledgeable, and very approachable. Her turnaround time was impressively fast, and she was flexible in accommodating my schedule and specific needs. What really stood out was her willingness to explain key concepts along the way—I walked away with a much better understanding of my taxes, which I truly appreciate. I also felt confident in their secure file transfer process, which made sharing sensitive information easy and stress-free. Overall, a very efficient and professional experience. I’m looking forward to working with them again on my tax strategy this year.

I had a complex first year tax situation. I purchased a $2.3M rental property mid-year, had rental income, a W2, an LLC, and needed to navigate depreciation. Cathy and the team at Weldon & Associates handled everything professionally and thoroughly. Cathy was communicative, detail-oriented, and proactively caught things I never would have noticed on my own. She flagged the land vs building allocation on my property which led to a significantly higher depreciation deduction. She was responsive throughout the entire process and made a complicated first year as a property owner much less stressful than it could have been. Cathy was great from the very first interaction. She was warm, organized, and made the onboarding process seamless. I would highly recommend Weldon & Associates to anyone with real estate investments or complex tax situations.

Navigating tax season used to be a major source of stress for me, but since working with John Weldon CPA, I feel completely at ease. They are incredibly professional, responsive, detail-oriented, and exceptionally knowledgeable about California LLC/S Corp tax nuances. They’ve saved me significant time and money over the last two years. Five stars isn't enough - highly recommend for anyone who needs an expert team that provides a premium tax service (and Vicky is the best!!).