I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

Not sure if they went out of business, but I emailed them at the email address on their website,…read moreand it was returned as undeliverable.

Helpful, attentive and efficient! After taxes were complete…read morewe had an amendment and they were quick to complete it and was able to take care of it that day! It was due to a w2 arriving late! They corrected it and I was glad they helped us! I Recommend her and her team!

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.

Excellent service and genuine care, awesome personality too!! best tax service i have found.read more

When your only job is to file taxes and you fail to do so. Super unprofessional and failed to file…read moremy taxes then sends this email as if I would ever use her services again. Keep looking for someone else as there are hundreds of tax preparation services.

We have been getting our tax services done by Ruth for over 20 years. We will be using her for…read moreanother 20 years. Wonderful tax lady!!!

Ruth Maloney knows her stuff. She is extremely knowledgeable and helps you to understand the what…read morecan be very overwhelming process of filing your taxes. Ruth has been doing my fathers taxes for 30 years as he is an independent business owner, and now has helped my husband and I make sure we are getting as many tax breaks as possible. She truly has our best interest in mind. Do yourself and or your business a favor and trust her to do your taxes! I guarantee she will become part of your family too.

This is the second time I've enlisted Randy for my taxes and I am soooo greatful to him. Randy…read morehelped solved an issue with my brokerage and the brokerage was NO HELP. It was extremely frustrating but Randy was patient, understood what the challenge was and came up with the solution needed to file my taxes. He's a true master of this trade!! Very reasonably priced for the work he does!

Was super helpful, informative, professional, and patient with me. His help made taxes less painful…read morethis year. Definitely recommend his services.

Max has been an incredible partner for my tax and business needs. When I first came to him, I had a…read morelot of catching up to do, and he helped me get everything in order methodically and without judgment. Since then, he's helped me establish multiple LLCs, navigate complex business agreements, and consistently find the best financial outcomes while keeping everything above board. What sets Max apart is his strategic thinking. He doesn't just file your taxes, he actively looks for ways to improve your situation. He's responsive, easy to work with, and genuinely invested in his clients. Highly recommend.

Max and his team are great. Very professional and helpful. He and his team really helped us work…read moreout our complicated finances. Very satisfied.

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!

We have been going here for years and were generally happy until this year…read more We dropped off an envelope with our tax info and told the man to give it to our guy who does them every year. We set our appointment and left. We had our appointment, with our normal guy, taxes were filed and thought everything was fine. Upon checking "where's my refund" it kept giving us a code. We called the IRS and found out our income was recorded wrong. Looking into it we found out 1. Our regular guy did not do our taxes. Someone else did. 2. Our income did not include fmla or unemployment. Non taxable in CA, very taxable per federal tax. 3. The man who did our taxes consulted with 6 others , my guess is, because of the fmla and unemployment. Potentially giving our info to 6 people I don't know. 4. This was an EZ form. We had no other deductions other than the kids. All the info they needed was on clearly printed out forms. 5. We were charged over $500 for their fee and should have been $150. 6. They did amend the return and did not charge us for the amended return however, now our return is delayed until July. 7. They did not offer us a refund per their own rules. It states, we would be given up to $5000 if it is their mistake. 8. Now are giving us the run around for our refund of their services. Not at all happy this year.

I worked for Jackson Hewitt Tax Service Corporate in 2019 working at the Citrus Heights, CA…read moreWalmart kiosk when in March I was hospitalized with pneumonia and then underwent 3 podiatry operations on my left foot. I have tried for months to get my W-2 so I can file my 2019 tax return. You would think it wouldn't be difficult but I keep getting stonewalled. I am writing my congressperson and The IRS that I cannot file my taxes because of Jackson Hewitt can't give me a W-2.