We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible…read moreschedules to meet in person or zoom.

Ana Cortes is very professional and I can do my taxes through Email.I just love…read moreprofessional,friendly,understanding people!

Ana is very knowledgeable & fast! Glad I found her, she will…read morebe my go-to tax person from now on.

I had a great experience this tax season! GG is easy to work with, accommodated my short timeline,…read morehad a very fair price, and worked to maximize my return. I'm so happy I was recommended GG by a colleague and would not hesitate to recommend her to others.

GG Tax has been my go-to for years, and I wouldn't trust anyone else with my finances. She's…read morehandled everything for me--from personal taxes to multiple properties, my business filings, insurance needs, and even my trust and will. Her expertise, attention to detail, and professionalism give me peace of mind every tax season. Truly reliable and knowledgeable!

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

Randy is so accommodating and knowledgeable. He came to our house per our appointment. The…read moreprocess was fast and no stress.

For the past 6 years, Randy has been my go-to tax preparer, and I'm just as thrilled with his…read moreservice now as I was the very first time. He's incredibly thorough as I stated before, he takes the time to explain everything in detail and answer any questions I have--no matter how small. He's always flexible with scheduling and makes the entire tax process stress-free and straightforward. If you're looking for reliable, top-notch tax help, Randy is the guy. Thanks Randy!!

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

We had Eric do our taxes Sunday for the very first time .What a great guy ! He was friendly, fast,…read moreset us up with a direct deposit and did them while we waited. Our tax man pasted away after over 50 years of doing our taxes. Eric came highly recommended by a good friend and we couldn't be happier ! We highly recommend Eric. Made us feel welcome and felt like we knew him for years. So pleased with him and his tax service ! Thank you Eric ! David & Mara

Have been using Jerry for book keeping services for 8 years! Recommend him!read more

Gus is very accurate and knowledgeable with taxes. I've been going to him for about 20 years and I…read morehighly recommend him. He's also very personable to work with.

Rude and prejudice. I kept my appointment, arrived early. Waited a bit to be seen, upon meeting he…read morestarted with irrelevant questions such as : do I have covered CA coverage and how much did his secretary say his fee is???? I felt offended and disrespected, so I canceled the meeting and left. I am a 30 year veteran, single elder black woman.