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    Buckeeper

    5.0 (1 review)
    Closed 9:00 am - 6:00 pm

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    Smart Tax & Accounting Services - Smart Tax & Accounting Services

    Smart Tax & Accounting Services

    (252 reviews)

    We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

    Ask for Liv, she's my girllll!! I've been going to her for yearssss. Very sweet and knowledgeable…read more She helpful answered allll my questions.

    AT&A American Tax and Accounting Services

    AT&A American Tax and Accounting Services

    (53 reviews)

    I was recommended AT&A American Tax and Accounting Services for my tax and accounting needs due to…read morethe fact that my last tax person lost a lot of my files last season, and overall it's been a really smooth experience. They're straightforward, easy to talk to, and don't make things feel more complicated than they need to be. I had a few questions about deductions and filing changes, and everything was explained in a way that actually made sense without feeling rushed. Turnaround time was solid, and they were pretty responsive when I followed up. What I appreciated most was that it felt organized and personal at the same time; it feels like you're not just another file in a stack. Pricing was fair for the level of help I got, and I left feeling confident everything was done correctly. I'd definitely recommend them if you want a no-drama, reliable place for taxes or bookkeeping.

    Normally I do taxes through TurboTax by myself but last year I sold stocks I was awarded from my…read moreworkplace years ago and I was worried I have to pay taxes instead a refund. It felt complicated filing taxes by myself since I sold stocks so I had to hire a professional. I was concerned of paying a high fee so I contacted AT&A to help me out on my situation and Megan respond back to me via email. I made an appointment with her the next day and she was very detailed and I was not aware with the overtime bill (I am a type of person who works overtime weekly) that recently pass and it helped me paying less taxes than expected. My appointment took an hour and it was worth it when my concerned of paying only taxes for both federal and state, I ended up getting a refund for fed but ended up paying taxes with state but I am satisfied with the outcome they gave me. I would definitely come back here to file taxes again next year and I was 100% satisfied with the service they provided and the cost to file taxes was reasonable too. Thanks again Megan, Danny & AT&A. The drive from Riverside to file taxes in my complicated situation was worth it.

    Cajucom & Associates - Better Business Bureau accredited

    Cajucom & Associates

    (16 reviews)

    I don't want to write this review, because Cajucom has been a good tax preparation company for us…read moreover several years (I would say 5 star), but I cannot go without telling my experience. The following is an email I sent to the top man, Dante, but it appears they all use the same email address, as the response was given by the same associate that is called out for the issue. I will not give their name, because it doesn't matter in my opinion: I had been waiting for my tax returns to come to my account since February.  Neither State nor Federal arrived.  I went to the IRS website to inquire about my refund.  After inputting the information required, the message I got back was that the information was incorrect and they had no record of my filing.  Same with the State.  I contacted your office to ask if something happened during the process.  An associate took my questions and, after some time, answered that both filings were sent before I left the office on the day I came in to them.  That didn't sound correct, since refunds normally come much faster than this, and the IRS had no record of my filing.  I contacted the CA Franchise Tax Board IMMEDIATELY after getting the information from your associate and spoke with a live rep there.  After giving the information to the Franchise Tax Board rep, he said I would need to wait for my refund, because the filing had just been received minutes before I contacted him.  I do not know the ins and outs of tax preparation, but I do know that I was lied to about when the filing occurred.  Mistakes happen, and had they came clean about it and told me the filing had not been sent, I would have been fine with it.  It would be disappointing, but things happen and it was corrected.  However, they tried to tell me it had already been sent.  They gave me a document to prove it had been sent, which cannot be a true statement, as it was sent the same day the associate and I were discussing it.  This was confirmed directly from the Franchise Tax Board rep not even fifteen minutes after I received the documentation from the associate.  And, sure enough, immediately after I spoke to that rep, I went back to the IRS website, and it also showed that my filing was now processing, after giving them the exact same information that originally was not in the system just two days prior. Dan, you have either created an environment where your workers feel they need to hide discrepancies from you, or the associate is just dishonest.  Either way, I will not return next year to have your team file my taxes, nor will my wife. We have come to you for several years with our filings, but our trust is gone, and we will not take the chance that anyone at your company will do this to me again.   The following is the response I got minutes after sending the email to Dante. The response is from the associate, not Dante. Again, it appears they use one email address for everyone; although I did specifically say, in the introduction, the email was for Dante to read and understand and that I did not require any assistance. Response given: The information we have is accurate and was provided by the IRS/State. This information reflects what the IRS/State reviewed upon filing the tax return. Since we are only a 3rd party, we do not receive information directly from the IRS or State. Please understand that we are also assisting other clients. I cannot believe their response. I cannot believe the IRS and FTB are both lying about when they received my filing (especially since the timing for both receiving my filings coincided with the end of the conversation with the Cajucom associate), lol. I never complained about how long it took to get back to me. In their defense, it was a reasonable amount of time. Either way, I have received both refunds, and haven't gone to jail for tax evasion, since the issue WAS corrected. I just will not take the chance of being lied to by a company I'm paying for a service, and I cannot suggest anyone to use them due to this. Mistakes happen and can be resolved; lying cannot.

    Horrible staff. My brother Divorce still pending for more than a year now. i paid the full amount…read morethey asked but until now they never process . Rodger and Marichu was the one who made promises. I emailed the owner but he never care. Hope they return back my money.

    Buckeeper - accountants - Updated September 2026

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