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.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Incredibly patient with all my tax-filing questions (and there were a lot!), and took the time to…read morewalk me through the entire process so I actually understood what was going on. I never felt rushed or talked down to--just really supported. Something I hadn't really experienced with the last person I used and had done for many years Super knowledgeable, easy to talk to, and most importantly, I felt like I could totally trust them. If you're looking for someone who's patient, insightful, and genuinely helpful, I definitely recommend.

Professional, knowledgeable, connected, dedicated, straightforward and compassionate in a…read moreprofessional way. Good at what they do.

Kiran was awesome! Empathetic to our loss, but not sugar coating anything. Really trying to help…read moreus. Great experience!

We had a great experience with Ed. He was very understanding in a difficult situation and handled…read moreeverything in a professional manner. He listened and worked with us to help us with our Trust

I've been with Smeed for several years and have always received personalized care for my personal…read moreand business entities. It's been comforting knowing I have a team to help navigate the complexities of accounting and taxes...my business books have never been this organized and consistent. Michael is a tax wiz, and it's especially awesome knowing that he's so versed in the tax law and the minute changes that allude a lot of CPAs in my experience.

This will be a long review, so TLDR: if you value honesty, integrity, organization, accuracy,…read more personalized tax guidance, and good customer service, DO NOT use Smeed CPA for their tax services. I unfortunately did not give much weight to the negative reviews I saw of them, and have now paid the price with my money, time, energy, and sanity. When my husband and I agreed to work with Smeed, we thought we were getting CPAs that we could trust and would help us navigate this complicated tax system as new business owners. Unfortunately, they turned out to be dishonest, not honoring promises made when we signed up, disorganized in planning our meetings and tax returns, and did not provide good tax advice for the stage we were at in our businesses, recommending we do an S-Election when we weren't even profitable yet (luckily, due to their disorganization, the documents were never actually filed). They didn't truly understand our businesses, or at the very least, greatly oversimplified them, and seemed to offer a one size fits all solution for tax planning. Not to mention, they are very unresponsive to email communications, which required us to reach out several times and in some instances having to call before we got a response. This entire experience was a nightmare that was dragged out for entirely too long. Our 2021 tax return was not completed until January 2023, and that was only after me getting fed up and letting them know I'd be doing a chargeback on my credit card if they did not complete our returns. Then they had the nerve to push the blame on us and our bookkeeping, when we were looking to their guidance all year and doing what they told us to do as our CPAs. They knew we were new business owners. They took it upon themselves to recommend entity types, all kinds of documents and meeting minutes we should keep and notarize, getting hotel event space quotes, but apparently ensuring we had proper bookkeeping was out of scope? They didn't even let us know what documents they would need from us for tax filing until it was tax filing time, leaving us scrambling, and all the other documents they had us working on all year turned out to be irrelevant and a waste of time. Fast forward to filing our 2022 tax return, we have found a CPA who actually cares enough to fully understand our tax situation and they have found multiple glaring issues with our 2021 return, requiring us to do an amendment. Smeed preaches education, which is what drew us to them as new business owners, but they are not educating you on information specific to your situation, just general tax loopholes. All in all, highly DO NOT RECOMMEND. They did not provide the support and guidance expected of a CPA, and we ultimately overpaid for an INCORRECT personal tax return.

We have life insurance policy through Dan Torres and I highly recommend his services. He is an…read morehonest and good person and you get a good vibe when doing business with him. I value someone who you trust and that is what you get with Dan.

From the owner: Life Insurance. Investments. Retirement.read more

Jeff is great. This was my first year using him and I'm very pleased. He got me in and out in a…read moretimely manner. He is very thorough in his answers and always answers the phone if you have questions. His wife is also a very wonderful lady. I will continue to come back and send referrals.

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!

BEWARE!!!! Ron…read moreReagan is very unprofessional, refused to admit to multiple mistakes and deflected all his errors back to me. - He said I submitted too much paper when, in reality, I uploaded everything he required to his website. It was his decision to print them. - He missed information on our 1099's that would've resulted in an IRS audit and heavy fines had I not found the errors. - Reagan said that it was my responsibility to go through the return with a fine tooth comb to make sure there were no errors.THAT'S HIS JOB!!!!! We are not tax professionals and are not skilled enough to audit his work. - He submitted a junk return, obviously did not check his work, and then expected us to do his job for him and find the multiple errors he made. USE REAGAN MANAGEMENT SERVICES AT YOUR OWN RISK.

I paid $2,000 and Ron didn't finish the job!…read more As a new small business owner (4years) my taxes were more complicated than an individual and when we ran into a problem, Ron wasn't knowledgeable enough to handle it. I had to consult with another tax specialist which brought a new solution to the table. I had already paid Ron $2,000 to prepare my taxes. I was open to hiring the new consultant to work with Ron to help him file my taxes properly but he arrogantly refused. Now I'm left with tax returns Ron prepared that cannot be filled, so the only option now is to hire another tax preparer to redo everything I had already paid Ron to do. If you're a small business owner looking to qualify for a home mortgage loan in the near future, these tax services may not be for you. I understood my situation was complicated but $2,000 were paid and I'm literally back to ground zero. Ron obviously disagreed and told me that he worked to prepare my taxes and that was his job which he accomplished. These corporate tax returns were not accepted by the IRS so I don't understand the value he provided, It literally feels like I've been robbed.