really nice office staff and extremely helpful with our taxes. they are very instructive and…read moreguiding through this process.

Carola is a lifesaver and we'll be using her for all of our tax needs indefinitely…read more Carola helped us amend two years of tax returns and found missed deductions that translated to a several thousands of dollars in refunds. Despite our complete lack of organization, she was fast, friendly, responded quickly to all our questions, and had extremely useful checklists and guides for all the documents we'd need for current and future tax filings. She is worth every penny. Especially if you run a small business or are a homeowner, you're doing yourself a disservice by not booking her services immediately.

We came to her after years of doing our taxes on Turbo Tax. Found they had been filed incorrectly…read morefor several years. Carole not only helped us with this years tax issues, but helped clean up the past 3 years. Her prices were super reasonable and she was very knowledgeable. We will continue to use her for now on. I would definitely recommend her to family and friends

Resa has the prefect blend of down-to-earth style and non-nonsense financial guidance. I was…read moretransitioning away from full time work to open my own creative business while my husband already had his own small business. We needed help navigating this new financial paradigm with what we feared would be a seasonal feast-or-famine rollercoaster. She taught us new habits, how to speak openly and clearly about our financial goals and worries. She was patient and caring but also held us accountable. We continue to use the tools we learned and are on our way to financial stability and freedom.

Working with Resa was one of the best (and most cost-effective) investments I've ever made. In a…read moreshort time, she helped me get a crystal-clear picture of my expenses and goals, and taught me practical, easy-to-implement methods to stay on top of both. I left our sessions with a written plan, a concrete goal in mind, and most importantly - a huge sense of relief from the clarity she gave me. What I really appreciate most about Resa is that she understood that I, like many of her clients, am already juggling a ton of professional and personal life details as it is, and made my next steps extremely doable and extremely clear. Plus, she's an absolute professional, and a delight to talk to. If you're thinking of sharpening up your budget, automating money flow, changing careers, merging finances with a partner, or planning for a big life event, Resa is 100% your go-to counselor. Highly recommended!

My brother passed away and I was presented with the need to take care of his estate. One of the key…read moreefforts required on my part was to figure out how to deal with six years of unpaid Federal and State taxes. I found Caris Tax Advisory Services Inc. via an early recommendation when I was initially making my way through the morass of probate. After collecting massive amounts of documents that were literally just in random boxes, I presented the material to Caris Tax and they dove in, creating six sets of returns for both Federal and State. They were mailed in and our friends at the State of California cleared my brother's returns the quickest. It was great to get the letter from them indicating they were fully satisfied with all of the submittals. As for the IRS, that took quite a bit longer and much more effort on the services of Caris Tax. But, in the end, all that needed to be settled was done successfully. I'm happy to have all of my brother's affairs in order. Carol, I can't thank you enough. PS - I live in AZ now but spent most of my life in the SF/Bay Area. My brother also lived in the Bay Area. Hence, Carol's business, based in Benecia, completely aligned with the needs of my brother's estate.

Absolutely terrible. Stay far away. She was great in the beginning but after a while she began to…read morebe unresponsive to emails, phone calls, texts. I had an employee that needed their final payroll check and she never issued it and almost put me as the employer in jeopardy because of her inaction. Payroll checks were incorrect or late. Once I decided to move on to a more professional company to handle our taxes, accounting & payroll. She did not cancel the ADP products that she set up in our name. This has costed me $2,000 plus. Her response to me was "You are no longer my client." Just completely unprofessional. Stay away.

Awesome family owned place.... I discovered it last year and went back this year and I have not…read morebeen disappointed. Very knowledgeable and helpful with my personal and business. I def. recommend this place.

Great tax service! Al has been preparing my tax returns for about 24 years and he knows his stuff…read more He is genuinely concerned about his clients, is available for questions and/or advice throughout the year and stays current on all the changes. The service is quick, accurate, and professional. We moved from California over 4 years ago and still have Al prepare our tax returns because we are comfortable with his knowledge and confidentiality.

I had both the pleasure of being a co-worker in the past and a client of Ben's for years. He is…read moreone of the most understanding, patience, and hardworking Financial Advisors I know. I found him easy to speak with and explains investments/planning in ways I can understand. Being a family man himself, he took the time to set up college funding for my son, set up investment advisement for my future, and took the time to understand my goals and value. Being in the banking industry, I have got to known quite a few Financial Advisors over the last decade. Ben is one of the few I would actually recommend to my clients and more importantly, my friends and family.

I want to express my sincere appreciation for Mr. Buck's consistent demonstration of his…read moreexceptional guidance with marveling insightfulness, outstanding service, and exceptional commitment, as a certified financial planner. His ability with patience with great humor when you are stressed to get things aligned yesterday, and yet the ability to explain complex financial matters in a clear and reassuring way has made a significant difference in my financial journey-to date through the volatile economy and market. From my years of experience my loyalty is to the readers to save them a significant amount of "leg work" if you have not been as fortunate as I was ten years ago towards finding the "ideal" professional financial planner. You will never see him functional as transactional for application purposes because no matter what he always makes recommendations for the client's benefit. You will see at once he goes beyond personally and professionally always putting you at ease with devotion and confidence projected to his patrons. From the moment we started our professional partnership, it has been clear that Mr. Buck values not only commodities/services he offers but the relationship he builds with his clients. Without reservation I affirm all investments he is "spot on," and without reservation concede he would be no different to the continuum of any age timeline. The level of honesty, knowledge, and goal orientation that he always shows has significantly contributed to the success of our collaborative processes towards investments and as much as one can seek peace of mind for their quality of life and even for the sake of one's heirs. Who does not seek that kind of comfort before it is too late? Age is not invincible. Furthermore, I want to acknowledge no other customer service, as well as the willingness to address any concerns (off hours and weekends, included) have made our collaboration a positive and seamless experience. It has been a pleasure to work with such a professional that not only understood my needs, including consistent & reliably positive investment with satisfaction towards maximizing growth. What to do with your hard-working savings/investments knowing when, what and how is key. He does not waiver offering all options. You have must ask yourself: Can you look forward to continuing your partnership to remain successful? Are they confident they will remain steadfast and have an integral part & positive impact with dedication and hard work by your present circumstances in your business, or personal strategy? I first met him & developed an effective and comfortable working relationship when he was "institutionalized" as a seasoned financial planner over five years. He had the confidence to go solo and has already made an enormous impact on an inordinate client base. From personal experience I can, without reservation report, Mr. Ben Buck raises the bar when it comes to a fiduciary financial planner. I have seen no truer attributes that maximizes the "ideal" financial planner which in our lifetime are a chosen career central to unfounded trust, investment, and professionalism. Just saying... As a certified professional I have often seen those who report themselves as certified or say their highest credential in their specialty, but that does not always make one efficacious or the best. I can tell you after 10 years of thoughtful planning and strategic advice with Ben, I feel more confident about my financial future and significantly better equipped to make informed decisions. I especially appreciated the time he has taken to understand my goals and tailor his recommendations to fit my unique needs. His professionalism, integrity, and genuine care for his clients truly have set him apart. I know that firsthand-as a professional in the medical profession. I wanted him to know that his integral hard work and dedication have not gone unnoticed, and I deeply cherish the trust we have built. He has inherited a great understanding of the finance market that has led him to recommend customized and profitable financial strategies based on my requirements. I have seen Mr. Buck's unparallel skillset first-hand with exceptional performances in the last decade: Mr. Benjamin Buck's unparallel skillset are as follows, but not inconclusive. *Impact advisory service to achieve financial goals *Offer recommendations for profitable investments *Formulate saving strategies, budget planning & debt management model *Aid by way of a structured cash flow and reduced cost *Develop financial plans with low-risk rate *Market financial products *Recommendations (decades of experience) in cash management & investment planning *Oversee the income & spendings of the client to draft a financial plan accordingly If you are seeking support for your personal or professional development, I am completely confident Mr. Buck will be one of your best decisions of a lifetime.

I have used Lipton Tax Service for several years and think they are highly competent and thorough…read more I receive an electronic tax organizer each year so I have plenty of time to get my tax records organized, complete the organizer and submit everything including backup documents electronically all from the comfort of my home. I'm a highly organized and detail oriented person myself so it is a good working relationship and I am confident that my returns are accurate.

Worst tax experience I have ever had. I was shorted over $400 on my return. Your better off using…read moreturbo tax than using this company.

Extremely awesome team. Thank you so much Rakish and Gayle for seeing us as quick as you did…read more Service is super friendly and we enjoy the tax jokes. Rakish is super knowledgeable with what we needed to complete our taxes. We highly recommend Layman's tax services.

Layman Tax Service reminds me of the little hole-in-the-wall restaurants all towns have. You might…read moredrive right past, or you may take a glance but not be visually impressed....and miss one of the best meals you've ever had. I've been taking my tax prep work to Layman Tax Service for over a decade now. They do awesome work. The office is small and looks old. But the people are nice. They do what they can to accommodate your circumstances. If you decide to give them a try, ask for Sharon T. Tell her I sent you (no commission, just want her to see my appreciation). Sharon is one of the kindest, friendliest and most awesome people you'll ever meet. She's thorough and honest, and does excellent work. Layman Tax Service communicates well with their clients and they are speedy too. I am very happy to speak up for this small little tax office that stands tall among the giants. Give them a try. PS - no I don't work there, and I was not compensated for this review.