I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work…read morewith, and super friendly. and caring.

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

I can't say enough good things about John Mao at Argus CPA. When our CPA unexpectedly retired and…read moreour corporate return was due on March 15, John came to the rescue. He was calm, detail-oriented, and genuinely caring about getting it right. He turned a stressful moment into a relief. I wish I could give him more than five stars!

John, you are just amazing! Our business has income tax…read moreissues and John helped us resolve them. Not only is he very knowledgeable (and you can tell from others who cannot answer your questions; they just keep on talking.), he is very kind, considerate of what our challenges are. (again; others including our recent tax attorney just reciting the tax laws that do not even apply to our conditions.) He listens, focuses on the issues, and able to answer the tax questions we have. Terrific!

This year is my second year having Shinji from Padgett Advisors file my taxes. He is great!…read moreExcellent service, very professional. I'm very glad I found someone as trust worthy as Shinji. Will for sure continue to go to Padgett Advisors for the years to come.

Shinji is very helpful, knowledgeable, and very easy to communicate with the person who's doing…read moretheir taxes. I highly recommend Shinji to anyone in need of completing their taxes done.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

Had some back taxes to do a while ago and Will took care of it quick and easy…read more This year it was a quick extension while I was working to get all my forms in. I like how I'm able to scan and email (or in my case share a OneDrive folder) of the collected forms and W2s and he can take it from there. Invoicing is clear and straight forward with itemization, a bit more expensive than the HR Block I used to use but a lot more convenient and helpful from my viewpoint. You get what you pay for as the saying goes. Always fun and friendly to talk to and he helps to lay things out clearly and offers some great advice.

Gamarra Tax Services was an amazing help and support during a tax crisis. He gave us guidance…read morealong with a wealth of knowledge to help us through the process. We always felt supported because of his attention to detail, problem solving, and explaining everything throughout each step. An added bonus is his calming effect! I highly recommend using Gamarra Tax Services and would definitely return.

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!

I've been going to Mt Diablo Tax Pros for about 5 years now. They are absolutely the best! Very…read moreinformative and helpful. It's so much better going to them, than trying to work through turbo tax and make guesses. I turned in my documents about a week ago and they already finished all my taxes and should be getting a return in a couple of weeks!

Charlie consistently demonstrates a deep understanding of tax regulations, meticulous attention to…read moredetail, and a strong commitment to delivering accurate, reliable results. I confidently recommend Charlie to anyone seeking a knowledgeable and dependable tax‑preparation professional. H. Berisha

Charlie was so helpful, honest and great to work with…read more I enjoyed meeting him and his no-nonsense attitude. Couple this with his kindness and knowledge, you got a great partner when working on IRS docs. I would recommend anyone go to Charlie and team for their tax support.