Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.

I had always done my own taxes using tax preparation software but finding myself in the position of…read moreexecutor of my dad's estate plus retiring made me realize that I needed much more professional help. Kelly went above and beyond in helping us maneuver the sometimes confusing tax regulations & paperwork. Her friendly, straightforward, organized approach to this daunting situation was so very much appreciated - and I cannot imagine trusting my tax preparation to anyone else. Thank you, Kelly!

I happily recommend Kelly for taxes! She has done mine for the last couple years. I have had very…read moretricky returns due to multiple state residence and buying and selling houses. Also, as an airline pilot, I have many other issues not common to regular in-state type jobs. She has been great in getting me as much as possible back in my pocket. Her fees are more than reasonable and she is a pleasure to work with. Again, highly recommended!!!

I was very disappointed with the lack of professionalism and poor communication skills of this…read moreoffice. Both Tamsyn and Miranda neglected to reply to emailed questions, were unapologetic and took no responsibility when confronted with emails attempting to confirm an appointment time 7 days prior. I would not recommend working with them.

Believe the bad reviews and go elsewhere! Tasmyn doesn't follow through with promises. She will…read morechange the rate after wasting your time.

I had a somewhat unique tax situation with a late arriving 1099-MISC that made it impossible to…read morefinish my taxes in TurboTax. I decided that I needed some professional help and called Pennywise for an appointment. I have to say that Beth was just so kind and while we sat there, she did my taxes and was able to deal properly with the 1099-MISC! She is quite the professional and really nice. You can tell that she knows what she is doing which gives you a great level of trust. If you need some tax accounting advice or taxes done, Pennywise is the place to go in Gig Harbor!

Beth was super helpful and patient. She was very knowledgable and my husband and I were very happy…read morewith how she organized and finalized our taxes. We highly recommend her!

Sarah and her staff are awesome. I had someone make some mistakes on my taxes the year prior and…read moreSarah found multiple errors, fixed them, and did a fantastic job on the current year taxes. I send everyone I can her way not only because of her expertise, but also her friendly staff. I actually enjoy going to the office because they are all so fantastic. As a business owner I have to make quarterly tax payments... They gave me preaddressed envelopes to send the payments in, BUT also send me reminder letters so I am not out of compliance. Seriously enjoy every aspect of this team I have no desire to ever leave. Lifetime customer.

RUN FOR THE HILLS & DO YOUR DUE DILIGENCE!…read more I will absolutely NEVER use this company, specifically Caroline, again for my taxes. As a real estate investor who has a pretty standard W2 job - I wanted an expert to help us (my fiance and I) get the most depreciation from our real estate investments and we were willing to pay the high premium for their expertise. Well boy, were we wrong. At first everything was going according to plan...until it wasn't.... Caroline stopped responding to emails and phone calls until I had to call her assistant multiple times a week to ask for follow ups as we were approaching our tax extension deadline quickly. Finally got a hold of Caroline and she started filing our taxes using all of our documents we sent her from Quickbooks - we also had a brief (under 5 minute conversation about potentially doing a Cost Seg on our new investment property and while we were on the phone, we both agreed it wouldn't be financially beneficial for us to do that this year and we would revisit next year). Then this is where it turned south quickly. Caroline and her team got all of our documents together and since they charged $3,000+ to file our taxes - I thought we would be getting money back to offset it. Well on the phone when she and her team went through the filing, she had stated "great news, we are going to end up with a $14,000 tax return"..... turns out on email the very same day the tax return went from $14,000 to $4,000 so barely enough to cover our costs to hire Jeff Baker & Associates. This was Red flag #1. It was honestly extremely unprofessional to state and get us excited on one number and then put in an email a completely separate number that was much lower. Also, she denies ever saying that number but both of us heard the number loud and clear and had written the same number ($14,000) down in our notebooks - so it just didn't appear out of thing air as she claimed. Red Flag #2 popped up quickly after we had realized that we wouldn't be getting any money back, instead we would be in the negatives this year after paying Caroline & her team. Caroline sends her invoice and what pops up.... an $1,250 additional charge for a Cost Segregation....which again we decided not to do and she mentioned she charged us that amount because we had that conversation with her and she provided expert advise. She then asked if I would consider a $350 discount on the $1,250 fee she was trying to charge us - absolutely laughable. Needless to say after the experience I had with her team by this point....we did not pay the additional $1,250 fee and only paid for the work she did for us. Unfortunately, Caroline and Jeff Baker & Associates was a referral and I didn't do as much due diligence as I should have. DO NOT MAKE MY MISTAKE. I would use anyone over Caroline & her team. It was an unsatisfactory experience at best and one that hurt us financially as well. We will never make that same mistake again and would never recommend this company to anyone.

As a first-time customer, I was incredibly disappointed in the communication. It was frustrating.read more

Awesome accountants, they are equipped to handle your taxes no matter how complicated! Very…read morefriendly, and fast! We've used them for years and highly recommend them! A Good accountant is nice, but a great accountant such as Sound can save you $ legally! Yay Sound tax advisors! 5 stars!

I worked with Sound Tax and Accounting for 7 years at my previous employers, and continue to use…read morethem for my business. The owner and all of the staff are professional, communicative, timely, and very responsive. And they are very knowledgeable about all things tax and accounting, as well as many different software platforms. Highly Recommended. Thank you Sound Tax!

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable…read morefees and great communication. We look forward to working with them for financial planning services in the future.