Had to find a new tax prep after moving. This place is a small corner in the wall, but it's worth…read morelooking into. My appointment was pretty quick and easy, staff were really nice, and my refund check did not disappoint. I will be back next year.

I rarely write reviews, but my satisfaction with Carissa compelled me to share my experience. From…read morestart to finish, everything was handled with the utmost professionalism. Carissa was very knowledgeable and explained the process in way that I was able to understand. I came to the office thinking of the worst outcome. As she was going through my multiple years of back taxes, there was a light at the end of the tunnel! Me thinking the worst when I first got there to having the best outcome, not owing the IRS and the State, and getting a refund! I highly recommend Diez Tax Service and definitely Carissa to do my taxes. I will definitely be a returning customer. Carissa, I could not Thank you enough. Thank you, Ellen

Working with Anthony Wright has been an absolute game changer for us. He's not just a tax guy, he's…read morethe tax guy you want in your corner. Anthony and his team go above and beyond in every way, and their attention to detail is unmatched. This year, both the IRS and our car dealership made mistakes on important documents. We would've never caught them on our own but Anthony did. He dug in, figured out exactly what went wrong, and personally made sure everything was corrected. Because of his diligence, we ended up getting a significant amount back on our return. That wouldn't have happened without him. Anthony is thorough, knowledgeable, and incredibly easy to work with. He explains things clearly, keeps you informed, and genuinely cares about getting the best possible outcome for his clients. We can't recommend him or his company enough. If you want someone who treats your finances like they matter and who actually fights for you, Anthony Wright is your guy.

This was our first time using Wright tax guy. We were not not happy with our other tax service that…read morewe had been using for over 10 years. We are so happy we changed. Anthony took very good care of us. He was very thorough. Explained and let us know how we do better with with our money for next year. When we do our taxes. We use Wright tax service from now on.

I have utilized Jill Jacob's for over 10 years now. Even though her business has grown she is…read moreaccessible and personable. She has extensive knowledge of tax laws and relational business topics. Even after we moved from CA to WA her ability to understand and follow variations in markets and trends has been hugely helpful for our personal and business tax needs. Jill and her team are ready to help. You are in good hands.

Trustworthy! I have…read morebeen using Jill and her crew for about 6 years now and I have been nothing but impressed. They are organized, hard working and trustworthy. Their online portal makes it easy to upload your tax documents. And most of all, they are very patient with my (dumb) tax questions every year! Thanks for all your hard work!

Edward was a pleasant gentleman. He provided the lowest price for the service that I needed. He…read morewas fast and prompt when asking questions. Opportunity to be a bit more forthcoming with information for those who are not knowledgeable. I felt that I had to ask a lot of questions and get substantial clarification. As of now I believe that everything was completed properly. I feel for the price it was worth the extra time spent figuring things out.

I would highly recommend working with Edward. He gives you his time and knowledge. He really sits…read morewith you and tries to have you understand more about your tax situation. I have interviewed multiple CPA's. None of them were as helpful as Ed. All in all, I highly recommend Ed for your tax and book keeping needs!

Martin has been a gem with the filing process! Courtesy and patience goes a long way; What a…read moreknowledgeable preparer!

S/o to the best tax preparer, Martin R. I've been filing my taxes with him for 5 years and this…read moreyear has been a challenge with the delay. Martin continued to communicate w/ me when I was worried about the status of my refund. He made me feel comfortable and ensured that I was taken care of. I want to recognize him for the outstanding service he provides. I appreciate all his hard work and dedication for me and my family. See you next year, Martin!

The financial adviser and planner for this location is Anthony Wright. I recently entrusted him…read morewith my retirement accounts and I have to say that he has been here for me even through these trying economic times. Anthony keeps me apprised by phone, mail or email with the latest local and world investments, money management, and tax questions. He's always available to answer or research my questions and make recommendations as needed. I find him to be wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and enjoys his job. In return, he passes this knowledge on to his clients, (even if you don't want to know), because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)!

Anthony was so helpful and made tax filing easy! We appreciate his tax expertise and willingness…read moreto explain the latest tax laws & changes. His office offers a friendly trustworthy, environment.

I had a referral from a family member to meet with Sid Norton regarding tax review. After I faxed…read morehim all of my tax information I left him multiple messages to return my call. He never had the common courtesy to return a single call, even after several weeks.

From the owner: Fountainhead Wealth is an accounting firm in Sacramento, CA with an experienced team of accountants…read moreand Certified Financial Planners. We offer a wide range of services including, but not limited to: -Strategic Business Tax Services -Individual Tax Preparation and Year-Round Support -Estate Planning -Small Business Accounting -Payroll Services -Employee Benefits Plan Consultation and Design Services Our mission is to provide wealth management solutions that allow individuals and business owners to align their personal values with their financial resources. Contact us today for a consultation!

We switched to Russell CPA in 2019 to do our taxes and assist with estimated taxes (we're both self…read moreemployed). We were disappointed that Jason was repeatedly unprepared for our meetings so we switched to a new accountant in 2020. In 2021 we both received notices from the IRS regarding errors on our 2019 tax returns. I reached out to Jason for assistance but he merely sent me the worksheet he used and expected me to deal with the IRS on my own. Really?? I hired our current accountant to assist with corresponding with the IRS and getting them the information they required. We finally resolved our issues with the IRS earlier this year - no thanks to Russell CPAs.

I have very bad experience with Russell CPA. They claimed to know how to calculated 1031 exchange…read moreon my tax return in 2020. The return was mis-calculated of $300K income for the exchange and tax due was over $50K. Have to provided instruction on how to calculate the gain and Jason the owner did not like the instruction and tell him his calculation were incorrection. After many email exchange and threat to tell him that I will have another CPA to redo the tax return and the firm will pay for the amend return. The firm finally did the amended 2020 return. I have to wait over 1yr to get the refund back from IRS. The mistake this firm make is not good. They charged me for 2020 return was $2,100.00. I will report the firm to BBB and CPA's Board about this firm. Please stay away.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.