I understand the need to respond to protect your business so I won't take anything you say too personally. Requirements for becoming a licensed tax preparer: Take a 60-hour qualifying education course from a CTEC approved provider within the past 18 months. Purchase a $5,000 tax preparer bond from an insurance/surety agent. Obtain a Preparer Tax Identification Number (PTIN) from the Internal Revenue Service (IRS). Register and submit the $33 registration fee online. Yes, absolutely we wanted to check our tax returns. I'm skeptical that anyone can do a complete stranger's taxes accurately in a one hour consult, and I need to be comfortable with the work before I trust someone with something as important as this. As it turns out, Mr Edwards did not fill out Form 8949 for Schedule D capital gains and loss transactions resulting in about ~$900 in additional tax owed. Maybe an honest mistake, but I'm glad we checked. Rest assured that I did not submit my taxes with your name on them. I don't know why you would even suggest that. Your integrity is called into question when you charge more than the initial estimate. Sure we asked a few questions, but we were looking to understand to make sure our taxes were done right and to assure ourselves we were in good hands. I still don't understand why this is a problem. I would have gladly paid your estimated fee for the hour of your time if you had just answered questions. Clearly there was a misunderstanding regarding the "free consultation" (which is still advertised on your website by the way). I wouldn't have felt the need to go on yelp to review your business if you hadn't jacked up the price by $50 on the spot. I'm sure your business will do fine without me, but I hope you spend more time and care on other client's taxes than you did on mine. There are other companies out there that will spend more than an hour with you to make sure you get every penny out of your returns. read more

I called and left a message for them that I was interested in having them prepare my income taxes this year. Never got a return call from them, went somewhere else. read more

Needed to find a new tax preparation service so I found Edwards & Stanley on Yelp. I asked and got a quick estimate of the cost. Cost was reasonable and they were located close to my home so I went ahead with the service. I was able to drop of all my paperwork because of the social distancing and I was very pleased with the prompt and professional service I received. Doug was very personable and answered all my questions. I would highly recommend him if your need of a good tax person. read more

My boyfriend's mother lives in the Sacramento area. With her retirement last year, a cross-country move, and a home purchase, we knew her taxes might be a little complicated. I called a few tax preparers in the area and I'm so glad we went to Doug. He was thorough, professional, fast, helpful, and very reasonably priced. He put us all at ease and was very clear in his explanations. A+ read more

I had been going for about three years and I and my mom both really liked Doug Edwards. The 2017 tax year that changed. I had a few questions, which had been answered in due time, however, one question I asked in a few of these emails was why did my mom's annual rate go up so much. Doug never answered that question, instead he acted very unprofessional and unethical in cancelling our appointment the day of the appointment because he didn't feel the need to answer that question. It wasn't an unrealistic question to ask. In fact anyone in business should expect to answer that question when asked. He tends to be a little greedy on the hikes he gives each year as a fee that he charges. I found a very respectful and very reasonable business and we're very happy with them. I would never refer anyone I knew to this man. read more

Met with Doug for the first time last year and in less than an hour he managed to get me an extra 25% more than I would have received from one of the online tax services. Pretty hard to beat and his rates are very reasonable. Thanks Doug! read more

Just filed my taxes yesterday with Douglas and couldn't have had a better experience. I called on Wednesday and he was able to schedule an appointment for Friday morning. I actually forgot my paperwork and had to drive home and get it. I was only five minutes away but Douglas was very understanding. My taxes were fairly simple and took only about 30 minutes! Overall Douglas was professional, very fairly priced, and a genuine person. I highly recommend Edwards and Stanley. He also offers a discount for first time customers which he offered me without me having to bring it up! Stand up move. read more

Doug has been a great asset to my small business. He knows his stuff, is affordable, fast with filing yet diligent, helpful and very trustworthy. Doug is the only person I will let do my taxes. Highly recommend him! read more

After using one of the large "chain" tax preparation companies for several years we decided to shop around and I'm extremely thankful I found Doug! He was able to fit us in to his busy schedule (and mine) within a few days of calling his company. His experience is clearly a strength as he was able to quickly review last years return and gain an understanding of our tax situation which is somewhat complicated due to my wife being self employed. He was able to complete our return within an hour and was significantly more cost competitive than the large "chain" tax services, even without factoring in his 20% discount for new clients. I'd highly recommend Doug to anyone in the area looking for tax preparation help. read more

My personal experiences with Doug Edwards as a tax and strategic financial planning consultant have been extremely beneficial to me and my family for 14 years. Doug and his staff have provided a very systematic, organized and structured methodology to my family's tax filings. Doug has expertly prepared my returns with a whole host of variables including stock option transactions, international land partnerships, trust filings, multiple job changes, multiple stock sales, depreciation of assets, and tax write offs with experience, technology and expertise. Doug knows the tax codes and any changes that are coming for accuracy and maximum tax relief. Doug is welcoming, analytical, precise and honest. Of those who I have referred to Doug for personal tax assistance, business tax services and financial analysis, none have ever stopped coming back year over year. I would have to say in closing that the best thing about the dread of tax season is knowing that Doug is there to help me get through it quickly, accurately and with a smile. Best regards, Paul H. read more

Doug has been our "tax man" for almost 20 years and we have been extremely happy with his service. Doug is professional, knowledgable and very easy to work with. As our children reached adulthood he began preparing their returns as well. He sends a Reminder each year that tax time is coming (which kick starts my pulling documents together!) and his schedule makes it simple for me to set an appointment time which is convenient for me. I really appreciate that he runs the numbers before I leave so I have a good idea of the refund/payment expected. Doug is able to prepare anything from simple returns (like our children's) to fairly complex ones like ours which include rental properties and stock investments. We highly recommend you give Doug the opportunity to work for you too! read more

Doug was very very kind and helpful to me.Everything was thoroughly explained and gave me some piece of mind. I definitely recommend him!

Doug is a great find! He was able to fit me in, even though I was running late this year, and got my taxes done quickly and efficiently! And...he charged much less than what I paid last year. Big thumbs up. read more

I have had my taxes prepared by Doug for 8 years and I highly recommend him. He is super flexible with his time to work around your schedule, he is very thorough, and he is definitely trustworthy. He is incredibly friendly and I will continue to use his services for years to come! read more

We have used Doug for over 10 years and will continue to do so! He is very helpful and takes the time to answer all your questions. He is very professional and thorough. read more

I called once left message never got a call back, called couple days later made an appointment, after the appointment I called back for a follow up question, try to left a message and got cut off try to call two more times and just got hung up. I want to also give 5 starts but that is the reason I gave 3 starts. read more

I contacted Doug because I was the executor of my aunt's estate. I secretly worried what I would be in for. Throughout the process Doug was knowledgeable, kind and thorough. From now on, i've found my tax guy!! It's hard to believe but I would actually describe the experience as wonderful! Thanks Doug. read more

Excellent service. I getting taxes done with Doug for the last couple of years. Very knowledgeable and efficient. Highly recommend him.

My family and I have filed our taxes with Doug for many years and he filed my fiance's taxes for the first time this year. He is very professional, thorough and friendly. He makes the process of filing taxes an overall enjoyable experience. I highly recommend him. read more

We have been going to Doug for 3 years now. He is extremely professional and is amazing at what he does. Tax time is extremely stressful for us but he does all of the hard work and simplifies the process. We made an appointment and visited, at the end of the appointment we already know how much of a return we were getting. Doug never rushes us and is around after tax time incase we need any additional advise. He has a broad range of knowledge and is great for financial related advise too. We respect him as a professional and as a genuinely great person. read more

Honest and has the heart of a teacher. Doug has been great, explains the ins and outs of the very complicated in a way we can understand. Scheduling is prompt and makes room for us even when 4/15 is looming. read more

Being new to the area, I had a VERY difficult return. I had taken a lump sum from my retirement account (before retirement age), I had retired from one job and started another, I moved from one state to California, I sold a house, and bought another, I have an office deduction, two state returns, a local return, etc. My point is after doing my own taxes for years, there comes a time to admit defeat and have a professional take care of it. I was nervous at first but Mr. Edwards calmly went through everything in a very short amount of time and put my fears to rest. It was incrediably easy, he seemed to do this difficult of a return all the time. I know how difficult it is, as I used to do my own taxes (with tax software), never again. I would strongly suggest you use his services. His years of experience are evident as he knows exactly how to deal with the most intricate facets of the tax code. read more