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Financial Equations

5.0 (1 review)
Open • 8:30 am - 5:30 pm

Services - Financial Equations

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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8 years ago

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Waldman Tax & Financial Services

Waldman Tax & Financial Services

4.6
(23 reviews)

I went here last year for tax services. I was not impressed. First Phat told me my previous year…read morewas prepared wrong, which after a very worried few minutes he realized that he had made the mistake. Then he told me my IRA contribution didn't count. Which I had to argue the point while telling him the tax law, which he kept telling me I was wrong. I sited several sources and it wasn't until after that that he realized he again was making a mistake. Even after all of that I didn't write a bad review. It wasn't until I just now got a tax bill from the State of Ca charging me because my last year's return wasn't sent electronically, when it was supposed to be. So again, I am paying for a mistake that this tax office made.

I really like Mark-he's quick-minded, direct, and adept. He has a heart and a sense of humour to…read moreadapt or accept the idiosyncracies of people and life. He's also got patience-people tend to run from carefully organizing and gathering their tax info in a complete manner. This year we taped a large zip-lock to the hallway wall and put every document as it came in-in the zip-lock. Rudimentary, but this really helped us keep all our mailed docs. in one place, like pre-herding greased pigs-it made it easy on us-and Mark I hope. Mark is a great fit, over the past many years we haven't had any after filing issues, which our temporary/ seasonal tax guys and other "professionals" have given us grief with years ago. Thanks Mark.

Financial Equations - taxservices - Updated July 2026

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