For many years, Yelp has proven to be a treasure trove of the best people we could ever hope for to…read morehelp our family with real estate, property management, auto repair, pest control, and most recently, Pendleton Tax Services. After an initial phone consultation, we met with Derrick to go over our taxes and come up with a tailored system to keep as much of our money as we possibly could in our hands rather than handing it over to the IRS. We spent a good deal of time together, and ended up with a very sound strategy after covering all the bases. We found Derrick to be very personable and easy to talk with, knowledgeable about everything under the sun in the world of taxation, responsive to all of our needs and concerns, and someone we could fully trust as our representative to deal with the IRS. As an Enrolled Agent, we have complete confidence that Derrick would be fully able to handle the IRS in any negotiation process that might arise in the unlikely event that we would ever be in that situation. After building a remarkably sound foundation, we discovered, to our surprise, that Derrick was including this critical work as part of our yearly tax preparation fee (which is very reasonable), and was not charging us anything for all the time he spent getting us ready for the 2020 tax year! We couldn't be happier to have him on board, and we can tell you without any reservation that you will be most satisfied with Pendleton Tax Services helping you take care of all of your tax preparation and strategy needs.

One of the more interesting things about completing your taxes is that you only do taxes once a…read moreyear! When it boils down to making a decision on where to do your taxes, Derrick is your guy! Let me tell you why you should switch your tax professional to Derrick Pendleton.... It's to your benefit. You'll get your money's worth! Derrick is super friendly, understanding and alleviates the stress off your shoulders. I can't stress it enough, he takes his time with you versus rushing you out the door. I would suggest brainstorming questions to ask, and bringing those questions with you to save time. I always come with a notepad filled with 20 questions or more that came to mind in the time leading up to my appointment. For myself, I gather my tax documents in January, then I schedule my appointment soon after. There are so many people who wait last minute. Don't be one of them. For your convenience, you could also email your documents vial email versus going into the office. I personally like meeting in person, but Derrick is open to whatever is convenient for you. Once he receives your paperwork, you will receive an email from him when your taxes are complete. Overall, I love Pendleton Tax Services!

I am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

Amazing! they are truly first class and will take amazing care of you and even your friends.read more

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

more than a cpa, phil understands financial situtations and gives great advice. whether you are a…read morenew business or an individual, phil is the man you should call, dr. jac

We contacted Mr. Andrews on the advice and referral of our (new) financial advisor. After the…read moreinitial e-mail consult, Mr. Andrews informed that we were able to handle the tax situation on our own. We truly appreciate Mr. Andrews honesty. Although we will not be using his services this time, we will definitely keep his number should a future need for a CPA arise.

Mike is a great accountant. You will be very satisfied with his service…read more As a longtime Real Estate Broker who gives out lots of referrals Mike is always at the top of my list

We have been with Mike Steele and team for the past 3yrs. They are always there to help, provide…read morefantastic service and have helped us through challenging tax situations. I highly recommend Mike Steele's firm to handle your tax needs (business and personal).

Made an appointment with the owner. When I showed up he directed me to a non speaking English…read moreassistant. I would not recommend my worst enemy to this place. When I asked the reception why I wasn't able to see the person I asked for, she told me he was busy. No thanks, not coming back.

Ive been getting my Taxes done by Jackson and Hewitt for Several Years now. Booked an Appointment…read moregot them done. The Gentleman that Helped me was very Pleasant and Professional. Based on my Experience i would Recommend this Place of Business. THANKS AGAIN Devon Lighting

We have had our taxes done by Robert for quite a few years now. He's always been very professional…read morehelpful and quite pleasant to deal with. I would highly recommend his business to anybody that needs their taxes done.

We didn't have a good experience with the folks in this location and will never go back…read more But their prices are much lower than some other local tax preparation places.

I requested a quote from Shawn for tax preparations. He returned my call within an hour after I…read moreleft a message. I ended up not working with him for my tax services and I'm very thankful for his honesty. When we spoke he explained to me that my situation was more simple than his usual clientele and advised me that I don't need a CPA for the type of small business I have. CPAs have different rates/levels of service and charge more than tax preparers. (For obvious reasons) I appreciate the fact that he called me back when he didnt have to. Since he didnt really intend on winning over my business. I also appreciate that he didnt try to charge me his normal rates for a task that would have been child's play for him. I shopped around and many other CPA's tried to charge me between $700-1k with financial planning when I'm doing fine with my plans and just need help with filing my taxes.

Shawn has been my accountant for my corporation and personal for over 5 years now and I have been…read moreextremely happy with his services. He is professional, honest, friendly, and makes tax time uncomplicated. He has always gone above and beyond to answer my many questions throughout the year. I strongly recommend him for any tax or accounting needs and look forward to working with him for a long time to come. Sha