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    Heritage Financial North

    5.0 (1 review)
    Closed Closed

    Services - Heritage Financial North

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Heritage Financial North

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    6 years ago

    I highly recommend this company. They are knowledgeable, patient and worked magic with my mother's financial assets.

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    Liberty Tax

    Liberty Tax

    (29 reviews)

    I have tire shop in fremont Mr. Tanka take care our accounting & payroll service. He always files…read moreour business tax and personal tax before the deadline. Last month he helped us to convert to S-Corporation. We have general partnership business but but tax wise we will save some taxes on S-corp. I m using his service about past Five years. I m please to say he is accurate , knowledgeable sincere and very reasonable guy for Tax preparation and bookkeeping & payroll service. I would highly recommend this tax office for all. Thank you tanka.

    Warning: Fraudulent activity and unauthorized bank withdrawal by staffIn November 2023, I visited…read morethe Liberty Tax office in San Mateo to file my tax returns for the past two years. Since my only documents were bank statements, I trusted them and provided my online banking login credentials so they could access the statements.A few days later, an employee named Sajide Ali contacted me and stated they were working on my file. I wrote a check of $1,290 as their service fee. It is important to note that during this period, I was suffering from severe, debilitating health issues.Ultimately, they never filed my tax returns. When I later checked my bank account, I discovered that Sajide had used my login credentials to make an unauthorized Zelle transfer of $1,290 directly from my account to theirs.For a long time, I contacted them repeatedly demanding either my completed tax returns or a full refund. Every single time, they denied it and lied, claiming I never made such a payment. When I confronted the manager/owner (Tanka) over the phone, I was met with severe verbal abuse and insults.I have recently downloaded 7 years of historical bank transactions. I have recovered the absolute proof: both the original check I wrote and the unauthorized Zelle transaction Sajide made using my login info. I am attaching these documents to this review. They took advantage of a sick, vulnerable elderly customer who trusted them. This is a severe breach of trust, identity theft, and financial fraud. Avoid this location at all costs.

    All About Your Taxes - We Stand With You

    All About Your Taxes

    (178 reviews)

    We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

    I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

    Christina Carter Tax Service

    Christina Carter Tax Service

    (12 reviews)

    We have been working with Christina for several years, and her expertise, precision, and dedication…read morecontinue to impress us. She always prepares our taxes with exceptional accuracy and a deep understanding of current tax laws, ensuring that we are always informed and fully compliant. What sets her apart is her proactive approach--constantly reviewing changes in tax regulations and explaining how these updates may impact us personally. Her attention to detail, responsiveness, and commitment to staying ahead of the curve provides us with confidence and peace of mind year after year. We highly recommend Christina to anyone seeking a knowledgeable and reliable tax professional. Thank you for always going above and beyond! - Thanks Nadeem & Sharon

    I've been working with Christina since 2005 and am happy with her results. She is knowledgeable…read morewith personal and business taxes; very systematic and organized thereby making my tax records very organized, which is very helpful when I Need to access past records. Also, She helped me with back taxes and I'm so happy to be right with the IRS and FTB. Christina is also flexible and often we have worked virtually with me getting her the items at Tax time online and signing docs using HelloSign. She is great and it simplifies the whole process especially at a stressful time like Tax time! I love receiving her educational newsletters in the mail vs. email since I can keep it with my files and her list of items needed for tax preparation each year. This helps both sides to manage expectations and time well.

    Heritage Financial North - financialadvising - Updated June 2026

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