We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible…read moreschedules to meet in person or zoom.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

Incredibly patient with all my tax-filing questions (and there were a lot!), and took the time to…read morewalk me through the entire process so I actually understood what was going on. I never felt rushed or talked down to--just really supported. Something I hadn't really experienced with the last person I used and had done for many years Super knowledgeable, easy to talk to, and most importantly, I felt like I could totally trust them. If you're looking for someone who's patient, insightful, and genuinely helpful, I definitely recommend.

Professional, knowledgeable, connected, dedicated, straightforward and compassionate in a…read moreprofessional way. Good at what they do.

Kiran was awesome! Empathetic to our loss, but not sugar coating anything. Really trying to help…read moreus. Great experience!

We had a great experience with Ed. He was very understanding in a difficult situation and handled…read moreeverything in a professional manner. He listened and worked with us to help us with our Trust

I've been with Smeed for several years and have always received personalized care for my personal…read moreand business entities. It's been comforting knowing I have a team to help navigate the complexities of accounting and taxes...my business books have never been this organized and consistent. Michael is a tax wiz, and it's especially awesome knowing that he's so versed in the tax law and the minute changes that allude a lot of CPAs in my experience.

We've reached out multiple times with no avail. They don't answer the phone or their emails. They…read morecharged for financial planning, and then canceled the meetings without reason, and did not provide the service. We just got a call from the IRS that they didn't even file our returns in 2019, and we paid for those services. We've continued to reach out daily, but they have no active extensions or potentially are lying about being in business. Absolutely do not recommend.

We have life insurance policy through Dan Torres and I highly recommend his services. He is an…read morehonest and good person and you get a good vibe when doing business with him. I value someone who you trust and that is what you get with Dan.

From the owner: Life Insurance. Investments. Retirement.read more

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!

I've been going to Mt Diablo Tax Pros for about 5 years now. They are absolutely the best! Very…read moreinformative and helpful. It's so much better going to them, than trying to work through turbo tax and make guesses. I turned in my documents about a week ago and they already finished all my taxes and should be getting a return in a couple of weeks!

My husband uses this accountant for all of his taxes for a few years. It makes it easy because she…read moretakes care of bookkeeping and tax forms as well, and he does not have to drive anywhere to get it done.

From the owner: Accounting , Bookkeeping, Payroll, Taxes-Personal & Business, Quickbooks Set-up and Training,…read moreEntity Formation and more.