I rarely write a bad review, but I am more than unhappy with the service I received from Luis. I…read morehave found that he doesn't take any responisbility for mistakes he makes, he is never on time, he is not up to date and makes uninformed statements about the tax rules or send wrong forms. And even if you send him tax information months before the filing deadline, he sometimes waits until the filing day to complete the return. All this happened to us in a 18 months working relationship. In his defense, he is a tax preparer, not a CPA, but he charges more than some CPAs for tax preparation. In detail: 1. Luis forgot to include a $30K deduction on my tax return which, had it not been detected by me, would have cost me several thousand dollars. Instead of apologizing for the oversight and offering to fix it immediately with an amended return, he asked me to come to his office to discuss it. By this time, I had already switched to a CPA. 2. My partner sent him his tax organizer in February so that his taxes could be completed well before the April rush. Instead, Luis asked him to come into his office on the afternoon of April 15 (the tax day itself) to sign the forms and pay for his services, leaving no time to review the return in detail. Luis was stressed because his software had failed on tax day, but luckily my partner was available to come into his office that afternoon, he was able to get the software working, and the tax return was filed before midnight on April 15. 3. Email replies take up to ten business days, according to his automatic response email. However, sometimes it can take weeks to get a response.

Must go to place to get your taxes done!…read more Luis isn't just nice to look at he's also very informative with all you tax needs, with 19 years of experience you can't go wrong with choosing him to handle your taxes.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Very professional fast and fair priced! I have been paying over twice as much for terrible service…read morefor years! Make the switch from your over priced company that won't even sit down and go over everything , my last tax person had me doing all the entries and simply filled it for an absorbent amount of money !

My son, son in law, 2 daughters, my husband and myself have had William and Anastasia prepare our…read moretaxes. Easy to work with. Timely and efficient been going there for years recommend

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

Tow different services:…read more -The translation service, quick and straightforward -getting vehicle insurance for my teen son was great!

Throughout all the stress I've endeavored from other businesses and online tax services, Martha's…read morehelp is one of the best I've received. First off, her office is clean and organized when you enter. Secondly, she has polite staff that greets all customers that come in. It's very helpful that they are bilingual in both English and Spanish. I went in to inquire about tax services and all my questions were answered. I'll make sure to be back again next year for my taxes.

I've been a happy client for many many years. I highly recommend Peter Sarkis Professional Tax…read moreService for all your accounting and tax needs.

Made an almost $9K mistake (overstating capital gains income) on my taxes that he was paid to…read moreprepare, I emailed about the mistake and didn't even apologize but told me to check the return before signing it. If you have stock transactions or even above average than usual complexity to your taxes, steer clear of this guy. He did not account for some of my stock transactions being under an ESPP, so did not adjust the cost basis to reflect this discount. For any accountant I'd expect them to go through the W2 in detail and ask questions, but he did not, catching that you have an ESPP discount reflected on your W2 is 100% something any competent accountant preparing your taxes should catch. See the screenshots for more details about the scenario.

Goldenstate Taxes & Notary were great to work with! I contacted them with a time sensitive notary…read morerequest. Not only did they call me immediately (and this was after business hours), they were able to both print documents for me and accommodate my notary needs. Service was professional and efficient and communicative. I worked directly with owner Angelica - she was great! Would definitely use this service again.

From the owner: En GSTN, ofrecemos servicios de impuestos y notario de alta calidad y asequibles para el área de…read moreContra Costa y la Bahía de San Francisco. Deja que nuestros expertos en impuestos se encarguen de preparar tus declaraciones de impuestos federales, estatales y locales de manera profesional y eficiente, asegurándote de recibir todas las deducciones a las que tienes derecho. Además, nuestros servicios de notario son confiables y eficientes, y nos enorgullece ofrecer la máxima calidad y precisión en cada notarización que realizamos. Ofrecemos la flexibilidad de programar servicios de notario móvil por teléfono, correo electrónico o reservación en línea. En GSTN, puedes estar seguro de que tus documentos están en buenas manos. Contáctanos hoy mismo para obtener más información sobre cómo podemos ayudarte con tus necesidades fiscales y de notario.