Been taking my taxes here for years. She's very helpful and is available to do your taxes.read more

I was a client of Socheata's for the past four years. As she watched our business grow, she offered…read moreto handle our bookkeeping. Having trusted her in the past with our tax returns, I agreed. However, beware -- she is not a qualified bookkeeper. She charged us $10,000 upfront plus $3,500 for a corporate tax return, yet after more than a year, neither the bookkeeping nor the tax return was completed. Despite repeated communication and allowing her ample time, she refused to issue a refund. On the morning of our scheduled appointment, she abruptly emailed to cancel and stated she would no longer continue working with us -- this was after I had specifically confirmed whether she was confident in meeting the tax extension deadline. Extremely unprofessional and disappointing experience.

I've been going to Sandra since around COVID and recommended her services to many of my friends and…read morecolleagues. However, this year's filing experience was horrible and overly stressful. I was made to feel like I was doing things wrong or was a complete bother multiple times. The lack of professionalism was really jarring and made me so uncomfortable, I don't know what flip switched, but I will be taking my business elsewhere. I've always kept an incredibly detailed and organized list of expenses on Google sheets and share it with Sandra, along with necessary paperwork. Time after time, Sandra would compliment me on my organization and would give me small requests to make the documents easier for her. Last year, she told me that, since my PM's (property manager) already shares an expense/income sheet, that I didn't need to "double count it" on my Google sheets form. So, I didn't. Then this year, she texts me the night before my appointment frantic about my paperwork, telling me she has to charge me something like a few hundred an hour to be a bookkeeper, etc. Mind you, all at 9-10pm the night before my appointment, when I had sent out these forms a few days in advance. After going to her for many years, I thought I was doing things "right" as I had the last few, but suddenly nothing was right. I chalked it up to the stresses of her divorce and tax season, so I let the experience be and convinced myself she was having a bad day or something. Then, a few weeks ago, I realized I never got a copy of my completed taxes. So I simply just emailed her and asked, whenever she was free, to send me a copy. She replied she would send them over soon. A few days go by and I follow up with her...and she replies, very unprofessional with "HERE YOU GO" in all caps. Now, mind you, in the past she's also informed me that if I don't ask for an e-copy of my taxes within the same month ish/time frame as doing my taxes, she'll charge me for sending me my paperwork. That's because when I was going through a mortgage process, I reached out to see if she could help send me copies of my old tax forms, and she told me that if I ask outside of the direct tax window filing period that she charges for that request. Charging to get a copy of your own tax paperwork is kinda wild, but whatever, so that's why I've been diligent about getting an e-copy of my taxes from her every year since learning that. Why it's not auto-sent to people to have copies who needs them, IDK, but the constant nickel and dime threats is so exhausting.

The staff & owner, Sandra, always friendly as it's a family oriented business…read more I have been using Sandra's services for about 3 yrs now & have been happy with her service. I would very much recommend her!

Staff step up to ensure clients receive assistance with tax returns and or specialized services…read more Everyone is approachable, friendly, professional and helpful. I was happy to hear of the different appointment options which made it more convenient for my mother. When life changed for me a few years ago I relied on their expertise to help me resolve my financial situation. I've been receiving services for several years and will always return. Thank you.

Great place to get taxes done! I have been using them for years now and they never disappoint…read more Customer service and professional! They are worth a shot.

I was recommended to check in with Peggy to see if she could work my taxes now that I was filing…read moremarried, but separately. It was a little bit of a drive for me to get to Stockton from Dixon, but it was well worth the drive. Before I had my appointment, Ashley (office manager) contacted me and sent me a general questionnaire to fill out ahead of time. She also asked me to email copies of my prior year's tax return as well as any relevant tax documents. This would allow Peggy to have prior knowledge of my finances before I drove all the way to Stockton. When I arrived for my appointment, Ashley greeted me and offered me a drink and I sat down in the waiting area. I only waited for a few minutes and then went back to the office to meet Peggy. The first thing I noticed was that she was well-prepared with all my documents and knew what questions to ask. She told me facts about taxes that I did not know, so that was super helpful. I had numbers run through TurboTax and was going to owe a significant amount of Federal and State taxes. After Peggy used her tax knowledge to work her magic, she ended up saving me over $1000! I am very thankful for Peggy and her expertise. Ashley was super helpful and organized. I will definitely be returning next year to have my taxes run by Peggy again.

Helpful and informative with plans for next years tax season. I will be returning next yearread more

Thank you again for great service and always a pleasure to see you.....you were very helpful and…read morealways efficient.

We are from San Jose but files our taxes with Carlos. He is very nice. Most of my family goes to…read moreCarlos for our taxes.

This is the 2nd or 3rd year that Walters Tax and Financial Services have prepared our taxes. If…read moreasked to describe the service provided in one word, that word would be 'Excellent'. Friendly and knowledgeable Riley manages a small, neat, professionally ran business office. As your preparer, she will gently steer you into the right direction-lol, and if you listen, you will be so pleased with the results. She'll explain the results and everything will be clearly summarized in writing, then neatly packaged with your original documents, copies of tax forms and any other pertinent documents regarding your filings. I highly recommend Walters Tax and Financial Services.

Normally I'd prefer a in person sit down, but currently all phone appointment due to pandemic…read more Great service, straight forward, fast service. Only downer was a follow up regarding tax return approval and paperwork. But was helped with that once I called back. I do recommend for this tight on schedule.

Donna has helped me with my taxes for years and does a great job.read more

Jane and her staff have worked for me for more than 15 years. They have always been fair, thorough…read moreand timely. My business has grown and changed through the years. Jane's practice has handled every need with ease . They have been very supportive.

Amazing! Available, Attentive and knowledgeable! Thanks for being right there and answering your…read morephone! I am glad to use your services again and again and again!

I am an attorney in the Bay Area. Yesterday I needed a mobile notary in the Stockton area. I…read morefound Mary on Yelp and she did an excellent job! Very knowledgeable, professional and helpful. She also got the job done quickly and maneuvered a wrinkle that occurred with my client not being at the address he said he was going to be at. Mary went above and beyond. I would not hesitate to recommend Mary to anyone who needs a notary. 5 Stars!