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

Great team here! I…read moreappreciate their down to earth conversations when it comes to the business side of taxes. I really liked the guidance on planning appropriately for the following year and pointing me to the tools provided on the IRS website.

Tracy's Tax Service's have the most amazing people that make each customer feel understood,…read moresupported and appreciated! Antonia is my tax specialist, her immaculate customer service, patience and passion in caring for others really makes me feel comfortable coming to this tax service every year! Thank you Nia for continuing to go above and beyond with ensuring my business and personal taxes are prepared for!! I would recommend any business and or customer looking to give Tracy's tax service a try ! Healthy Warm Regards, Jessica H . RN

Getting my taxes done again here this year. Very professional business, always nice to visit here,…read moreit feels like you have the smartest people by your side. Clean waiting area and good parking, very close to the freeway.

I reached out to this company because they offer a free 30-minute consultation, which caught my…read moreattention. I scheduled a call and got a confirmation, but on the day of the appointment, no one called me. I followed up about an hour later and was told the rep had an emergency, so we rescheduled for two days later. The same thing happened again. It's now been over an hour past the scheduled time and still no call or communication. At this point, it feels like the free consultation doesn't really mean much if they can't even show up or follow through. This is supposed to be the stage where they make a good first impression, and unfortunately that didn't happen. If they can't respect my time before I'm even a client, it's hard to trust that they will after. Overall, pretty disappointing experience. Edited: picture added in response to their company rep's message.

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'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.

I have had Tom, and now Byron, doing my taxes for over 20 years now. This company is professional,…read morefriendly, and makes dropping off and receiving our tax documents very easy. We have never had any problems with the IRS or anything like that. If you want fast, friendly service, I would highly recommend Lynden and Company for all of your tax needs.

Byron Lynden and Tom Lynden are both incredibly professional and kind. They have been my tax…read moreadvisors for years. They provide comprehensive, clear, and straight forward advice and guidance on various tax issues. I highly recommend them.

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

Efficient and easy. I definitely recommend this place. Great in English and Spanish. She has a lot…read moreof experience and knows what she's doing.

We arrived at Margarita Financial office thru a recommendation from another tax office after years…read moreof looking for a tax preparer to help us. Nobody wanted to deal with our situation. We had a very complicated and complex situation with years and years of backed taxes due!! It took us about a year or so to finish every single tax year and take care of everything with the IRS and State. She worked very hard, is very knowledgeable and is updated with the IRS laws. She was very patient with us and we can see she loves her job and to help people. Her staff was very friendly and polite. We mostly worked with Veronica with the calls and scheduling. We will forever be grateful for all her hard work. Thank you Llegamos a la oficina financiera de Margarita a través de una recomendación de otra oficina de impuestos después de años de buscar un preparador de impuestos que nos ayudara. Nadie quería lidiar con nuestra situación. Era una situación muy complicada y compleja con años y años de impuestos atrasados! Nos llevó alrededor de un año más o menos para terminar cada año fiscal y encargarnos de todo con el IRS y el Estado. Margarita trabajó muy duro, está muy bien informada y está al día con las leyes del IRS. Ella fue muy paciente con nosotros y podemos ver que le encanta su trabajo y ayudar a la gente. Su personal fue muy amable y educado. Trabajamos principalmente con Verónica con las llamadas y la programación. Siempre estaremos agradecidos por todo su trabajo. Gracias

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.