I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.

Thank you, and highest praise to Jaque, who helped me amend the taxes I filed with TurboTax. She…read morewent above and beyond -- not only helping with my taxes, but also providing so much valuable advice and guidance. I walked away feeling truly supported and informed. I greatly value this business and especially appreciate Jaque's kindness, professionalism, and expertise. Looking forward to seeing her again next tax season!

Taxes and Books was doing our taxes until Judy passed away. We then followed Marsha because she is…read moreamazing she and Judy ran the company. Taxes and Books did not notify us that their system was compromised and we had to report identiy therft to the FTC. This has been a huge hassle and takes up to two years to correct. Very sad!

I did my taxes independently for so long with TurboTax and finally 2023 I did it with an expert and…read morewas charged an insane amount. Then I found De Leon Tax Scvs through my sister. I experienced timely meetings, kind interaction, responsive emails and basically just supportive environment for tax needs. Coming back for 2025 taxes!

They are very professional and attention to detail. You need somebody to really know what they're…read moredoing when it comes to taxes and De Leon tax Services is the place.

Teriza and her team at CTA are super helpful. I believe I was timely with getting my docs to CTA…read more(as they were available) and CTA was equally efficient in completing my filings. Teriza sat down with me and we went line by line through different docs and Teriza asked questions that gave me the indication that she was developing a LONG-TERM TAX PLANNING STRATEGY for our family - not just completing a filing transaction. The long-term planning strategy is important to me because most often times when things fail in life, it's due to a lack of planning. I want someone on my team that makes "planning" and strategy as important as I do (if not more important than I do). I didn't get this long-term strategy attention from other CPAs & EAs. I would HIGHLY RECOMMEND Teriza and her team at CTA; tax professionals indeed.

From the owner: Specialties We strive to help our clients by offering…read moremulti-faceted solutions that meet their financial needs in the areas of tax, bookkeeping and accounting. Here, you will find full attention and the professional expertise of experienced Enrolled Agents. We offer services for individuals, small businesses, partnerships, and corporations. SERVICES: Accounting Software Selection & Implementation Audits, Reviews, and Compilations Bookkeeping/Write-Up Business Consulting Business Entity Selection Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis Financial Statements IRS Representation Management Advisory Services Notary Public Payroll Services Retirement Planning Sales Tax Services Tax Preparation & Planning

As an entrepreneur that's started several small businesses, it's completely refreshing to find…read moresomeone that understands the struggle and can communicate, in a clear and understandable way, what to do when it comes to accounting and taxes. As a business owner, I don't have time for that ish! Simply: Perry knows his stuff. Even better, he goes out of his way to make sure that his clients are taken care of. He'll go to bat for you and see to it that your business grows the right way, from start to finish. Whether you become his client or not, and I don't see why you wouldn't, it pays (literally) to know this guy! Highly recommended!

These guys do a brisk turnover during tax season, but keep busy during the remainder of the year by…read moreworking with book keeping and accounting clients. Perry is very knowledgeable about Sacramento and the restaurant industry, as well as being incredibly personable.

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

Just days before filing deadline, Usman Arshad said we needed an attorney to figure certain…read moredeductions (I'm an attorney). I informed him that we as attorneys go to the CPA, not the other way around. Two days later he told me he was just going to file the returns with seriously wrong information on them, and we would amend them later, because he did not have enough time to do them the right way. I refused, and he sent us a termination letter, leaving us to do our own return just four days before the deadline. We did our own return and found that on the previous year, Usman had vastly incorrect information, as if he made it out of thin air, increasing our tax liability for 2023. He is the worst accountant I have experienced in over 30 years of law practice. Do not recommend.

Usman has been one of the best accountants that I have ever worked with. He is very detail oriented…read moreand extremely helpful. He helped me with my back taxes and organizing my future business ventures, I highly recommend him, and his business! .

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

They are as their name says . They are Elite. They got me to work quickly and in a high paying job…read more Can't thank them enough for all of their help‼

Great customer service. Kept me informed and were very polite and courteous. Would recommend using…read morewhen searching for a job.