HORRIBLE place. No customer service whatsoever. Incredibly rude…read more NEVER EVER USE THIS PLACE! I should have listened to the other reviewers here.

very slow costumer service, the perks are I can send a message along with the money. I can call and…read moreask how much is the currency exchange and for every 10th transaction the 11th one is free. they give you a red stamp card in order to keep track of how many stamps you have. they close early on sunday and they only accept commuter check before 4pm. if your planning to transfer your commuter check to bart get there early because it takes a while for that process unlike the one in bart stations where they do it very fast.

After finding this place, I never looked back. Hank and Karyn are very helpful and always try to…read moreget you the most money back! Karyn helped me with my ooooopsies and I've been getting money back for the last few years!!! Thank you Hank and Karyn!!! See you guys soon when the time comes for tax season!

I've been using H&K for my taxes for about a decade now and I can't even imagine going back to…read moreTurboTax or even worse HandR Block, they actually know me and work to make sure I'm getting the best service possible. The price is fair, the service is personable, honestly I can't imagine going anywhere else at this point.

I filled out the form online requesting an estimate on commercial insurance. They did respond…read moreasking for some pertinent information, which I provided in doc form. Crickets. 1 week later I asked for an update on my request and if there was any additional information needed. Received response that it was with the underwriters, and I would receive a response next day. Next day my birthdate and address were requested. Another week past. I enquired on if this was normal length of time for this to take. Was told that they were waiting for one more response from a company. Apparently if they can't get the job done for you, I wouldn't expect to hear back from them.

Called and spoke to Ken. He was knowledgeable and sure helpful in getting me home insurance.read more

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.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Bridget is amazing, she is so knowledgeable and helpful and we appreciate her services!read more

I have been using Sophia's business for years now and really appreciate the great service and…read moreadvice.

First time requiring the need of a tax professional and being a CPA myself, I thought Sophia…read moreprovided excellent service. Sophia and team provided detailed list of items and a safe portal to upload them, no more sending in paper receipts! I have heard horror stories of preparers ghosting their clients, not Sophia, she kept us informed all along the process. Efiled today- 15 days early! Taxes made simple!!

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

Hera is a conscientious, diligent and very knowledgeable agent. I highly recommend her for your…read moreinsurance needs.

State Farm is not a trustworthy company and they delay refund…read more It has been more than a month, and I still have not received the refund for the auto insurance premium I paid. I canceled the policy before becoming valid after finding a much more affordable plan with another insurance company, but my refund has yet to be received.

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Back in 2023 I got my taxes done here and they LIED to me they said they were only gonna charge to…read moredo my taxes for only $180 and this crazy lady charge me $30 extra and I ended up paying $210! Seriously this place is a ripped off. oh by the way I CANNOT WAIT for Elon to prosecute the IRS, haha! Liberty tax is such a bad company. I hope Elon investigate this crappy company and all the other liberty tax companies and have it shut down for wrongfully over charging us. Mega love.

I should of done my research and seen that this Liberty Tax isn't owned by the same person that has…read moredone my taxes in the past. Completely unprofessional set up and handling of private/secure information. Multiple cancellations of appointments. I figured when I paid you to do my taxes they would of been completed but when asking for confirmation that payment was sent to IRS weeks later I was told "sorry I must of not done that". When calling to ask questions on why this wasn't done was given the run around and told to call the owner. Please save yourself the trouble and do not come here. Please choose any one else to do your taxes. Anyone.