I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

Used the for years and Amy has done a great job for our personal tax returns. They also do the tax…read morereturns for our charity, Missing Man Ministry as a way to give back to the community.

Because I became an expat, seven months ago and, for the first time, needed an expert to comb…read morethrough the complexities of income tax for those living overseas, I got a referral to Accurate Tax Service, in Pleasanton, California. The person to whom I was originally referred, Amy, referred me on to Dehwei O'Shaughnessy (is that an awesome name or what?) who had the most experience in my particular situation. From the very beginning Ms. O'Shaughnessy was friendly and professional. She took great care to find the most appropriate method of filing my income tax. Her emails to me were personable and convivial, and though it was tax season, and Accurate Tax Service was likely very busy, I always felt as if I was Ms. O'Shaughnessy's only client. My own personal accountant. Needless to say, I was very impressed. I fully intend to continue using the services of Accurate Tax Service, and particularly Ms. O'Shaughnessy, for the foreseeable future.

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

I'm saddened by the fact that Jim retired earlier this year. I had spent over 15 years with Pease…read moreTax and found them to be a great partner. The biggest disappointment is the new owner (aardvark.tax). Zero communicates, zero customer service and to top it off if you provide feedback to help them better their service they drop you as a customer. Guess it's a wonderful problem to have too many customers that you can treat them badly. Feedback is a gift. Especially from a 15 year customer.

Jim is an exceptionally knowledgeable, helpful, and diligent CPA who I highly recommend for your…read morebusiness and personal taxes. He's very professional and has an abundance of knowledge to keep you in the know when it comes to taxes.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

What rubbish. First, A professional tax preparer would never demand payment in advance and further…read moremore not blame a customer for double booking an appointment. Expressing my dissatisfaction was neither loud nor disturbing as no one else was in your lobby. I also accepted your apology and promise to refund the $500 prepayment as a gentleman. Only to have you refuse to honor your promise. That is why I post on your page. To let unsuspecting customers know how you operate. I have no reason to bother you and simply provide a warning to other potential customers. Maybe it was just a bad day but you really screwed us. I should file an official complaint against your license and board but I'm too busy. Honor your word. Own your bad customer service 2019 Update: Still waiting to get my money back. This guy is unethical and should not be trusted. Cheats his customers, then blames them. Will keep posting to let others know how he really operates. Read his other posts. I'm not the only one.

Fast service. Helpful accounting services. Sean is very responsive to questions. I would recommend.read more

Sean is super quick, responsive, and helpful. I would highly recommend his service. With this…read morequarantine and extension for tax filing, somehow it slipped my mind that taxes were almost due. I greatly appreciated the fact that you could request a consultation through Yelp. I filled out the "First-Time Client Form & Quote" online, answered some questions, and got a quote shortly after submitting it. Just a FYI, minimum preparation fee if $400. But we've messed up doing our own taxes before on Turbo Tax and had to pay a hefty interest fee for our error. For that reason, I have been willing to pay more to make sure that doesn't ever happen again. My husband and I have multiple properties which is why we just don't even try to do taxes on our own anymore. With this quarantine, everything was done online and was quick. We had a meeting online, Sean set up a cloud folder for us to drop our files, and he had our tax return ready within ONE DAY! SUPER FAST! We were able to sign everything off with DocuSign. If you're tech savvy and want someone who is quick, responsive, and thorough, Sean is your guy!

Great service! Fast! Reliable! Got temp cards same day! Best insurance services in town!read more

My wife's family and I have known and worked with Bob Arnond for over 25 years. He is a trusted…read moreagent. He has always worked with our families best interest in mind. I would recommend Bob to anyone in need of auto, home or life insurance.

My husband and I began using Brian Damiani of Wealth Management Associates as our financial planner…read moreapproximately one year ago. In that time, I have been thoroughly impressed by him and his entire team's professionalism, thoroughness and unbiased advice. His up-to-the-minute take on the market combined with his kind and sensible approach have helped us feel comfortable and in good hands. It can be unnerving to choose a financial planner (especially in these trying economic times) but we've found Wealth Management Associates to be top notch. Thank you for helping shape our financial future! We know we are in great hands.

My husband and I transferred all our financial services to Brian Damiani and Wealth Management in…read more2012. We initially met with Brian and allocated our money based on our risk tolerance. We meet with him twice a year and review our portfolio. They are great about calling us to remind us that it's time to meet. Brian is very knowledgeable about all the financial markets and explains them in language that we understand. We have dealt with other employees, too, and the customer service from everyone has been excellent. Brian and Wealth Management are very involved in the local community, too. Highly recommended!