I and my husband have been using Rydge Tax service for many years, they used to be called another company's name. And last year or the year before, they merged with Rydge Tax service in Pleasanton. Working with Jose C. and Irene P. is wonderful. They are very knowledgeable tax return accountant and very fast response to your email and questions. Highly recommend them. read more

I could not be happier with the service and expertise that Jose Campos provides.  He is very knowledgeable in tax law and will take the time to explain your options.   Jose is very responsive and organized.  He will focus on your current needs and furthermore explain future planning to help you and your family.  This is why I choose to work with Jose. Give him a call. You will not be disappointed! read more

We used their tax services for two years. The first year was fine. The second year (2020), they failed to audit our return to make sure we weren't missing anything prior to filing and it ended up costing us over $10,000 plus fines to the federal government. To their credit they admitted it was 100% their fault, but stopped short of apologizing. It was like, "We messed up and there is nothing we can do about it." We didn't even have super complex returns. We are a two income household who traded some stock. When you hire someone to do your taxes, you trust that they know what they're doing. These people clearly do not. You are taking a huge gamble if you hire these people. read more

Oh my goodness these folks are the best around for handling your finances by g or small. One word family.

I've been filing my taxes with Jose Campos for a few years now. If I could give more stars I would. Hands down the best user experience one could hope for. Jose is extremely friendly, knowledgeable, organized, and process oriented. Don't bother looking around. This is where it's at. read more

We found Kathie through Yelp and cannot be happier with her knowledge and services. She is so easy to work with, always positive, always able to share the latest tax news and tips in simple English. She's got a good sense of humor too. Her office takes tax prep (what we hired her for) very seriously. She and Alex (who we just learned is getting certified to become an Enrolled Agent) are super thorough. They don't miss a detail. They organize and record tax data in a way that if we ever get audited, it's easy to explain what each number came from - peace of mind working with her. We also appreciate her year-end analysis and tax tips so that we can plan for the next tax year. Kathie is leading an office that is very tech driven. For example, all file exchanges are on secured portals, which is such a time saver for busy professionals and family people. We love it. Overall, Kathie and her office has provided the best tax services we have had (and believe me, we have tried quite a few over the years). We wont' be hesitant to have her do our tax again next year, and hopefully get another few refund checks too. read more

I had the pleasure of meeting Kathie today for a tax consultation and it was a great experience to speak with someone who is so knowledgeable and experienced. She was interested and willing to hear my questions and provided me with thorough advice and the pros/cons of each option. The office has a beautiful view with lots of light. Kathie's staff is professional and courteous and I felt welcomed. Most importantly, I appreciated hearing complicated matters explained in a way that I could understand. Accounting and tax law can be really confusing and it was important for me to find a person who could come down to my level while explaining the information. I highly recommend giving Kathie a try. You can schedule a consultation with her over phone or through the website above. read more

Looking for someone to do your taxes? Look no further! Kathie Muhler is conveniently located in Burlingame right off of 101. You get a great view to boot when you meet in her office! She accomodates all of us working stiffs by having Saturday appointments, which helps me out immensely. I've been going to her for years, and she's right on with my taxes and provides sound financial advice for both the personal and the business side of taxes. She handles books for small businesses as well. If you choose Complete Tax Solutions, you'll find a tax preparer who is professional, friendly and extremely capable. She gets a good amount of clients through word of mouth as well as through traditional advertising. And last, but not least, she's an EA (enrolled agent) so she can represent you if you ever get audited. read more

This is our 2nd year filing taxes with Complete Tax Solutions, a well-oiled machine with Kathie at the helm, Alex the tax accountant and Irene the office manager. I had been doing taxes myself for the last 18 years, but finally threw in the towel. Here is why I give them a high rating: 1. Efficient and accurate: Irene is the logistics lady. She is a sweet but no-nonsense gal who will set up your web-portal for uploading documents, set up your appointment, and generally usher things along. Alex is the brawn; he will convert dozens of files and papers into tax schedules and come back to you with questions and clarifications. He is very knowledgeable, and your day-to-day go-to guy. 2. Sound advice: If you are expecting a bespectacled meek tax person, go somewhere else. Kathie, the boss, is full of opinions, and if you ask, she will tell you what she thinks. This to me, is a positive, because I don't want my tax person beating around the bush. While she has a few investment related services, I have never felt pressured to use them. Her advice encompasses the full range of ways in which we could end up in a better place financially (this year the focus of the conversation was real-estate, which in general does give me an ulcer, but that's my own issue) 3. Year long support: Last year, on a few occasions, I needed some input on my estimated taxes, and needed some advice on a tax event that occurred mid-year. Alex was 100% on it and I got clarity on what I needed. In general when you file with them, the year long support is included both for the previous year as well as for the future. So to summarize, when you work with them, you can expect: - Efficient all encompassing tax work. - Sound advisory services - Year long support In terms of costs, we have a tedious tax form, involving international forms, wages, business income, stock etc. At about 8 to 10X of TurboTax it does feel steep, but honestly, I am way over it, relative to the peace of mind and personal time saved. Also, for most folks who don't have international component to their tax, your costs will likely be lower, because they charge based on the number of schedules they have to fill. I plan to use them again next year. read more

Kathie has been doing my taxes and financial services for over 5 years! She is an excellent Enrolled Agent (CPA) & Financial Planner. Kathie truly looks out for her client's best interest based on your unique situation. She is 100% honest and is extremely intelligent. Not only does she file our taxes annually but she is there for support 365 days a year whether I need to ask her about my tax withholdings, opening a business, 401K info, whatever the questions is, she's there to provide support. Her staff is very friendly and supportive, thank you Irene & Alex. I wouldn't trust anyone else with our family's financials/taxes. Thanks CTS! read more

These guys are legit. I emailed Kathie after reading all the awesome reviews here about getting some help with my 2015 return. Yeah, it's cutting it a bit close, and yeah, I may be in a bit of a panic, but Kathie responded to my email really quickly, and said she and the team would do their best to fit me in, so the next step was to call up Irene and get the ball rolling. I only spoke with Irene over the phone, but her bubbly, warm personality put me at ease. She explained how things worked and what I needed to do to get things started. I needed to upload my previous year's tax return so they could wrap their heads around our family's tax situation, and literally within 10 minutes of doing that, Irene called me saying that their minimum fee wouldn't be worth it for our current tax situation. I was taken aback (in a good way!), and relieved, and she very kindly gave me recommendations for other services that would make more sense for our situation. So while the team didn't actually prepare my taxes, their customer service and kindness blew me away. Should my tax situation ever become more complicated, CTS will be my first call. read more

I have been going to Kathie for years for all my tax needs. She is extremely knowledgeable. She is a great one to refer to for all your tax questions. She knows a lot of information without even having to look it up. I recently called her with capital gains questions and she was a wealth of information. She promptly returned my call and is pleasant to talk to. I highly recommend her. read more

Kathie is the BEST. We originally came to her a couple of years ago while in the midst of some international tax confusion (my husband and I had been working abroad and had just relocated back to the Bay Area). Instead of just taking our money to start from the beginning and work it out herself, Kathie sent us away with clear instructions about what we should say to our previous tax preparers to get the issues resolved more quickly. She was exactly right and we LOVED that she gave us good advice even though it meant she didn't get that work up front. When we were driving away from the office on that visit we agreed that we'd be going back to her for tax prep the following year, which is exactly what we did. In the time since, I've also started a business and Kathie has provided excellent advice about the best way to go about that tax-wise. I really can't say enough good things about her! Kathie, Alex, and Irene are all consummate professionals, as well as personable and interesting people. Is it possible to look forward to doing taxes?? With Complete Tax Solutions it is! read more

I started working with Kathie and Alex back in 2012 (for tax year 2011) and have been back every year since. Each year my tax situation has gotten more complex, as have my questions. But, Kathie and Alex haven't batted an eye and have helped me make good decisions, especially regarding stock options. Their responsiveness to questions is excellence, as is their thoroughness, professionalism, and candor. The result is that tax preparation time is straightforward and without surprises. read more

We've worked closely with Kathie for more than a decade, and she has taken great care of us. We've worked with her on both tax as well as financial planning, and she's not steered us wrong yet. She's also been very helpful in advising us on the ins and outs of running a small business, as my wife now does. read more

I just had my taxes completed with Akram and he is amazing! He took the time to walk me through the process step by step and answered all of my questions. I'm so glad I found him on Yelp, you will not be disappointed! read more

I met recently with Kathie for a tax consultation as I had some concern of the complexity of my 2015 taxes and intended to have her firm do my taxes this year (I've always done them myself). She listened to my situation and alleviated my concerns, clearly explaining what changes I would need to make for this year, should I want to do them myself. This essentially ended up being a free consult and saved me quite a bit of money. Great customer service. Of course, when my taxes get even more complex (or I decide I'm too lazy to do them myself), Kathie will get my business! read more

My wife and myself have been working with them since 2013 and our financial life got better since we started working with Kathy, Alex and Irene. They have helped us put our taxes in order very effectively and efficiently. I never expected for taxes to be fun, and they are not, but when you talk to Kathy it is always fun. Taxes take forever to complete, Alex is always on it,to the degree that make us move things faster than we would do otherwise. In addition we work with them in evolving our finances to achieve our goals, and their consultation is invaluable. I have spend money and a lot of time with other advisors and felt like waste of time. Kathy is so knowledgeable and makes every conversion very relevant to you and your particular situation, make every single moment worth it. I am working on the services business and I can guarantee that the service you will get in competetaxsolutions will be outstanding, 100% focused on your needs, and you will have a great time doing it! read more

Recently I called Complete Tax Solutions and spoke to Kathy. I had a few tax questions and had planned to make an appointment however Kathy answered all my questions over the phone. I had called another accountant (who has very high ratings on yelp) and he did not really know the answers to my questions and quoted a price of $200 to come in and talk to him! Kathy was very friendly, helpful and gave me honest advice. If I ever need tax advice, I won't hesitate to call Kathy (and pay this time!). read more

CTS has been really great to work with for the last few years. Kathie, Jose Campos, and the whole team are super knowledgeable, friendly, responsive, and are wholeheartedly trusted with all our financial matters. read more

Kathie has been doing our taxes and investments for many years now and we couldn't be more satisfied with her work and advice. When we first consulted with Kathie, we were impressed with how knowledgeable and experienced she was. Any complex tax questions we had, she was able to answer while breaking down the information so it isn't as complex. As far as our investments, let's say we saw gains even during market's downward trends since Kathie started managing our portfolios. We fully trust Kathie and felt a yelp review was more than overdue. Please give Kathie and CTS a shot. You'll be more than impressed. read more

This review is years overdue. Kathie, Irene and Jose are the most knowledgeable, conscientious and simply wonderful financial advisers we have ever had (and we are not youngsters). They have found amazingly rewarding investments for us, as well as helped us get into a great long term care program. This past summer, they tracked us down in Alaska to get us some paperwork that greatly benefited us. We trust them because they have always taken excellent care of us. read more

We have been working with Complete Tax Solutions during the past year. What a difference a year makes! With the help of Kathie and her staff, she has guided us through the latest technology tools available like Quick Books Online in order to have our accounts under control at any time and for us to be self-sufficient. Kathie knows her stuff and has optimized our financial situation at a crucial time in both our business and personal lives. We highly recommend her services and are grateful for the piece of mind she has brought us. read more

For more than 10 years, my husband & I have trusted Kathie with obtaining every dime we are due on our tax returns each year and for her solid financial advice. Our portfolio is above the benchmark most of the time. Kathie recommends that we meet a few times throughout the year to see if we need to make any adjustments, taking into account for personal changes and/or the market as a whole. You'll find her to be an excellent teacher and is very patient. It is important to her to make sure that YOU understand your investment options and to help you make the best decisions for you as an individual. Thanks Kathie for the extra mile that you go for your clients. See ya in December! read more

Kathie Muhler is the best!!! I've been to her two times for two different business/tax issues I had here in California, and she was more than helpful. Kathie is so approachable and easy to talk to!! She thoroughly explains everything to a 'layman' like myself, weighing all the pros and cons of each situation. In addition, she is hugely knowledgable about all the details and legal ramifications directly related to doing business in California. She talked me through my last issue thoroughly and helped me enter all the data online, right there! I HIGHLY recommend her and Complete Tax Solutions for all your business and tax needs. She is professional, kind and very very helpful!!! Bravo!! read more

I had a complex tax question and spoke to Kathy whom helped me right over the phone. She took her time answering my questions with no obligations which displayed true professionalism. I would definitely use her as my tax accountant! read more

Words cannot express how lucky I am to have found Kathie Muler,an AWESOME EA!!!She resolved my 2010 tax matter in two weeks!!! And Irene's patience, understanding and follow through is an invaluable! I can't wait for my 2012 tax preparations and dive into some financial planning! read more

We had a quick consultation service from Kathie regarding our Stock option, and Kathie was very knowledgeable and friendly to explain all the options we have. They were very quick to respond to our email and addressed the issue concisely. I highly recommend Kathie and the team for any Tax related services! read more

Kathie has been our Financial Advisor and Tax Preparer for roughly ten years, seeing us through multiple home sales/purchases, job changes, annuity and IRA investments, 529 Plans, and significant income changes. We rely on her support and guidance throughout. She and her staff are very personable and caring. We moved to the East Bay, but continue to make the trip to Burlingame when we need to meet in person. Her location is very convenient, right off 101 not far from 92. read more

As usual, my wife and I waited to the last minute to get our taxes done. Based on the Yelp reviews, we decided to take a chance with Complete Tax Solutions. We were not disappointed and very happy with the service. They graciously squeezed us in and were patient while they sifted through our paperwork, and during the whole process they kept us at ease with their calm professional manners. After the papers had been filed, and on time! - we received an ugly letter from the IRS. The short of the long is Complete Tax Solutions quickly sorted out that the issue was with the IRS, kept us from jumping off the window ledge; the IRS acknowledged their mistake, and balance was restored to the universe. Highly recommended. read more