I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

This year is my second year having Shinji from Padgett Advisors file my taxes. He is great!…read moreExcellent service, very professional. I'm very glad I found someone as trust worthy as Shinji. Will for sure continue to go to Padgett Advisors for the years to come.

Shinji is very helpful, knowledgeable, and very easy to communicate with the person who's doing…read moretheir taxes. I highly recommend Shinji to anyone in need of completing their taxes done.

I am still working with Barry and his team. I am grateful to have experts support me!read more

I used him for years. Took my money, I couldn't get a return due to an error. I tried to get Barry…read moreto help me for 7 months. He would not return my emails. He took my money and I never got a return or a refund. I had to go to another CPA to fix all the errors.

Rex has been doing my taxes for well over a decade. Long ago he helped myself and my business…read morethrough a tough time and has been my accountant ever since. He brings a very human touch to his practice. I live on the opposite coast now and Rex is still doing my taxes. I can't recommend his services highly enough.

Rex Davis CPA and his staff bring a human touch to the world of finance and taxes. They saw me…read morethrough a year long IRS audit with my personal taxes and have been handling the returns for a non-profit I am director of. I highly recommend Rex and his associates.

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

This is a great family owned country have your taxes done. They are very kind, friendly and super…read moresupportive.

Tom helped me with complex taxes. He patiently met with me over weekends and evenings, the only…read moretimes I was free from work obligations repeatedly to have them completed. He was always on time and available and called IRS on several occasions on my behalf in front of me and in my absence to have questions answered. Very hard working. Thank you Tom!

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!

I've been going to Mt Diablo Tax Pros for about 5 years now. They are absolutely the best! Very…read moreinformative and helpful. It's so much better going to them, than trying to work through turbo tax and make guesses. I turned in my documents about a week ago and they already finished all my taxes and should be getting a return in a couple of weeks!

Called, spoke to Susan, when I said I was looking for a new accountant, she laughed and said "why…read moreare you looking for one now". I explained my previous accountant went out of business, she still thought that was funny. I was so disappointed in her response , unprofessional and obviously does not want new clients. Even stranger she said she needed to see my last year's taxes to determine if I was a good fit for her company. I have never been treated in such an unkind by any Lafayette business in the 20 years I have lived here.

Recently I had a question about my mother's taxes. Although I am a client of Sues my mom's is not…read morea client . Sue was very nice to take a look at my mom's paperwork and made me feel comfortable about what I needed to know and I could advise my mom without worry.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.