We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get professional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly read more

Simply Taxes - Tax Services Near Me - Oakley, California

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible schedules to meet in person or zoom.

Stacy is very knowledgeable and always a pleasure to work with. The fees for doing taxes are lower than most tax preparers. I would recommend giving her a call for a consultation. read more

Had an urgent IRS issue and reached out to Stacy as a brand-new client. She worked around my travel schedule, met with me immediately after I returned, and went far beyond the original scope to resolve a very complicated dispute. Thanks to her persistence and sharp handling, the IRS fully refunded and corrected the matter. Stacy is patient and clear with clients, but tenacious and relentless with the IRS. A true professional. I'm extremely grateful and impressed with Simply Taxes. read more

Quick, responsive, professional, knowledgeable and easy to work with. So happy that I found her!

My taxes are pretty straightforward nowadays and I wanted to go to someone local to get them done. Last year, I used an office here in town but didn't have a good feeling about them. Looking at Yelp, Simply Taxes has good ratings but you sometimes have to wonder how many, if any, reviews are written as a favor. I decided to go to Stacy and I'm glad I did. Her office is in her home and quite comfortable, as is working with her. As she looked over my previous return, she pointed out a couple of figures that could draw attention to my return, which made sense to me and confirmed my feelings about the previous tax preparer. All in all, I am happy with her work and will return. If you do not need a CPA and don't want to do your own taxes, I highly recommend Stacy. read more

Ugh! Its that time of year...but, Simply Taxes can help by doing all of the tedious work for you! Stacy is the best. She is both only professional, but more importantly is honest and super knowledgeable. She gives you tax saving advice, is responsive and quick! I found Simply Taxes after my previous preparer was not available and have not looked back! I will continue to go to Simply Taxes without a doubt! I know, I know, tax time is worse than going to the dentist, but trust me, Simply Taxes makes tax season a pain free walk in the park! Go see Simply Taxes for all your tax needs!!!! You won't regret it! read more

Stacy is excellent in reviewing your taxes carefully & she's admirably accurate. I had a different tax person for years but they are always rushing & didn't prioritize on quality work. I'm glad i was introduced to Stacy through a common client read more

Stacy is knowledgeable and so patient and helpful. I will be going to her for tax prep for many years to come.

Stacy was professional, friendly, and very helpful in filing our taxes. She is very responsive via email.

Stacy was amazing! So glad I found her on Yelp. She was super responsive and knowledgeable. I highly recommend her for your tax needs.

Stacy was extremely professional. I had to find a new tax preparer after my long time tax preparer moved their business out of state. I could not be more happier to find Stacy and Simple Taxes right here in Oakley. read more

5 stars is not enough Stacy should get 100 stars. If you are looking for the best person to do your taxes I highly recommend Stacy. She explained everything to me my wife about our taxes and what we can do for next year. Thank you Stacy read more

Stacy was awesome. She took the time to explain everything and answered all of my questions with expertise.

Glad I found Stacy. She is helpful and knowledgeable. Way way better than the CPA firm I used before. Highly recommended!

How can I simply put it...Reliable, Honest, Efficient and Trustworthy is how I would describe Stacy's professionalism. No issue is too small. Response time is quick. Thank you, Stacy for your expertise! read more

Stacy is great! She was extremely helpful and answered all my questions. I got an appointment quickly and wasn't long at all. I will definitely be using Stacy from now on! read more

Stacy has been doing our taxes for years and makes the whole process easy. She is professional and very knowledgeable on current laws and how they impact our family. She is flexible around my schedule and has a quick response time. She is always available to answer my questions throughout the year. read more

Professional and knowledgeable. Great customer service. I was seeking advice about gifting (tax consequences/ tax filing requirements) and about LLC. The owner was a pleasure to speak with and very helpful. read more

Stacy has done my taxes the past few years and has been great! She is so helpful and extremely professional. She has an answer for all of my questions and is very up to date with all necessary information. Stacy can help anyone looking for a simple tax file to people with more complicated tax needs. I highly recommend seeing Stacy if you want a easy, painless tax season! read more

Stacy of Simply Taxes is hands down the best! She works so quickly and accurately and is always courteous and helpful. Stacy takes all of the unnecessary stress away. Stacy and her top notch team, does exceptional quality of work on my taxes year after year. If you're looking for a knowledgeable, organized, efficient person to take care of your taxes, call Stacy. She's simply the Best choice for all of your tax needs. I would highly recommend Stacy and Simply Taxes. read more

Stacy has been doing our families taxes for years. She is incredibly professional and the only I would trust. She is able to help people with many different tax issues. If you want a professional to help with your taxes-Stacy is the one you need! read more

Stacy just helped my mom out with her taxes this year. My mom needed help last minute and Stacy didn't even bat an eye! She was able to get everything done quickly but thoroughly and counseled my mom on ways to improve her refunds in the future. We will definitely be using Stacy for my mom's taxes going forward! read more