We have been using EzTax Service for over 25 years and we can highly recommend them as a careful,…read moreprofessional service.

Knowledgable, we learned new things this year about our taxes. Better prices and customer service…read morethan H&R.

Over the past three weeks, I have called this company twice to set a time to come in to discuss the…read morefinal tax return for my brothers estate. On both occasions, I was promised an email with appointment times available and some info. Nothing has been received. I can only surmise that they have more business than they can handle and probably don't need mine. So, I will look elsewhere. I would much rather they said that they don't want my business so I could move on rather than waste my time.

I called last year to get some help on my taxes. The first thing they told me was that they were…read moreonly doing business with "big" accounts now and their minimum cost for a tax return was $750. They did give a good referral.

I have never met a more unprofessional property manager than Kane. He does not know bylaws,…read morecorporate code, civil code nor does he even know our CC&Rs. He has fraudulently doctored bids to send to a lawyer to appear as thoughthere's an emergency and now we've been assessed nearly $250k for decks that each unit owns. And he refuses to negotiate or even have our own president speak on our behalf. He refuses to negotiate with the remaining 3 of 7 units. I tried requesting an extension and was denied. So I'm going to be fined a $3k late because he and the Beach Hull Vista Board are all conducting fraudulent business behind our backs and refusing to conduct elections or even have discussions it's horribly shameful

Kane Silvergerg and his staff are amazing. I have been working with Kane for over 10 years and he…read moreis the best in his field. If you need any advice or help with mortgage he is your man. His staff is wonderful and is an obvious extention to his professional yet welcoming office.

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent…read moreinfo to the wrong email and phone over and over again...even though we corrected them everytime. They weren't returning any phone calls I had to walk into their office. Another time I needed a notary. Left messages, Noone ever called back. The last tax return was awful as you might imagine. They answered zero questions I posed in my paperwork, instead they just filed my returns without that critical info. I also feel they line charge for many items that should just be part of the service. When called to get help with getting copies of my returns sent to my new tax preparer. They said it's $75 per year. I said this is part of why I left. She hung up on me. GO ELSEWHERE FOR TAX PREPARATION

No one looks at your stuff, but one person who doesn't even have her CPA license. The owner is so…read moreoverworked and can not give enough time for reviewing work done because he has to put his name on all work performed. If your company is small and wants cheap fast work down and dirty, this is your place. The service is just how fast and how quick can we get your stuff out the door, with out considering anything else. But, they will sell you the moon and provide the bare essentials.

I agree, Susan Robinson was terrific, but unfortunately she has not been there for a long while…read more.. Based on the recent disastrous service we received from BTA when our 2014 tax returns were prepared I am astounded that they are still in business. In fact I ought to have sent an invoice to BTA for sorting out a multitude of confusion and problems that I had hired them to do. I spent hours dealing with a group in India via emails and phone calls at late hours in an effort to resolve the most simple queries. Though I had already provided my QB files and other necessary information to the local BTA office well in advance of tax deadlines, but it seemed that they had never received any of it. I sensed the group in India were highly competent but had not received all of our documents, and more importantly they got no assistance from the Santa Cruz office. I actually ended up feeling rather sorry for the tax group and they expressed apologies for the confusion that lead to mistakes...which I caught! This brings me to the BTA local office in particular. During the chaos I'd also sent emails and made phone calls to the SC office in attempt to enlist help and/or get answers as to why this was all happening. I do not recall one returned phone call. And when I was able to reach someone, more than once my inquiries were answered with (something akin to) "the preparation of tax returns is now handled by our tax division group of qualified CPAs, please talk with them". This is no way to do business. The experience was made worse because I never received a follow-up phone call nor an apology. That alone told me a lot...

I've been working with BTA for 10 years and have been really satisfied with the work the company…read morehas done for me in my growing stages of business. I own Dynamic Cleaning and BTA handles all of my bookkeeping and financial statements including payroll twice a month. There were some issues initially with the sale of the business in 2015 but with the transition over to Robert and Susan everything has been great. There is always someone in the office to answer a question and see me when I drop off my paperwork. I trust them with everything.

Disclaimer: I do not like giving 1 star reviews, but in this case, it is more than sour grapes, it…read morewas simply an awful experience. We just purchased our 9th home, and the experience with RPM was by far the most disappointing of all the loans we have received. We are very familiar with the loan process having been through it many times before, including as recent as 2012. To make a long story short, we wanted a 7/1ARM product, to which RPM agreed, sent the GFE, and marched forward.On the 17th day, the day contingincies needed to be lifted, RPM informed me, out of the blue, that they needed another 5 days to get the loan, which jeopardized our buying the house. (The house had backup offers). In the end we had to quickly switch products...to a 30 y fixed, the loan we absolutely did not want, at a full point higher, resulting in an additional $300 month payment. Unfortunately, I now am shopping for a new loan, with a new lender, only one month into my loan with RPM. My guess is the loan advisors all have different experience levels and ours was not familiar with the 7/1 product and miscalculated the timings. I will note the branch manager, Jennifer Walker, is attempting to resolve the issue but to date has not. I will update this review if a remedy is found. This loan was incredibly mishandled and we were caught in the middle, causing our family much stress in our move and relocation. I would not recommend RPM to any of my colleagues.

Jennifer Walker is my #1 referred lender. When I call with a client who needs to know if they…read morequalify for a loan she calls them as soon as possible. What I like about Jennifer for my clients is she goes over their total financial package. She wants to know not only will if the client can afford the home loan but can they afford to be a home owner. If they need help with improving their credit, if they need budgeting tips she is there as an overall financial resource. She is patient and kind and always very positive. She also has worked with my clients for years as they save, or pay down debt and improve credit. She is one of a kind and my first call!

Timothy is awesome. He was recommended to my husband and I by good friends of ours. After a…read morenightmare with TurboTax and Covered CA, Timothy took time out of his very busy schedule to look over our return. He provided very good advice and explanation for our situation within a day! I highly recommend him!

Well..... I don't know what to say here. I almost didn't write this review, but after the call I…read morejust had, I felt like I should. I gave 3 stars because this review isn't of his accounting skills (which I won't have the chance to experience), but rather his customer service, so I tried to be fair. After reading the great reviews I tried to call today to see if Tim might be a good fit for our business and 2 families that own the business. When he picked up the phone it sounded like I interrupted him. I asked if it was a good time to talk. He was a bit short-sounding in his response, so reading that, I asked if there might be a better time to connect. Again, the reply was short in tone and certainly not what I was looking for in a person who would be this important in our lives. I am happy he seemingly has enough business, but I guess we will have to continue our search.

As first time home buyers, the sheer idea of buying a house can be overwhelming. From day 1, Matt…read moreand his team were patient, thorough more than willing to help answer (and re-answer) all our novice questions. We left Matt's office confident that if/when we bought a home, O2 would be our lender. Then we found a house... It was a brand new build in Hollister, CA. The builder makes it seem like going with their lender is the only logical, economical choice because of the "credit" they give you towards your closing costs. Needless to say, we drank the kool-aid and signed on the (many) dotted lines. Matt was understanding and even offered to be a second pair of eyes if anything about the contract was confusing. What a guy! Fast forward 6.5 months, we are about to close, and I reach out to Matt jusssttt to make sure we're actually getting a decent deal. THIS CALL SAVED US $100,000. As it turns out, O2's rates were better, their fees were lower and the "credit" we thought we were getting is immediately erased by a fee they charge, so it's a total wash. Matt and his team worked round the clock to make sure we were still able to close on time, which we did. They were prompt, considerate and meticulous. My only regret is not going back to Matt and his team sooner. Whether you are a first-timer like us, or a seasoned home buyer, we HIGHLY RECOMMEND Matt Falconer, Danny Schaezlein and the team at 02 Mortgage. We are life-long customers!

Matt helped make the most important (and what I thought would be the most complicated) purchase of…read moremy life easy and stress-free. Anything I was worried or confused about was resolved with efficiency and care. Thank you Matt : )