I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work…read morewith, and super friendly. and caring.

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!

I can't say enough good things about John Mao at Argus CPA. When our CPA unexpectedly retired and…read moreour corporate return was due on March 15, John came to the rescue. He was calm, detail-oriented, and genuinely caring about getting it right. He turned a stressful moment into a relief. I wish I could give him more than five stars!

John, you are just amazing! Our business has income tax…read moreissues and John helped us resolve them. Not only is he very knowledgeable (and you can tell from others who cannot answer your questions; they just keep on talking.), he is very kind, considerate of what our challenges are. (again; others including our recent tax attorney just reciting the tax laws that do not even apply to our conditions.) He listens, focuses on the issues, and able to answer the tax questions we have. Terrific!

Very patient person and kind. She came highly recommended to me. She took me on and that will…read morehelp me a lot next year for taxes. She appears quite detailed and direct, both qualities are commendable.

Had a good experience with Jing for my 2020/2021 tax filings. unfortunately, my experience in…read morepreparation for 2022 was nothing but good. made an appt, sat on the zoom for 15 min alone with no indication of a delay. Called the office, the reception male said verbatim: Reception: "yep, she's on her way" Myself: "okay, i wasn't made aware she was running late" Reception: HANGS UP shocking really. unfortunately i did not move forward with my call with Jing when she arrived on the zoom. i can't trust my taxes with an organization with these standards in customer service and partnership.

For many years, Yelp has proven to be a treasure trove of the best people we could ever hope for to…read morehelp our family with real estate, property management, auto repair, pest control, and most recently, Pendleton Tax Services. After an initial phone consultation, we met with Derrick to go over our taxes and come up with a tailored system to keep as much of our money as we possibly could in our hands rather than handing it over to the IRS. We spent a good deal of time together, and ended up with a very sound strategy after covering all the bases. We found Derrick to be very personable and easy to talk with, knowledgeable about everything under the sun in the world of taxation, responsive to all of our needs and concerns, and someone we could fully trust as our representative to deal with the IRS. As an Enrolled Agent, we have complete confidence that Derrick would be fully able to handle the IRS in any negotiation process that might arise in the unlikely event that we would ever be in that situation. After building a remarkably sound foundation, we discovered, to our surprise, that Derrick was including this critical work as part of our yearly tax preparation fee (which is very reasonable), and was not charging us anything for all the time he spent getting us ready for the 2020 tax year! We couldn't be happier to have him on board, and we can tell you without any reservation that you will be most satisfied with Pendleton Tax Services helping you take care of all of your tax preparation and strategy needs.

One of the more interesting things about completing your taxes is that you only do taxes once a…read moreyear! When it boils down to making a decision on where to do your taxes, Derrick is your guy! Let me tell you why you should switch your tax professional to Derrick Pendleton.... It's to your benefit. You'll get your money's worth! Derrick is super friendly, understanding and alleviates the stress off your shoulders. I can't stress it enough, he takes his time with you versus rushing you out the door. I would suggest brainstorming questions to ask, and bringing those questions with you to save time. I always come with a notepad filled with 20 questions or more that came to mind in the time leading up to my appointment. For myself, I gather my tax documents in January, then I schedule my appointment soon after. There are so many people who wait last minute. Don't be one of them. For your convenience, you could also email your documents vial email versus going into the office. I personally like meeting in person, but Derrick is open to whatever is convenient for you. Once he receives your paperwork, you will receive an email from him when your taxes are complete. Overall, I love Pendleton Tax Services!

Jong is an excellent consultant, he's an expert in accounting and real estate. I've been seeking…read morefor an accountant for a few weeks and got really lucky when another accountant referred me to Jong. He was punctual to meet us and very flexible to meet us at either Fremont or their Walnut Creek location. He exceeded our expectation and was very friendly. He is extremely smart and I've come to learned that their specialties are Real Estate, Report of Foreign Bank and Financial Accounts (FBAR)/Foreign Account Tax Compliance Act (FATCA), Tax Treaty, Nonresident Tax Report and Start-up Company Set-up and to advise you on your Financial/Business decisions. I am definitely going to him for 2015 taxes because he can advise me on many of these factors that I needed help on.

Jong was extremely helpful. He answered all of my questions…read moreextensively, no matter how long, easy or difficult they were. He responded very fast and also got my taxes done super fast. Would definitely recommend!

Jeff is great. This was my first year using him and I'm very pleased. He got me in and out in a…read moretimely manner. He is very thorough in his answers and always answers the phone if you have questions. His wife is also a very wonderful lady. I will continue to come back and send referrals.

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 scheduled a call with Oscar, who was a great help! He patiently and thoroughly responded to all…read moremy questions and provided necessary resources for after the call. I greatly appreciate his time and knowledge!

They have taken care of our taxes accurately for the last seven years. Would not go anywhere…read moreelse.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

On my first visit there I met Anna Santa Maria who is the owner and she is fantastic. Very…read moreprofessional put together and has great presence. To go to the office you have to go through the Alpine pastry door, sign, and ascend to the second floor and go to your left where her receptionist will check you in and then take you over to see her. Most likely going to use her for my taxes and to help with tax advice.

Ana has been taking care of my family for years! She is amazing at what she does and we cannot…read morerecommend her enough!