Incredibly patient with all my tax-filing questions (and there were a lot!), and took the time to…read morewalk me through the entire process so I actually understood what was going on. I never felt rushed or talked down to--just really supported. Something I hadn't really experienced with the last person I used and had done for many years Super knowledgeable, easy to talk to, and most importantly, I felt like I could totally trust them. If you're looking for someone who's patient, insightful, and genuinely helpful, I definitely recommend.

Professional, knowledgeable, connected, dedicated, straightforward and compassionate in a…read moreprofessional way. Good at what they do.

We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional 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

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

Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

Ameer is incredibly informed, generous with his time and provides completely though-out responses…read more Couldn't recommend a better CPA in the bay than him.

BEWARE!!!! Ron…read moreReagan is very unprofessional, refused to admit to multiple mistakes and deflected all his errors back to me. - He said I submitted too much paper when, in reality, I uploaded everything he required to his website. It was his decision to print them. - He missed information on our 1099's that would've resulted in an IRS audit and heavy fines had I not found the errors. - Reagan said that it was my responsibility to go through the return with a fine tooth comb to make sure there were no errors.THAT'S HIS JOB!!!!! We are not tax professionals and are not skilled enough to audit his work. - He submitted a junk return, obviously did not check his work, and then expected us to do his job for him and find the multiple errors he made. USE REAGAN MANAGEMENT SERVICES AT YOUR OWN RISK.

I paid $2,000 and Ron didn't finish the job!…read more As a new small business owner (4years) my taxes were more complicated than an individual and when we ran into a problem, Ron wasn't knowledgeable enough to handle it. I had to consult with another tax specialist which brought a new solution to the table. I had already paid Ron $2,000 to prepare my taxes. I was open to hiring the new consultant to work with Ron to help him file my taxes properly but he arrogantly refused. Now I'm left with tax returns Ron prepared that cannot be filled, so the only option now is to hire another tax preparer to redo everything I had already paid Ron to do. If you're a small business owner looking to qualify for a home mortgage loan in the near future, these tax services may not be for you. I understood my situation was complicated but $2,000 were paid and I'm literally back to ground zero. Ron obviously disagreed and told me that he worked to prepare my taxes and that was his job which he accomplished. These corporate tax returns were not accepted by the IRS so I don't understand the value he provided, It literally feels like I've been robbed.

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 is our first experience with Ara. We are delighted. She is very professional and…read moreknowledgeable. She took her time to explain everything and to make sure we got the best results. Also timely and her fee is very reasonable. We will use her again and refer anyone who needs their taxes done.

Ara just completed my taxes last month! I went in with anticipation that I would need to pay taxes…read morefor my 1099. Well I sure was delightfully surprised when Ara did her magic, asked all the right questions to learn about my situation and what I could and couldn't write off. I always thought to default to standard deduction, but Ara is the pro and she asked for information and I got it to her. It took only about 2 weeks and she got me money back!!! I could not believe it. She's professional, relatable and super knowledgeable. I will definitely be going to her each year. She's awesome!

I have had Michele doing my bussiness & personal taxes since 1980 something! She is the best…read moreperiod!!!!!!

They have been keeping our tax records for over 30 years. We have followed them from Los Gatos, to…read moreSanta Clara and now to Brentwood. You couldn't pay us to change. They are always up-to-date informed on all of the latest changes. In addition to being wicked smart about the tax system, and filing. They're quick to respond to questions and able to explain things so even the clueless can understand. Life is better with a smart, trusted IRS Enrolled Agent in charge of our annual filings, for both business and personal returns. We Love Them! How often do you hear that about tax people? Northern California Tax Consultants; THEY ARE THE BEST!

Tuyet is a very knowledgeable CPA and was very helpful with tax advice on a real estate sale. With…read moreher advice I was able to reduce the tax burden on the proceeds and future tax planning. I highly recommend her for tax preparation and real estate sales planning and advice.

I've reached out to several tax experts regarding my upcoming tax situation in selling a property…read more I received a very informative consultation from Tuyet - she was able to clarify IRS rules in regard to joint tenancy and capital gains rules. Very knowledgeable and answered all my concerns. I'm going to be a happy customer!