I reached out to this company because they offer a free 30-minute consultation, which caught my…read moreattention. I scheduled a call and got a confirmation, but on the day of the appointment, no one called me. I followed up about an hour later and was told the rep had an emergency, so we rescheduled for two days later. The same thing happened again. It's now been over an hour past the scheduled time and still no call or communication. At this point, it feels like the free consultation doesn't really mean much if they can't even show up or follow through. This is supposed to be the stage where they make a good first impression, and unfortunately that didn't happen. If they can't respect my time before I'm even a client, it's hard to trust that they will after. Overall, pretty disappointing experience. Edited: picture added in response to their company rep's message.

Getting my taxes done again here this year. Very professional business, always nice to visit here,…read moreit feels like you have the smartest people by your side. Clean waiting area and good parking, very close to the freeway.

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax…read morepreparation services to review my completed return. I had a great experience working with Geovanna and found her to be knowledgeable, clear and kind. I felt like we had achieved the best possible outcome and I will work with them again for future tax needs.

I have had a business relationship Kendall Financial Services since 1994; i know she was in…read morebusiness several years prior... KFS meets/exceeds several of my criteria when it comes to a professional relationship: - my finances are important to me; when I have a question or a project, I want to be able to reach the people that have the answers - and quickly. KFS is great when it comes to being readily available / part of Monica's high work ethic. - lead by example: Monica has personally done well for herself; I would hesitate having a person giving me financial advice who is in bankruptcy - I have watched her leapfrog three offices and she is on a constant path of growth (built a-top stability) and I personally applaud her. Lastly, she has consistent staff who I trust and have a relationship with; I don't want to have to share sensitive personal information with a different person every-other month. I am a big fan of management that maintains a "successful workplace" / loner-term staff is usually a reflection of a positive management style. Thank you Monica and staff for taking care of my personal and business finances through the years.

Monica is a tax expert. She and her staff are exceptionally efficient , knowledgeable,and…read more professional . Her knowledge of up to date tax law makes it easier for her to assess your personal or business tax needs. Simply the best. Thank you , Kendall Financial Services.

Ivan with Rivera Tax & Finance is great. He is always looking out for my best interests when it…read morecomes to my taxes as well as my books. Ivan is second to none at what he does and I highly recommend him.

I paid Ivan Rivera $400 to file my 2022 taxes. Come to find out the paperwork that he issued was…read morefaulty and the IRS rejected the 2022 returns. He claims that he helped me but he won't refund me the money and now he's cussing me out and threatening me via text and email . He's using very derogatory terms and slang that I can't mention on this platform. Never have I met such an unprofessional accountant. His attitude is very poor towards his clients that paid him hard-earned cash. He says he will call the IRS tomorrow but I don't believe him.

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

Gwen and her company have been serving my tax, and small business accounting needs (Randy's…read moreJanitorial) for over ten years. She assisted in the inception of my business in 2019, and prior to that she served my personal tax/financial needs. Quality, knowledge, and integrity is what you should expect when hiring her and her team.

GWEN BROUSSARD IS OUR MIRACLE WORKER AND THE BEST IN THE BUSINESS!…read more This is an extremely long review, but please read it unto the end: We were currently living in a beautiful, convenient, brand new downtown Oakland apartment. Due to circumstances beyond our control, we were given a 90 days' notice to vacate! A dear church member put us in touch with a mortgage lender who qualified us for enough to make a purchase and we were given one of their real estate agents to work with. Being new to the entire process and not knowing that we could use the lender for funding, but select our own agent was traumatic at best! The agent soon dropped us and we were left dead in the water, with now less than 60 days to vacate our unit! We came to Gwen under the direst of circumstances and implored her real-estate prowess for assistance. She gave us a timeline and said "Stick with me and WE WILL FIND YOU A HOME." She was thorough, efficient, patient and no-nonsense (in working w/the seller's agents). She held our hands and walked us through EVERY STEP OF THE PROCESS! From going out to look for homes daily, on down to explaining all the ins and outs of the contracts/agreements, to connecting us with the finest network of agencies, (i.e. home and pest inspectors, etc.) to assist us in the purchasing process. She is a down-right maven, an authority and expert in all things real estate! I can't imagine NOT having had her to be our agent for purchasing our first home! She encouraged us until the very end. There were MANY times we wanted to give up. We were facing this incredible deadline and didn't know if we should just throw in the towel and rent an apartment for $2200/month or to keep searching. She made the entire ordeal something we could totally conquer and wondered why we hadn't sought out her services sooner! We got an offer accepted on our new home about a month before we were mandated to be out of our apartment. She made it possible for the deal to be expedited and we were able to move out of our apartment and received the keys to our beautiful new home on the same day! Our mortgage is several hundred dollars below what we would have given away in rent. Our home is absolutely amazing and perfect for our little family; our neighborhood is cute and the neighbors are friendly. I recommend Gwen not only to YOU but to anyone! As a matter of fact, I recently did recommend someone to her. I had the opportunity to share with her how easy the entire process was with Gwen and how her knowledge and understanding of real estate is a must have and just how REALLY DOABLE the home buying process is with a fantastic agent. She not only took my suggestion and contacted Gwen, but do you know SHE TOO just received the keys to her new home and her deal was completed in even less time than ours! I myself was amazed at how quick the transaction happened from start to finish! I'm telling you from my own personal experience, IF YOU DON'T HAVE A REAL ESTATE AGENT - DO YOURSELF A FAVOR - GET GWEN!!!! You'll thank me that you did and soon be sending my invitation to the housewarming party for YOUR new home! Thanks Gwen Broussard for making a lifelong dream our present day reality for our family.

I have had Tom, and now Byron, doing my taxes for over 20 years now. This company is professional,…read morefriendly, and makes dropping off and receiving our tax documents very easy. We have never had any problems with the IRS or anything like that. If you want fast, friendly service, I would highly recommend Lynden and Company for all of your tax needs.

Byron Lynden and Tom Lynden are both incredibly professional and kind. They have been my tax…read moreadvisors for years. They provide comprehensive, clear, and straight forward advice and guidance on various tax issues. I highly recommend them.