All I have to say is that if you are looking for a new tax person, look no further. Kevin Leitner has been the most responsive communicator, clear and has guided us expertly with our taxes. He was even helping us troubleshoot a problem on tax day and he was so even keel and kind. My husband and I have seen a few other tax people in the past who had us dinged on taxes every year and weren't responsive. Completely the opposite experience here. We absolutely love Kevin ! read more

Absolutely incredible service and very detailed oriented, exactly what you want when it comes to paperwork specifics! I've been using TheTaxGuySF for my filings for years now, with the last few seasons being done by Kevin. I have a huge peace of mind knowing everything will be filed on time AND Kevin has helped us find deductions we didn't know we had qualified for :) Very thorough, extremely reliable, prompt replies to my questions. 5/5. I a a long term customer who is very happy! Chris M. read more

Poor to little response to build and confidence in ability to gangle my tax situation. Was very clear about specific irs form needs. They didn't even acknowledge my question rather just gave me stock vanilla answer. read more

Incredible service - they have done my taxes for two years now and I'm so beyond satisfied and relieved. My consultant was Tyler - Reliable, thorough, totally worth what I've paid and excellent communication - this has been a total blessing to find this company on Yelp, especially with a slight complication in my taxes this year. I highly recommend! read more

What would I do without The tax guy and his team! I've been coming here for yearssss, Alan and his team are the only people I trust with my taxes. Started with the W2's to owning my own lash extension business. Who knew there would be so so so much things I needed to do to get it started up legally. I had my business running without any knowledge on taxes, forming an llc, bookkeeping, quickbooks, everything and anything you can think of. Alan also hooked me up with Jean's bookkeeping services and my life has changed for ever. She set me up with quickbooks and making sure I know how to use it. Telling me what and what not to do , to make sure I keep my business expenses and sales organized. Every time I have a question, they are one call or email away! & when a form is due, they make sure I am aware of it. Fast forward couple years later, I feel much more in tuned and super organized with my business and I can't thank Alan & Jean enough. During the pandemic, Alan & his team reached out to all of their clients with so many resources on grants & government loans, even updating us where to find the fastest lender. I am for - ever grateful. This is like A1 service over here. I even had my friends asking me who's my accountant & bookkeeper is and I can't stop raving. They're amazing, save yourself the headache. Get off youtube or google, stop asking your friends for advice. Get this professional help with your taxes. Alan & Jean are always so patient with me and making sure that my books are in line and prepared for tax season. I wouldn't know what to do without them! Thank you so much The tax guy team, love yall! read more

The Tax Guy is an INCREDIBLE tax service that I have used for several years! Each year they are wonderfully communicative, fast, and thorough with my taxes. I have worked mostly with Alan who is an amazing representative of the company and I have also worked with Jean who is equally a tax/financial super hero :) If you are looking for great people to help you with your taxes, look no further than The Tax Guy!! :) read more

What a wonderful experience working with Jean at The Tax Guy SF! I have always been so frustrated working with other accountants and bookkeepers. Jean is proactive and on top of her game. She is a QB guru, asks the right questions and is always doing her best to ensure my books are accurate. She helps me plan ahead and is wonderful to work with. She is available and quick to respond to every email/call. I am so happy I found her. read more

TY 2022 was my first year using The Tax Guy SF and I had an excellent experience from onboarding to filing. I was assigned to Kevin Leitner, who was consistently knowledgeable, organized, prepared, responsive, professional and kind. I had a number of questions that Kevin answered with promptness, clarity and patience each time. The company online platform is easy to use and their prices are more than reasonable. I look forward to many more years with Kevin and The Tax Guy SF. read more

Everyone at TheTaxGuySF was polite and prompt during most of our interactions. Unfortunately, my tax preparer made a massive error on my taxes. This simple error (counting my income twice) caused me to overpay my taxes by over six figures. I mentioned that the tax bill was higher than expected, but the preparer assured me that this figure was correct. I made the payment. Months later, I got a second opinion from a different CPA. Sure enough: this CPA pointed out that I had, in fact, paid double what I owed. Once presented with this information again, TheTaxGuySF promptly confirmed their mistake, refunded my filing fee, and filed an amended return with the IRS + state of California. Almost a year later, I have not received one penny of my overpayment back from the IRS. While it is not TheTaxGuySF's fault for the IRS's lack of speed in the return of my money, it is their fault for not being detail oriented and putting me in this situation to begin with. Before I hired them, they assured me that they had experience filing taxes for individuals in my situation. They oversold and underdelivered. Their action to refund my filing fee was kind, but it does not make up for the six-figure shaped hole in my bank account. I followed up recently requesting any information about the slowness of the return, as I assumed TheTaxGuySF would have more insight into this process than I possibly could. My preparer responded with an indignant, rude, and testy attitude. Their message was essentially "this is not our problem now". No one is perfect. I am not a tax professional, so I hired a tax professional to avoid a catastrophic tax situation. It's safe to say that TheTaxGuySF did not fulfill my needs. I suppose a massive overpayment is better than any form of underpayment, but this quagmire is certainly a runner-up worst case scenario. Proceed with extreme caution. read more

Tyler helped me resolve my complicated notice from IRS. He put my mind at ease by keeping me updated on how to resolve everything. I will definitely be using their service again for my return next year. read more

A great experience, painless. After many years with HRB I wish I had found him sooner. I went in for the final signing felt comfortable with his knowledge and he explained everything to me answering all my questions. As I report income in the UK tax time has always been a time of dread for me and I truly hate it. I think Alan and this office will see me for many years - who knows we may grow old together:-) FYI he was recommended on the Nextdoor.com local website and I was glad someone took the time to respond to the recommendation request that was made for tax professional. read more

If I have only known or met Alan the tax guy years ago I'd probably have triple the savings and he's so affordable understanding and truly saved me 15k. For sure will be using his service from now on! Go to him for all your tax needs! You will not regret it! read more

I thought that it would be hard to find a tax preparer after being with the same company for over 30 years. After relocating I luckily found Alan Liang who truly helped me during my life changes not just in tax preparation but is knowledgeable on health insurance plans both domestically and internationally. Even while I made errors in reporting tax information, he was able to make changes promptly which lessened the burden I made. read more

Since my wife and I got married earlier this year, we both knew that we had to update our W4 and DE4 forms, and decided to look for help. We have been assigned to work with Alan. Alan has been super helpful, detailed and quick at responding to my emails. So far, he is saving us a some G's, that we are projected to owe the IRS next year. Definitely would recommended working with this team! read more

Alan is fantastic. He is professional, friendly, and knows his stuff. I used to do my taxes myself but the older I get the more complicated they seem to become and I am glad I found TheTaxGuySF. Definitely recommend. read more

I don't think there were any mistakes but I was asked a lot of times why I didn't use a free service instead....it didn't sit well with me.

I was looking for a good local "Tax Guy" for a while. And I found a team of real professionals! It was easy to make an appointment via app. Alan called me back in 24 hrs, asked questions and gave me a quote. My tax preparer was Jean - she is professional, fast, knowledgeable and patient. Everything was done in 45 min! I'm definitely coming back next year. read more

I've turned to TheTaxGuySF to prepare my taxes for the last two years and each time has been great. Tyler was very efficient and thorough in preparing my taxes and has been responsive in answering questions by email or over video call. The tax payments and refunds were in line with what I expected each time. Tyler is very knowledgeable and has helped me navigate through different scenarios that have come up, including estimated taxes and stock sales. read more

Filled out an online questionnaire - hit every question we had. Assigned to Tyler who is incredibly efficient. Great communication. Everything took a week without us even having to enter an office. Enrolled Agents is totally the way to go when dealing with complicated foreign filling taxes. Highly recommend! read more

I'm so glad I found Alan! This was my first year not doing my own taxes, and I was nervous about finding a trustworthy professional. However, Alan immediately put me at ease, before we even met. The website is extremely easy to navigate, and it was nice to see the qualifications and the process right up front. Alan's communication style is prompt, courteous and professional, and he is of course very knowledgeable. I dropped off the paperwork in person, and came back a week later to review the completed return. Alan took the time to answer my questions (both in-person and in an email follow-up), and even gave me a few tips to keep in mind for next year. Taxes are painful, but filing your return doesn't have to be! read more

Had an absolutely stellar experience with The Tax Guy SF working with Kevin Leitner. The initial engagement and onboarding was very easy. Once we got our forms in, it was simple to book an appointment and Kevin had everything done and ready for us to review exactly as planned. He spent time walking us through the returns and was able to adjust to handle a late form on our part. He was super quick and responsive and I felt very confident that our returns would be handled in a timely manner. We will definitely be working with Kevin going forward and I highly recommend them to anyone looking for a new tax preparer. read more

Alan is super friendly and knowledgable! He has helped me with my taxes for a few years now and he has been great. He always answers any questions I may have and guides me in how and in what I should be logging to keep track of my small business expenses. On top of that, he opened my eyes to realize that I don't have much of a plan as far as retirement and he introduced me to the benefits of having life insurance. I definitely feel confident that he has my best interest in mind in helping me plan my future. Alan is the best tax & life insurance guy! read more

Alan has been helping me with my tax since 2008, he is super knowledgeable and very understanding. He will always do his best to help a small business owner like me to file the taxes right. Highly recommended to everyone read more

I've been working with Alan for many years now and he is an extremely reliable professional. Not only is he a domain expert in taxes, he is also well versed in insurance, investment, and other financial services. He stays in touch with me throughout the year to offer free advise, notices, and reminders on important financial events. In my busy schedule I tend to lag in my responses. Alan stays on top of matters and helps me meet all the necessary deadlines. Looking forward to working with Alan again this year! read more

Alan is totally the go to guy whenever I have any questions regarding anything remotely relating to tax. Where do he retain all those informations and answer it in a split of a second. Alan has been handling my taxes for many years now. Tax can be a complicated and sensitive subject, its something one can consider beyond personal, so it takes time to find someone who you feel like you can trust. It's someone, you'll need to feel comfortable in speaking to. It's like your hair stylist, I'm pretty picky in who I go to. Or for guys who gets lined up, I hope you guys have that one barber who you can trust with that sharp sharp blade. When shopping around for your go to tax guy this season, give Alan a call. I can't say Alan is your cup of tea but he's definitely will be getting a call from me soon. read more

Solid, knowledgeable, seasoned and experienced, and flexible to cater to your availability. Alan has been completing my taxes for over 5 years, and has been available to answer tax related questions throughout the year. When I had situations such change in jobs, need more money on the paycheck, bonuses are issued, or other tax-related curiosity occurrences, Alan has always been available to respond with solutions and provides examples of practical situations. He is passionate in his work product. It is not a drop off and get it done type service (you're getting a bad tax return with drop off services). His service requires back and forth communication. He asked open ended questions to maximize your results, and can look into your prior returns to claim back bad filings. I used to get my taxes done by cheap and fast services. My results were low tax returns. Alan has been thorough since the beginning with a significant difference in my tax returns. read more

Where do I start. Alan has been my go to guy for tax or insurance related stuff for years. He is extremely knowledgeable and his work is infallible. Put it this way, he never fails you without putting a 100% first. He is always thoughtful and genuine in explaining things to me in simple terms. Without Alan in my world I would probably lose my insanity many times. read more

This was the 3rd year he did me and my husband's taxes and every year he's been helpful and knowledgeable. Every year we come to him, we learn something new. He gave advice without being pushy and seemed to genuinely care. He was professional, but nice, and we felt comfortable talking to him. Highly recommended. We will be coming back to him every year. read more

Professional, extremely knowledgeable, and effective. Very happy to have found this office, they have provided me peace of mind for years to come. read more

My taxes were complicated this year so I needed a professional to help. The TaxGuy was great, I sent all my documents electronically and had a video appt to go through everything. They filed them for me electronically and I can sleep again! read more

Alan is my family's tax guy, and he will remain our tax guy until we die! Sorry to be so morbid, but Alan is a gem and helps us through the circus of tax deductible expenses we have each year... I would recommend him to anyone looking for a good, reliable, efficient, kind tax-savvy accountant! read more

Alan is very knowledgeable, experienced, and sharp. He would know how to navigate through complex situations and will walk you through deductible expenses. He's incredibly helpful. Check him out, you won't regret it! read more

The best most knowledgeable Tax person I have ever been to and will continue permanently now and besides that so sweet . So efficient, I can't say enough about my experience. I've had to pay every year the Federal, not this year and I know the magic of Alan did it ! read more

Alan is an amazing person. Prior to utilizing his services, I would do my own taxes. This season, time was not a luxury I had because of work. I'm very happy I came to Alan. He was able to maximize my refund, and was able to educate me on making this next tax season beneficial to me. While Alan was preparing my taxes, I was able to relax and talk to him a bit - His business philosophy of quality over quantity is what sets him apart from others in the industry. He's honest, patient, and very knowledgeable of financial related subjects. Alan will now and forever be my tax consultant and future CPA (Good luck Alan!) You're going to make an amazing CPA! read more

TheTaxGuySF - And I got a free tote bag! - Tax Services Near Me - Pacifica, California

I can't say enough good things about the quality and professionalism from this team. Both Alan and Jean are outstanding people that care about their clients like they are family. Both take time to clearly explain the ins an outs of taxes and book keeping. I left the office fully understanding my taxes and books and was at ease knowing I was in good hands. I owe much of my business success to them both! read more

Alan filed my taxes last year, and Jared did them this year. They are both wonderful, and made the process a breeze! I visited the office this year and Jared took time to walk me through the return, what the tax situation would be like next year and answer all my questions. My sanity thanks them for a stress-free experience, and the cutest dog greeter at the door. read more

Saw Tyler at the tax guy SF, he was very quick and helpful. Gave me some tips on how to save a bit next year. I was probably in and out within 45 minutes. Got my return in about 2 weeks. I highly recommend these guys! I'll be back again next year! Thanks! read more

Can't say enough good things about Alan at TheTaxGuySF. For starters, our taxes are pretty complicated with W2 income, self-employment / rental income & childcare expenses, etc. Alan was great walking us through all the deductions and even suggested some things we can do this year to maximize even more. Making an appointment was quick and easy and I always appreciate meetings that start / end on time. I told him in advance our filing status and he sent over a questionnaire to help me organize the docs he would need. This made the process much simpler / efficient than some other places I've gone to. Even though it was in the middle of tax season and I'm sure he was super busy, he didn't rush through our filing and made sure everything was accurate. Thanks to him, we received our return in record time. I'm so glad we found him and it's great to have him as our go-to tax guy. Highly recommended!!! read more

Thanks to a quick Yelp search on a high rated tax pros in SF, we found Alan. I called a few others and Alan stuck out instantly as someone friendly who was sharp, with positive vibes. Working with him was smooth and easy to prepare the paperwork. He was generously patient with our questions and genuine in his answers. He's great at email responses and went above and beyond to fix past tax years we needed fixing. He really knows all the hidden deductions my tax software didn't and Alan literally saved us $$$$. I would definitely recommend him to anyone. read more

Alan has been instrumental in helping me with now 3 years' worth of income tax filings. I had one year that was quite complicated for me, and Alan managed through it with ease and calm, and without judgment. He clearly explained to me in terms I could understand what the status was for each of my filings and exactly what actions I needed to take and documents I needed to provide. Alan is knowledgeable, transparent, and pleasant to work with. I am grateful for his help!! read more