I'm utterly shocked at the difficulty it is to communicate with this business. I faithfully chose this company for tax preparation because they were on Dave Ramsey's trusted list of businesses but do have my regrets. The hidden fees, the ghosting, no follow-through when my taxes got lost (yes, this was panic-worthy), the amended taxes months later with zero communication, just a mailed packet. At the very least, a phone call explaining this amendment would be appreciated. I then called multiple times asking to speak with someone and am still waiting. It's been weeks. I'm just at a loss at this point. Adding a second star only because Kimberley was very kind the day she prepared the taxes. But the rest of the experience has been bad. Bad! read more

Vantage Point tax filings were not completed on time, leading to extensions, and in causing me to accrue penalties and interest. The company has poor customer service and administrative failures. read more

Not the same service as before as when she first opened her business. Before she was charismatic, smiled and personable. This year, she lost her customer service skills, rushes through the taxes, doesn't ask the client any questions and bluntly just stares at her computer screen. I will no longer support this business and many of my coworkers also stop going to her for the same reason. Oh and the worst part is that she never gives you a good tax return. read more

Unfortunately the level of service is now non existent. I had met with her in February to get an early start but after months of continual follow up Kimberly did not return my calls or emails or file my returns by the deadline even after repeated attempts for status. 2 weeks past the filing deadline and her office staff telling me she was working on it, I had to go to her office to obtain my paperwork and only then learned an extension was filed (thankfully) but no ther work was done - I was still charged penalties from the delay of course. my experience is similar to the other recent reviews and it is disappointing to have been caught in the cross fire of whatever may have been happening professionally or personally with her and her business. read more

If I could give zero stars, I would. This was by far the most unprofessional, disorganized, and flat-out disrespectful experience I've ever had with any service--let alone something as important as taxes. I was dragged along for MONTHS, starting in October 2024, with nothing but empty promises that my taxes were being worked on. I was repeatedly told papers were coming, that things were being filed--spoiler alert: nothing ever was. Emails went unanswered for weeks. Phone calls ignored. I was once left on hold for over an hour until the office closed, and no one ever picked up. No callback. No explanation. Nothing. When I tried to get answers, I was literally called "annoying" for following up too often. Apparently asking for basic communication and updates on something time-sensitive makes me a problem. What kind of business thinks that's okay? To make things worse, I was told my tax extension was taken care of. It wasn't. I had to scramble and file it myself at the last minute. And just to top it off, they bashed my bookkeeper's work without offering anything useful to move forward. This whole experience was a nightmare. Unresponsive, rude, unreliable, and careless. I wasted half a year trusting these people to handle something critical, and they couldn't even manage the bare minimum. Stay far, far away. read more

It was very disappointing how it turned out with Kimberley pollard. All the promise but nothing to show for. She failed to do my 2023 taxes. And did not provide any financial updates for 2023 and 2024. but did not hesitated to auto withdraw from my account even though she is not my accountant anymore. I own a coffee shop across her business. You think she would have a fiduciary to service her client. They don't answer your phone calls. Hardly ever replies to the email. No matter how important it is. If you ask Noreen the front desk person she has no clue what is going on and come up with some bullshit just to buy some time. read more

Completely ghosted us, for both personal and our business returns. Talked big about her knowledge but vanished completely 3 weeks before tax day. We have called and emailed over a dozen times, and now get an auto-reply saying Kimberley is on a hiking trip for 5 months. It's now the end of May, and we don't know if our taxes were filed at all, or if we are being penalized. Now we have to start over with someone else, totally clueless as to our standing with the IRS and CA. Fraud feels like an appropriate term. read more

I was ghosted with personal and business taxes undone. No calls or emails office is closed. Very disheartening because they toke good care of use last tax season. Learned my leason. At least the extensions were files read more

Kim is good at what she does but her customer service, scheduling, returning calls, are a nightmare. Someone in her office cancelled my appointment in mid March and never returned my calls to reschedule. I was told that Kim would work on my taxes and we'd schedule a 10 minute meeting to review the details - that never happened. Last minute, on my own, I tried to file an extension but the IRS stated that it had been filed - I can only assume that the extension was filed by Kim's office. It's been over two weeks since the deadline and I have left messages to no avail. During one brief conversation with office staff, they admitted that "someone" had not printed all of my files. Again, I was promised a returned call within 24 hours, but that NEVER happened. read more

I had my taxes done with Kimberly who was very knowledgeable. This review is not necessarily for her - I thought she was pleasant to work with, knowledgeable, and knew her stuff. She breezed through our tax appointment in 15 minutes and talked really fast and I felt rushed. All that is fine and I guess I would still go back to her again for my taxes. This review is for the office, who seem to make multiple mistakes that are kinda scary given that they have my very personal information in their hands. I received two emails meant for someone else, and when I got my tax return, my name wasn't even correct on the envelope. These mistakes like I said make me nervous. Who knows if someone else is getting my information sent to them by mistake?? These sort of mistakes are really unprofessional. Also, getting in touch with someone at the office is difficult by phone or email. I know they're busy as it's mid tax season but still. read more

Vantage Point Business Services Corp - My name is not Ashley. - Payroll Services Near Me - Tracy, California

Kim's got a great personality and looks like she's at the top of her game. The problem is they never answer the phone or emails. It is painful to get someone to email you back after the initial meeting. I literally had to walk into her office for an answer, and they told me to communicate with phone Or email next time. LOL, but you never answer I thought. I did my 2020 taxes with them and they filed late after pleading with them over email. Really late, even though I showed up at her office in February and the taxes due date was on COVID time. So if you're on island time then go for it. She IS KNOWLEDGEABLE, so to give her credit maybe she was super busy when I was trying to deal with her in which case she should have stopped taking clients. read more

In search of a Tax professional to do crypto currency's as my regular guy was not familiar, I was referred to Kimberly. She must be the Hardest working Gal in Tracy period. I had many phone calls with her, some late night. Her work ethic made me a believer. She has my business from here on out. Thank you Kimberly to you and your staff. I really appreciate you getting me taken care of so quickly. God Bless. read more

Scheduled for tax appt, never sent me a list of items i needed to bring as they promised. Emailed me 24 hours before appt with items i need. I told them in the beginning I have multiple tax filings for personal and business not something I can collect overnight. Multiple staff that has no communication between themselves. Will be going back to taxpath this year. read more

Kimberley received my tax documents on Feb 16, 2021. She filed an extension. During that time I made many phone calls, started out once a day up to 4 times in a day. I also sat in her lobby in hopes to get updates knowing April 15th was getting closer, she never returned my calls. She finally completed my taxes on Oct. 4, 2021. She filed an extension. But never advised me to send in an estimated amount by April 15th. I am not a tax person. I trusted her to be the professional and direct me on what I needed to do. She didn't. I have accrued over 10k in penalties and interest charges from both the IRS and State. When I told her this was on her (her fault), what was she going to do to make it right. Her reply was a discount on 2022 taxes. I did not go back. The investor who recommended her to me was very apologetic and said he will not send anyone else her way. read more

We moved to the area a few years ago and were looking for someone new to do our taxes, I was able to find Kimberly listed as an EA. This is our second year meeting with her and she is great! Very efficient and knowledgeable, but also really funny, which makes the appointment go by faster. We had been nervous for our tax appt but she had a story and some jokes that got us laughing and made us feel comfortable. Highly recommend her. read more

Kimberley is quick, to the point and has a wealth of information. I will most definitely take advantage of her free summer consultations to help you gage where you're at and recommendations on adjustments to take advantage of any tax relief we can get. Thanks you Kimberley and your team! read more

Kimberly makes tax filing stress free with her soothing background music and great sense of humor. She will also give you chocolate if you start to stress. She definitely knows how to make tax filing more enjoyable. read more

Kim is one of the best tax person I've been to. She is very professional and gets your taxes done very quick

Kim is absolutely amazing. She helped me through understanding my taxes as a self-employed, small business owner. She is extremely knowledgeable and will do her best to make sure she takes care of you! Thank you Kim and your team for such an amazing experience. I am so glad to have found a company that is so helpful and wise! read more

So disappointing. I researched this firm, and chose it for my aging aunt because of the reviews. My uncle drove a few hours to attend the appointment with her. They arrived at the office and Kimberley said she would not see them. She didn't bother to cancel in advance. This appointment had been set for more than a month, and their office was aware of the situation my aunt and uncle were coming in. We are all really sad and disappointed. read more

This was my first year working with Kimberly Pollard, she is amazing and super helpful. Kimberly and her team was professional from the minute I walked in. They contacted me in a timely matter, and I came out with some great news. I definitely recommend Kimberly to anyone who is looking for professional help with their taxes. Kimberly, thank you and your team so much for all the work you put in to getting my situation resolved. You guys rock! read more

Initial inquiry and contact answered and responded to quickly. Polite and Friendly. Follow on e-mails to the Office manager went un answered. Guess business is so good they don't need new clients - congrats. read more

I know Kimberly for a couple of years, and I wish that I knew her before that. She impressed me by excellent work that she did for my annual taxes and all I had to do was just to sign the documents, she took care of everything. Recently I received a nasty letter from IRS regarding my 2019 taxes and they were after collecting more tax from the house that I owned in San Jose. I sent that letter to Kimberly and somehow, she took care of it by contacting the IRS and yesterday IRS informed me that information you provided resolved the tax issue and inquiry is now closed. Great work Kimberly I recommend her to all my friends and relatives. read more

this is by far the worst company I have ever worked with in my 35 years in business. multiple mistakes, poor availability when needed, would try to blame me for their mistakes. they don't answer their phones on fridays, and are unavailable on Mondays. I would never recommend them for payroll services. they also charge more than any other company i have used previously for payroll. read more

I was referred to Amber by a co-worker to do my 2019 taxes and I can't thank her enough for providing such great service! Despite living in SoCal and waiting until the very last minute to do my taxes, she was patient, professional and swift! She made what could have been a very stressful process so easy and I will be returning to her next year. Thank you again Amber! read more

This is the most unprofessional business I have ever experienced! I had an initial appointment 3 1/2 months ago on a Wednesday with Kimberly Pollard the owner. I was told I would get an email that night with a few items still needed and my taxes would be done within 10 days. THAT NEVER HAPPENED! I spoke to the receptionist 4 times. I was told Kimberly would call me. Then after 2 months I was told my taxes would be done next week. THAT NEVER HAPPENED!! From then on I called 4 times leaving a message each time with NO call back. I called one last time leaving a message for Kimberly Pollard to call me. I stated that if I do not receive a call I would be there to pick up my file. After 4 days I went to there office and picked up my file. The receptionist went into Kimberly Pollard office to ask for my file. Kimberly could see me but never came out of her glass walled office. Afternoon speaking directly to Kimberly's receptionist on four occasions and leaving nine phone messages. All the receptionist could say was, " I don't know how this could've happened?" REALLY??? Their customer service and professionalism is by far the worst of any business or service industry that I've ever done business with! My advice to anyone need their taxes done is don't ever consider going there. Go somewhere else!!! read more

I have been with Kimberly pollard since approx 2013. She is amazing to work with. Very personable takes the time to answer your questions and inform you of other options to best assist you in your filing. I used to go to Bill Pollard's office his front desk manager, the older woman is so rude and unfriendly. Not to mention the office itself was very robotic I did have the pleasure of meeting Kimberly there. I have Recommended many friends to Kimberly she is great and her staff so welcoming. read more

I've been working with Kimberley and Ascend Financial Management since 10'. She helped with the set up of my S Corporation and managed bookkeeping as well. Norren and staff are always friendly, knowledgeable and very responsive. I have recommended AFM to many friends and colleagues over the years. read more

Outstanding Tax Service! Kim and the Staff are awesome! Next appointment for2020 coming up!

I highly recommend Kimberly Pollard. She's so helpful and has saved me so much money!

Taxes filed late 2 years in a row. Inaccurate filing and beyond poor customer service!!!! No return calls and no review of filing with Kimberly before taxes filed. Calls not answered. Horrible! RUN FROM THIS BUSINESS read more

I want to thank Kimberly for the help provided to process my 2019 taxes. It was an excellent experience from the minute i enter her office, she is ver profesional and her staff is also amazing. Yesterday I had the best experience with the process. Thank you very much. I sure do recommend Kimberly and her entire team. read more

2021 tax season is the one and only time I will ever use this service. I will say that leaving after the initial consultation (even though she was running late due to another client and then making us leave at the appointed time for her next client) I felt completely comfortable and happy with Kimberly. We did not have all documents needed but she told us we would be getting an email that night letting us know exactly what she needed. Two days later I called her office to let them know we never got the email and I still needed to know what to send. I was told we would get an email that day. We did not get one. I ended up sending what I could remember and after several unanswered messages they finally answered and I was told that they had what they needed. From there I called NUMEROUS times trying to find out what was going on with our taxes and when they would be completed. If they answered I was told she was with a client and would get back to me. Most of the time they would not answer the phone and my messages were never answered and calls never returned. I left messages telling them I did not want to file an extension and I did not want to pay late fees if I owed money. Needless to say my taxes were filed late and I had to pay the penalty for late tax filing. She never called me until after the tax deadline and then answered every time I called. I can only assume because she wanted her payment, which was ridiculously high. This place is the absolute WORST!!! read more

Our company has been with AFM for a few years now. Great people & great service. Always very prompt & responsive to our needs.

Decided to come to Bill Pollard's Stockton office to prep my taxes and I was nothing less than impressed. The level of professionalism was profound. From entering the front door I was immediately greeted and attended to. The entire staff was friendly to me when I came in. I set an appointment for 1:45 and I was promptly seen at 1:45. Kimberly filed my taxes and she was dedicated to ensuring everything went smooth. She gave another employee, Ryan, the opportunity to sit in and learn the business. She was quite knowledgable about everything. She answered every single question I had.It was quick in and out when doing my taxes. 20 minutes and I was done. After completing my taxes Ryan helped sign me out and pay. He was smooth in ensuring I left a happy customer. Their prices are a great price I doubt anywhere else would have anything better and I would definitely come back again. Highly recommended. Giddy up read more