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    Ameri Tax Service

    4.8 (103 reviews)
    Closed Closed
    Updated 2 months ago

    Services - Ameri Tax Service

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    8 More Services

    Current year tax preparation and filing

    Insurance planning

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Ameri Tax Service

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
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    Waiting to see Trish! This is my second appointment! Trish and her staff are the absolute best.
    Dearclaire P.

    Waiting to see Trish! This is my second appointment! Trish and her staff are the absolute best. This tax office is so knowledgeable and thorough. I couldn't be happier. This process is so stressful and annoying BUT Trish and her team truly are dedicated to assisting their clients and making things seamless! Hoping for another great experience tonight

    Ryan G.

    Such great service thanks to Tom Watson. If you doing your taxes and need them done right that's your guy.

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    3 months ago

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    Tax T.

    Thanks Chris! It was great getting to know you too:) --Trish

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    3 years ago

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    Tax T.

    Thanks Mike. We appreciate the kind words and great conversation:)--t

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    Tax T.

    Thank you for your kind words, trust and continued visits:) -- Trish

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    Tax T.

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    7 years ago

    Love working with Trish. When we have an issue with the IRS, she's there to help. Looking forward to working with her again 2019z

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    7 years ago

    Tom and Trish were phenomenal and were able to help me this year even with all the tax changes. I'll be coming back next tax season !

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    Page 1 of 3

    Ask the Community - Ameri Tax Service

    Review Highlights - Ameri Tax Service

    I was extremely stressed going into this appointment but Trish assured me she would take care of it and she did!!

    Mentioned in 49 reviews

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    It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

    Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

    Wells Fargo Advisors

    Wells Fargo Advisors

    (4 reviews)

    They would not communicate anything to to me. My 401k money was just seating and not being…read moreinvested. When I requested for them to invest it, they were going to charge a very high fee (about 5%). What I did I took my money to Vanguard where there are no fees and the customer service is excellent! Thank you Vanguard!

    I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors…read morein Santa Barbara. My review, however, I believe is based as much on general policy as it is with really excellent service. I inherited a fairly large chunk of money and split it between the Wells Fargo Advisors and Fidelity. I have previously had a fair amount of experience with Merrill Lynch and Dean Witter. Of that group of four, Wells Fargo Advisors (with a relatively small investment) treated me like I was their only customer. A lot of personal attention from one person assigned to my account, numerous email and telephone contacts, and a successful concern with my risk tolerance and that my investments were making money. The other three would not assign one person to my account (I had to speak to whoever was available), paid no attention to my account, and Fidelity even refused any one-on-one email contact with an account adviser. Those three told me not to expect any personal attention until my account exceeded $250,00 to $300,000. Wells Fargo Advisors, with an investment of far less, was happy to give me excellent advice and one-on-one personal service with the same person who knew me. All four of those firms charge the same 1% to manage the account. The expertise I feel my Wells Fargo Advisor guy has seems considerably better than what I got from the pool of advisers from any of the other three firms. Truth be told, I have no love for Wells Fargo but Wells Fargo Advisors seems to be separate. The service and attention I have received from Wells Fargo Advisors is a world of difference from those other four mega huge financial investment groups. I strongly recommend them.

    Ameri Tax Service - taxservices - Updated June 2026

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