Keith has been my accountant for six years, he does a great job…read more Keith considers all deductions and avenues to provide the best return. He completes the tax forms quickly and efficiently.

WARNING - Do not trust Keith to do your taxes! He failed to file our taxes on time, resulting in a…read morefine from the IRS. He then failed to accept any responsibility for failing to do the job we paid him to do and failed to assist us in fixing his mistake. Instead, he screamed at me, threatened to hang up on me, and said he is closing his business and leaving California (probably in an effort to not get sued). If he is retiring, what a sad, disgraceful legacy to leave behind. He took our payment and failed to complete the job. I will be reporting him anywhere I can to keep other from getting taken advantage of by this person. This behavior is childish, unprofessional, dishonest and gross.

I want to send a HUGE Thankyou for your assistance today! A disabled friend of mine owed back taxes…read moreand asked me to drive her to pay the bill. Afterwards we would have needed to fax the info to her Mortgage Company. I was able to do both with their help. My friend provided a Fax Coversheet and the folks here were only too happy to provide that service. Thanks again for the kindness!

When a new client is invited to inquire about services by the receptionist, about taking new…read moreclients by the Napa Tax Co., it would be professional if the response afterward were respectful, and helpful. I cannot recommend this company based on our communication with Michele Brambrink. It was rude and unprofessional. I hope this helps the company to reconsider how every inquiry is handled.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

Mr. Lee and his team were excellent, professional, and responsive in the beginning. We were…read moregrateful for their help navigating some difficult tax situations. Unfortunately, after some rocky years followed by a few solid ones, they made huge mistakes on our taxes. It was a mess trying to follow up with different people as the office wound down and Mr. Lee retired. We've had to have another CPA fix everything.  And got to the IRS in person as well.

There couldn't be a less serious accounting firm than Jong Lee's…read more First, there was the time my personal and financial data was exposed through a security breach (presumably not just me, but all of their clients). Their primary concern was denying responsibility rather than helping navigate the resulting ID fraud hold that was placed on our tax return. (And no, you won't get your refund while there's a fraud hold on your account.) Then there was this past year's return... They filed a return that inflated our tax bill by more than 40%. It just seemed too fantastical an amount, so I asked them to review the numbers again, and even specifically pointed them to what I thought might be wrong. They insisted everything was correct. I called another CPA to get a second opinion, and she quickly explained our return was horribly wrong. So I paid her to review my last three years in detail. I can't even say out loud the total dollar value of the mistakes Jong Lee and his staff accountant Alex cost us because it's all too embarrassing. Alex (but not Jong, who couldn't actually be bothered) eventually acknowledged the issue, and promised to fix everything and reimburse me for the second CPA review. Well, I'm still waiting, but now they just ignore my calls and emails. I'm not sure what their strategy is other than to hope I disappear, but that isn't going to happen.

I've been going to Roy for 3 years now. He helped me with back tax returns and current. He's fast,…read morereliable and organized. I love how personable he is also. His office is in a quiet neighborhood and he's always so helpful! Thanks for the years of hard work and the future years. He's also has GREAT prices.

I recommend Rod to do your taxes or any kind of bookkeeping moving from Southern California where…read moreI've been most of my life it was a little challenging trying to find someone to do my taxes Rod was one of the first ones to call me back Rod is very knowledgeable his customer service is out of this world thank you again Rod and definitely will see you next year

If I could give 10 stars I would! Joe and his staff are amazing! Even with Tax Day fast approaching…read moreJoe was able to communicate with us efficiently and get us the BEST TAX REFUND (more than we ever imagined!). He answered all of our questions without making us feel rushed or like we were just another client. You can tell he loves what he does and wants educate his clients well on the tax law. WE WILL NEVER USE TURBO TAX EVER AGAIN AFTER TAX ACE, AND NEITHER SHOULD YOU! We will be loyal customers forever! His staff is also great with communication and letting us know what paperwork was needed in a timely fashion. Thank you Joe and Staff! You guys are the best!

Not thrilled. Used Nataly for several years until there was a misunderstanding about the rate which…read morehad been the same every year. When they tried to charge me more the in last year I used them, even after she indicated the rate would remain the same, I questioned it. I was told that her time was too valuable not to charge the new rate. Fine, but then don't indicate the rate would remain unchanged. Even so, I tried contacting them last year to re-engage and received no reply. It's too bad because I can bring them good business, esp. since they have relocated again to a closer location to my home. I'll keep looking. Edit: as for the absurd comment that I ever spoke to her staff in a disrespectful manner, that simply did not occur. I stand by my review and will keep looking.

I am very satisfied with how carefully and kindly my tax return was handled. The staff are also…read morefriendly, which is why I go back every year.

I've been coming here for years! He is very knowledgeable and works fast. I wouldn't go anywhere…read moreelse. He also helped me handle an audit and it went very smoothly.

We have been going to Carmichael Accounting Services for our accounting needs for years. They have…read morealways been very professional, honest, prompt and forthcoming with future recommendations. I would highly recommend this business. The Warren family

My parents have been using the Carmichael office for decades, and they have always had great…read moreservice. Mr. Carmichael is the type of guy that will answer any of your questions and call you back in a timely manner. Taxes are done in a professional and quick manner. I would highly recommend the Carmichael office for your tax purposes. My wife and I would never go anywhere else. Fees are very reasonable and the service is A+. Give them a try and you wine be disappointed. Ron Braxton