My father asked that I call Ana at Bay Area Tax Services today regarding some family-business tax related questions. Hesitant to do so, I complied with his request. To my surprise I and couldn't have been more grateful for being obedient. Who's a thought? Ana, was an absolute pleasure to speak with. SHe not thoroughly only answered my laundry list of tax questions but in addition she also shared some relative insight, potentially saving me thousands and thousands of dollars! Hands down the best free phone consult Ive made this year! I rarely write views or visit Yelp to rave and gloat about someone's services. But my experience with Ana, was such an refreshing one that I had to share. A genuine, sincere, knowledgeable, tax professional that operates with your best interest in mind are the qualities you can expect when you make a call Ana and Bay Area Tax Services. Thank you. Thank you. Thank you so much for you are and do! read more

On my first visit there I met Anna Santa Maria who is the owner and she is fantastic. Very professional put together and has great presence. To go to the office you have to go through the Alpine pastry door, sign, and ascend to the second floor and go to your left where her receptionist will check you in and then take you over to see her. Most likely going to use her for my taxes and to help with tax advice. read more

Ana has been taking care of my family for years! She is amazing at what she does and we cannot recommend her enough!

Ana and her team are freaking awesome !!! Helped me when every other tax preparer had no idea how to go about my situation m. I was in and out within 30 minutes and Ana clarified all the questions I had. I will be using her services for years ongoing. Friendly staff and Latino owned. Thank you Bay Area tax team !!!!!! read more

I have been going to Ana and the Team at Bay Area Tax Services, since approximately 2019. Ana and the Team are professional, caring, and knowledgeable of their field of work. They are attentive and efficient. And they have the human touch, which nowadays is important. Their location is always clean and easy to access. This is the only place that I will go for anything related to taxes. Thank you, Bay Area Tax Services! read more

I gave One Star because it was my only choice. I am beyond disappointed in the owner, Ana, of this business. In 2016 my husband and I lost our home during the recession. After cutting down to the bare minimum budget and moving our family from a four bedroom home and into a two bedroom apartment, we began to work on repayment for our taxes and credit repair. We came across this business from word of mouth as they serve many first responders and medical workers. We were satisfied with the help we received and kept our business relationship going with Ana and her staff. Fast forward, in February 2021 we began to receive audit notices for our 2018 IRS returns, turns out that Ana had filed the WRONG paperwork for us and we now owed THOUSANDS OF DOLLARS to the IRS for her errors. Keep in mind, this was all going on in the midst of the pandemic. She misrepresented herself as being up to date on tax law and requirement changes. At the time, I was(excuse my language) busting my ass to get myself through school, after being the main care provider for our kids, and establishing my career as a health care worker. We don't get paid full service wages at our start. Now , at 2022, we are still dealing with Ana's negligence and have yet to have her take accountability. Like us, there are many other community service employees who are dealing with the same repercussions from her lack of care and follow through. I understand that errors occur, but as a licensed tax preparer, Ana has a duty to hold herself accountable for her business. She has not given us one bit of accountability other than telling us what WE should be doing to fix her errors. Ana, if you are reading this. You affected A LOT of families who work every single day to serve our community and feed our families. read more

I was happy to find this tax service and was highly recommended by fellow coworkers. At one point I considered Ana a trusted friend and not just a tax preparer. When tax laws were changed by Trump for 2018 tax filings she was asked how the changes would affect my filing, I was told it would not as she had gone to training and the changes were for other professions. Fast forward we get an audit because Ana obviously did not go to the training and the IRS cited she used the wrong deduction form and the write offs which were once allowed were no longer. So she advertises she provides audit representation. SPOILER ALERT SHE DOES NOT she has you do all the leg work and says if you do this, it should be settled. NOPE i had to pay pay penalties and interest. I PAID A TAX PREPARER (ANA) TO DO THAT AND DO IT RIGHT AND THIS WAS NOT DONE CORRECTLY AND HER INTEGRITY IS QUESTIONABLE NOW. If you get audited, like hundreds of people that went to her FOR THEIR 2018 tax filing, SHE WILL LEAVE YOU OUT IN THE COLD. You are paying for a lie. THINK TWICE ABOUT THIS PLACE THEY WILL NOT HELP YOU LIKE THEY SAY. I did not want to post this, but since no responsibility is being taken by Ana I feel I must warn my fellow tax filers. USE THIS PLACE AT YOUR OWN RISK!! read more

Two years in a row I have had issues with this place. Everyone is nice but clearly do not know what they are doing. Months after filing taxes, no refund and can't find status on IRS website. This is the second year of this. Last year, after I contacted them upset, magically my tracking information appeared in the system (after nothing appearing for over 2 months). They have not returned my call or email this time. Would strongly encourage you go else where. read more

Fourth year using Bay Area Tax Services, never had a problem with getting our taxes done. They are always professional and kind. Taxes are always prepared efficiently and correctly. read more

Ana is an amazing person Great customer service !! I've been coming to Ana to filled my taxes for years now no complaints Thank you Anna for your service !! read more

I used Bay Area Tax Services for two years in a row. I met with Anna and she sold me on what I believed was her knowledge of the tax laws. After the second year, I received notice from the IRS that my taxes for both years were done incorrectly. The IRS was now going to audit my taxes. I approached Anna with my audit notice and asked her to help. Her response was " I messed up " but I'll help you. After several phone calls she said you'll have to do it all "I don't have time". She provides no help and now because she messed up I owe the IRS over $10k. DO NOT USE this company. Stay away. read more

Anna is amazing I have had her do my taxes for several years now. Anna knows everting you're need to know about taxes staff is friendly and very helpful and if they don't know the answers they will let you know and find out. Highly recommend read more

Third year now with Ana doing returns, and she is absolutely incredible and a gem. Super responsive, kind, sharp and will work with you to get the best return done. I don't even live in the Bay Area anymore, but will continue to go to her. She and her staff make it easy for remote meetings and e-signing. If you are looking for a new accounting firm, HIGHLY recommend her for both individual and business help. read more

We've gone to every kind of tax "preparer" you can think of, but at Bay Area Tax Services, Ana is straightforward, concise, professional and courteous. She doesn't make you feel bad for not understanding "tax things". My husband and I truly appreciated that. We felt that Ana worked to get us our maximum refund. The functionality of the office is quite structured and meant to keep things moving. However, she and her staff are quite open to answering questions. We didn't feel rushed at all! Taxes are prepared and sent electronically. Pricing is quite good considering the office is quick, accommodating and will help you if the IRS decides to review your return. Ana guarantees she will assist you. The location is pretty accessible. Don't let the small office fool you- Ana and her staff are great! The office is located on the second floor above a bakery. Make sure you call her office if you need help with directions. Customer Service: 5+/5 Service Quality: 5/5 Location: 4-5/5 (the office isn't obviously marked, but it's still very accessible) Price:5+/5 read more

Ana at Bay Area Tax Services is simply amazing. There's no other way to put it. She is knowledgeable, professional, and friendly. I've used Ana before to take a second look at my tax return to see if she could find additional deductions for me. Not only was she courteous and thorough, but she was also a very pleasant person to be around. She is patient and caring, which is more than you can expect from a tax accountant. My sister recommended Ana to me, and I, in turn, recommended her to my father. If my whole family can rely on Bay Area Tax Services, so can yours! Reach out to them now before it's too late. read more

"Ana Santamaria is worth her weight in 'GOLD'. There is nothing having the honest support of someone who is very knowledgeable, having considerable expertise, and truthfully voice-out their honest opinion/s on all financial matters. Someone you can trust and who sincerely listens to your tax-related issues... Ana is extremely professional, very welcoming, friendly, prompt, patient, thorough and helpful. We couldn't be more than 'pleased' with her phenomenal and outstanding service and she definitely look out for the best interest of her clients...A "BIG SHOUT OUT" to "ANA SANTAMARIA", Her Wonderful Staff and "BAY AREA TAX SERVICES"! If we could only extend more than 5 Stars on our review, we are more than welcome to do so..." Highly Recommended! "THANK YOU" ANA! GOD's Blessings and Love! #BayAreaTaxServices #ConcordCA read more

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I went to Ana to file my taxes I was running a little for my appointment, but she still had a one on one with me . I love her charisma and how she always makes you feel welcome. Ana customer service is excellent and attentive . It's always a pleasure going to Ana when I have a question she answers them with honesty. Thank you Ana for everything and for your excellent work ! read more

I've always had my grandfather do my taxes. He ran our family partnership for many years and is still really sharp, even as he turns 90 this year. However, the last couple years I've gone to Ana at Bay Area Tax Services, in order to be less of a burden for Granddaddy. Ana is great. I am married but filing separately (two years in a row now) and since I paid my husband so much in spousal support last year, I actually got some money back this tax season! She helped me calculate my notary business income and expenses, and also my W2 for my regular day job. Taxes are paid and done! Ana and her team are really efficient. Even when I had complicated K1s and more she had me in and out of the office in an hour and it ran me about $200, and less this year for referral and repeat customer discounts. Next year I'll be filing single and possibly doing my own taxes since they'll be much more simple, but if I do need help, I'd definitely go back. read more

Bay Area Tax Services - Tax Services Near Me - Concord, California

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Ana has messed our taxes the past 3 years and has cost us a lot of money, and didn't even submit correct taxes for us to sign this tax season nor file an extension (she offered to file extension 2 hours before midnight). Bottom line is we asked her to fix things she should have done correctly the first time (how am i catching them and I have little tax experience?!) and she refused to address them, not even responding to specific questions on multiple emails. Super stressful. On phone calls we used direct and clear communication and she still didn't execute what she said yes to. She even admitted to us paying more due to a software glitch. Outrageous. I asked her to submit correct ones to us to sign and she only offered half a refund of her fee. Why not just send the correct taxes to sign ?! So bizarre. She's frantic, clearly takes too many clients, doesn't listen or respond to you as if she's hearing anything you are saying (quite strange), with unsecured tax files all over her office. Unprofessional, rude, incompetent, financially damaging. We went to her since 2016 and should have fired her 4 tax seasons ago. read more

Ana and her team are so honest, down to earth and hardworking! They are very trustworthy and treat their customers like family. They have helped me with my taxes for years, and even corrected prior year tax returns that had been filed incorrectly. After trying multiple companies, and even turbotax - I would NEVER leave Ana and her wonderful team. I highly recommend! read more

Ana and her team are so ON IT! Very professional. She runs a tight ship but I appreciate it. My taxes usually are straightforward but this year, Ana stayed with me to figure things out as life changes have taken place. She always has great advice and is sooo positive even when the going gets tough. I will keep coming back each year. THANK YOU SO MUCH for all your help through all this, Ana! Thank you for being you! Go Team! read more

Great place to go if you would like to be audited :D Save the headache and go somewhere else read more

The nicest people to do my taxes 2 years in a row !! And this year I'm getting a refund!!! WOOOHOOOO ! Manuel WAS GREAT: patient, knowledgeable and very easy to talk to !!! Definitely coming back next year ! Andrea G. read more

Four years later and I'm still getting audited and owed back taxes. I've started filing elsewhere after the mistakes over the years, but I can't steer away from this place. read more

I have been going here for years an refer everyone I know to Ana !! She's great, honest an hardworking. Everyone in this office there are so nice ... Try it once an I guarantee you will become a customer read more

Ahhh I can't believe I haven't left a review yet! I thought I had. Anyhoo, Ana and her team are BEYOND incredible!! I run a small mobile pet grooming business in the area and the paperwork can be so daunting. I worked with Ana last year and because of how wonderfully organized her office is, I knew exactly what they would need from me this year. They made filing a breeze and so easy. They also had lots of advice for me as a small business owner to prepare for next year. They are my go to for taxes, will never go anywhere else and I recommend them to all my friends. Thanks Ana and team!!! Sarah the Pet Groomer read more

Working on our taxes with Ana and the team at Bay Area Tax Services for the third year in a row. Ana helped us navigate changing from Married Filing Separately to filing joint, receiving all possible deductions from a home sale and other valuable advice on how to keep our tax to a minimum. Highly recommended. read more

I believe this is our 6th year working with Bay Area Tax Services and it's always stress free. Ana is professional, friendly and super easy to work with. We highly recommend! read more

Ana is super knowledgeable and friendly! I highly recommend her and her team! I have been using them for 5 years and it's always stress free! She is top notch! read more

Ana and team are extremely knowledgeable about the current tax codes and has always done an excellent job of providing me and my wife the utmost return on our taxes. I definitely recommend on bringing your taxes to Ana for the next tax season! read more

Don't believe all the good reviews on here. If I could score a negative score I would! This place is a joke and unprofessional. I went there based off recommendation, but was very disappointed. I called and asked to see if they had an appointments on a Sunday they were booked, but they said we could drop them off and they would do this. We live 2 hrs away, so they said they could do everything for us via email. It had been a week and I hadn't received a called, so I called them and everytime I did they said Ana wasn't in or was busy. They scheduled me for an over the phone appointment a week later, which I never received. I called them a day after very frustrated due to their lack of communication. They apparently were sorry....sure. They said they would do them today, meaning they had never even started. This place is pathetic and are overpriced. We had to make a 2 hour trip just to pick up our information. I would not trust or recommend this place. They try to get as many people of course to make money, instead of being honest that they have too much on their plate.Luckily we found a place that is doing it same day and better price. read more

You have NO idea how happy I am with my taxing Since I met Anna. She is just amazingly fabulous " person " beside her expertises in her profession. Knowledgeable in what she is doing. So helpful, so humble, so genius and let me tell you SO hospitable and extremely friendly. I have never seen tax prepare that is so calm and nice like Anna. I friendly recommend her to all who want their bussiness or personal taxes to be done fairly and professionally. Anna you are just what every single tax payers are looking for else where. Good Luck to you and your super friendly co workers. read more

I have been going to Ana since 2014. I was introduced to her by a friend / coworker when I asked if he knew a good and trusted tax person to assist me with filing my taxes. Making an appointment to come in has always been fast and easy. From the first visit to the most recent, Ana has been nothing short of professional, welcoming and extremely helpful throughout the years. Very easy to work with and she truly cares about making sure you get the most out of the process. I have since referred ALL my coworkers, family and friend to go to Ana when tax season comes around. ALL of them tell me Ana was great and they look forward to going to her every year! If you are searching for a professional, trustworthy and friendly tax person to assist you with filing taxes and getting the most out of it, Ana is the person to see! read more

Bay Area Tax Services - Tax Services Near Me - Concord, California

Ana is amazing. I had so fun having conversations with her. I was laughing while learning from her. She saw all aspects of my business and spent time personally. Highly recommended and will be back for my S Corp tax. She did the tax returns in same day. I came to have a consultation and we did the tax. Plus they didn't ask for retainers on thr phone and their fees are not surprising at all. Thank you Ana. read more

Ana gave such great service..made me feel very comfortable and at ease..which is not always easy doing taxes..I would highly recommend...

I've been going to Ana for 4 tax seasons now. She's a wealth of knowledge. She takes the time to work with you and help figure out what you need to get your most accurate tax return, never forgets a thing! She is truly a gem. She has prevented so many headaches! Thank you Ana! read more

Called two weeks ago, made an appointment for today--my birthday. Prepped all the paperwork I thought I'd need, called this morning to confirm. No answer, no one called me back, drove to their office for the appointment and no one at the office. No one answering the phone. I try not to leave negative reviews especially with small businesses, but this was a pretty tremendous waste of my time. read more

Ana and her team are the bomb-diggity!!! When I tried doing my own taxes last year, turbo tax said I owed a ridiculous amount of moola. I reentered all my numbers again and again, still Uncle Sam wanted my dough. Finally gave in to having Ana do my taxes and WHAM!!! BAM!!! Thank you MAM!!! She was able to get me money back for not only my 2017 return but for my 2016, 2015, and 2014!!! She explained what I was doing incorrectly, which was so small of a mistake but it cost me a lot of money in the past. I highly recommend Bay Area Tax Services. Not going anywhere else. PS If your sarcastic and a jokester, don't get butt hurt if she throws some back at cha. She got me good a few times, lol. read more

Ana is wonderful! Help me get as much as I can & very professional and helpful. My second year with her and she help me every time!

Ana is the best!! Her and her team work hard to make sure your experience is the most amazing! They go above and beyond to help answer questions! I recommend them to anyone in any situation. They are also bilingual! read more