Where do I start. I was having a situation with my taxes from 2021 & really didn't know where to…read morestart. A coworker recommended me to Kiana & the rest was history. Very knowledgeable about all the questions I had. She's patient & professional & explains everything well. I had giving up on my situation until she took over. Truly a life saver. She got a customer out of me for life can't thank her enough.

From the owner: Your One-Stop Mobile Financial Hub…read more Description: From tax prep to mobile notary and legal protection, Holmes Financial Hub brings professional, reliable service to your door/location of choice. Book now for fast, friendly help you can trust. *Please call/text for same day appointments*

I highly recommend. We have become much more comfortable with our business yearly bookkeeping and…read moreour tax season is less stressful since finding Peggy 3 years ago.

I was recommended to check in with Peggy to see if she could work my taxes now that I was filing…read moremarried, but separately. It was a little bit of a drive for me to get to Stockton from Dixon, but it was well worth the drive. Before I had my appointment, Ashley (office manager) contacted me and sent me a general questionnaire to fill out ahead of time. She also asked me to email copies of my prior year's tax return as well as any relevant tax documents. This would allow Peggy to have prior knowledge of my finances before I drove all the way to Stockton. When I arrived for my appointment, Ashley greeted me and offered me a drink and I sat down in the waiting area. I only waited for a few minutes and then went back to the office to meet Peggy. The first thing I noticed was that she was well-prepared with all my documents and knew what questions to ask. She told me facts about taxes that I did not know, so that was super helpful. I had numbers run through TurboTax and was going to owe a significant amount of Federal and State taxes. After Peggy used her tax knowledge to work her magic, she ended up saving me over $1000! I am very thankful for Peggy and her expertise. Ashley was super helpful and organized. I will definitely be returning next year to have my taxes run by Peggy again.

Sandra it's a very professional lady. She always answers all of that questions and helps with…read moreeverything we needed regarding our taxes. We really appreciate this.

I've been going to Sandra since around COVID and recommended her services to many of my friends and…read morecolleagues. However, this year's filing experience was horrible and overly stressful. I was made to feel like I was doing things wrong or was a complete bother multiple times. The lack of professionalism was really jarring and made me so uncomfortable, I don't know what flip switched, but I will be taking my business elsewhere. I've always kept an incredibly detailed and organized list of expenses on Google sheets and share it with Sandra, along with necessary paperwork. Time after time, Sandra would compliment me on my organization and would give me small requests to make the documents easier for her. Last year, she told me that, since my PM's (property manager) already shares an expense/income sheet, that I didn't need to "double count it" on my Google sheets form. So, I didn't. Then this year, she texts me the night before my appointment frantic about my paperwork, telling me she has to charge me something like a few hundred an hour to be a bookkeeper, etc. Mind you, all at 9-10pm the night before my appointment, when I had sent out these forms a few days in advance. After going to her for many years, I thought I was doing things "right" as I had the last few, but suddenly nothing was right. I chalked it up to the stresses of her divorce and tax season, so I let the experience be and convinced myself she was having a bad day or something. Then, a few weeks ago, I realized I never got a copy of my completed taxes. So I simply just emailed her and asked, whenever she was free, to send me a copy. She replied she would send them over soon. A few days go by and I follow up with her...and she replies, very unprofessional with "HERE YOU GO" in all caps. Now, mind you, in the past she's also informed me that if I don't ask for an e-copy of my taxes within the same month ish/time frame as doing my taxes, she'll charge me for sending me my paperwork. That's because when I was going through a mortgage process, I reached out to see if she could help send me copies of my old tax forms, and she told me that if I ask outside of the direct tax window filing period that she charges for that request. Charging to get a copy of your own tax paperwork is kinda wild, but whatever, so that's why I've been diligent about getting an e-copy of my taxes from her every year since learning that. Why it's not auto-sent to people to have copies who needs them, IDK, but the constant nickel and dime threats is so exhausting.

Been taking my taxes here for years. She's very helpful and is available to do your taxes.read more

I was a client of Socheata's for the past four years. As she watched our business grow, she offered…read moreto handle our bookkeeping. Having trusted her in the past with our tax returns, I agreed. However, beware -- she is not a qualified bookkeeper. She charged us $10,000 upfront plus $3,500 for a corporate tax return, yet after more than a year, neither the bookkeeping nor the tax return was completed. Despite repeated communication and allowing her ample time, she refused to issue a refund. On the morning of our scheduled appointment, she abruptly emailed to cancel and stated she would no longer continue working with us -- this was after I had specifically confirmed whether she was confident in meeting the tax extension deadline. Extremely unprofessional and disappointing experience.

Tuyet is a very knowledgeable CPA and was very helpful with tax advice on a real estate sale. With…read moreher advice I was able to reduce the tax burden on the proceeds and future tax planning. I highly recommend her for tax preparation and real estate sales planning and advice.

I've reached out to several tax experts regarding my upcoming tax situation in selling a property…read more I received a very informative consultation from Tuyet - she was able to clarify IRS rules in regard to joint tenancy and capital gains rules. Very knowledgeable and answered all my concerns. I'm going to be a happy customer!

Stephanie is amazing! She was able to help me with my taxes 100% remotely AND accounted for…read moredeductions that TurboTax wouldn't even ask about. I filed through TurboTax initially and when I saw the numbers, I FREAKED and (obviously) did not hit "file". Without a tax expert in California, Filing "free" is for uninformed people these days. Everyone living even just slightly above the "low income", line needs a specialist or you'll just give 40% every paycheck to the state and Feds who will scrape another 5% away from your bucket at the end of the year because they know they can. Pay Stephanie the same cost as Turdo Tax and she will find your rightful deductions and get you your MAX deductions BACK! There is no reason why middle/lower income people should OWE end of year. So stop paying all year just to owe. It's crazy!! Trust her, pay her, then get an exponentially better return. Period.

Stephanie has been handling our taxes for the past few years, and we couldn't be more pleased with…read moreher work. She is knowledgeable, efficient, timely, and highly professional. Stephanie has a strong understanding of our profession and knows exactly what can and cannot be deducted. She has also been incredibly helpful in advising us on ways to maximize our deductions and get the best possible outcome. We highly recommend her services.

This company did my taxes incorrectly by adding expenses that I never provided. When notified, she…read moredenied it. I requested a refund because I have to get them amended elsewhere and pay again. Her statement, "that will never happen". I do NOT recommend this company due to apparent mismanagement and conduct, they are unprofessional, and lack of quality customer care. I see your reply which not correct. I call and formally addressed some serious concerns regarding the preparation of my recent tax return. I noticed after the fact that certain charitable contributions and other expenses were included in my return that I did not authorize or provide any documentation for. These inaccuracies are not only incorrect but could also pose compliance risks. Additionally, the time claimed to have been spent on the return does not align with the nature of the communication and the information I actually submitted. I attempted to discuss this with you previously, but unfortunately, I felt that my concerns were dismissed without being properly addressed. I had to have another tax professional thoroughly review and correct my return immediately to reflect only the information I personally provided. I request a refund of the additional cost to amend my tax return which is appropriate in is this matter. I trust that you understand the importance of accuracy and professionalism in tax matters, and I hope this does not happen to anyone else.

Excellent customer service! Mrs Moore was expeditious and courteous. Will be using her next year…read morefor our taxes!

Staff step up to ensure clients receive assistance with tax returns and or specialized services…read more Everyone is approachable, friendly, professional and helpful. I was happy to hear of the different appointment options which made it more convenient for my mother. When life changed for me a few years ago I relied on their expertise to help me resolve my financial situation. I've been receiving services for several years and will always return. Thank you.

Great place to get taxes done! I have been using them for years now and they never disappoint…read more Customer service and professional! They are worth a shot.

If I could give zero stars I would. Do not trust these offices. I needed tax returns done for my…read morebusiness and was completely left out to try in terms of advice. I was told I would get money back when I was not. I have dealt with an absolute headache with the IRS and CA Franchise Tax Board and all Gordon's offices said was I should get a new CPA for next year. Please take your business elsewhere.

I was referred to Lindstrom Accounting by a friend and so far it's been a mistake. Our first…read moremeeting went well, they explained pricing, what services they provide, and were very friendly. We decided to move forward with bookkeeping services for our businesses during the year and then have them do our taxes when tax season comes around. Sadly though, after this meeting customer service was something left to be desired. As requested we sent our bank statements over to the bookkeeper, it's as if it went into a black hole. I've been trying in touch with the office since November to no avail. I've sent over 5 emails to multiple people at the office only receive a reply that someone would be in touch and of course no one called me or emailed me back. Moreover, I called the office serval times since and yet again I'm told that someone would call me back, but receive no response. Two weeks ago I called again I was told that our bookkeeping would be done next week, but of course, we received nothing. I called yesterday to follow up and again, I was ignored. I'm in complete shock how unprofessionally and total disregard we've been shown especially when we were referred to this company. Numerous emails and phone calls have been ignore. I even stopped by the office and of course the bookkeeper was out "sick". I was given no reassurance by the owner or staff that my concerns would be addressed. Due to this, I'm left scrambling on how I'm going to get my bookkeeping and taxes done when I was told thing were being taken care. I trusted them and now I'm stressed and left out to dry. I would be happy extremely cautious in hiring them.

We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible…read moreschedules to meet in person or zoom.