Lisa was so incredibly responsive to all of my questions and met all of my needs for my tax return…read more She is so very nice and professional. I highly recommend!

We had a lot change over the past year and we were exceptionally nervous about getting our taxes…read moredone this year. So much so, in fact, that we started looking for a new CPA in July of last year. Lisa offered us a free consultation and told us how much she'd charge us just by asking us a few simple questions. But her service doesn't stop there. For the next several months, plenty long before she got a single penny from us, I had many questions. And she graciously answered every single one of them. And QUICKLY! Sometimes I'd get an email back in minutes of having sent it. She's a wealth of information and kindness. I cannot recommend Lisa highly enough!

Found Edward off yelp and so glad I did! He's been doing this for over 30 years and is super…read moreknowledgeable about his practice. I'd recommend him to anyone - he's got a client for life.

Edward is very knowledgeable and friendly, and always available. He will be my personal CPA and tax…read moreadvisor from now on. Forget H&R, forget Turdbo Tax, I won't be dealing with them again.

I've worked with this tax preparer since 2013, but recent service has been inexcusable. I was…read moreignored for weeks despite urgent inquiries. When I provided written instructions to update my payment details on 4/10, she disregarded them. Worse, she only contacted me on the morning of 4/15--after she had already scheduled an unauthorized $1,250 withdrawal from my old account. Because of her negligence, I am now burdened with the arduous process of recovering these funds from the FTB myself. Between the total breakdown in communication and this financial fallout, I no longer trust her with my affairs. Look elsewhere if you value basic accountability.

Searched on Google for a notary. Called to see if the notary was available and she said come on…read moreover. Went over got our documents notarized right away. Great experience and would call them again if I need anything notarized right away

Time issues plague Denise. Constantly behind. Always making excuses. Because everything is done…read morelast minute mistakes are made. She refuses to answer calls, texts, and emails no matter how many times you try. Then gets uppity about trying to contact her! I tried everything from contacting her 2 weeks from deadlines. Then again, a week to deadline. Assured we are on track and on April 14th she emails (finally) and says "due to time she is filing an extension"... what???!!! When you complain, she kept my deposit and told me to go elsewhere. The whole thing is extremely upsetting. I really did my best to work with her... it's just an impossible situation. I've never encountered a situation like this before with anyone else. It's not too much to ask someone in private practice (who charges $400 an hour) to reply.

I wish I had kinder things to say....since last year it took over 7 months to get my tax return…read moreback, because she filed incorrectly. I clearly stated multiple times to her to mark a certain amount as 2014-7. Yet she did not follow thru, ended up with my tax return stuck in limbo, with no way to access it. Instead of assisting, she wanted thousands to get my tax return processed, yet it was her mistake in the first place. She is consistently unable to return phone calls, emails, texts, smoke signal you name it. I have never met a more unprofessional accountant. And wish anybody else in Gilroy, to run and run fast. Not to mention she stole our deposit for this years tax returns, that she refused to process, because we were "bothering her" during tax season. We are on limited income, because of our Make a wish child, so taking 250 from somebody who really needs it, is quite cruel.

I have used Paul Vanni as my accountant for both my personal and business taxes for about 15 years,…read moreand he has always been very supportive and professional. I have recommended him to a number of my friends, and they have all been quite happy with his services. A good guy, reasonably priced.

We have worked with Jack Fullerton for years very good accountant…read more good tax person. Very good office workers very helpful. Very pleasant.

Al Greco is a very nice and helpful person. He spoke to I and my partner about capital gains…read moreexposure for over 20 min. at no charge, helping us understand where we stood and what was important to look at. We are definitely using Al to prepare our taxes next year.

Sergio is the best CPA out there, he always goes above and beyond to answer my questions. I've used…read moreonly him to do my taxes since 2020 and I'm still using him despite moving to another state because he's professional, knowledgeable, kind and extremely helpful!! He even gave me a discount after doing multiple years of taxes with him and Im also going to use him to close out a business for me with the Secretary of State. His whole office, the entire team is so kind and professional. He gets things done in an efficient and timely manner as well. I appreciate the Lopez Tax Service and will definitely be recommending them to family, friends and colleagues!!

Sergio was great!! He explained everything on my taxes so I understood it. This is the first time…read moreanyone has done this and looked out for what was best for me. Thanks Sergio!!!!

In response to Jacquelyn M., who for some reason felt the need to respond to my review and defend…read moreMr. Noto I say that sure we knew there were changes to the tax law. But we did not understand how drastic the changes would be. We went from getting about $2,000 back per year to owing $6,000!!! We thought that our refund would be very small or that we would about break even. An $8,000 swing is crazy. Tax laws are purposely complicated. I'm not a CPA. I don't understand tax law. That's what I pay Noto for. He's supposed to know these things. I feel that since the changes were so huge in 2018 that he should have given his customers the courtesy of a quick phone call or an e-mail. How difficult would it have been for him to just type a quick e-mail blast to tell everyone to look at changing their deductions? He had a whole year. Did he just not want to deal with the number of customers wishing to schedule appointments to discuss their taxes? I also corrected a mistake he made on one of our returns a few years ago. I remember him chuckling and saying, "Don't tell anybody." Also, I started doing a review program with Best Buy last year. They send me products to test and I review them on their website. I called Noto to ask him about the tax implications of this before starting the program and he told me that if I kept the products to under $5,000 worth for the year I should be OK. I did about $2,000 worth of products and that screwed us. So he was wrong about that also. So I stand by my review. The man is useless and I will NOT be paying for his services again. I know some other customers of his that were also blind-sided by their 2018 taxes and won't be using him either. I am not the only customer he has lost over this.

Frank has done right by us. Referred friends who needed help with their international taxes and…read morethey were very satisfied as well. His staff is very responsive and courteous and his rates are very competitive. Highly recommend. For anyone complaining that you weren't advised to change your deductions in 2018 and wound up with a huge tax bill, unless you've been living in a bomb shelter for the past year, not paying attention to the news, it's your own fault. Every year when I pick my taxes up, if I owe, I always received advise from Frank or his team on how to avoid payments for the next year.

McEwan & Associates have done my taxes for over 10 years. Such a wonderful establishment very well…read moreeducated and so much knowledge to help me get the deductions from my return. Office is a fun spot with art and open style. Had a great personal client portal so I can go and check on my return and print any part at any time. It's awesome, I can also just send my paperwork through the portal. Love it

I used to do my own taxes until they got a little too complicated for me to do on my own. Thank…read moregoodness for Emily for stepping in and helping me to make sense of my taxes. She always works hard set me up for the tax year to ensure I act smartly with my taxes. Also last year we were a part of a fraud scheme in which someone fraudulently filed taxes in our name, and Emily was extremely helpful in such a stressful situation.