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    Carpe Diem

    4.8 (12 reviews)
    Closed 9:00 am - 5:00 pm
    Updated 2 months ago

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    Services - Carpe Diem

    Business filing for current tax year

    Individual filing for current tax year

    Current year tax preparation and filing

    9 More Services

    Estate planning

    Investment management

    Mortgage services

    Mortgage refinancing

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Home purchase

    Retirement planning

    Tax planning

    Carpe Diem Photos

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    11 months ago

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    Ask the Community - Carpe Diem

    What does he charge to file a standard tax return?

    Saoirse: Charges? Ever ask a mechanic how much it costs to fix a car? She responds: "Oil change or… Read more

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    Review Highlights - Carpe Diem

    Robert helped me file my self-employment tax return a couple years ago when I was starting out as a musician.

    Mentioned in 11 reviews

    Read more highlights

    Stephen Wong - Bayone Reic - Same

    Stephen Wong - Bayone Reic

    (204 reviews)

    North San Jose

    Stephen went above and beyond during mine and my boyfriend's first home purchase. He was super…read morecommunicative and even connected directly with my agent to ensure everything went smoothly. We recently had the opportunity to refinance and without hesitation, Stephen reached out directly to us as soon as he noticed rates were coming down. We did not need to chase him for it nor constantly inquire about it--he just felt like it was the right time and reached out! I'm very grateful for Stephen and his team and will definitely be referring him to our friends and family.

    Based on his numerous good reviews, I messaged Stephen early last August about the possibility of…read moregetting a United Wholesale Mortgage (UWM) 15-year fixed home loan at 1.99%. This was a new program announced by press release, which I read about in a Yahoo! Finance article, through a link on Google News. Having worked previously in real estate and finance, I knew what the key points were to our situation, so I included those in the message to Stephen, asking whether he would be able to do the loan. Stephen responded abruptly by saying that he would have to talk with me by phone, to discuss "details." After I called him, he proceeded to try to browbeat me into accepting a different program at a higher interest rate. His approach was to use old-fashioned psychological pressure tactics, along the lines of: "Are you so naïve that you think you could actually get such a loan? That rate is just a teaser that you would never actually get." He was crude, demeaning and even insulting. I informed him, politely, that I had a background in real estate and finance, so I was not naïve about these things, offering him one last chance to do business with us, if he was so inclined. But he insisted that the loan would not be possible for us, so I thanked him and said goodbye. Shortly thereafter, I found a straightforward loan broker who in fact did the loan for us, on exactly the terms I had in mind: 1.99% 15-year fixed, with a reasonable fee. We closed in less than three weeks and none of the things that Stephen said were obstacles turned out to be an issue. I am pleased to report that my wife and I are now enjoying substantially lower monthly payments. BOTTOM LINE: If you want someone with an "old-school" approach to sales--involving psychological games, pressure tactics and absence of transparency (resulting in your not getting the best deal that you could)--Stephen Wong may be a good fit for you. Anyone interested in connecting with the straightforward broker we ultimately used is welcome to send me a private message, as I'm not allowed to include that information in my review.

    Carpe Diem - taxservices - Updated May 2026

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