I have been using Team Wealth & Tax Advisors for my taxes and my financial advisor since 1999. I…read morehave only had a great experience. Everyone in the office is so welcoming. I'm happy because my financial advisor continues to grow my portfolio. I recommend them to everyone I meet that is looking for a tax or financial advisor.

I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

I have been working with Michael for about four years now. He's been very helpful with filing my…read moretaxes as a school teacher and second home owner I highly recommend Michael Shaughnessy.

I left more than one message to contact me I never heard from anyone that sets forth the…read moreexpectation failed that I would have in hiring this company to handle my financial estate taxes

Nicole Albrecht is absolutely AMAZING. I can't say enough good things about her. She is…read moreknowledgeable, responsive, patient, and truly goes above and beyond to make sure everything is done correctly and in your best interest. Taxes can be stressful, but Nicole makes the entire process smooth, clear, and honestly painless. She takes the time to explain things, answers every question without making you feel rushed, and you can tell she genuinely cares about her clients--not just getting the job done. If you're looking for a tax professional who is trustworthy, sharp, and actually enjoyable to work with, Nicole is it. I wouldn't go to anyone else and highly recommend her to anyone who wants their taxes done right the first time. The whole team is amazing at Elite Tax Partners!

Nicole and her staff are Rockstar's!!! Biff does my bookkeeping and Kelly did our taxes. Their…read moreattention to detail and response to question is top notch. They are very thorough with their clients. I would highly recommend using them for your, taxes, bookkeeping and planning.

The tax guy me and my wife previously went to caused a whole bunch of issues by filing my wife and…read moreI incorrectly. A whole bunch of money (thousands) needed to be paid back when we discovered the mistake and had to amend our previous returns. I called MVP based off yelp. I was calling all tax professionals with high ratings and I got a voicemail. I just hung up the phone but actually got a call back later on. Not only was price competitive but was also able to be seen the same day! She was thorough and explained everything. I'm satisfied and was a great experience.

MVP's staff is always professional and quick to respond to our questions, needs or concerns. If…read moreyou have yet to use their services, give them a try.

Mr Tae Kim is great! He is very knowledgeable and understood what I need. Thank you for all your…read morehelp!

I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

Great service. Very knowledgeable people work here and they know all the rules and regulations of…read morethe tax codes . Been with them for few years. I love their service.

Customer service is good…read more The value and service you receive for the price you are charged is a great deal. If your looking for a professional CPA that will take care of your individual needs in a timely manner look no more, Contact Nicole.

Overall, it was a great experience! Monica's team was incredibly responsive and helpful…read more The appointment process is simple and straightfoward. In less than 10 minutes she had answered all my questions, gave me peace of mind, and we even had a few laughs. She will be our tax preparer for years to come!

I've never met a better Tax professional in all of my life…read more Not only did she find every possible avenue to get my maximum refund, but her friendliness and customer service was the best I have ever known in the business. I will be coming here for as long as I have to pay taxes, which is my entire life!

Truly an amazing company. Chrystal did an exceptional job in correcting a previous accountant's…read moreerror which cost us $100,000 and we received a refund. She is always willing to answer questions. I feel fortunate to have had this company recommended to me. Beryl Simmerok Simmerok Real Estate Co., Incorporated

Costs for doing my taxes here have definitely gone up over the years, but I still appreciate their…read moreprofessionalism, expertise and knowledge. They are able to provide an itemized receipt if you ask.

The office is very welcoming and the Staff are very knowledgeable. I needed to catch up on my…read morebookkeeping and my corporate filings. They were able to catch me up and get all the filings in a timely manner!

From the owner: Since 1997, Liberty Tax has provided millions of Americans with a brighter way to do taxes. When…read moreyou file with us, you get access to real tax help from real tax professionals -- and the maximum refund you're entitled to, guaranteed.

I honestly never thought I'd say this about doing taxes--but I actually look forward to it every…read moreyear. Chris completely changes the experience. He's incredibly kind, patient, and genuinely cares about helping you understand everything, not just getting it done. Taxes can feel overwhelming and stressful, but Chris makes it smooth, comfortable, and even enjoyable. He takes the time to answer every question and makes sure you feel confident before you leave. You can tell he truly cares about his clients, and that makes all the difference. If you're dreading tax season, go see Chris--you'll walk out feeling relieved and taken care of. Couldn't recommend him more!

Great people. Great business. Very trust worthy. Will never fail you. Very reseasonable. Years…read moreof experience.