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E&P Financial Solutions

4.8 (106 reviews)
Closed 9:30 am - 6:00 pm

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Response time

5 hours

Response rate

100%

Services - E&P Financial Solutions

Bookkeepers

Business filing for current tax year

Individual filing for current tax year

7 More Services

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Payroll services

Audit and conflict resolution support

Tax planning

E&P Financial Solutions Photos

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Recommended Reviews - E&P Financial Solutions

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2 months ago

Quick friendly responses and lots of needed information gives me security now with my taxes and bookkeeping.

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1 year ago

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2 years ago

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3 years ago

I highly recommend. Very professional, honest and thorough. Will be using again next year.

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5 years ago

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3 years ago

Very professional and knowledgeable. They have been helping with my taxes for more than 5 years now. Highly recommended.

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5 years ago

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3 years ago

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3 years ago

I've been going to Vinnie for years. He's really good. Always get something back on my taxes. Highly recommend him.

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6 years ago

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7 years ago

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Review Highlights - E&P Financial Solutions

I had a wonderful experience working with Vinnie and Paul at E&P tax group for filing our income tax return.

Mentioned in 51 reviews

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The Lee Accountancy Group - Dr. Jong H. Lee, CPA, DBA, CFF, EA

The Lee Accountancy Group

(60 reviews)

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Mr. Lee and his team were excellent, professional, and responsive in the beginning. We were…read moregrateful for their help navigating some difficult tax situations. Unfortunately, after some rocky years followed by a few solid ones, they made huge mistakes on our taxes. It was a mess trying to follow up with different people as the office wound down and Mr. Lee retired. We've had to have another CPA fix everything.  And got to the IRS in person as well.

There couldn't be a less serious accounting firm than Jong Lee's…read more First, there was the time my personal and financial data was exposed through a security breach (presumably not just me, but all of their clients). Their primary concern was denying responsibility rather than helping navigate the resulting ID fraud hold that was placed on our tax return. (And no, you won't get your refund while there's a fraud hold on your account.) Then there was this past year's return... They filed a return that inflated our tax bill by more than 40%. It just seemed too fantastical an amount, so I asked them to review the numbers again, and even specifically pointed them to what I thought might be wrong. They insisted everything was correct. I called another CPA to get a second opinion, and she quickly explained our return was horribly wrong. So I paid her to review my last three years in detail. I can't even say out loud the total dollar value of the mistakes Jong Lee and his staff accountant Alex cost us because it's all too embarrassing. Alex (but not Jong, who couldn't actually be bothered) eventually acknowledged the issue, and promised to fix everything and reimburse me for the second CPA review. Well, I'm still waiting, but now they just ignore my calls and emails. I'm not sure what their strategy is other than to hope I disappear, but that isn't going to happen.

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(165 reviews)

North Beach/Telegraph Hill

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

E&P Financial Solutions - taxservices - Updated May 2026

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