1. Elsberg & Garrett

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Walnut Creek, CA

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Elsberg & Garrett

5.0 (1 review)
Closed • 8:00 am - 5:00 pm

Services - Elsberg & Garrett

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

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16 years ago

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Lisa Weaver, EA

Lisa Weaver, EA

(20 reviews)

Long story short - We received notice of a special tax break that should have been included in our…read moretax returns the last 3 years. It all seemed to good to be true so, we decided to go to an expert for amending our past returns. Oh boy was that ever the correct decision! After reading the reviews I decided to call Lisa. She was well informed on our special situation and suggested I try to amend them myself as the process was fairly straight forward and we shouldn't to pay a fee for the amended returns. Her final words to me were try it and if you can't do it call me I won't leave you hanging. I made several attempts at trying to decipher the turbo tax instructions I finally called them for support, naturally, no one was available. This was too complicated for an old duffer like me and so I called Lisa back. It was as if I was drowning in a sea of tax lingo and Lisa threw me a life saver. I dropped off my copies of the last three years tax filings at her office. Lisa called back the next week and I picked up everything I needed from her. Detailed instructions, duplicate copies, mailing instructions, and even addressed envelopes for mailing the returns. It was all done so professional and very reassuring to know there was an expert standing behind the returns. Thanks for all the good nights sleep I've had since, Lisa!

I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Joel S Smith & Associates - Outsourced Accounting Pros! #Accountant #Tax #Preparation #Service #Certified #Public #Accountant #CPA #firms #accountants #tax #services

Joel S Smith & Associates

(15 reviews)

Just want to thank you for spending some time on the phone with my daughter and me yesterday,…read moreregarding our New Mexico property and the solar farm being built on it. We really appreciated your advice! Lark H.

I really hoped that I could give Joel a 5 stars review and return every year for my tax filing. My…read morehusband and I had an initial consultation with Joel to discuss about filing our tax for 2018 (W2 jobs and Property rental). Joel was a warm and welcoming person when we met and we really liked him. I remember leaving his office that day and told my husband, I think we found ourselves a good CPA where we can go back each year and don't have to hop from one place to another when tax season approaches. However, we were promised that we'd hear back within a few days. Nothing. My husband called and was told our file was in a queue. Indeed we understand that it is tax season - the busiest of all for CPAs. But the quality of service is also as important. We did not hear back as promised and after calling their office 5-6 times, my husband got really tired so we decided to go there. When we arrived, Joel came out from his office and saw us (was on the phone), but went back inside. His colleague next door greeted us and went to Joel after he got off the phone. He told his colleague to tell us to leave a message. That was pretty rude. For the price range of $1000-$1500, we deserve better treatment than this. Perhaps Joel overbooked his clients and couldn't handle or $1500 did not worth his while? We'll take our business elsewhere and you should too!

Elsberg & Garrett - accountants - Updated October 2026

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