This is the 2nd or 3rd year that Walters Tax and Financial Services have prepared our taxes. If…read moreasked to describe the service provided in one word, that word would be 'Excellent'. Friendly and knowledgeable Riley manages a small, neat, professionally ran business office. As your preparer, she will gently steer you into the right direction-lol, and if you listen, you will be so pleased with the results. She'll explain the results and everything will be clearly summarized in writing, then neatly packaged with your original documents, copies of tax forms and any other pertinent documents regarding your filings. I highly recommend Walters Tax and Financial Services.

Normally I'd prefer a in person sit down, but currently all phone appointment due to pandemic…read more Great service, straight forward, fast service. Only downer was a follow up regarding tax return approval and paperwork. But was helped with that once I called back. I do recommend for this tight on schedule.

All I can say is ,"Wow"!…read more Seriously, they had such great service, very helpful, and answered all my questions. I have been going here for years. They helped amend the mistakes of my prior tax place and fix everything with the IRS. I definitely recommend them for any type of taxes, they do it all. I now own a small business, and they have been more than helpful with everything!

There are not to many places that I would give the 5 star. This place has been doing my family…read moretaxes for years. The office is a decent size and it's clean. The young lady that works the front desk is very sweet. The staff is very professional and the Manager is Excellent. The manager is the one who does our taxes and words cannot explain how much I appreciate and thank her for the great job she does every year. She has a outstanding team that works closely with her. We have never had any issues! Its pretty easy to get an appointment when you call at the beginning of the year, but after March I think that it gets a lot harder to get in. This office gets extremely busy, and the wait can take a minute if you don't have an appointment, because they do take walk ins here too. Now my only concern that I do have with this place is sometimes you can't get thru on the phone. So you will have to keep calling until you get thru. And thats not all the time, but I just want people to know that it does happen. But the big picture is they take care of business and you don't get attitude with it. And you don't get in trouble with the IRS!

I was referred to All About Numbers by a colleague who said that they were the best bookkeeping…read moreservice in the area. I first worked with them on "cleaning up" our Quickbooks chart of account and getting our P&L and balance sheet in order. I was happy with their work and proceeded to have them do our personal and business 2019 tax returns. They are conscientious and detailed oriented. I am very happy with their work and communications.

Staff step up to ensure clients receive assistance with tax returns and or specialized services…read more Everyone is approachable, friendly, professional and helpful. I was happy to hear of the different appointment options which made it more convenient for my mother. When life changed for me a few years ago I relied on their expertise to help me resolve my financial situation. I've been receiving services for several years and will always return. Thank you.

Needed a new tax person as our former tax guy moved out of state. Yelp had positive reviews for…read moreRichard P Kaiser so went with it. Process was simple. Ana took our tax info forms, corroborated our information and we left the rest to her and the staff of CPA's. Our state refund was in our checking account one week after we left our information and we picked up our whole packet today Process was super easy, staff was friendly, and price was right. Highly recommend.

Great customer service and also very helpful and responsive! Will continue to use Richard and his…read morefirm each year to complete our tax return.

I've been having Roger and his associate accountants do my Federal and State taxes for the past 14…read moreyears. Their consistent professionalism, preparation, advice, and counseling have been nothing less than superb. Their fees for tax preparation are no more than what you would pay at a non-CPA tax prep service or Enrolled Agent. I can't say enough good things about this firm...!

This is the 2nd year that I've decided use Roger and his office to complete my taxes. His…read moreorganization to prepare me with a check off list of needed items helps to expedite the process. Roger Lund was referred to me by a co worker. I would recommend him and Melissa is wonderful.

I needed a second opinion on filing a simple Federal and State. Turbotax was giving me different…read morenumbers and I wanted to avoid any issues with IRS. I called and Jennifer answered and I explained my situation. She asked a few question and offered to see me same day. BONUS and right in the height of Tax Season. Yes mine was not detailed but she could have said after the 18th. She was very professional and filed my taxes for a very fair price. She went above and made an addressed envelope just a nice bonus touch. I hope I can file my own taxes next year but if needed I would see Jennifer Espinoza again.

We have been going here for years. The owner is very knowledgeable and knows all of the ins and…read moreouts of tax's and businesses. His fees are very very reasonable. He is always available to help via phone when we have questions. I have referred my sisters and friends to Manny and they are all very happy. I would definitely recommend!!!

As a small business owner, I needed someone who understood both bookkeeping and taxes. Samir went…read moreabove and beyond to help organize my records and make sure everything was handled correctly. Excellent service.

I have been going to Sean for my taxes since I turned 19. Mind you, I'm pushing 30, this will be my…read more11th year with him and I'd like to share my experience with this company as a whole, Sean as an individual, and my experience in integrity. - Applied Tax and BookKeeping as a company - I have come to appreciate the communications I receive from them. I get reminders to be diligent about timely filing, I get communication on changes in tax laws, they disclose to me when my taxes are filed, if it was accepted by IRS, and I am provided a folder of the information/ services provided. No issue so far. And I don't feel "harassed" though I am sorry for those who've experienced that. I have never though. -Sean as an individual - Upon reading other reviews, I think that people should go to a business for business. Not friendship. I'm not trying to crack a drink with the man. I just want thorough and cordial service and so far he has provided that. He's direct. But so am I and I would be VERY clear in letting people know if I felt disrespected at any capacity. But I don't. I personally don't take offense to stoic personalities but I can understand how some folks are used to having everything dipped in sugar to make it palatable for them. - integrity - I haven't had an issue with shady filing. I have NO problem being forward about my issues but I haven't had any so far. I've been able to take advantage of my EV incentives. I'm a student so he made that count for something. Like there's a reason I've come here my entire adult life. I will say that the price can be just a tad steep depending on your circumstances, and as a nursing student I understand completely. But admittedly, Sean has been flexible with me. I have only ever needed leniency like twice (in the form of a payment plan as life had hit when I was to pay for the service) but he's allowed for it and we have been in good standing. Thats really all I gotta say. Thanks for your time.

Jerome and his staff are top notch to work for. The value you pay for tax and business services are…read morebeyond measures and they go above and beyond. They made my tax experience and overall process very easy and they make sure you understand everything they're doing while getting you the max benefit for your needs. You're greeted very professionally and feel like family from the moment you walk in the door. If you're needing your tax's personally done or for your business this is hands down the best place to receive services. I have been a client for more than 10 years!

Some of the finest tax work in the Sacramento area. Jerome and his team work tiresely to give you…read morewhat you pay for.