I was drowning in my tax situation and I am glad to say I am right on track now... thanks so much!!read more

4 minutes ago New…read moreAfter reading all of the great reviews, I had high hopes for this company. Now I'm wondering if perhaps most of the reviews are fake, as they don't represent my experience at all. I run a small business and I reached out in early April to see if Stephanie was taking new clients. She said that she could help me. Things started off great, as I was promptly sent a link to upload my documents. After reviewing my files, Stephanie said that she would need the help of a colleague to complete my return. I agreed, and we filed an extension. Now, two months have passed. I've reached out to Stephanie multiple times over text and I've left voice messages. She has not returned a single one of my calls, aside from the initial one, and she waits days, to get around to responding to texts, if she responds at all. She has blamed her colleague for not reaching out to me, and takes no responsibility herself. After wasting hours uploading documents and trying to work with her, I've come to realize that she has no intention of completing my taxes. This is beyond disheartening, and has added tons of stress to an already stressful situation. I expressed my concerns to her multiple times over the past few weeks, while trying to resolve this issue, but she doesn't seem to care. Her website mentions a "hero discount." I'm a veteran, but that doesn't seem to matter. Her services mention, "small business up to corporate" but she couldn't manage to figure out how to file for my business, which is definitely a small business. The claims that are made on her website don't reflect my experience with her. Please beware that you are taking a risk if you decide to go to her for your taxes.

This was the first year I hired out for someone to do my taxes... And let me tell you, I wish I…read morewould have found this place sooner! I was able to get an appointment quickly and the turn around for my taxes was extremely fast too. I will definitely be using this company for my tax needs for many years to come!

I needed a CPA for my personal taxes. First year things went well. Second year (tax year 2018) I…read moredidn't receive my federal tax refund. 4 months went by and I asked Aaron for help (as he did our returns). My husband and I both sent emails he told us to "just wait, the refund will come, you're being impatient". Then it's 5 months since we filed-more emails and calls to Aaron. Now he tells us to just wait, obviously annoyed that we have the nerve to bother him. Emails aren't returned, refuses to answer our calls, messages aren't returned. Finally my husband starts calling the iRS (the reason we have a CPA is because we don't want to call the IRS and have limited tax knowledge) and stumbles across the number for the tax advocate. Long story short when the IRS was originally processing our taxes they ran our baby's social security number and it didn't come up. That's because the social security administration was behind on their data entry and hadn't entered her information yet. Our taxes were flagged as potential fraud. The tax advocate had the IRS pull the returns and process them again. Per the advocate, this never would have been done without her intervention. Supposed to get the refund in August, but still no refund. Another phone consult with the tax advocate. Well, when the IRS started re-processing our return, they found a bunch of mistakes! Aaron made basic math errors on certain lines- then there was a page where everything was shifted one line down! The IRS couldn't figure out what was going on. My husband and the tax advocate were on the phone for 2 hours sorting out all of Aaron's mistakes! On the third attempt the IRS processed our returns and we received our tax refund- in NOVEMBER. A conversation with the tax advocate revealed that Aaron should have contacted the tax advocate when we first spoke with him since he is the CPA that did our taxes. Aaron didn't do anything to help, he wouldn't even return communications. If we had followed his advice to "just wait" our returns wouldn't have ever been processed. Our taxes are complicated which is why we have a professional do them. I don't need someone to do data entry, that's turbo tax. My expectations of a CPA are: taxes to be done correctly, to possess appropriate knowledge, able to give advice regarding tax burden and possible interventions, to help when there are problems, and return emails/voicemails. He did the returns, there was a huge problem and he did not do anything to help. Even the tax advocate was appalled by his handling of the situation. She recommended finding a new tax professional, which we did.

I've been going to M and M for longer then I can remember. When I remarried my husband felt…read morecomfortable going there too--we've been seeing Elayne together for over 17 years. Elayne is awesome. She really knows her business. The office is run efficiently and everyone is professional and nice

Ashley was so helpful and got my return done quickly and efficiently. Great price for the service…read moreyou receive. I really appreciate her help and will be a returning customer.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I am very upset with this branch ! I drop my information off, they told me that they would call me…read morethe next day, it's been a week and I haven't heard from them, called the 800 number they referred me to the local Elk Grove they then referred me to the district office, I'am so fed up !!

Make sure you ask for all cost prior to agreement. My son had a simple return to file and they…read morecharged him 300.00 what a rip off. Go to Taxes and Accounting Xclusive Service in Galt they won't rip you off!!!!!!

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.