We have filed our taxes with Kathy for the last few years, but this year's experience was so poor we will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone. read more

Do not use Kathy for your taxes. Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience. read more

I was looking for someone local to file an amended tax return. My previous tax preparer was located in San Leandro and I wanted someone closer to where I live in San Jose. After some exhaustive research on the web with customer review sites like Yelp and Angieslist I decided on Welkley & Tucker (now Fitzpatrick & Tucker) because they responded so quickly to my request. I went in and gave them all my information including my tax returns for 2016. They asked me a few questions and I was out of there in less than 40 minutes. They completed the tax amendment in about a week. I had to initiate the call to find out my taxes were ready for pickup. Three weeks later I received an invoice for $700 (just for a tax amendment),I was shocked. They gave me a $175 courtesy discount because I was a 1st time customer, so my cost was $525. That could only mean that they would charge me the full price of $700 next year. The people who did my taxes from scratch the previous year only charged me $200 and they were no less friendly or competent. If you are a person of average income (like me) and you are looking for someone to prepare your taxes at a reasonable rate, this place is NOT for you. These people seem to be good at what they do, but they cater to the business world or to people who require a tax strategy for their wealth and think $700 plus is reasonable. read more

EXACTLY what we needed. Professional. Caring. Courteous. BJ and her crack team will offer the guidance you need to allow you to run your business without worrying about Uncle Sam coming after you. We're not a large a business (yet) nor do we have any extra cash to spare on extra services. But this is an essential. Messing around with low end accountants will be more expensive in the long run. We needed people that were on the ball, would follow up, and help us put SANE systems in place. Hire these people and buy me a cup of coffee after you do. It's the least you can do for me after directing you to this resource. STOP CLICKING AROUND YELP. CALL THESE PEOPLE and forget about your financial worries. read more

BJ is a fellow business owner like myself and such a wonderful person to know and spend time with. I am always amazed at how much she knows about business taxes and what are the best practices to accurately do your business or personal taxes while considering what the tax organizations need and want. Her firm Welkley & Tucker Inc. have an amazing track record helping business and personal tax payers address any issues they may have with their taxes, back taxes, audits, and every other aspect of accounting. I know when it comes to my business and personal taxes, I want to have someone who is the top of their profession, really knows the law and best practices AND is someone I can trust who will have my best interest at the forefront. read more

BJ Tucker has earned my respect for her depth of knowledge regarding the tax laws. She has helped me avoid time-consuming tax audits with her timely advice and pre-planning strategies. When she talks, I listen. I whole heartedly endorse her as your CPA. Dr. David Hoewisch, DC read more

UNREASONABLE PRICING & REQUIREMENT I called to arrange tax preparation services. The receptionist told me that Fitzpatrick & Tucker charges $700 for the first visit and they require you to bring your past two years of tax returns to be redone so that they can insure that they have been accurately completed. read more

After struggling for 8 years with an accountant who seldom returned my calls, I was in a terrible mess with back taxes due for several years and new indecipherable charges from various government entities. I was lost! I brought BJ my financial history in a couple of shopping bags. She and her fabulous team worked diligently to help me. They spent hours on the phone with the IRS and petitioned for an extension and set up a system that I could understand. I run a small business - which is getting bigger. I was unable to concentrate on growing that business because I was so busy trying to work my way through the process of moving from hiring contractors to becoming an employer. BJ took me through all the steps, garnered information from her large army of contacts and freed me up to do the thing that I do best - grow my business. I can't imagine how I came to be so fortunate as to find this incredible, exceptional lady and her fantastic team. She has taken the weight off my shoulders and continues to be what I consider an integral part of my business. I have been self employed for more than 25 years. I have never had an accountant pay such personal attention to my needs. She is an exemplary professional. This lady knows what she's doing. If you are looking for the very best accountant - you will not find better than BJ Tucker and the Welkley & Tucker group. read more

BJ and her team were lifesavers! My husband had fired his payroll people in the middle of 2012 and was trying to do it himself. The end of the year comes around and I can't make heads or tails of what is still owed or how to do the W-2s and paperwork. I found Welkley & Tucker through Yelp and BJ Tucker was able to see me right away. I brought a big stack of paperwork which she and her team took and in a couple of days they had it all figured out. She then referred me to a great bookkeeper to help get us more organized. She and her team were professional, caring and kept me updated on their progress so I could finally quit stressing out. Thank You!! read more

Nine years after my previous review, we are still using Fitzpatrick & Tucker for all of our accounting needs. We know we are always in good hands with B.J. and her team. They genuinely care about you. As an example, they strategize through the year to help put you in the best tax financial position possible. Sometimes, I have questions about a journal entry, or something I can't figure out in our books, and they always respond quickly to help solve the problem. I like it that they diligently follow tax law, and that all the to-do boxes get checked off throughout the year. I don't get to talk to B.J. as often as I did in the past; however, I always enjoy the chance to do so as she is a remarkable human being, full of kindness and knowledge. read more

We feel so blessed and are so thankful that we found BJ at Welkley & Tucker. We have been with her firm for 3 years, now. Every year we have something complex, so we wouldn't think about doing our taxes ourselves. She works so hard and I always feel my taxes are in good hands. I retired from my job this year and she was able to help me project what 2015 will look like for our taxes and provided insight on how to have an even better return, next year. I am starting my own business this year and she has provided very good advice that will help me get started out right and avoid mistakes later on. We found her firm through Yelp and the very positive reviews that have been posted. I really appreciate the extra steps and care she takes with us. read more

I was nervous about bringing all of my information to the table when handing my business over to a CPA. I felt like a weight was lifted off of my shoulders after I left BJ's office! She was very professional, caring, helpful and clear! Thanks for providing a great service!! read more

We chose BJ and Welkley & Tucker (essentially a coin flip between my CPA and my wife's - BJ) and we've been very happy with the services. BJ is thorough and attentive and takes the time to walk us through the myriad of complications that has defined our filings the last couple of years. She's also a very, very nice person too. read more

After countless accountants, and numerous frustrating years, I was told to speak with Welkley and Tucker. My search was finally over! It has been wonderful working with BJ. Work get done on time, professionally and most importantly, stress free. I recommend her for any of your needs, no matter how complex or difficult. read more

My art business has been very successful recently that I needed to find someone to help with my personal and business taxes. After looking on yelp and talking to a few CPAs, I felt very comfortable with BJ and her professionalism that I chose her firm. Not only did they help me with my taxes, they helped me with converting my Quicken data over to Quickbooks. I am extremely satisfied with BJ and her firm. If you are looking for a CPA, Welkley & Tucker is your best choice. read more

BJ and the Welkley Tucker team are professional, knowledgeable, fast and efficient! After doing my own taxes for years, I finally turned to BJ and her team to file my personal income taxes which included rental property out of state -- I've never looked back! From the very start BJ patiently answered all my questions on subjects ranging from practical tax planning, to paying for our kids' college education, and strategic investment opportunities. I highly recommend Welkley Tucker, whether you are a small business owner or an individual with real estate and other investments.. read more

Bj Tucker is a life saver! She was quick and professional Finishing my taxes in no time. There friendly staff is easy to get a hold of and answer any questions you have. When it comes to taxes, you are in safe hands with Welkley and Tucker Inc. read more

BJ Tucker and her firm, Welkley and Tucker are really great. A few years ago, I changed payroll companies mid-quarter. What a mess! BJ took care of all of the correct reporting for me to the state and IRS. She's been preparing my business and personal taxes for years now and helps me avoid stupid mistakes. You can use her services with complete confidence and if for some reason you receive a letter from the IRS - just send it to BJ and its as good as gone! We all need a CPA this good. read more

I've been working over 18 months with Fitzpatrick & Tucker on an extremely complicated Trust. Everyone is so accommodating, extremely knowledgeable (particularly regarding trusts) and very professional. Being a real estate broker, I've worked with a lot of CPAs over my 30 years and these folks are the BEST! They out shine the rest and I highly recommend them at all levels! read more

I found BJ two years ago as my taxes became very complicated due to an event and I was unsure about some aspects of it. Knowing it was the week before tax deadlines I did not think I would find someone who could help. Not only did I find someone willing to take me on. BJ did that with a great attitude and quickly and efficiently resolved all of my issues in a very professional manner that was easy to work with. BJ's knowledge has depth and communicates well. She made my life so easy I came back. Highly recommend if you are looking for a great CPA. read more

I appreciate the prompt and professional services offered to us at Welkley & Tucker. We have worked with the WT team to address our Tax and financial needs for the past ten years. They understand my business and are always willing to suggest ways in help me meet my personal and business goals. read more

BJ Tucker is knowledgeable, personable and cares about her clients. She goes the extra mile to make sure that they receive the best service possible. The staff at Welkley and Tucker take customer service to heart. They make you feel welcome and provide you with a sense of confidence. I highly recommend this CPA firm! read more

We are very thankful to have found a great accountant and advisor in BJ at Welkley & Tucker. I have always found her to be prompt, courteous, professional and caring. We are chronically late every year in providing her with all our tax documents - but she has always done the job on time and without an issues. Would recommend her whole-heartedly. read more

We were introduced to BJ by our retiring CPA and the first thing she did was amend the prior 3 years tax returns to take advantage of a missed write-off, netting us a nice refund! Just over a year later she led us painlessly through an IRS audit. Very grateful for that introduction as we have found BJ to be thorough, knowledgeable and responsive. An added bonus: she's super nice! read more

Best , most honest CPA in San Jose! She saved my life, and does more for my tax crisis each year than I could hope for . Have been with her 3 years, will stay as long as she does ! She does my personal , my kids and my LLC taxes ! read more

Horrible service! I called today to ask some questions and the women who answer kept huffing and puffing like I was an inconvenience. My boyfriend and I have never needed a tax accountant before and being out of state I needed to ask basic questions and she didn't have the time nor care that I needed an appointment. If I could give 0 stars I would. Basic customer service skills should be a must for this company if they want to work with the public. read more

It is hard to describe in a few words how incredible Kathy has been. She handles multiple types of tax situations/returns for me... Corporation, Trust, Personal and a Charitable Foundation and not only is she always on top of each and every deadline and return, I've learned so much from her as she also speaks in layman terms brilliantly. She deserves 10 stars, not 5 :) read more

As a retired Police Sergeant, I'm skeptical about most things, but Jack Welkley and BJ Tucker are the real deal. They are super knowledgeable, and know taxes backwards and forward. Their staff is top notch too, they make you feel OK with asking questions, and yes, I needed some hand-holding. Check them out, you won't be disappointed! read more