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 have had my taxes done here since my first job in highschool. I have recommended them to people…read morewho go elsewhere and they pay so much more and seems so much more complicated. This place doesn't get any easier. They're always polite. I moved away from Galt yet I still have my taxes done here. Every year for almost 20 years now.

I have been getting my taxes done here for years. I really like the ladies who work here. Very…read morefriendly and helpful.

Mike is great to work with and extremely knowledgeable. Been with him for years and he always…read morehandles everything timely and with no errors.

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.

I can't say enough good things about Peter Holtz and his amazing CPA team! They're always on top of…read moreeverything -- quick to respond, easy to work with, and truly care about making sure things are done right. Totally reasonable monthly payments for accounting services done right! They've made a huge difference for our clinic by simplifying our accounting and saving us time and stress. Highly recommend them to any small business owner! -- Dr. Hansen, Rhino Chiropractic

This is the most sincere tax team I have ever worked with. Deep subject matter experts, respectful…read morewhen speaking with you - they have not only serviced my taxes (Business and Personal) they have consulted me, advised me - educated me, and each time they are patient, knowledgeable and hard working. Highly recommend using, I have used this team for years and will continue to use their team for years to come.