I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax…read morepreparation services to review my completed return. I had a great experience working with Geovanna and found her to be knowledgeable, clear and kind. I felt like we had achieved the best possible outcome and I will work with them again for future tax needs.

Getting my taxes done again here this year. Very professional business, always nice to visit here,…read moreit feels like you have the smartest people by your side. Clean waiting area and good parking, very close to the freeway.

I reached out to this company because they offer a free 30-minute consultation, which caught my…read moreattention. I scheduled a call and got a confirmation, but on the day of the appointment, no one called me. I followed up about an hour later and was told the rep had an emergency, so we rescheduled for two days later. The same thing happened again. It's now been over an hour past the scheduled time and still no call or communication. At this point, it feels like the free consultation doesn't really mean much if they can't even show up or follow through. This is supposed to be the stage where they make a good first impression, and unfortunately that didn't happen. If they can't respect my time before I'm even a client, it's hard to trust that they will after. Overall, pretty disappointing experience. Edited: picture added in response to their company rep's message.

Great team here! I…read moreappreciate their down to earth conversations when it comes to the business side of taxes. I really liked the guidance on planning appropriately for the following year and pointing me to the tools provided on the IRS website.

I guess I fall under the .4  that didn't experience the 5-star service…read more My personal experience, I gave them all my docs; nothing complicated was doing my own tax using TurboTax for the past 12 years. They processed everything and gave me a rundown of how much I owe and how much I'll get back, so I signed off and went on with my life. My issue is with the refund payment. It turns out they forgot to include a form, so instead of getting a refund payment, now I owe CA FTB. I sent them multiple emails and voicemails, but no reply... nothing.... ~2 months later, I sent one last angry email and now they finally replied back. They said they'd take care of it, which is great and I specifically asked them to give me some confirmation that this was done... again waiting... this time I'm not waiting longer than 2 days. And of course, no update....nothing. I gave up and decided to just do it myself. I contacted FTB and submitted the missing form. It took less than an hour and 80% of the time was spent in the queue. I will be going back to TurboTax; it's cheaper and I'm familiar with it.

Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

These gals are awesome. Personable, non-judgmental and savvy to tax law. Be aware they are strictly…read moreby the books, no bending of the rules.

After years of getting absolutely ripped off by H&R Block and a few mishaps with filing my own…read moretaxes with Turbo Tax I decided to take the advice of a friend and try Mrs. Madeline's Tax Service. With over 40 years experience and having actually worked for H&R Block for over 22 years, she is an absolute pro and sweetheart. As you can imagine I was quite nervous to have my taxes prepared for the first time in a few years and these feeling were immediately eased when I noticed Madeline's motto on her business cards: "In for a while, out with a smile :)". This was the absolute best tax experience of my life! Madeline and her associate, Sylvia, were professional, thorough, hysterical, and most importantly accurate. They put all my fears to rest and were truly looking out for my best interest. I cannot say enough good things about the quality of work and my overall experience at Madeline's Tax Service. This IS as good as it gets!

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

Gwen and her company have been serving my tax, and small business accounting needs (Randy's…read moreJanitorial) for over ten years. She assisted in the inception of my business in 2019, and prior to that she served my personal tax/financial needs. Quality, knowledge, and integrity is what you should expect when hiring her and her team.

GWEN BROUSSARD IS OUR MIRACLE WORKER AND THE BEST IN THE BUSINESS!…read more This is an extremely long review, but please read it unto the end: We were currently living in a beautiful, convenient, brand new downtown Oakland apartment. Due to circumstances beyond our control, we were given a 90 days' notice to vacate! A dear church member put us in touch with a mortgage lender who qualified us for enough to make a purchase and we were given one of their real estate agents to work with. Being new to the entire process and not knowing that we could use the lender for funding, but select our own agent was traumatic at best! The agent soon dropped us and we were left dead in the water, with now less than 60 days to vacate our unit! We came to Gwen under the direst of circumstances and implored her real-estate prowess for assistance. She gave us a timeline and said "Stick with me and WE WILL FIND YOU A HOME." She was thorough, efficient, patient and no-nonsense (in working w/the seller's agents). She held our hands and walked us through EVERY STEP OF THE PROCESS! From going out to look for homes daily, on down to explaining all the ins and outs of the contracts/agreements, to connecting us with the finest network of agencies, (i.e. home and pest inspectors, etc.) to assist us in the purchasing process. She is a down-right maven, an authority and expert in all things real estate! I can't imagine NOT having had her to be our agent for purchasing our first home! She encouraged us until the very end. There were MANY times we wanted to give up. We were facing this incredible deadline and didn't know if we should just throw in the towel and rent an apartment for $2200/month or to keep searching. She made the entire ordeal something we could totally conquer and wondered why we hadn't sought out her services sooner! We got an offer accepted on our new home about a month before we were mandated to be out of our apartment. She made it possible for the deal to be expedited and we were able to move out of our apartment and received the keys to our beautiful new home on the same day! Our mortgage is several hundred dollars below what we would have given away in rent. Our home is absolutely amazing and perfect for our little family; our neighborhood is cute and the neighbors are friendly. I recommend Gwen not only to YOU but to anyone! As a matter of fact, I recently did recommend someone to her. I had the opportunity to share with her how easy the entire process was with Gwen and how her knowledge and understanding of real estate is a must have and just how REALLY DOABLE the home buying process is with a fantastic agent. She not only took my suggestion and contacted Gwen, but do you know SHE TOO just received the keys to her new home and her deal was completed in even less time than ours! I myself was amazed at how quick the transaction happened from start to finish! I'm telling you from my own personal experience, IF YOU DON'T HAVE A REAL ESTATE AGENT - DO YOURSELF A FAVOR - GET GWEN!!!! You'll thank me that you did and soon be sending my invitation to the housewarming party for YOUR new home! Thanks Gwen Broussard for making a lifelong dream our present day reality for our family.

I have had a business relationship Kendall Financial Services since 1994; i know she was in…read morebusiness several years prior... KFS meets/exceeds several of my criteria when it comes to a professional relationship: - my finances are important to me; when I have a question or a project, I want to be able to reach the people that have the answers - and quickly. KFS is great when it comes to being readily available / part of Monica's high work ethic. - lead by example: Monica has personally done well for herself; I would hesitate having a person giving me financial advice who is in bankruptcy - I have watched her leapfrog three offices and she is on a constant path of growth (built a-top stability) and I personally applaud her. Lastly, she has consistent staff who I trust and have a relationship with; I don't want to have to share sensitive personal information with a different person every-other month. I am a big fan of management that maintains a "successful workplace" / loner-term staff is usually a reflection of a positive management style. Thank you Monica and staff for taking care of my personal and business finances through the years.

Monica is a tax expert. She and her staff are exceptionally efficient , knowledgeable,and…read more professional . Her knowledge of up to date tax law makes it easier for her to assess your personal or business tax needs. Simply the best. Thank you , Kendall Financial Services.

I've held off on leaving a review as I know that during Covid-19, there is so much change happening…read moreand I want to be understanding towards that. As someone who opts to invest my time and dollars into small business partnerships, I am beyond frustrated and disappointed with the communication from the TMB team. This tax season, I needed to find an accountant that would be able to guide me thru the challenges of filing for my small business and personal taxes. I found this company thru yelp's "quote" feature. Things seemed legit, so I was comfortable moving forward with scheduling an appointment. After coming in for an appointment, I had some follow up work that I needed to do on my end. However, I received an invoice and a contract for services. No worries there. I went ahead and paid the invoice due of roughly $400+. In short, In good faith, I paid for service that was not rendered. Around April- May , communication stopped (due to Covid-19 I assume). I attempted to reach out and found that I was unable to reach anyone thru the phone numbers listed on the website or via email. I got a little worried because I thought that the business closed down and that concerned me. I had given the owner a copy of my W2 during our initial meeting and have paid for services, and have heard nothing. No follow up. I somehow found a new number on their LinkedIn page and gave that a try and was able to get a hold of someone. I was given a new email address to use. We were scheduled to follow up that Monday as the team could only work on a limited schedule due to childcare issues. Definitely understand that, no problem. That Monday meeting never happened. Now, I've forgot what was the best number to get a hold or someone and was back at square one. Fast forward, I was able to work with another team member who would help me along the way. During this process, I was asked to submit a completed schedule c form which was challenging for me because I had never done it before. I reached out to schedule some one on one time with the team which never ended up happening. I followed up with the team member and was told that they were expecting my call and never heard for me. Ok. So clearly we have communication issues. I get it. I feel like I am having to manage communication and I'm not an employee with this organization. I reached out with a reference to the contract is had signed requesting a refund. I was immediately told I would be given a refund for my $400+ with complete disregard to the W2 that I had given the team. Apparently there is no recollection of that. This was on 6/16/20. As of today , 7/20/20, I have emailed three times asking for follow up. I have called that number listed on their website : 510-239-5021. No response. No update. No refund. I am discouraged. I am upset. I work hard to grow my income and be in a healthy place financially only to be ripped off by a business that I wanted to support and grow a long-term partnership. What is interesting to me is that I reached out to a different tax organization, and when discussing what is my part in completing the schedule c form I was informed that I would need to categorize the data and the team will ensure the information is filled in the correct area. Makes sense to me. I'm paying for the expertise of someone that knows taxes on a deeper level than I do. This is solely my experience with this org. I do not know what anyone else's experience is and quite frankly I don't care.

Unfortunately, no one is returning my phone calls or emails. I worked with TMB tax to file my 2019…read moretaxes because they were complicated and recently found out that I owe the IRS thousands of dollars. I originally worked with TMB to prevent this specific issue and even explained where I needed help and advice. I'm extremely disappointed and dissatisfied with this service but now that I need help, there's zero response or follow-up. This was a waste of money and time. By trusting in Tamika's experience, expertise, and service, it actually cost me thousands of dollars.

Very professional fast and fair priced! I have been paying over twice as much for terrible service…read morefor years! Make the switch from your over priced company that won't even sit down and go over everything , my last tax person had me doing all the entries and simply filled it for an absorbent amount of money !

My son, son in law, 2 daughters, my husband and myself have had William and Anastasia prepare our…read moretaxes. Easy to work with. Timely and efficient been going there for years recommend