1. Jeff Walker, CPA

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Stockton, CA

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Jeff Walker, CPA

5.0 (1 review)
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10 years ago

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Serenity Tax Services

Serenity Tax Services

(22 reviews)

I absolutely cannot say enough wonderful things about Peggy and her tax service! My husband and I…read morehave been using Serenity Taxes for several years now and we always feel in good hands. Peggy knows all of the latest in tax laws and is especially generous with her fees, despite all the hard work she puts in for us. We highly recommend this tax service, you will be so grateful you changed over to Serenity Taxes! We certainly are!

I was recommended to check in with Peggy to see if she could work my taxes now that I was filing…read moremarried, but separately. It was a little bit of a drive for me to get to Stockton from Dixon, but it was well worth the drive. Before I had my appointment, Ashley (office manager) contacted me and sent me a general questionnaire to fill out ahead of time. She also asked me to email copies of my prior year's tax return as well as any relevant tax documents. This would allow Peggy to have prior knowledge of my finances before I drove all the way to Stockton. When I arrived for my appointment, Ashley greeted me and offered me a drink and I sat down in the waiting area. I only waited for a few minutes and then went back to the office to meet Peggy. The first thing I noticed was that she was well-prepared with all my documents and knew what questions to ask. She told me facts about taxes that I did not know, so that was super helpful. I had numbers run through TurboTax and was going to owe a significant amount of Federal and State taxes. After Peggy used her tax knowledge to work her magic, she ended up saving me over $1000! I am very thankful for Peggy and her expertise. Ashley was super helpful and organized. I will definitely be returning next year to have my taxes run by Peggy again.

Tax Solutions Plus

Tax Solutions Plus

(8 reviews)

I had a very disappointing experience with Tax Solutions and Stephanie Martinez. I hired them to…read morehelp me with my DOT, CA, and MC paperwork so I could get my trucking business up and running. Unfortunately, the paperwork was not handled correctly, and my MC application was rejected. As a result, I have been unable to operate and have lost valuable time and income while trying to correct the issues. I also feel that I was overcharged for the services provided, especially considering the mistakes that were made and the outcome of my application. Communication was frustrating, and I was left dealing with the consequences of errors that should have been avoided. I paid for professional assistance because I wanted the process done correctly, but that was not my experience. Based on my experience, I would not recommend this company to other trucking business owners looking for help with DOT, CA, or MC filings.

Stephanie is amazing! She was able to help me with my taxes 100% remotely AND accounted for…read moredeductions that TurboTax wouldn't even ask about. I filed through TurboTax initially and when I saw the numbers, I FREAKED and (obviously) did not hit "file". Without a tax expert in California, Filing "free" is for uninformed people these days. Everyone living even just slightly above the "low income", line needs a specialist or you'll just give 40% every paycheck to the state and Feds who will scrape another 5% away from your bucket at the end of the year because they know they can. Pay Stephanie the same cost as Turdo Tax and she will find your rightful deductions and get you your MAX deductions BACK! There is no reason why middle/lower income people should OWE end of year. So stop paying all year just to owe. It's crazy!! Trust her, pay her, then get an exponentially better return. Period.

Jeff Walker, CPA - accountants - Updated October 2026

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