I needed a bookkeeper to clean up some old bookkeeping mistakes I had made in my company's…read moreaccounts, some as far back as 2013. Rebecca came on time and took care of everything in less than an hour. Love that I can let others know what a great find she is. I'd use her again in a heartbeat.

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

The person who had been preparing my taxes the past decade wasn't available, so I submitted a quote…read moreto S3K and a few other tax preps. Portia responded quickly and gave me her price, which was reasonable. She was very responsive since I'm a new customer and we needed to ensure the details were accurate. I uploaded my forms using a secure portal she provided and had my return soon after. She also guided me through submitting my 1040 payment online. Her process was simple and she was very professional. I definitely saved a lot of time with Portia and S3K.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

Highly recommend this place specially Gloria who is the tax preparer, she is really nice and will…read moreanswer and explain any question you might have

From the owner: Our business specializes in bookkeeping, payroll for small business, and e-filing tax returns for…read moreindividuals.

I had an excellent experience with their tax services. The team was very professional,…read moreknowledgeable, and helpful throughout the entire process. They took the time to explain everything clearly, answered all of my questions, and made the whole process simple and stress-free. I truly appreciate their attention to detail, honesty, and great customer service. I highly recommend their services to anyone looking for a reliable and professional tax service. I will definitely be coming back next year!

I've used EA Tax Resolutions for several years and highly recommend them. My taxes are complicated…read more(lots of K-1s, multiple states, LLCs), and Anthony and his team handle all of it thoroughly. They're quick to respond, explain everything clearly, and the client portal makes uploading documents easy. If your return is anything beyond basic, call them. Five stars.

Quynh is so amazing! She really knows what she's doing and makes sure you're covered when it comes…read moreto legal matters. She's very organized in her work, which is important with handling so many employee documents or files. Besides taking care of all the payroll matters, she's just a hilarious person to work with.

I work in real estate and I have been using ADP for my payroll. It was expensive and ADP only…read moreprovided a platform for me to do everything myself. For my bookkeeping, I was using Excel but it was very cumbersome to keep it updated matching the receipts with the Excel entries. I am now so happy to use QC Payroll and Bookkeeping for both payroll and bookkeeping needs. Quynh was very professional and gave great advice. She suggested great tools for me to use with my business reducing the paperwork and making it very convenient. I'm able to integrate my mobile device into my business more by making it a bookkeeping tool with the apps Quynh recommended. My bookkeeping and payroll are now on autopilot and I get to concentrate on my business and clients. If I have any questions, Quynh and her team are very responsive to my calls or emails. I strongly recommend any small businesses (especially any realtors) to use QC Payroll and Bookkeeping, you will find their services second to none.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I have been going here for years! Great customer service. They are all very friendly and help me…read moreunderstand my taxes. I have referred many friends and family here that also have had a great experience.

From the owner: One-stop solution for all your accounting needs. Helping small to midsize businesses thrive!read more

I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.