I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

Bheem has been doing both my personal and S-Corp taxes for two years now. His strength is in…read moreeducating me about how stuff works. I have an advanced degree in business but tax is still rocket science to me. Bheem always takes time to explain how things work, what my options are and what he would recommend for my situation - he does this all the time even in the midst of a busy tax season. He charges a reasonable fee, offers great service and is available any time - even beyond the regular tax season. Strongly recommend his income tax services.

Highly recommend, very efficient and fast tax preparers and they have us so much advice to lower…read moreour taxes. With our former tax preparer we were owing $15k a year and this year we ended up getting a refund! We will continue to use Bheem Tax Services in the future and are so glad we found them.

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

Andrew is very thorough, knowledgeable and takes the time to explain and go over your return with…read moreyou. He answers questions in a timely fashion and is easy to get a hold of!! We highly recommend Andrew at Allied Tax Planners.

Professional, friendly, quickly respond to questions throughout the year, available in person,…read morephone, email and online. They make taxes so easy!

For many years, Yelp has proven to be a treasure trove of the best people we could ever hope for to…read morehelp our family with real estate, property management, auto repair, pest control, and most recently, Pendleton Tax Services. After an initial phone consultation, we met with Derrick to go over our taxes and come up with a tailored system to keep as much of our money as we possibly could in our hands rather than handing it over to the IRS. We spent a good deal of time together, and ended up with a very sound strategy after covering all the bases. We found Derrick to be very personable and easy to talk with, knowledgeable about everything under the sun in the world of taxation, responsive to all of our needs and concerns, and someone we could fully trust as our representative to deal with the IRS. As an Enrolled Agent, we have complete confidence that Derrick would be fully able to handle the IRS in any negotiation process that might arise in the unlikely event that we would ever be in that situation. After building a remarkably sound foundation, we discovered, to our surprise, that Derrick was including this critical work as part of our yearly tax preparation fee (which is very reasonable), and was not charging us anything for all the time he spent getting us ready for the 2020 tax year! We couldn't be happier to have him on board, and we can tell you without any reservation that you will be most satisfied with Pendleton Tax Services helping you take care of all of your tax preparation and strategy needs.

One of the more interesting things about completing your taxes is that you only do taxes once a…read moreyear! When it boils down to making a decision on where to do your taxes, Derrick is your guy! Let me tell you why you should switch your tax professional to Derrick Pendleton.... It's to your benefit. You'll get your money's worth! Derrick is super friendly, understanding and alleviates the stress off your shoulders. I can't stress it enough, he takes his time with you versus rushing you out the door. I would suggest brainstorming questions to ask, and bringing those questions with you to save time. I always come with a notepad filled with 20 questions or more that came to mind in the time leading up to my appointment. For myself, I gather my tax documents in January, then I schedule my appointment soon after. There are so many people who wait last minute. Don't be one of them. For your convenience, you could also email your documents vial email versus going into the office. I personally like meeting in person, but Derrick is open to whatever is convenient for you. Once he receives your paperwork, you will receive an email from him when your taxes are complete. Overall, I love Pendleton Tax Services!

I have known this company since they opened and have worked with them and referred all my friends…read moreand clients to them. The owner has run a small business before so she understands how they work and make awesome recommendations. They have delivered clear books to my CPA so at tax time I don't even sweat. Their customer service is amazing, they sincerely want to help small businesses in this tough economy time. Also I have to add that they are VERY professional, fast, thorough, accurate AND reasonably price. If you are looking for a good bookkeeper, give them a try and you will NOT be disappointed. I still do my bookkeeping even since I moved to HB since everything is done via internet. They have make my life so much easier....

I was looking to hire a tax professional to file my 2017 taxes and came across Armstrong via the…read moreYelp "request a quote" feature. Normally I do taxes myself using TurboTax, but last year things got a bit complicated with me selling my first house in California after renting it out for a few years. The tax rules were quite complex for handling this so I decided to hire a professional this time. Armstrong was listed in San Ramon but he's actually based in Georgia! All of our communications were by email and things went smoothly. After scanning all my paperwork, Armstrong got back to me in a week with a thoroughly completed return. I liked how he handles my rental house conversion/sale - Armstrong looks very qualified since his website states he also has a real estate background! Highly recommend Armstrong for your tax needs, provided you're okay with doing everything by email. He does encrypt the forms for your records. His fees for service are reasonable but also transparent - they tend to increase the more complex your return (rental house sales, investments, AMT, etc.) He's technically no longer "local" but I am glad I found Armstrong. Surprisingly, many of the other CPAs listed in Yelp either ignored my inquiry, declined my business as they have too many clients, or declined to to give an initial estimate.

I think Armstrong has been preparing our tax returns for over 10 years and now does my kid's…read morereturns! He is fast and efficient and his cost is always very reasonable. This past year, he asked about interest forms for previous institutions, and it reminded me that I left off a few forms when I submitted my info to him. He really saved me there and also asked about an option netted a larger refund. He has provided some advice over the years about things like charitable donations and capital gains taxes and how to avoid penalties.

We are new clients of Jim's and he and his staff have been wonderful, Jim especially…read more He's very responsive, professional, knowledgeable, and just puts you at ease, as he will take care of your audit needs! We were being audited by the IRS and state for 2009 & 2010, over internal stock trades (ESPP, Non-qual, other stock) and he was able to straighten everything out, and get us some money back for prior years, by amending our returns! Because of our great experience, we've decided to hand over our 2012 taxes to him! If you're looking for a great CPA, I'd highly recommend Jim.

I'm saddened by the fact that Jim retired earlier this year. I had spent over 15 years with Pease…read moreTax and found them to be a great partner. The biggest disappointment is the new owner (aardvark.tax). Zero communicates, zero customer service and to top it off if you provide feedback to help them better their service they drop you as a customer. Guess it's a wonderful problem to have too many customers that you can treat them badly. Feedback is a gift. Especially from a 15 year customer.