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.

Jim is an exceptionally knowledgeable, helpful, and diligent CPA who I highly recommend for your…read morebusiness and personal taxes. He's very professional and has an abundance of knowledge to keep you in the know when it comes to taxes.

Fast service. Helpful accounting services. Sean is very responsive to questions. I would recommend.read more

Sean is super quick, responsive, and helpful. I would highly recommend his service. With this…read morequarantine and extension for tax filing, somehow it slipped my mind that taxes were almost due. I greatly appreciated the fact that you could request a consultation through Yelp. I filled out the "First-Time Client Form & Quote" online, answered some questions, and got a quote shortly after submitting it. Just a FYI, minimum preparation fee if $400. But we've messed up doing our own taxes before on Turbo Tax and had to pay a hefty interest fee for our error. For that reason, I have been willing to pay more to make sure that doesn't ever happen again. My husband and I have multiple properties which is why we just don't even try to do taxes on our own anymore. With this quarantine, everything was done online and was quick. We had a meeting online, Sean set up a cloud folder for us to drop our files, and he had our tax return ready within ONE DAY! SUPER FAST! We were able to sign everything off with DocuSign. If you're tech savvy and want someone who is quick, responsive, and thorough, Sean is your guy!

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

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!

I've had Joseph G Gordillo as a CPA for over 30 yrs. He is amazing! I couldn't have asked for a…read morebetter Guy on my financial team. Thank you Joe! Patti Dishman

I came to Joe a few years ago based on a recommendation from another professional firm for a multi…read moreyear IRS audit someone else screwed up. Joe treated me so fair on the pricing and work and I honestly can't thank him enough for the enormous effort and attention to detail he provided at every turn. He's a great communicator; an excellent CPA and I feel comfortable recommending his services to any sales professional who deals with lots of deductions and mounds of paperwork or any business or consumer who needs their taxes done professionally. There is a difference between a CPA and a certified tax preparer. Make sure you understand what that is and the implications of using a preparer before using anyone who isn't a CPA.

Lewis was great . I so appreciated that he was able to take on my moms personal and trust taxes. He…read morewas very patient with me. He explained everything to me and not just once but probably many times. He was also very knowledgeable in the tax laws. I look forward to doing business again with hom Thank you Debbie

Excellent CPA--professional, detail-oriented, and easy to work with. We recently moved to…read morePleasanton and engaged Lewis for our personal taxes. Lewis made the transition seamless by taking the time to understand my future needs. Clear guidance, great communication, and someone I trust going forward. Highly recommended.

I am sorry to say I have never had a worse experience. My family and I had been using a local Tax…read morecompany since 2001. This company was outstanding. Unfortunately he retired and sold his book of business to Hunter. My family and I should have switched yet we trusted the new company. This was a very poor decision on our part. In my 45 years of doing my yearly taxes this was the worst experience ever! Their personal touch, lack of communication and overall professionalism was unacceptable. My wife and I have never been more disappointed. Needless to say we will never use them again and would encourage anyone looking to use their services to re think that decsion.

Amazing! they are truly first class and will take amazing care of you and even your friends.read more

Tony Kim helped me so much with my tax case. I owed the IRS a significant amount of money due to an…read moreerror on my part as well as some unforseen circumstances. Tony listened to me and the details of my case. He was wonderful to work with and frequently updated me on the progression of my case. Tony ultimately saved me THOUSANDS of dollars by negotiating with the IRS. On top of that, he's just a very compassionate person and really showed that each time that we spoke. I highly recommended Tony to handle any IRS case. He worked as an IRS attorney and now he represents tax payers so he really knows how to navigate the IRS for the best possible outcomes for his clients.

Tony Kim is a compassionate and communicative attorney. He expertly navigated the IRS and got them…read moreto agree that we didn't owe the large sum the IRS thought we owed. Before we got started, he told us what he was going to do, what to expect and he kept us informed every step of the way. I highly highly highly recommend him!