Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

Melissa has been amazing to work with to file my taxes. She has clear instructions, responds to…read morequestions quickly, and is accurate and thorough. Highly recommend!

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

Javier was super nice conmigo me ayudó mucho y fue bien amable desde que llegué. He made…read moreeverything feel easy y me sentí súper cómoda. Se nota que really cares about people. 10/10 recommend

I have done my taxes with this office four about 15 years. I trust them and they always do a good…read morejob and stay organized even when I am not!

How do I love Brian Odo? Let me count the ways. He is so super knowledgeable, very professional in…read morehis guidance, fast and very effective at what he knows best. There is so much expertise in his brain. Plus he's a nice guy, who has emotional intelligence, trustworthiness and empathy for his clients. I followed him from his prior place and I'll happily follow him to his next place too. My wife and I feel so lucky to be his long term clients. F yeah, Brian Odo!

Austin is great! He reviewed my taxes from last year for free and gave me great advice for filing…read morethis year :)

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

We have used BOL for two years and decided after last year it wasn't for us. The first year we had…read morean alright experience with Gary but weren't able to get comprehensive answers for the questions we had around real estate. The next year we were essentially assigned to someone else because who we saw previously was no longer accepting new clients...but we weren't new. Reaching whoever they assign you to work with is nearly impossible. After an initial apt weeks went by for very basic things and I was calling or emailing every few days in a panic as the deadline to file quickly approached. Eventually an extension had to be requested when all needed documents had been completed in Feb. The back and forth email and call correspondence was time consuming and ridiculous. We kept having to reach out to check the status and after weeks would get a response to schedule yet another appointment. Not personable, not friendly, poor communication. They likely take on too many clients because they care about profit over people.

We had Anson do our taxes for a few years and last year he completely screwed us. Didn't file them…read moreon time and then charged us more to submit them and now we keep getting letters from the IRS saying we still owe money and he WILL NOT RESPOND. We have called and emailed multiple times and he will not get back to us. It has been a nightmare. Do not give them your business.

The entire team at Liberty Tax Bernal Heights location is reliable, personable, and has great…read morecustomer service. They have prepared my taxes since 2013. They also help me recover a hefty sum from a real estate deal. I transmit all my documents to their Google upload for absolute confidentiality. I recommended them to a friend several years ago and he now comes back to them each year.

Sadly, this place of business has really gone downhill. I am a client of 10 + years, I have in the…read morepast brought my complex taxes to them and they have been clever and quick. They are no longer either. In addition, they make calculation errors, trigger audits, pressure clients to file extensions, and then literally forget about filing. Then, when the IRS dings the client for not being timely due to this Liberty Taxes' errors, pressure to file extensions instead of file on time, and forgetfulness, LT doesn't take responsibility. This client has had to pay thousands of dollars more to the IRS due to LT calculation errors. In addition, I am being penalized by the IRS for nearly $30,000 for being late. Why have I continued with LT? Because I trusted they would right their wrong. But this year, they again made a filing error. They simply didn't read an email this client wrote on April 11 in which a direction was given to pay the IRS through this client's bank account on April 15. They ignored the direction, and expected me to pay by mail. Unfortunately, this client thought LT had followed through, so the IRS didn't get paid for 5 days. So that is another ding, another penalty. The 3rd penalty in 3 out of 4 tax years. Whoa. Today, I went in to sign an appeal letter to the IRS for the tax year I am being audited. The letter was written by AI. You guessed it, Liberty Tax was no where on the page. They left out how Liberty Tax had made a calculation error which triggered the audit in the first place. When I said I couldn't sign my name to a letter that wasn't entirely truthful, the LT guys questioned me, interrupted me, scoffed at me, literally turned their back on me, they wouldn't make eye contact. Intimidating. Rude. When that didn't work and I still refused to sign my name to this letter of appeal to the IRS to correct their wrong doing, they sent me away. "Do it yourself". Now I have to hire a tax attorney. That will be even more expensive. What a nightmare. I encourage folks to pause and think carefully before entrusting this Liberty Tax with your money. Take care.

Millie is great! Very friendly, knowledgeable, and accommodating. Best part, she's right in the…read moreneighborhood. I'll most definitely will be using her services from here on out!

After my tax person quit I found Millie and couldn't be more pleased. She was very professional,…read morefriendly, kind and easy to talk to. I was relieved to learn she takes internet security seriously (unlike another tax person w/ good reviews on Yelp) and we meet in person to hand her the docs at our first meet which was my preference (vs online only tax peeps). My timing must have been good because she was able to complete them by the next day. She's also EXTREMELY qualified giving me much comfort!

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.