Called in and they said they are not taking new clients right now. However, they answered my…read morequestions free of charge . B&F Contact me if a slot opens up.

I contacted them a new customer looking to do personal income taxes. Jeremy was super fast to…read morerespond and after review of my past taxes and a quick discussion confirmed they have availability and sent over a quote. I think the fee for service was very reasonable. They were able to provide me a way to securely upload my documents for processing. They prepared our taxes quickly and called for clarifications prior to sending them to us for approval. I was super impressed with everyone and this company and how quickly they worked. I did contact them early and filing late February probably helped. I would definitely recommend contacting them if considering a CPA or Tax preparation service. Thanks!!

This year was the 3rd year we have used their services... I…read moremust say once again how thankful and pleased we are with Jeff Restivo... The best!!! We highly recommend him for ALL your tax needs... Extremely honest...helpful... knowledgeable.. trustworthy.. and he truly cares about his clients.. I wish I could give him MORE than 5 stars.. He helped us so much with our long form taxes for our small business. Thank you once again Jeff! Irene S

Amazing experience with CPA Jeff…read more He is very efficient, friendly, and skilled at what he does. He has helped me ensure that I am maximizing my tax return. Probably my favorite thing about him is that he doesn't seem to give his clients the "you're wasting my time" uptight vibe that I'm sure many of you have experienced with other accountants. The overall process with him has been extremely simple and cost-effective. I highly recommend Jeff as a business accountant and as a personal income tax accountant.

One of my tax years was simply a nightmare. I had tried to file myself through TurboTax and even…read moretried another way and nothing was going through. I received a letter from the IRS and remembered that the dad of one of my students and his wife had their own tax prep business. I gave Rod and Julia a call and they were happy to help me with this issue. Also I used them for this year's return. So my problem was resolved and they will be my go to tax preparers from here on out. I think their rates are competitive. Mostly I just trust them.

I highly recommend against using SB Tax Pros. While Rod is a very nice guy, I do not believe he is…read morea good CPA. He may be a good CPA for maybe the basic of basic tax needs, but for anything slightly more complicated (stocks, crypto, backdoor roth IRA conversions, tax credits, etc) Firstly, when I sent him my tax documents, I also gave him specific instructions on what forms to fill out because my tax situation is a bit more complex than a typical tax payer. Not only did he not follow my instructions, he didn't even properly fill out the forms he was supposed to fill out. For anyone interesting, if you did a backdoor roth IRA, that requires an 8606 form which I told him he needed to fill out. Never happened. I also gave him other instructions as well such as using a previous years tax credit carryover. He never did that either. These mistakes resulted in him saying that I owed more than $13k to the IRS. I saved myself $13k by doing my owe taxes instead using TurboTax rather than paying Rod to do my taxes. Secondarily, before all of this, I recommended him to a coworker. With my coworker, Rod did not properly fill in the cost basis for capital gain/loss reporting even though my coworker has proof that he sent in both the 1099 and the supplemental stock forms (which has the adjusted cost basis). I ended up catching this mistake when I reviewed my coworkers taxes. Rod just used the cost basis of $0 rather than the actual cost basis. This resulting in over a $40k mistake in capital gain/loss reporting that my coworker never should have owed. So to summarize, do not go to SBTaxPros for anything complex, anything stock related, etc. It can cost you thousands of dollars, or even 10's of thousands of dollars.

I've been a customer for over 30 years. They are knowledgeable and courteous, have saved ne money…read morewith tax advice. John Bostwick is awesome.

Looking for a local company to do my taxes I chose Anita Peca at Walpole. She was apparently busy…read morein March so filed for an extension with the IRS for me. It's now June and I hadn't even heard from her, so I went this morning and picked up my paper work and will find another tax person. She gave me a bill for $375. Filing an extension is free, and I had 3 short conversations with her on the phone, yielding no useful information other then her emphasizing the base fee was $1200. and advising me to call the IRS with my questions - which I did. She was useless. I"ve never been late with taxes until connecting with this firm. I guess I'm 'small potatoes" and their bigger clients come first.

Wow! I rarely write Yelp reviews but I needed to write something about The Numbers Girl. Regina…read morehelped me transition from our old payroll company to Gusto! She is kind, awesome and communicates well! A+ She is worth the price. Thank you Regina! Im glad I found someone so intelligent and helpful.

Fantastic communication and expertise, all you would want in an accountant…read more Very sharp, organized and detailed, highly recommended.

Ernesto did my 2022 taxes after my previous tax preparer completely ghosted me. He was super…read morefriendly and professional and got my (in my opinion) kind of complex taxes done super quickly. Ernesto didn't even bat an eye - he totally knows his stuff. Comparable price for what I've paid other tax preparers. Looking forward to working with him for 2023 taxes!

I did my taxes with Maya around March of 2020 for the year 2019, and I also asked them to fix an…read moreissue with the IRS because they kept sending me letters stating that I owed money for 2018. I knew there was something wrong because that year I barely made 35k and still, I got discounted Federal and State taxes like crazy on my paychecks throughout 2018. In like around 30-45 minutes, after I brought all the paperwork Maya asked for, they filed 2019 and re-filed 2018. Today, I got a letter from the IRS finally giving the money they retained back! 3K (See picture attached)! This was the best news I have received since 2021 started.

Veronica was so helpful with processing my earthquake policy. I had a miserable experience at…read moreanother office that refused to assist me. Veronica went out of her way to call into the company because I wasn't able to get the information processed by telephone myself. I was extremely happy that she took the time to call in and get my renewal payment processed. Kudos!

Sleazy. I had just…read moreone interaction with them based on an advertisement they sent to our house for fire insurance. The advertisement indicated they were insuring homes in our neighborhood when in fact they were not. It was a marketing scam. They had sold renters insurance to a neighbor which then, they claim, entitled them to send mailers to the entire neighborhood claiming they also sold fire insurance in the area. It wasted a lot of our time before we discovered it was a scam.

We have been Clients for over 10 years, I don't know what is going on but we really miss Mariah…read more Every time we attempt to talk to Cheryl it seems like we are a bother and she is annoyed she has to do her job. We have recently moved elsewhere and are so much happier! Shame on you.

She has been doing me and my mother's taxes for over 10yrs. She makes it easy with a computer…read moreprogram so even though we moved to San Diego it's still simply to get info to her. Her or staff call if questions. She isn't cheap but effective and I always get a good refund. I trust her and she has a clause that if audited she would represent me.