I rarely write a bad review, but I am more than unhappy with the service I received from Luis. I…read morehave found that he doesn't take any responisbility for mistakes he makes, he is never on time, he is not up to date and makes uninformed statements about the tax rules or send wrong forms. And even if you send him tax information months before the filing deadline, he sometimes waits until the filing day to complete the return. All this happened to us in a 18 months working relationship. In his defense, he is a tax preparer, not a CPA, but he charges more than some CPAs for tax preparation. In detail: 1. Luis forgot to include a $30K deduction on my tax return which, had it not been detected by me, would have cost me several thousand dollars. Instead of apologizing for the oversight and offering to fix it immediately with an amended return, he asked me to come to his office to discuss it. By this time, I had already switched to a CPA. 2. My partner sent him his tax organizer in February so that his taxes could be completed well before the April rush. Instead, Luis asked him to come into his office on the afternoon of April 15 (the tax day itself) to sign the forms and pay for his services, leaving no time to review the return in detail. Luis was stressed because his software had failed on tax day, but luckily my partner was available to come into his office that afternoon, he was able to get the software working, and the tax return was filed before midnight on April 15. 3. Email replies take up to ten business days, according to his automatic response email. However, sometimes it can take weeks to get a response.

Must go to place to get your taxes done!…read more Luis isn't just nice to look at he's also very informative with all you tax needs, with 19 years of experience you can't go wrong with choosing him to handle your taxes.

Louis has prepared my tax return for the past 3 years. It is very convenient and can all be done…read moreonline. He is very good and patient with answering my questions. He is very knowledgeable (has an MBA) and has high integrity. When my husband wanted to start his own business, he had talked to someone who said he could help him with the application for a few hundred dollars. We asked Louis about it and he said it's a very easy process and he walked my husband through it for free. His price is also very fair and he helps us to get the most out of our return (some things I might've missed if I did it myself).

Today is a sad day.. Why? Because I am losing Louis. I've been with Louis for about 5 tax seasons…read moreand have always been satisfied. I first came to him with a complex tax situation that was my fault! I totally spaced on providing an important tax document in the previous year which resulted in a rather large fine. p.s. don't do that.. OUCH! He was recommended by a friend and he saved the day and helped me clear it up. Dealing with the back and forth with the state of CA and the Feds is not fun, be he helped make it so easy and reduced the fine considerably. His work literally pays for itself. I recently got married and moved so we needed to change tax accountant :( But if you live outside of Oakland, Louis is the best person to work with remotely.... totally organized, responsive and reasonably priced. He always sends me a reminder when it's tax time and organizes all the items he collected from me in the previous year. Some years we just went back and forth via email, I signed and mailed to him never having to step foot into the office. If you're busy like me, you'll appreciate the ability to work with a tax professional remotely and one that keeps you on your toes. Thanks, Louis! Hope to work with you again :)

Kathleen has been a game-changer for my business. I was quite resistant to the idea of hiring an…read moreaccountant as I run a bespoke business that doesn't take well to automated systems/processes. Plus I wanted to save the expense and knew I could figure it out myself. I've now been working with Kathleen for 6 months and I don't know how I ran my business without her. Not only is everything handled perfectly and quickly, she treats all dealings with each of my clients with tremendous care, and crafts her approach to me and my business. She is expert, creative, and customer-oriented. I can now focus on what I'm best at, which has only helped to boost my business further. I can't recommend her highly enough for anyone who runs a small business.

Rick has been doing our taxes for the past 5 years. He is wonderful. He also did our estate…read moreplanning for us. I trust him and highly recommend his services.

Our family came to Rick for trust and estate help after my father had passed and we realized the…read morefamily trust was sorely outdated. We have found Rick astutely capable at finding a remedy to update the trust which can be difficult while helping us avoid tax burdens both current and future. We have been beyond pleased. My 86 year old mother finds him incredibly trustworthy as well as friendly. And his legal advice and assistance has soothed her worries during a difficult transition. Our experience w Rick Naish has been nothing short of excellent and we wholeheartedly recommend him.

I've had my taxes done by a few CPAs over the years and highly recommend Tony Winspear. When I…read moreneeded to get a tax return done for my mom's "estate," I was surprised to discover how hard it was to find a CPA who does these, and how much more costly they are compared to my business taxes. (For example, the CPA who does my business taxes was not gung-ho to do the return for my mom's estate and the cost was about double.) I decided to look around on Yelp and called a few CPAs. Honestly, I only called Tony Winspear because his phone number includes 1040. I am very glad I did that! The other CPAs wanted to make the situation very complicated. After hearing about what my mom's estate included, Tony was very straight-forward. The other CPAs quoted a very high price range: Tony's was much more reasonable. Whether you need a personal return, a business return, or a 1041 (estate and trust return) done I suggest giving Tony a call. I'd also like to mention how convenient his office is. Easy to get to with plenty of parking.

I had to update my review to really capture the job Tony does from year to year. This guy really…read moreknows his stuff and I really appreciate the good and honest work he does. I would highly recommend him to anyone that needs a CPA.

This was my first year using Dennis and he went above and beyond the call of duty. Not ony did he…read moreevaluate this year's taxes but he reviewed 2 years prior -completed by H&R Block- and corrected multiple mistakes. Consequently, I will be receiving additional refunds. That said, if a recommendation is the highest compliment you can give then I will be recommending him to all my friends and family. Thanks again!

Dennis has been a very valuable asset to my company since I was referred to him in 2008. Initially…read morehe and his staff spent many hours helping me correct mistakes made by previous employees to my books. He has also handled a CA state tax situation that was caused by those mistakes and got us back on track seamlessly. Recently we had an IRS audit during our busiest time of year. When the auditor would not grant an extension, we asked if Dennis could help. He met with the auditor, then he and his staff assembled a report from our 2005 paper files (a mess from my former staff) and submitted it to the auditor. In the end, all additional taxes and penalties that were being sought were dropped. I extend my sincere thanks to Dennis and his team for their services since 2008 and would refer anyone to them.

Bruce is a well boundaried individual with good communication and response times. His rates are…read morelower than we were paying at one of the bigger CPA chains and the process was easier. We have not met in person though you can stop by his office to meet the staff and drop off documents. Bruce has a sense of flow that comes from doing what needs to be done and not doing what doesn't need to be done. That is a rare quality in a person of any industry ... we look forward to returning next year.

I cannot believe I am the first person to review Bruce, my tax angel. Maybe he is a tax secret I…read moreshould keep to myself, but that just wouldn't be right. Bruce is funny and knows his stuff. What I love is that he not only knows his stuff and stays up to date, but he reads up on tax stuff that is specific to my type of business. I mean this level of personalized care should be expected right? But I can tell you from experience it isn't. And in my world, I have paid a lot for my mistakes or my tax person's mistakes. Im not a cookie cutter business and Bruce doesn't treat me that way. He looks at my business history, my business in the present, and helps me plan for the future. We talk about my goals for me, for my family, and for my future. He is a great resource to have, he has a wealth of knowledge to share, and his price is certainly reasonably considering how much you will save and learn. He works with my bookkeeper whose in the next door office, so my books are in tip top shape. Anyways, if you don't want to worry about taxes every April, tax planning with the right tax guy is totally worth every penny.

We've been using Edward for several years, so this review is long overdue. He handle's our S-Corp…read moretaxes every year. We've been in business for almost 15 years in Berkeley and are so happy we've finally found Signature CPAs. Edward is not only knowledgeable, but takes the time to explain any questions we have. The advice he has to offer is excellent. His attention to detail is 11/10. We've been with several other CPAs over the years (why is it so hard to find a good one?!). Edward gets it, and gets it done quickly! Highly, highly recommend. Thank you Sig CPAs!!

This review specifically pertains to Cecily. I was not happy with the service I received recently…read morewhen I went in seeking advice on a letter I received from the IRS. Despite the fact that Cecily provided some useful information (hence the 2 and not 1 star review), her attitude and personality was abrupt and, some might say, hostile. I was stressed about the letter, and rather than try to put me to ease and reflect an attitude that "we would be able to figure it out," she was very aggressive and demanding in her questioning. I felt like I was being interrogated and this was not AT ALL what I wanted or needed as someone who was relatively new at filing my taxes and receiving my first letter from the IRS. She honestly had zero bedside manner and even if I had made a completely egregious error on my filing, I did not feel as though her approach was appropriate or skilled in any way. It's very possible that I misread Cecily and that she was trying to be helpful and this was her way of doing that but I honestly think she might want to know that her clients may very well have this reaction to her given that she likely deals with a large client base. To be fair, I will say that I was with my Fiancé during the meeting and she did not have the same intensely negative reaction as me, however I usually do not feel this way after receiving face-to-face services and therefor feel compelled to write this review. I was also not prepared for the $135 she charged me for a 22 minute meeting. She was not up front about this prior to the meeting when I spoke with her over the phone. I understand now that this is her consultation fee but was confused because I know that places like H&R Block meet for free in advance of services agreed upon during the consultation. This was the worst customer service I have received in a very long time.