Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

Katja has been doing my taxes for decades. She is super professional and personable. She has saved…read moreme a lot of money through the years.

We've been using Katja's services for a couple of years now and couldn't be happier. She does…read moreexcellent work, provides clear and helpful guidance for our tax filing, and is always easy to communicate with. Katja is timely, professional, and truly a pleasure to work with. We're lucky to have found her -- thank you, Katja!

Randy is so accommodating and knowledgeable. He came to our house per our appointment. The…read moreprocess was fast and no stress.

For the past 6 years, Randy has been my go-to tax preparer, and I'm just as thrilled with his…read moreservice now as I was the very first time. He's incredibly thorough as I stated before, he takes the time to explain everything in detail and answer any questions I have--no matter how small. He's always flexible with scheduling and makes the entire tax process stress-free and straightforward. If you're looking for reliable, top-notch tax help, Randy is the guy. Thanks Randy!!

I've been working with Clay Welch and his staff on my taxes for the last few years. As a single…read moreparent that works full time and has little of my own free time, Clay and his staff (Chelsea) have been a great help on helping me get my stress level down during the tax season time. They are very professional and communicate while taking the time to listen to my concerns and offer suggestions on getting me changed over to HOH. The tax dome portal makes it easy to submit my receipts and documentation needed for filing each year. Thank you Clay and Chelsea for all your exceptional help throughout the years! I will continue to recommend you to others needing tax advice or filing preparations!

C&A Welch is simply the best tax firm!We've been using them for years. They are efficient and the…read morestaff is very friendly snd always helpful!

10/10 quality service…read more Brought my grandma here to do here estate planning and Michael's team provided an amazing service. He was very straightforward and was able to answer all of my Grandma's questions. He had straightforward pricing which was nice considering the other places I called wanted to see all of her documents before giving a quote.

Thank you Yee Law Group!…read more Melissa Yee Littau and Yee Law Group were amazing to work with on our conservatorship case. Melissa was knowledgeable, professional, and compassionate throughout the process. She took the time to answer our questions, explain things clearly, and helped make a stressful situation feel much more manageable. We truly appreciated her guidance and support, and I would absolutely recommend her to anyone needing help with a conservatorship matter.

I had a big problem with my 2017/2018 taxes which were done by the office of Mora Chapman in Gold…read moreRiver. My Husband had passed and I ask CPA Allison to help me since my taxes had changed. Even so I became a widow 2 years earlier she still used my husbands name and social security number on the tax return and did not enter the right amounts. In the end I had to pay 3212.00 federal and 545.00 Ca. late taxes. plus a late payment penalty. This has never happened before and I could not understand how a CPA can make such a big mistake. When I complained she send me a letter telling me not to use her again, as if I would. So heads up do NOT use this tax service if you want to avoid trouble. I found a great CPA tax Man, his name is Kevin Harrington who lives in Gold River and has an office at 11170 Sun Center Drive suite 100 in Rancho Cordova PH: 916 361-2755 fax 361-2735, he has been in business for over 30 years and knows the tax laws inside out. He also is a very nice Man with reasonable rates. He corrected all my tax problems and was extremely helpful so my 2019 taxes will be done the right way and I am very greatfull to him.

Elaine was great. Made filing my taxes quick and painless and she answered all my tax related…read morequestions. I had a bunch of tax issues that I was worried about but she was able to resolve them all and give me advice on what to do in the future as well. Got my taxes done quicker this year than last too. Great location definitely coming back again for next year.

We have been going here for years and were generally happy until this year…read more We dropped off an envelope with our tax info and told the man to give it to our guy who does them every year. We set our appointment and left. We had our appointment, with our normal guy, taxes were filed and thought everything was fine. Upon checking "where's my refund" it kept giving us a code. We called the IRS and found out our income was recorded wrong. Looking into it we found out 1. Our regular guy did not do our taxes. Someone else did. 2. Our income did not include fmla or unemployment. Non taxable in CA, very taxable per federal tax. 3. The man who did our taxes consulted with 6 others , my guess is, because of the fmla and unemployment. Potentially giving our info to 6 people I don't know. 4. This was an EZ form. We had no other deductions other than the kids. All the info they needed was on clearly printed out forms. 5. We were charged over $500 for their fee and should have been $150. 6. They did amend the return and did not charge us for the amended return however, now our return is delayed until July. 7. They did not offer us a refund per their own rules. It states, we would be given up to $5000 if it is their mistake. 8. Now are giving us the run around for our refund of their services. Not at all happy this year.

ZERO stars if I can. I'm very disappointed in the service I (didn't) receive this year. We have had…read moreno issues in the last 2 years. We started the process as usual EARLY in the year. We dealt with an assistant this time. Response time via email, text, and phone was VERY slow. a few days before filing date, we still didn't hear back from them so we called, email, and texted (again). On the FILING DATE, We were told it would be DONE that day and we should get something to sign. NO WE DID NOT. No one returned our calls, emails, texts and it's almost 1 week later since filing date and still, no responses. so now I'm scrambling to do it myself and I will HAVE TO PAY PENALTIES. I hope everything is okay with David but we will not be going back.

David McKay is responsive and knowledgeable. Simply he knows his stuff, he can delve into personal…read moreand business situations comfortably. And he can explain and even plan with you. Always helpful with the large and the small service. I have always been able to refer him to friends and clients without worry.

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!