HORRIBLE place. No customer service whatsoever. Incredibly rude…read more NEVER EVER USE THIS PLACE! I should have listened to the other reviewers here.

very slow costumer service, the perks are I can send a message along with the money. I can call and…read moreask how much is the currency exchange and for every 10th transaction the 11th one is free. they give you a red stamp card in order to keep track of how many stamps you have. they close early on sunday and they only accept commuter check before 4pm. if your planning to transfer your commuter check to bart get there early because it takes a while for that process unlike the one in bart stations where they do it very fast.

I've been using H&K for my taxes for about a decade now and I can't even imagine going back to…read moreTurboTax or even worse HandR Block, they actually know me and work to make sure I'm getting the best service possible. The price is fair, the service is personable, honestly I can't imagine going anywhere else at this point.

First time doing my taxes this year with Hank, and actually understanding how taxes work. It was…read morerecommended by my in laws and I have to say I'm going to be coming back every year.

I filled out the form online requesting an estimate on commercial insurance. They did respond…read moreasking for some pertinent information, which I provided in doc form. Crickets. 1 week later I asked for an update on my request and if there was any additional information needed. Received response that it was with the underwriters, and I would receive a response next day. Next day my birthdate and address were requested. Another week past. I enquired on if this was normal length of time for this to take. Was told that they were waiting for one more response from a company. Apparently if they can't get the job done for you, I wouldn't expect to hear back from them.

Called and spoke to Ken. He was knowledgeable and sure helpful in getting me home insurance.read more

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary was very professional and very helpful. Went over and beyond my expectations…read more Gave really great advice and took his time to explain it well. Would recommend!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go…read moreand drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent.

First time requiring the need of a tax professional and being a CPA myself, I thought Sophia…read moreprovided excellent service. Sophia and team provided detailed list of items and a safe portal to upload them, no more sending in paper receipts! I have heard horror stories of preparers ghosting their clients, not Sophia, she kept us informed all along the process. Efiled today- 15 days early! Taxes made simple!!

Amazing Customer service on getting our taxes done. Explained the entire year end taxes to us…read more Thank you Sophia!

My husband and I became clients at Dragon in 2011 and we met Alfred in 2013, in the midst of an…read moreout-of-state property sale (title in my name). The realtor was giving me grief about his fees during closing and this was my first big financial transaction. I was basically on the verge of tears when I called Alfred and he never flinched- we immediately got on a conference call with the realtor and Alfred didn't take any if's, and's, or but's. I don't think the realtor knew what hit him. We have absolutely trusted Alfred with anything and everything since that day and he's never disappointed. We trust him completely. He is absolutely 110% "invested" in our client-advisor relationship. He's really been a voice of calm and reason whenever we're tempted to make "emotional" financial decisions. It's hard talking money with a spouse, but Alfred knows how to talk to both of us and get us on the same page. It feels like a team and we feel lucky to have him on it! We'd highly recommend Alfred and Dragon to anyone ready to make some financial plans or has a pending financial decision, who wants someone with experience and who cares.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.

Been with State Farm since I purchased my car. Excellent service and knowledgeable and friendly…read morestaff. I was happy to know that my rates actually lowered ( full coverage) this year. I recommend Hera Tong Gutierrez/ State Farm for your insurance needs. I am a happy customer and look forward to continuing State Farm for my insurance policy. Thank you to Ken for the virtual meeting, all your help and kindness goes a long way.

Kenny Ying , a licensed State Farm agent was very helpful…read morewhen I had a car accident a month ago. He gave me directions and advice and that was very much appreciated especially in times of crisis and apprehension. He is always easy to talk too and help you resolve any issues within the scope of his position. I've been with State Farm for many many years, I like their excellent service to their client and recommend it to all...

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

Back in 2023 I got my taxes done here and they LIED to me they said they were only gonna charge to…read moredo my taxes for only $180 and this crazy lady charge me $30 extra and I ended up paying $210! Seriously this place is a ripped off. oh by the way I CANNOT WAIT for Elon to prosecute the IRS, haha! Liberty tax is such a bad company. I hope Elon investigate this crappy company and all the other liberty tax companies and have it shut down for wrongfully over charging us. Mega love.

I should of done my research and seen that this Liberty Tax isn't owned by the same person that has…read moredone my taxes in the past. Completely unprofessional set up and handling of private/secure information. Multiple cancellations of appointments. I figured when I paid you to do my taxes they would of been completed but when asking for confirmation that payment was sent to IRS weeks later I was told "sorry I must of not done that". When calling to ask questions on why this wasn't done was given the run around and told to call the owner. Please save yourself the trouble and do not come here. Please choose any one else to do your taxes. Anyone.