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    Protax Financial Services

    4.8 (20 reviews)
    Closed 12:00 pm - 5:00 PM
    Updated 3 weeks ago

    Services - Protax Financial Services

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    2 months ago

    Frank and the team have been doing our taxes for 15-20 years. Highly recommend their service, quality and price!

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    1 year ago

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    9 years ago

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    8 years ago

    We have been doing our taxes at Protax for 12 years now! The service is impeccable. I highly recommend Protax.

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    7 years ago

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    Review Highlights - Protax Financial Services

    Frank was able to navigate through my multiple returns with ease and provided great knowledge and helpful feedback.

    Mentioned in 10 reviews

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    The Agency - Leading with purpose and passion.

    The Agency

    (127 reviews)

    Had the pleasure of Alfred doing our business taxes and he was quick, efficient and trustworthy. We…read morefound our CPA! Ps The coffee was delish!

    I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.

    Protax Financial Services - taxservices - Updated May 2026

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