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PTI Financial

5.0 (2 reviews)
Closed 9:00 am - 6:00 pm
Updated 3 months ago

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1 month ago

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2 months ago

Thomas, my new go -to tax man, handles all my tax concerns in a respectful and professional manner.

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H&R Block

H&R Block

(7 reviews)

Natomas

I had a 10am appointment set on line with Joyce. As I walked in the receptionist said i was just…read moreabout to call you.. As it turns out Joyce changed my appointment but they were not going to notify me until three minutes prior. Someone named Len ? Said they would help me. I just need one stink, one filled out.And apparently there can't be enough about one entire tax filing. So it came down to charging me a $50 consultation fee. I agreed. I needed one state business form done. She couldnt tell me the difference between EIN and FEIN and had to look it up then made me interpret the answer off the web. This went on for fice or six other questions. And I said why dont we discount the consultation since I'm giving most of the answers. Then we went back up to the reception who did not know how to discount the fee and then they want all my SS and personal info for what? I dropped $20 cash and left. I expect a tax advisors. No someone to run a computer program. I can do that. I remember back in the day the reps knew about taxes. STAY AWAY!!!

DO NOT GO HERE! SCAMMERS! Made an appointment to file my…read moredaughter taxes in person. Gave her all of our documents and was quoted $250.00 even though it was a lot less on their site. Upon the completion she advise that it is now $435.00 as we had more documents. I said that is a LIE as all the documents was given in the beginning of our filling. Will never go back and to all avoid this place like the Plague.

T Anne Dunisch EA - Anne Dunisch and Bill McCullough

T Anne Dunisch EA

(14 reviews)

Natomas

Most comments about this tax service are from under 3 years ago. In our opinion, business quality…read moreand services have changed and there have been errors. We have been using their services for over 4 years and we are noticing now that some issues are amendments to our taxes due to errors from this EA. There's been no direct contact with Julia, but we have been working with Anne Dunisch so it's kind of confusing about who has been doing our taxes mother or daughter ( who I'm assuming is Julia ), and not sure if the daughter is licensed as an EA also. So it's something to consider before you use their services.

1 star for professional integrity, but that's it. They were not able to complete my son's tax…read morereturns due to lack of information, but they failed to return any of the forms we had initially provided them at their request. No W-2's, 2020 return copies, child credit, etc. We tried several times to contact them to search for and return the forms we'd provided them, but they were very insistent that they didn't have them and were very curt on the phone. The daughter evidently was the person assigned to his case, but she also has been very discourteous and rude and also insists she doesn't have the forms. My son and I have both searched high and low in his house to see if indeed the forms were returned but misplaced, but neither one of us has been able to locate any of the forms. Not a very professional attitude on their part, and not taking responsibility for losing the information. At least own up to your mistakes and really try to search for our records. Don't just wave us off as unimportant. It's important to us.

Sacramento Tax Resolution - Yup, she got me.

Sacramento Tax Resolution

(23 reviews)

Natomas

Wow! I had such an awesome experience with Mike and his staff, even though it was all virtual (due…read moreto COVID). He was instrumental in filing my taxes and getting me a refund when I was not expecting such a great outcome! His help was of such importance to me because I recently lost my husband to COVID and my husband had always taken care of our tax filings, so I needed so much guidance and Mike was there to help. I highly recommend Sacramento Tax Resolution for your tax filing needs.

Mike and his agency are a complete fraud. Believe the negative reviews, trust your instincts, keep…read moreyour money. This company causes individuals and families harm. Like most scams, they require rushed pay and conclude with a shameless disappearance, along with lies and excuses, once all funds have cleared. Pay attention to the legit reviews and how Mike attacks his consumers once they provide their honest feedback about services. One of his tactics is to expose personal details about the consumer. This is designed so that other consumers who read the negative review, hesitate to leave their own. This is your first RED FLAG. Reputable companies apologize for your experience and ask how it can be resolved. You won't find that with Mikes "Resolution" company. Research the multiple articles about "tax specialist" like Mike, who take advantage of people's fears and tax trouble. Mike will leave you in a worse position than before you paid him. You're better off speaking to the IRS directly and they will TELL you this. This post isn't hyperbole, it's me hoping that no one else has to experience what me and my family experienced.

PTI Financial - bookkeepers - Updated May 2026

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