Would give them 6 stars if I could…read more API was first recommended to me by a friend with a very complicated tax situation - full-time job plus real-estate brokerage plus multiple rental properties. All handled with aplomb. After I started using them, I've been happy to have API do my taxes for my much simpler full-time positions and small-business corporation for several years. Great, quick, friendly, expertly detailed and totally professional.

If you are looking for an accountant with a lack of security, controls, and communication then API…read moreis the choice for you. We went to API in February and hoped to hire them as our long term accountant for personal taxes. We dropped off our tax documents and from there the lack of communication started. We were never provided instructions on what the process is, no quote on how much the service was going to cost before work was to be done - even though we were new clients (we were just provided a range). Our taxes should not be that complicated - married couple with no kids and one rental condo property. With no forewarning, our paperwork was passed off to a different accountant (Tim Mulgew) than the initial person we engaged with. Then we were provided a bill for 2.5x the original quoted range with no explanation except they considered the tax scenario to be complicated. If our individual tax circumstances are complicated, I would hate to see how API handles taxes for businesses. Ignoring all of the above, that is not even that big of a deal until we realized all of our personal and financial information was leaked. 1. API sent us an email with a PDF tax summary including but not limited to SSN, address, date-of-birth, employer information, phone number, bank information, and other financial details unsecured. No password protection on the document - nothing. 2. They sent out this email to the wrong email address, not once, but multiple times even after we informed them they sent it to the wrong party. 3. After realizing this blunder they provided us no steps or guidance to mitigate the situation. I promptly requested a call back from Tim, but never got one. I was informed by the initial person we engaged with that Tim was visiting his brother. Ok, not getting a call back for one day, or even one week is understandable. Not getting ANY calls or emails back from Tim, speaks volumes on reliability. I had to go out on my own to do research wasting many hours, contact the appropriate institutions, and purchase identity theft protection to safe guard my information. API said they would reimburse me for the identity theft protection but never did. I also question the accounting practices of API. I submitted our exact same tax paperwork for the year to two other accounting firms to validate (one local accountant and the other is one of the largest accounting firms in the country.) The two other accounting firm's calculations are quite close, but API's return was thousands of dollars off! If Tim and/or the owner of API reads this post feel free to reply and give us an excuse.

I highly recommend Cartwright Partners for tax services. So easy and straightforward and they offer…read moredifferent appointment options such as Zoom and telephone appointments! Dan Harkins is very responsive and personable and his team is very knowledgeable and up-to-date. I recommend anyone to go to Dan and his office for a professional, efficient and speedy tax filing experience!

if I could give no stars - that would be more accurate. dan didn't contact the IRS or State after…read morehe said he would. I called and said "you didn't file my extension." he said we file extensions for all clients - (he never even asked my name). I said I don't care about "all clients" please contact the state. then I received another notice!! I called again. he still had NO IDEA WHO I WAS - NOR DID HE ASK!! I then nicely phoned and asked for my retainer back beginning in January. no reply. when I finally spoke with him, he said he would have to bill me for his time repeatedly calling the IRS!!! so, again, he never called the State!! also, since when does an accountant bill like a lawyer does? I've always paid a flat fee, revealed in advance as to what it would be. he finally (3 months) mailed my invoice. he charged the entire retainer of $400!!! for one phone call to the IRS and NEVER CALLED THE STATE ON MY BEHALF!!! this man is a thief!!! he also has not updated his address - guess that's because he doesn't want anyone to easily find him. STEER CLEAR - FAR, FAR AWAY 4/29/23 - do not believe a word he says. he also has no right to post any info - true or not - regarding my financial information.

Gus's Tax Service was an awesome experience. He was very friendly. Knows his tax stuff. We were…read morevery happy. Service was great and price was good. Would highly recommend him. Thank you Gus. Ira and Judith Worthen Jr.

Gus is very accurate and knowledgeable with taxes. I've been going to him for about 20 years and I…read morehighly recommend him. He's also very personable to work with.

Are you ready to FEAR the tax man NO MORE ? Do you have a…read moresmall/medium business and not sure if you are getting all the tax breaks you deserve? Do you want to understand your taxes? Then look no further, Chahal & Associates is absolutely amazing. They provided me and my partner with the best customer service I have ever received from an accountant co. Chahal & Associates takes the time help you understand what you are paying and why along with finding the best possible way to get you a fat bottom line with skinny taxes. Chahal & Associates helped me and my partner become an SCorp and showed us why it would give us protection along with saving us money. Once all of the papers were in order we received this beautiful, boxed, binder with our very own SCorp stamping seal. (Very impressive) Now it was time to get to the bank to open a new business checking account. The banker was amazed at this easy to use binder. It made our meeting at the bank a breeze. Organization is key to make meetings like this swift and efficient. It's never to early to get your ducks in a row or just have your current accountants work checked to make sure they are on top of things. Make the call today! You'll be glad you did!

Wouldn't recommend at all. High priced, very incompetent. I had to amend business taxes done by…read morethis firm to save money. Keep asking same questions and feels like you're doing all the work. They are more in a rush to collect their fees and tell you last minute of due date to send out payments. if you're in real estate across multiple states, highly NOT recommended!

I had the pleasure of speaking with Michael today feeling as though I needed professional help this…read moreyear with my taxes. After explaining to him my concerns and needs, he was very conscientious & generous in telling me what I needed to know without asking to make an appointment for a consult fee or anything. Instead he very professionally, and fairly recommended that he felt as though, while he could help me (and humor me), that my needs could me met simply and efficiently through any tax preparation program. It was very obvious to me all through our conversation that Michael West & Associates are a very knowledgable, friendly, fair, honest, and thorough professionals who treat all contacts and communications, as important. For this beautiful treatment (which seems to not exist anymore) I am happy to leave outstanding remarks for them, and, as I told him at the end of our conversation in hopes that he would understand it was a compliment, I look forward to contacting him in the future when I have needs that more closely match he & his staff's talents. (I am a firm believer in credit where credit is due, this why I have written this. Thanks.)

Michael West has been our tax guy for many, many years. He is very helpful, knowledgeable and…read morefast. His secretary Karen is a very personable individual and has been so very kind to us over the years. I recommend Mr. West to anyone who needs good, fast and pleasant service with taxes.

We just sold our house in Union City and moved to Oakley. After settling down, I solicited to get…read moreprofessional tax advice on capital gains tax. After checking Yelp, I decided to call Simply Taxes. I scheduled an appointment with Stacy and was given a date and time for the scheduled meeting. Her place is close to my home and I arrived on time for the appointment. I brought the items Stacy requested me to bring so that there would be no delay in processing my taxes. Stacy was very professional and knowledgeable about capital gains. She guided me during the process and asked me questions that were pertinent to my taxes. I was comfortable with the items she requested and confident that she would process my capital gain taxes correctly. She gave me a different scenario to avoid paying a penalty if I don't pay capital gain tax and wait for next year to file. For those who have questions or concerns regarding capital gain tax, I highly recommend a professional help to avoid paying a penalty. Bear in mind that this is only an estimated tax on capital gain and you still have to file for next year's income taxes. Stacy gave me several exceptions or deductions that lowered my capital gain tax. If you need a tax preparer, Stacy with Simply Taxes will help you and give you trust that it's done properly

Simply taxes has done our paperwork for the last 4 years. We are both satisfied she has a flexible…read moreschedules to meet in person or zoom.

Bruce and his wife are great people. His wife was able to give me very detailed directions to get…read moreto the office. They are truly the sweetest couple may god protect them both. He is very knowledgeable in his field, he knows what he's talking about. Bruce helped me and my dad out. He is great! He normally doesn't do consultations but was able to help me get my taxes in order and point out what I misunderstood. Will be coming back, thanks for all your help!

Bruce has been handling our taxes for the past 5 years and we feel very comfortable with him. He…read moregives good information. His mannerisms are recommendable! I recommend his srevice and abilities! Albert & Judy Ruskus Ruskus Realty

As a small business and home owner I dread tax season every year…read more I do my best to stay on top of collecting everything I think I'll need. Luckily a few years ago by chance I met Mike Patten when his office was in Oakland. Here it is February 23, 2018 and my taxes are done ! Filed electronically and my refund is on its way. I was worried at first when Mike moved his office to Walnut Creek, but it doesn't matter working with Mike ! I got the tax organizer folder he sends out every year, took me less than an hour to fill out as it is very easy to follow . Mailed it back, he spent a few days crunching numbers and sent me a rough draft,which I approved and now I'm just waiting for my return to be deposited into my checking account. This review was long overdue, but working with Mike this season was so painless and easy I just had to sit down and give him the proper review deserves.

Mike is extremely knowledgeable about tax issues and extremely thorough about the details that…read morematter.