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    Reason Financial

    4.8 (59 reviews)
    Closed 9:00 am - 12:00 pm, 1:00 PM - 5:00 PM
    Updated a few days ago

    Services - Reason Financial

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    Reason Financial Photos

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    6 years ago

    Fantastic tax prep company. I would not hesitate to recommend them. Lisa is one of the best.

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    Page 1 of 2

    Ask the Community - Reason Financial

    Review Highlights - Reason Financial

    If you need someone to help with any kind of tax or investment strategy short or long term - Steve is your guy.

    Mentioned in 25 reviews

    Read more highlights

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    People searched for Tax Services 3,732 times last month within 15 miles of this business.

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    TW Taxes

    TW Taxes

    (19 reviews)

    Bay Park, Linda Vista

    Just gotta say it again for these ladies...I always late file & end up mailing documents outta…read morestate..items received, two day turnaround, forms docu-signed locally..excellent refunds pending..affordable pricing...Thanks again..see ya next year

    This review is ONLY for Larry Yunker. I used Larry Yunker as my tax preparer years ago, and to this…read moreday, I'm still dealing with the consequences of his irresponsibility and lack of professionalism. He made multiple errors on my tax return, including entering the wrong address--an oversight that caused me to lose thousands of dollars in financial aid. I spent six months trying to get in touch with him while desperately attempting to submit forms to the IRS, only to discover that his incorrect input was the root of the issue. The most frustrating part? His complete lack of communication. During the most critical time of year, when clients need clarity and reassurance, he simply does not respond. It's one thing to be busy--it's another to be utterly unresponsive and leave your clients in the dark. I understand he's popular in certain circles, especially for getting people large returns--but I have to wonder about the legality and accuracy of those filings. If you run into any problems, don't expect help. Once your taxes are "submitted," you're on your own. Save yourself the stress, the errors, and the long-term headaches. Stay far away from Larry Yunker. This is not the type of person who should be entrusted with your finances.

    Grigg Financial Group

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    Reason Financial - taxservices - Updated May 2026

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