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    Richard P Kaiser

    4.3 (6 reviews)
    Closed 9:00 am - 12:00 pm

    Services - Richard P Kaiser

    Accountants

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    Simply Taxes

    Simply Taxes

    (23 reviews)

    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.

    Richard P Kaiser - accountants - Updated May 2026

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