I hesitated before signing up for Flex Tax's $10,000 tax planning package because it was a big…read moreexpense. Looking back, though, it was worth it for me. They helped arrange a cost segregation study for my rental properties and walked me through an oil and gas investment strategy. Between the two, I saved over $150,000 in taxes over the past two years. The package also included preparing my tax return, including the rental properties and investments. There was a lot I didn't understand at first, but the team took the time to explain things and answer my questions. What I appreciated most was having help planning ahead and understanding how these decisions affected my taxes. It's a significant fee, but given my situation and the savings, I'm glad I went ahead with it.

I've been working with Alex and his team on my personal taxes since 2017. I work in tech, so my…read moretaxes haven't always been super straightforward with RSUs, equity, and some consulting work on the side. Alex and his team have always been great about answering my questions, catching things I wouldn't have thought about, and making sure we get a good return. My husband and I recently started a small business working with partners and manufacturers in abroad, and we reached out to Alex again to help us figure out the U.S. tax and accounting side. We had a really helpful session with him where he walked through our business and payment structure, flagged a few things we needed to think about, and gave us a much clearer direction on how to set things up. We've trusted Alex with our personal taxes for years, and now we're planning to work with his team on the business side too. Definitely recommend!

I came to Melissa with a pretty annoying tax mess involving old Roth IRA contributions and a late…read morereturn, and she helped me get everything straightened out. What I appreciated most was how easy she was to communicate with. She explained things clearly, answered all my questions, and gave me very specific steps for what I needed to do. I never felt like I was getting vague CPA-speak. She helped me with both my 2024 and 2025 returns and is also helping me avoid the same Roth issue in the future. I'd definitely recommend her if you want someone who actually communicates well and makes complicated tax stuff feel manageable.

Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

Professional, knowledgeable, kind and affordable, according to your tax needs…read more I would recommend this business.

Used Rudy for a notarization on an affidavit. First visit, he flagged that my name needed to be in…read morethe body of the document, not just on the signature line. Fair point -- I went back to the attorney who drafted it, had them add my name in the body, and confirmed the document complied with California notary law . Came back later in the day with the revised document. Rudy looked at it and said "something seems off." That was the entire explanation. No identification of what was off, no specific provision he objected to, no questions about my ID or the underlying transaction. Just refused. Took the same document to another commissioned California notary that same day. They reviewed it, verified my ID, administered the oath, and notarized it without any issue. Two visits, two trips back to my attorney for revisions he requested, and ultimately a vague refusal with no actionable feedback. A notary's job is to verify identity and witness an oath. If specific concerns exist, communicate them clearly so they can be addressed. "Something seems off" after you've already made the customer revise the document once isn't professional -- it's wasting their time.

Simon is the man for your tax needs! My first time working with him and I really enjoyed it. The…read moreonly con is parking which could be extremely hard to find as the business is located near Clement.

Austin has helped my father and I with our taxes during the pandemic. He took the time to explain…read moreall pages and answered all my questions. A very thorough person that genuinely wants to help you make the best of your tax situation. I would not hesitate to reach out to Austin and the team at Tax Break-ers for all your tax needs!

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.

This was the most financially complicated year of my life and I needed to do both my taxes and my…read moredeceased fathers taxes. I've never worked with a tax professional before. Akram made it feel easy, he answered all my questions, had clear communication both via email and phone, and was a pro with all the paperwork handling. Taxes are stressful, it was great having All About Your Taxes handle it.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Ben and Sophorn have done our taxes for nearly 15 years now. And in those 15 years they've managed…read morecomplexities beautifully - from California taxes, nyc, federal and even expat taxes (fbar etc). They've kept us up with all rebates and benefits we can apply for as we married and had kids I trust Ben and his team and highly recommend him.

We have used BOL for two years and decided after last year it wasn't for us. The first year we had…read morean alright experience with Gary but weren't able to get comprehensive answers for the questions we had around real estate. The next year we were essentially assigned to someone else because who we saw previously was no longer accepting new clients...but we weren't new. Reaching whoever they assign you to work with is nearly impossible. After an initial apt weeks went by for very basic things and I was calling or emailing every few days in a panic as the deadline to file quickly approached. Eventually an extension had to be requested when all needed documents had been completed in Feb. The back and forth email and call correspondence was time consuming and ridiculous. We kept having to reach out to check the status and after weeks would get a response to schedule yet another appointment. Not personable, not friendly, poor communication. They likely take on too many clients because they care about profit over people.

I can't recommend Jon Van Wormer highly enough! Tax season used to be one of the most stressful…read moretimes of the year for me, but working with him has completely changed that. He made the entire process so much easier to understand and handled everything with such professionalism, patience, and clarity. From start to finish, Jon broke down all the confusing forms, explained everything in simple terms, and ensured I was getting every deduction and credit I was entitled to. What used to take me days of frustration now takes just a couple of smooth, stress-free meetings. It honestly felt like a huge weight lifted off my shoulders. If you want someone who's knowledgeable, trustworthy, and makes income tax less complicated (and even kind of enjoyable!), Jon at Liberty tax is the one to contact. I'll definitely be returning year after year. Also, to anyone who cares, I recommend not to wait til the tax deadline. I was stressed free in February while everyone was scrambling to get theirs done in April.

The entire team at Liberty Tax Bernal Heights location is reliable, personable, and has great…read morecustomer service. They have prepared my taxes since 2013. They also help me recover a hefty sum from a real estate deal. I transmit all my documents to their Google upload for absolute confidentiality. I recommended them to a friend several years ago and he now comes back to them each year.

I have trusted Millie with my taxes for several years now and...thank goodness for that!…read more Whether you're experiencing good times or bad, Millie is super efficient, knowledgeable, and she really cares about helping you achieve the best outcome. I've tried to do taxes on my own, but the problem is, if you're not working in this area daily, you don't know all the questions you should be asking yourself. It can even feel embarrassing to ask certain questions. Except with Millie. She makes you feel empowered and grateful at the same time. I only wish we could clone her so that there's a Millie in every city!

Millie is great! Very friendly, knowledgeable, and accommodating. Best part, she's right in the…read moreneighborhood. I'll most definitely will be using her services from here on out!

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.