1. SageCrest Wealth Management

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    San Mateo, CA

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    SageCrest Wealth Management

    3.5 (8 reviews)

    Services - SageCrest Wealth Management

    Investment management

    Tax planning

    Audit and conflict resolution support

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    ELLIOTT TAX SERVICE

    ELLIOTT TAX SERVICE

    (29 reviews)

    BE AWARE! Giovana, I…read moream writing to address the major errors in my taxes for the second consecutive year. I am very disappointed that these issues were blamed entirely on the system, with no acknowledgment or apology. She actually told me to take it as savings! I am talking about thousands of dollars that I overpaid the IRS. I knew something was wrong, and I asked her to triple-check them. She did, and she couldn't find the mistake until I called the IRS, and they told me I have 3 years to file an amendment and get my tax credit back. On top of that, we had to file twice for the 2025 taxes, and on the second time she didn't include the payment plan! I ended up doing everything myself online and calling the IRS many times to solve this. I will find someone else to prepare my taxes next year! They do not want to reimburse for the services!!!! Always check your taxes! Hi Jim, That is not how it happened, and I have the amendment here with me. Even the IRS lady suggested that I find another tax preparer. You can call me anytime; instead, you hung up the phone on me today. Apologize, and give me my money back for those 2 years. I am extremely dissapointed of how this has been handled. I am the one who needs to wait now 16 weeks to get back my thousands of dollars from 2024 and 2025 because your system made an error, and I caught it a year later! Money that I should've never paid in the first place, and I could've spent on things I need instead of paying with credit cards plus their interest! Does everyone notice how they are asking other people to write 5-star reviews after this bad review 4 days ago!!!! Instead, they could've handled my situation more professionally instead of just saying to take it as savings money! An apology and my refund is all I was asking, and I think that's the least they should've done. I mean, it is thousands of dollars! I am still paying tax money thats is owe to the IRS until they review the amendment in 4 months.

    I have been doing my taxes here with Giovanna the last 3 years. And I feel always great! They are…read moreso professional, she has a great attitude and their costumer service is very good too.

    SageCrest Wealth Management - investing - Updated October 2026

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