Sarah and her staff are awesome. I had someone make some mistakes on my taxes the year prior and…read moreSarah found multiple errors, fixed them, and did a fantastic job on the current year taxes. I send everyone I can her way not only because of her expertise, but also her friendly staff. I actually enjoy going to the office because they are all so fantastic. As a business owner I have to make quarterly tax payments... They gave me preaddressed envelopes to send the payments in, BUT also send me reminder letters so I am not out of compliance. Seriously enjoy every aspect of this team I have no desire to ever leave. Lifetime customer.

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

Tax alternatives does my personal and business taxes. Very professional and gets my taxes done…read moretimely. Highly recommended!! We love their service

Wanted to update: these tax people wanted the review changed and wanted to convince us the irs…read moreletter we received was a hoax. It was not and our new tax person found additional mistakes on the tax return. If we hadn't moved, we already knew we would not be using them again. Worst freaking tax people ever!!!! First we work with a lady who screwed up our initial returnand we caught her thousand dollar mistake and made her fix it. A year later we are getting information from the irs saying that there is a 9000k mistake she made AFTER SHE SUPPOSEDLY FIXED IT!!!!! We took our return to our new tax person and she found a ton of mistakes. Avoid these people at all costs!!!!

If I could give her 10 stars....I would! My family and our restaurant needed a bookkeeper in a bad…read moreway and ASAP. Melanie jumped right in and helped us. She went above and beyond what a normal bookkeeper does and we would've been completely lost without her. Not only did we gain someone knowledgeable about the restaurant business, we gained someone who has our best interest at heart and someone trustworthy. She was/is available to answer any and all of our questions day or night and walked us through any confusion we had. Thank you Melanie!!

Melanie is awesome! She helped organize our books and continues to keep us in line. It's hard to…read moretrack your business if you dont have the numbers and now we are able to track the small itens! She knows her stuff through and through!

Awesome accountants, they are equipped to handle your taxes no matter how complicated! Very…read morefriendly, and fast! We've used them for years and highly recommend them! A Good accountant is nice, but a great accountant such as Sound can save you $ legally! Yay Sound tax advisors! 5 stars!

I worked with Sound Tax and Accounting for 7 years at my previous employers, and continue to use…read morethem for my business. The owner and all of the staff are professional, communicative, timely, and very responsive. And they are very knowledgeable about all things tax and accounting, as well as many different software platforms. Highly Recommended. Thank you Sound Tax!

Robert is great to work with. He puts the time in to make sure you understand the process and goes…read morethe extra mile to ensure you're getting the most out of your personal tax situation. Highly recommend!

My business has been utilizing the guys for several months now, and they are awesome. They are…read moreyoung, ambiguous, attentive, and very prompt. They have helped us wade through our chaotic first year in business and have been invaluable resources to us with respect to bookkeeping, accounting, tax preparation, and payroll. We use them for our personal taxes as well, and we won't trust anyone else with what matters most to us. They rock.

I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

Shout out to Capital Tax Service for helping us tackle our business and personal tax returns…read more Consulting with Sandra was great, she provided a lot of information regarding starting a business and guided us in the right direction. Michael really stepped up in preparing our business and personal tax returns. He took the time to explain the different areas of our return to where we can understand all those numbers. Dealing with them was a breeze. Overall, we had a great experience and the cost for there professional service is very affordable. Will continue to do business with them, and I advise that everyone should too.

Horrible experience using Capital Tax Service to complete my 2022 tax return. Details below but in…read moresummary: * Sloppy work with many mistakes on their part from confusing me for a different John and sending outdated intake forms to having 2 major errors (that I discovered) on the tax return once it was finally completed. * Awful communication, I had to reach out each time to get any information. * Poor planning and communication on their part which required an extension to be filed the day taxes were due. My wife and I were very disappointed with our experience using Capital Tax Service. This was a shock because of the numerous great reviews online, however what happened for us was far from that. Starting out, we reached out to schedule a free phone consult. We were sent an email to set it up and Sandra replied saying that our free half hour consult had been used up. Future consults are $150 per hour with a minimum $150 fee paid at the beginning of the consult. She said, this situation had become increasingly complicated therefore additional tax research will be required. We had not had our consult yet, so we were confused and asked her to clarify. Sandra apologized as she confused me with another person. First red flag! We took this as an honest mistake and decided to move forward. Looking back, that was the kind of attention to detail (or lack thereof) we could expect from the entire experience. The next issue was we were sent old forms labeled 2021. I let Colleen know and she apologized saying the 2022 forms were still being finished. Sending incorrect forms was another example of their lack of attention to detail. After we sent in all of our tax documents on 3/18, we were not told they needed an additional info until 2.5 weeks later. We sent that over right away and then silence. We were not updated on the status of our taxes, and had to reach out ourselves as we were close to the filing deadline. We contacted Nikki on 4/12 and were told they would let us know when the documents were complete and ready to review. Then again... nothing. On 4/17 I reached out again because I hadn't heard anything and taxes were due the next day. This caused a lot of stress being so close to the deadline. We were then told that they were still working on our return and we would be followed up with tomorrow. On the day taxes were due, 4/18, we again heard nothing. At 2:51 pm I sent an email and by 4:50 pm there was no response. I then called to speak with Sandra. She told me Nikki was working on our case, but was too complicated, so handed it back to Sandra. I was never made aware of this. She told me I'd have to file an extension. On 4/27 after no update, once again, I reached out and was told there was another form they needed me to complete. On 5/2, I received an email that my tax return was complete and ready for my review. First, this return never included my extension payment as Sandra forgot to communicate that to Nikki (so it was never handed over to Sandra, it was back to Nikki again?). I reviewed everything that night and found 2 major errors; incorrect child tax credit (they only listed a $500 credit when it was supposed to be $2,000) and an issue on my business return where my cost of goods was incorrectly added as gross income. On 5/3, I emailed them regarding the 2 issues that I found. They responded later that day apologizing for the mistakes and then sent me a new completed tax return. The result of these mistakes changed my tax burden by about $2,000, and I was the one to find them! Not only was this an awful experience, full of poor communication, delays, and mistakes but they ended up charging me 40% over the initial estimate to complete my taxes. Because of this experience, my wife and I would not recommend Capital Tax Service.