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!

Always accommodating my erratic schedule and bookkeeping! Very fair pricing and generous with…read moreadvice.

Yeah they won't let me come in for a in person interview about my taxes even though there's lots of…read moreways we can interview safely. When I told them I work for Lyft the price went up from $80-$300 no explanation just saying that it would be more difficult to do my taxes. Uncaring but not very helpful just care about how much they make especially David Weintraub. Would not recommend getting your taxes done here. When I sent in my information they didn't even look at my information until I told them about working at Lyft even though he had the information for Lyft I've sent him I'm guessing he didn't even look at my information just trying to get done quickly.

Francis was very kind and knowledgeable. I used him after my dad passed away, all the way through…read morewhen my mom passed. I miss our annual talks.

I feel bad leaving a bad review because Francis tries and he is a small business, but I feel others…read moreshould be warned about his limitations. Francis did our taxes the past two years. Francis does not file electronically because he does not want to pay the fee to be a tax preparer, so he requires you to drop off all forms in person at his house and will not accept anything electronically. Again because he doesn't pay for the tax preparer version of TurboTax, he has you log onto his computer to access all stock transactions from any third party software like Wealthfront or eTrade, which made us very uncomfortable and need to change all our passwords. Some reading this will know that above a certain income level the IRS requires you by law to file electronically. Surprisingly Francis did not know this and was annoyed and angry when I pointed it out, and I had to argue with him to get him to figure out a way to help us file electronically (I also offered to pay him for his time and find someone else if he didn't want to do it, which he didn't want), which was very awkward. He also had never heard of a backdoor Roth and initially gave us incorrect advice, which should have been a big enough red flag not to use him. The final straw was that this year, our taxes were rejected and we are still dealing with the IRS for a claim related to our social security tax exemption being filed incorrectly. Francis is nice enough and tries very hard, but his refusal to do things electronically and his inexperience with common tax issues outside a certain income bracket would make him a poor fit for many.

John and his team have consistently done an exceptional job maximising the value of my stock…read moreoptions at a startup. I've been a satisfied client for over 4 years now and cannot envision partnering with any other firm that articulates my concerns and interests as effectively as they do.

Called regarding some basic information about the company and was told by the representative on the…read morephone that they didn't have time for my questions and didn't have time for me quite rudely. I normally like to leave positive things about places but your basic Customer service here is lacking BIG time!

Really don't love to rate someone's business two stars, but the correspondence with "Tyler", at…read morethis company was not what I would hope for when seeking out a company to manage my personal finances.

Friendly professional tax guy. We like him. He spends time…read morewith us. Used him 7 years now.

Allen was recommended by a friend & I would recommend him to others. He is reliable & resourceful…read more He answered all my concerns in a timely manner. I didn't give him much time to prepare but he was able to file my taxes on time. His fee is great compared to what I have been paying I'll be back next year for sure

Allen is very attentive and responsive. Excellent in…read morecommunications and efficient in his accounting skills.

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.

Micheal is extremely knowledgeable and professional. He was able to grasp my issues and concerns…read moreand recommend options. Had a great interaction about estate/probate taxes. Would recommend, will use again.

Michael has completed my last two tax returns and helped me with an IRS audit from a prior year. He…read moreis incredibly friendly, professional and knowledgeable and makes the entire process as easy as possible. In addition to being great at what he does, Michael is always willing to go the extra mile to make sure that I'm getting my full refund. I got married last year and he took the time to research the pros and cons of filing jointly or separately. So helpful! When I received a scary notice from the IRS that said I owed thousands of dollars, Michael was of course the first person I reached out to. Not only did he ease my concerns, but he was able to figure out where things had gone wrong (I used to do my own taxes) and how to fix it. I ended up having to pay just a tiny fraction of what the IRS originally thought I owed. In short, Michael is awesome and I would (and already do) recommend him to anyone in need of a great accountant!