I can't thank Patrice enough for the excellent services she provided for tax filing. She was…read moreprompt in providing excellent tax advice and very professional at all times. Patrice eased my mind by addressing all concerns and answering numerous questions regarding the tax filing process. Submitting requested documents was also completed with ease. I would highly recommend Peace of Mind Tax Services if you are looking for high quality services for tax filing. Patrice is wonderful!

We can't emphasize enough how invaluable Peace of Mind Tax Services have been for us. After years…read moreof working with flakey accountants that gave bad advice and missed deadlines, it's clear that Patrice has been the professional expert we've needed the entire time. She friendly, has excellent communication, she is quick but thorough, trustworthy, and truly an expert. We will recommend her services to everyone we know and we are so grateful for her expertise and relationship. We highly recommend her!

This office has been doing our taxes for several years now, and we couldn't be happier. They are…read morealways cheerful, friendly, and willing to help. Laureen has done them the last couple years, and is a real pleasure to work with. In the years past we've used other Liberty offices due to our location, and have always been very pleased.

For eight years, my wife and I used Liberty Tax in Burke, VA, with satisfaction. We appreciated…read moretheir responsiveness, customer service, and integrity under Monique M.'s ownership. However, this year's experience under new ownership was a complete disaster prompting us to switch tax preparers permanently. On February 14th we contacted Liberty Tax via email to file our personal and two business returns. They promptly replied with a link to upload our documents, which we did on February 18th, confirming via email. They acknowledged receipt on February 21st, stating a preparer would contact us soon. Unfortunately, that's where things went downhill. Despite no contact, I emailed them in March as the business tax deadline approached. No response. I called repeatedly, leaving voicemails, but received no call back. Finally, on March 15th (the business tax deadline!), I spoke to someone (Lily) to inquire about our business and personal returns. She initially couldn't find our documents but eventually informed me Bryan was working on our personal return, while Annette handled business returns. I requested to speak with Annette but was unable to. I ended up scheduling a call on April 2nd with Annette. However, she never called us. I called the office after waiting 10mins. I was put on hold, and then was told Annette just got out of a meeting and would call me back. She never called back and I called the office after waiting for an additional 1hr. I ended up speaking to Jame who stated he and Annette were working on my business returns but needed two more documents. I obtained them promptly from our CPA (who clarified these weren't necessary to file) and sent them to Liberty Tax. Despite follow-up calls, I received no updates on either our personal or business returns. Emails went unanswered as well. On April 15th (tax day) Bryan contacted me regarding our personal return. He stated he was wrapping up our personal returns and working on one of my business returns. I'm not sure how he was "wrapping up" our personal return as this was our first time speaking to him. He sent us a draft personal return that he asked us to review an sign so he can efile by the deadline. However, upon review there were several inaccuracies, missing business information, and it showed a state tax obligation. I pointed out the errors and explained the missing business return information. Since our business returns affected our personal return, we couldn't e-file. Bryan proposed filing an extension, which we agreed to. He couldn't confirm if our business extensions were filed. Also surprisingly, when I requested for a K-1 for my business partner after all returns were filed, he didn't know whether I provide it or if Liberty Tax provides it (tax preparers provides this document). On the same day, Lily called to file a $100 personal return extension fee. My wife and I questioned the charge due to their negligence and lack of communication. Lily waived the fee but mentioned the state tax payment due by May 1st, which we handled ourselves. We also emailed for updates on the business returns but received no response. After a week of silence following the extension filing, we contacted them again, leaving unanswered voicemails. Finally, on April 24th, an anonymous sender from Liberty tax emailed us (cc'ing Bryan, James and Annette), stating Bryan informed everyone that he was pending me and my wife's signature to efile (even though I explained to Bryan why we couldn't sign) . Also, anonymous sender stated they would review the documents we provided and see what else was needed with Annette and James. We never received the promised list of requirements. I promptly responded addressing my concerns about my returns and the lack of communication. I never received a phone call or email after my reply. Disappointed and frustrated, we contacted a new CPA/tax preparer. They were shocked by our experience and completed both our personal and business returns in two weeks. We received a state refund instead of the tax obligation Liberty Tax communicated, and most importantly, our new preparer discovered Liberty Tax never filed the business extensions, potentially leading to nearly $1,000 in penalties per business. Thankfully, they filed a penalty abatement waiver with the IRS. If you're considering Liberty Tax in Burke, VA, we strongly urge you to look elsewhere. We wouldn't want anyone to experience the lack of professionalism, communication, negligence, competence, and integrity we encountered.

What can I say... Pat is wonderful. I was referred to her by a family member but she was also…read morehighly recommended on my Nextdoor site. There are a couple of businesses being run out of this little space but I came here for the taxes so a taxes review it will be. Don't let the mess fool ya, she knows her stuff inside & out! Pat will do them for you while you wait or you can drop them off and pick them up later. She has been doing taxes for years and is a former government employee so she knows her way around all the current rules and regs. She will do what is in the best interest for you to give you the best possible return. Her prices are also very fair! She is a no BS kinda gal & has a wicked sense of humor, be prepared. Thanks, Pat, you ROCK!!!

Quick, efficient tax service. Sam Baumann is an excellent tax preparer. We have been using their…read moreservice for many years and have always been pleased with the process. Fair pricing and thorough preparation. We've recommended this business to all of our friends and associates.

Really great place, very friendly and approachable team of accountants. Their prices are…read morereasonable. They are very easy to contact, even during tax season. I really enjoyed working with them and would recommend them to anyone.

From the owner: Specializing in small business accounting and tax servicesread more

Not only an accredited CPA, he is a good person. He couldn't do my taxes so he made sure to find…read moresomeone who can. 10/10 will see in 2027.

This was the worst experience I've had - the communication with Gerald was beyond terrible. It was…read morea series of trying to get in touch with him, and trusting his promises while he continued to disappear and be unresponsive for 2-3 weeks at a time. Initially, he told me that he expected to wrap up my return within a week because he was going on a trip. At the end of that week, we set up a call where I found out he hadn't even looked at the documents. He said he'd be done by the end of That week...I followed up with him again and he simply sent me a document with a price, but without following up on the items we had discussed over the phone. For the next 3 weeks, I couldn't reach him for clarification because he was "busy with clients", and then he sent one short email telling me he wasn't sure if we should do my other year's return, but with no opportunity to discuss. He then went on an overseas trip for 3 weeks without notice. 2 weeks later, after more follow-ups, we had a phone call where I told him how unacceptable this communication was and the confusing timelines/expectations. A full two months after our initial "one week" timeline, I finally received the returns but was too worn out to review them with him anymore. I emailed him to ask about a missing state return, and never heard from him again. Nightmare.

I'll start by saying this.....it's the most that I've ever paid for my taxes and the most…read moreinconvenient. I haven't been there in years but recently went this year for a change. They have now switched to corporate....so what does that mean?..the 'rules' of how they operate have changed. Meaning you cannot be in contact with the person preparing your taxes, you have to email the office manager every time you need to reach your preparer and in turn they will contact your tax preparer..which is a real pain. They also will not give you your return paperwork, until it's been accepted by the IRS; therefore, you have to go back in after they file and you've signed. I was pretty annoyed at that point with all of the bumps along the way that I asked them to mail them..which to their credit they did and were very polite about. There were just a whole lot of 'layers' that are so SO unnecessary since they've gone to corporate. The scary thing is....is that I'm pretty laid back and I felt put out. There were just too many hiccups when it should have gone MUCH more smoothly, especially for what they're going to charge you in the end. I would never recommend them to anyone or use their services again. On the positive note, the tax preparer did explain everything to me and they seem like nice people (hence the two stars). But fair warning to others...I wish I knew...you'd be better paying a CPA for less the cost and less the inconvenience before doing your taxes here. TRUST ME!

For the first (and subsequently last) time I utilized Liberty Tax Services on Backlick Road in…read moreSpringfield to prepare my 2012 tax return. I was unaware that itemizing taxes makes it "complex and complicated" and therefore simply too difficult for the elementary intellects that are employed at the Springfield location. Omayma and Steve (at the Backlick office) are completely incompetent, to say the least. They are not only condescending, but are evidently of the mindset that the customer is never right making excuse after lame excuse for their own ineptitude. I could have used Turbo Tax and paid far less than the exorbitant fees and not had to deal with stupidity and ineffectiveness at every turn. Steve had the audacity to call me when the IRS did not accept my return due to one of my dependents information being entered incorrectly into the software program and tell me that I gave them inaccurate information. I instructed him to locate my file and compare the hard copies he had on hand of my son's social security cards with the numbers that were input. He reluctantly agreed that the number was input incorrectly and that I had in fact given him the correct information. However, he said that while he sees now that it is a "1" he can see how Omayma thought it was a #2". Are you kidding me? Another excuse to explain away their clumsiness? I almost laughed out loud thinking of how maladroit the staff is. Steve had in his hand a copy of a social security card - PRINTED - a legal document, clearly printed. Do yourself a favor and don't make the same mistake I made. Use someone else to prepare and file your taxes.

What business owner says this to a prospective client? I explained my situation which is relatively…read moresimple. Told me to do my taxes myself. Which I actually do prior to bringing them to the professional.

We have been using Shafi & Company for many years, we have always had great customer services. Very…read moreknowledgeable, always on time, fast work. Thank you!