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TurboTax - Downtown Berkeley

3.7 (3 reviews)
Closed • 11:00 am - 5:00 pm

Services - TurboTax - Downtown Berkeley

Current year tax preparation and filing

Past year(s) tax preparation and filing

Audit and conflict resolution support

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Tax planning

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2 months ago

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2 months ago

Lauren did a wonderful job on my taxes. She is well informed, proffessional and efficient. I recommend her.

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Berkeley Tax Service - Registered Tax Preparer

Berkeley Tax Service

(16 reviews)

Gourmet Ghetto, Downtown Berkeley

I used Roy's services for several years. He works quickly and I found his price reasonable…read more However, there were two issues that eventually led me to stop using his services: 1) Poor security around sensitive information: Roy doesn't use a secure portal for tax documents like many services do nowadays. Instead, you either email your documents or leave them at the cafe he owns with whatever barista happens to be behind the cash register. You also pick up and sign for your tax return at the cafe that he owns, not directly from him, but with the barista. This always made me uncomfortable but I tolerated it. The last straw was when he asked me to send my bank account information over email for direct deposit. When I said I wasn't comfortable doing that, he asked me to drop it off at the cafe (with the barista, not him), which I wasn't comfortable with either. 2) Unwillingness to research new tax law In 2025, I installed a solar system in my home, and wanted to receive the 30% solar tax credit that was going away at the end of the year. During 2025, I emailed him to ask several question about eligibility for the tax credit, leveraging my tax liability to maximize the credit, etc. He responded that he couldn't answer any of my questions because "the law could change at any time" and he wouldn't "receive the tax program until early January and solar credit won't be ready until late January." At the time, I gave him the benefit of the doubt, but now I know that the law was clear then, and he just didn't have that level of expertise. Then in 2026, when it was time to file 2025 taxes, he wouldn't answer what tax form needed to be filled out for the solar credit or what documentation I needed to provide him, despite my asking multiple times. Fortunately, I found a new tax preparer who already knows everything about the solar tax credit, knew exactly what form needed to be filed, what documentation I needed to submit, and could easily answer all the other questions I had. So in my experience, Roy has some gaps in his knowledge and is unwilling to even admit to those gaps, much less proactively go do some research to learn so he can help his clients.

Great service, highly recommended. Roy is straightforward, very easy to work with, and quick too…read more There's nothing not to like here!

Flex Tax and Consulting Group - Google Highly Rate Veteran Led Business

Flex Tax and Consulting Group

(165 reviews)

North Beach/Telegraph Hill

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

TurboTax - Downtown Berkeley - taxservices - Updated May 2026

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