I'm so happy to have Lupe as my tax accountant! As a small business owner, working with her has been amazing. She's professional and always takes the time to ensure I understand everything. She has been helping me year after year! If you're a small business owner like me, do yourself a favor and work with her! read more

Lupe is the best!!!! i have done my taxes for 3 years i couldn;t be happier! have recommended her with family and friends and they also agree she is the best. read more

It's getting harder and harder to find a trustworthy person to do taxes in this area. Lupe was just as amazing as I had heard! Very personable and knowledgeable on filing taxes for my small business! Highly recommend. read more

I am so so appreciative of Lupe and her expertise. She delivered in the expected time frame and went over everything with me thoroughly. She made sure all deductions were covered and provided insight on what to expect for next year's taxes if I plan to buy a house or have to travel for work. The cost was in the range that was quoted, which was fair and honest. Lupe and Josie were professional and trustworthy. I highly recommend. read more

I highly recommend Virtuous tax, I personally do my taxes with Lupe and couldn't be happier. She's very knowledgeable professional and honest. read more

Lupe and Virtuous Tax has been doing my taxes for close to 10 years now and I couldn't think of anyone else ever doing them again. The professionalism, attention to detail, and thorough customer service all are reasons why Virtuous Tax is the place to get your taxes done. Up to date on all the new laws as well as uncanny recall for past laws pertaining to individual cases; Virtuous Tax is the place for me and you! read more

Staff is very knowledgeable and will answer all your questions. Very helpful in ensuring that your taxes are done accurately.

A girlfriend of mine has been getting her taxes done for years and highly recommended Lupe. I know the girls at virtuous taxes worked together for another company before starting their own business. What I like is they are knowledgeable, all about the customer and our best interest. This is my second year with them. We also now have Shandon and Kristen doing our book keeping and business taxes. My man has a small business in Monterey. We have been looking for someone local that we can call on for guidance and consult with questions that pertain to running a small business in California. we are thrilled to have one office do both the books and taxes. Thank you ladies! read more

Lupe was amazing! She's very knowledgeable. I went in thinking I'm going to be paying back taxes. But she took her time, found credits, went through everything I can deduct and ended up getting a return. I was so amazed with her knowledge. She took her time to explain things to me that I didn't know. I'm more prepared for next tax season thanks to Lupe. If you looking for true professionals for your financial and tax needs, the team at Virtous tax and financial are the best. You won't be disappointed. read more

Lupe has been doing our taxes even before she and her partner put up their own business. I'm a very satisfied customer as always and we'll never change our tax preparer!!! I highly recommend them! read more

These folks are the very BEST, and ACCURATE tax service around! BAR NONE!! You want professional service helping you with your taxes?... these folks will fill your needs EXCEPTIONALLY WELL! Ever since they opened their doors, I have been a well satisfied customer, and will continue to use their services, because they are THAT GREAT! read more

I am so happy I was referred to virtuous tax Christine thank you for being so kind and patient with me I know I had a lot of questions I really appreciate you making me feel welcomed at your establishment I will definitely be coming back and referring fam/friends to you thank you . read more

Kristen has done our taxes for YEARS when she was at HR in Marina. Honest lady who will flex with you on appointment times. Always has your best interest in mind and asks all the right questions to make sure you get every darn dime you can back. She stays up to date on all the new tax laws and helps keep you compliant. She also makes it a point to treat you like a friend and never just another number. Kristen can be trusted which to me is the biggest thing. Do yourself a favor and give her a call if you need help with your taxes. She goes above and beyond for her customers! read more

if i could rate 0 i would. Lupe is one of the rudest people i've ever met i don't understand how a person who owns their own business can even decide to be rude to other people. Not to mention i've heard around that she is such a karen to workers from other places. how embarrassing. i also read a review that she doesn't even know what she's doing when it comes to taxes and finance. i believe she should just close her business down lol it's clearly not for you. read more

I was shocked at how Lupe dropped the ball on my tax issue after sending me on a long chase for documents that were not needed. I emailed her 4 or 5 times begging for a status which never came. In fact, Lupe said she requested an extension and when I called the IRS, they said no extension was requested or "filed by phone" as Lupe stated. After months of getting the run-around, I had to hire a qualified CPA who understood the complex issues and finally received professional service. Virtuous Tax & Financial cost me added interest and penalty charges for the time wasted expecting resolution. Please be careful. read more

I've been going to them for the past 2 years and they're the best! Kristen makes it very easy for me to file my tax.

The BEST tax professionals hands down! I'm so glad they have their own business now because now they can be free to treat their clients (like myself) personally unlike the big corporate places (such as H&R)! These two awesome ladies treat you as humans and not as another number like the corporate places. They actually care about you and your finances and not their business's bottom line. Go see for yourself or better yet, ask anyone who's been there. As I already said, BEST Tax Professionals hands down! read more

Amazing! Such an amazing experience! Kristen not only made doing my taxes easy, but she explained everything so well even I understood it. She offered a lot of advice for the next year and how to manage money and use benefits from work to my advantage. Her prices so reasonable, her hours flexible and the customer service was just over the top! You don't need to look anywhere else. Ditch H&R Block, throw away the TurboTax and call them for an appointment. They also have a very inviting waiting room for the kiddos if you're traveling heavy lol. read more

Highly recommend Lupe if you want a easy and transparent tax experience. She upfront and will tell you exactly what you are getting back from your taxes. Also very friendly would recommend to anyone who wants a hassle free experience. read more

I was very impressed by this new business. Both Lupe and Kristen were professional, knowledgeable, precise and friendly. My taxes were done for me, I was very nervous about doing them. Very happy and i highlh recommed the ladies at Virtous tax. read more

Kristen is my Tax Preparer and I can say she is trustworthy and will go above and beyond to make sure she Serves you with 100% Top Quality Service. Thank You for always helping me when I have questions or concerns! I can trust Virtuous Tax and Financial with my finances personal and business. read more

These ladies are amazing and have a great sense of humor. This has been one of my painless tax experience ever! I use to travel all the way to San Jose just to do my taxes, But I do not regret staying in town and found Lupe and Kristen. I will be returning next year and many more years to follow. Kids also loved the lollipops they provided for them. read more

Kristen Edgar has been helping me with my taxes for years. She is the most knowledgeable person I have ever worked with! Always goes above and beyond for her customers and always has a smile while doing it. read more