Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended

I came here expecting good service which it was but I feel like J needs more professional training…read more He did what was suppose to be done but he wasn't clear on instructions nor following through with my timely-requests. For example, we filed my docs in-office and I mentioned how I wanted my copies emailed in substitute to receiving hard copy. He didn't send them. I called the next day and asked for it - didn't send them still. Says he will once he wasn't so busy. Okay, cool. A few weeks later, I receive a letter from State to verify my identity. So I call J and explain to him the letter- he explains what to do. However, I know for a fact that Tax companies sends the confirmation to the state since the Tax company filed the docs. He seemed so rude "I'm so busy" "You Do It" Wow. Ok. No problem. I then reminded him he's never sent my copies through email. And he catches another attitude then switches to trying to be nice .... Finally received my email copies. Liberty tax cool if u don't mind the rude attitude AFTER they've filed your taxes. I won't be returning.

Ruth prepared my taxes. Everybody in the office was very professional. I will be going back, they…read morereally take their time and work with you. I will never go back to Jackson hewett! They were a big rip off in Pinole, California, thank you liberty taxes see you next year.

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.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

I had received a notice from my HR department at my job that my check was going to be garnished and…read morethey gave me a phone number telling me that I had a tax issue. I called the number and it was the IRS revenue division. They informed me that I owed over $18,000 for back taxes from 2010 and 2011. I was in such a terrible position and couldn't afford that financial burden. The IRS had taken half my check and I was told that it was going to continue for 4 years. A friend of my referred me to Mark Kelly at Certified Tax Advisors in Emeryville, CA. I made an appointment to meet with him and came into the office shortly after. He explained to me my situation in a way I could comprehend and he came up with solutions to help me. The very next day, much to my relief, my HR department had told me that my wages would no longer be garnished. I know that this is the just the first step to making this nightmare go away, but I am very happy that I found Mark Kelly at Certified Tax Advisors to help me.

I've been very lucky with my taxes thus far but have used a company out of LA. I live in the Bay…read moreArea and have wanted to find a local reliable company. Well this is the place, they were able to help my wife with an Audit and get her back on track. This took so much stress off my family I wanted to share my great experience. If you need local reliable Tax help THIS IS THE PLACE. They have tax Attorney's on site!!!

We've been using Edward for several years, so this review is long overdue. He handle's our S-Corp…read moretaxes every year. We've been in business for almost 15 years in Berkeley and are so happy we've finally found Signature CPAs. Edward is not only knowledgeable, but takes the time to explain any questions we have. The advice he has to offer is excellent. His attention to detail is 11/10. We've been with several other CPAs over the years (why is it so hard to find a good one?!). Edward gets it, and gets it done quickly! Highly, highly recommend. Thank you Sig CPAs!!

This review specifically pertains to Cecily. I was not happy with the service I received recently…read morewhen I went in seeking advice on a letter I received from the IRS. Despite the fact that Cecily provided some useful information (hence the 2 and not 1 star review), her attitude and personality was abrupt and, some might say, hostile. I was stressed about the letter, and rather than try to put me to ease and reflect an attitude that "we would be able to figure it out," she was very aggressive and demanding in her questioning. I felt like I was being interrogated and this was not AT ALL what I wanted or needed as someone who was relatively new at filing my taxes and receiving my first letter from the IRS. She honestly had zero bedside manner and even if I had made a completely egregious error on my filing, I did not feel as though her approach was appropriate or skilled in any way. It's very possible that I misread Cecily and that she was trying to be helpful and this was her way of doing that but I honestly think she might want to know that her clients may very well have this reaction to her given that she likely deals with a large client base. To be fair, I will say that I was with my Fiancé during the meeting and she did not have the same intensely negative reaction as me, however I usually do not feel this way after receiving face-to-face services and therefor feel compelled to write this review. I was also not prepared for the $135 she charged me for a 22 minute meeting. She was not up front about this prior to the meeting when I spoke with her over the phone. I understand now that this is her consultation fee but was confused because I know that places like H&R Block meet for free in advance of services agreed upon during the consultation. This was the worst customer service I have received in a very long time.

The manager had told me my bill was $875, but because I was a first timer she was going to cut my…read morebill in half. In my years of doing taxes I've never paid anyone $437 to assist me with my taxes. On top of that they did my taxes incorrectly. They charged me an additional $120 to "amend" their mistakes. It resulted me in paying the IRS an additional $465.Do not come here. Biggest Scam

Very knowledgeable and helpful!!!! Love them !!! Thank you…read moreLiberty Tax will come back next year too.

I rarely write a bad review, but I am more than unhappy with the service I received from Luis. I…read morehave found that he doesn't take any responisbility for mistakes he makes, he is never on time, he is not up to date and makes uninformed statements about the tax rules or send wrong forms. And even if you send him tax information months before the filing deadline, he sometimes waits until the filing day to complete the return. All this happened to us in a 18 months working relationship. In his defense, he is a tax preparer, not a CPA, but he charges more than some CPAs for tax preparation. In detail: 1. Luis forgot to include a $30K deduction on my tax return which, had it not been detected by me, would have cost me several thousand dollars. Instead of apologizing for the oversight and offering to fix it immediately with an amended return, he asked me to come to his office to discuss it. By this time, I had already switched to a CPA. 2. My partner sent him his tax organizer in February so that his taxes could be completed well before the April rush. Instead, Luis asked him to come into his office on the afternoon of April 15 (the tax day itself) to sign the forms and pay for his services, leaving no time to review the return in detail. Luis was stressed because his software had failed on tax day, but luckily my partner was available to come into his office that afternoon, he was able to get the software working, and the tax return was filed before midnight on April 15. 3. Email replies take up to ten business days, according to his automatic response email. However, sometimes it can take weeks to get a response.

Must go to place to get your taxes done!…read more Luis isn't just nice to look at he's also very informative with all you tax needs, with 19 years of experience you can't go wrong with choosing him to handle your taxes.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.