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I have used a CPA to prepare my tax returns for several years, but this time I used Avi Gadre, an IRS Enrolled Agent, and couldn't be more pleased. Avi is efficient, a good communicator, and easy to do business with. In addition, his fees are competitive and, from my point of view, well-justified. I recommend him without reservation. James Briggs
Brian prepared our tax return very efficiently. He was very friendly and courteous and well versed with our issues. Overall a trouble free experience.
Kathleen was willing to take our returns within a few days before the tax deadline. The 2015 refund she got for us exceeded the amounts I got from using Turbo Tax by 90%. She also helped us retrieve additional refunds due us from previous overpayments to both the feds and state of California.
Filed my first ever 1040 tax form with her! She is the best. Made sure what kind of forms I had so I can file it into my 1040 form. I highly recommend her!
Our previous accountant left abruptly and really messed up our books right before tax season. Greg came in and not only fixed previous errors, but was able to learn the business and get us caught up in time for our CPA. Now we will be working on stream lining the accounting department and minimizing costs. Hes on time, professional and fits right in with our employees. Its a big load off my back knowing my books are caught up and correct.
Rahim was very nice, professional and helpful! He answered every question I had thoroughly and made the whole tax preparation process smooth, easy, and enjoyable. He is clear, concise, and very accurate with his work and I would recommend him to anyone!
Ms. Smith provided excellent tax preparation services. Efficient , yet personable ,reasonably priced in a pleasant office, she made an otherwise unpleasant chore, enjoyable . I will be back. Draw back: difficult parking situation , all metered , with street sweeping restrictions . Building access is also restricted with insufficient directoy.
Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting
Easy to work with, Selina comes up with solutions and advises us toward our best interests. She's easy to work with and highly knowledgable in tax preparation.
George Dimov and his team prepared tax returns for me and my wife. They were fast, answered all our questions and addressed all of our concerns. Will hire again.
Great working with Mark. The whole tax experience was painless
George took over both my bookkeeping and tax preparation. We had a lot of catching up to do and George was focused, knowledgeable, thorough, efficient, and timely. I could not have reconciled all those years without him! I highly recommend George for anyone's personal or business bookkeeping/tax prep needs.
Troy is a fantastic tax preparation expert. He has over 5 years of experience working at H&R block so he has all the knowledge of a true tax pro. Unlike the big firms, Troy truly cares about his clients and spends time with them trying to maximize their refunds. He also takes time to explain tax implications and laws. I learned so much about taxes after the first meeting! He's friendly and arrives on time. My refund was significantly higher than what I would have gotten at a big firm.
I rarely write online reviews. However, my experience with Allen preparing my tax returns has been so positive that I want to make sure everyone knows. My interaction with Allen has been exemplary. Allen has prepared tax returns for our family for many years with complete satisfaction. He is extremely knowledgeable and articulate in explaining tax complexities and nuances that can be difficult to understand. More importantly, he takes the time to understand our situation every year and genuinely respects our concerns. As a client, Allen returns all my phone calls promptly and takes the time to explain and review all my inquiries. His customer service is stellar!!! I would highly recommend Allen, and in fact, I have already done so. ~Jan T
My experience with Jessica was excellent. She was attentive, honest, and cared about the financial standing of my business. I continue to be a happy client to this day and recommend her to anyone who needs bookkeeping services.
Was quick accomodating and major helpful. Gave me all the info i needed to know what to do ... very grateful
Federally Licensed Tax Practitioner (EA #130152) I am an experienced accountant with a demonstrated history of working in the taxation, financial, technology, and transportation industry. I am an Enrolled Agent, EA; a prestigious designation from the Department of Treasury - IRS, and a certified QuickBooks ProAdvisor. I am skilled in taxation, accounting, customer service, account management, and business relation and development. Besides having a bachelors degree in Sciences/Liberal Arts, I have also achieved a Certification of Specialization in Accounting and Certification of Specialization in Taxation that includes individuals, businesses (LLC, S-Corp, C-Corp), trusts and estates. I have years of experience working at some of the prominent companies in the Bay Area of San Francisco, CA. Now, I am the founder of ACTAX
Good so far. Haven't been in yet to finish legal process will be in the next week or so. She's very fast though.
New To Thumbtack
We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."
New To Thumbtack
BA: UCD (ECN) M.S Taxation Golden Gate University I currently work preparing tax returns for individuals, corporations and partnerships and am the senior tax researcher at a CPA Firm, Kustov & Associates, Inc. (3 yrs.) I and interested for now in preparing only individual tax returns, from just W2s to more complex returns dealing with items such as foreign earned income and various dispositions, and reporting requirements. Sincerely, Nicholas Tedeschi
New To Thumbtack
We help you save on taxes for personal or business assistance. See our website. We work in person or online and are efficient and reliable.