Tax Preparations near Fair Oaks

“Heidi is amazing! This is our second year working with her and it is so refreshing to have someone that is not only so knowledgeable about finances but so nice and pleasant to work with. She is great at explaining all the ins and outs and you can tell she genuinely wants to help!“

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“I have been getting my taxes prepared by Schwartz Platz & Associates for almost a decade. Their team is extremely helpful, professional and efficient! Kathy prepares my taxes and is very informative about strategies for managing my investments. The front office staff is always extremely welcoming, offering water upon my arrival.

I recently met with Kathy to discuss how to successfully leverage my rental property asset. She educated me (in layman’s terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds. I was referred to Swartz Platz by my brother & now refer everyone I know to them, as well. I couldn’t ask for a more helpful, knowledgeable, kind and personable CPA!“

“Wonderful service. Sandra is very detailed and is so great to work with. She is diligent, very approachable and courteous! Definitely go see her!!!“

“Have enjoyed being a client of Ruth Maloney taxes and investments for about 20 years, and recommend wholeheartedly.“

“So I had been calling around and everyone was fully booked no new clients or they were outrageously charging a crazy amount then I called Freddie he didn't have an actual opening but he was kind enough to put in in between appointments which was awesome of him because I was freaking out that I wasn't able to find anyone else willing to help me out on the day of I got there he was with the client and I was asked to wait which I didn't mind at all since I knew I was out in between appointments I didn't have to wait very long then my turn he got right to it asked about my paperwork he is very knowledgeable on the process and I asked many questions he answered so I learned slot on what's missing understood about certain tax related things so I was glad to learn this super quick in getting them done he is very affable so that was great very friendly I totally would recommend him to anyone looking to get their taxes done also he is open year round for any tax related things do that was good to know !! Your awesome Freddie I'll definitely see you next tax season!!!“

“Absolutely love Don and Tammie! We have had our taxes done by Don for years and he is the BEST! Moved out of state and were initially worried we may have to find someone new but find out he’s able to continuing doing them for us. So grateful for not only a terrific person to work with but someone who invests heavily into each client he works with“

“I have been going to Arthur for our taxes for almost 25 years now. He is always been professional, friendly, honest and just a great person. Each year, I always enjoy catching up with him on his lastest adventures.“

“Excellent service overall. Highly recommended. My wife brought our tax documents and met with Shane (Tax Advisor). She was impressed with the office and she mentioned that front desk was so welcoming. She met Shane and explained the details. Shane has been so kind to me via phone and email and he was kind to my wife during the meeting. Vanessa and Cindy was so so nice and very soft spoken over the phone. My tax was completed and got what I expected. I am now working with their Atty. Aaron to prepare a legal document. He is nice as well. Very consistent operation throughout the business. Thank you FC360“

“I've been going to Jose Morales for over 10 years. He's honest and trustworthy. Fastand thorough. Very friendly. Easy parking. Handicapped parking available too.“

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“Dave and Dawn have been my tax and accounting advisers for both my companies since 2005. I have found them to be professional, competent, and timely. The staff is a pleasure to work with. The firms service standards are very high. They treat their clients with respect and warmth. I have referred Grant Bennett Associates to my friends and clients many times.“

“AMAZING.... wonderful, caring, goes the extra mile. Helps without making me feel inadequate. Appreciate her SO much!“

“Incredible service by an incredible team. Highly efficient and effective in their work and will be a repeat customer. Special mention to Sergey and Anton for their impeccable customer service.“

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“So I had been calling around and everyone was fully booked no new clients or they were outrageously charging a crazy amount then I called Freddie he didn't have an actual opening but he was kind enough to put in in between appointments which was awesome of him because I was freaking out that I wasn't able to find anyone else willing to help me out on the day of I got there he was with the client and I was asked to wait which I didn't mind at all since I knew I was out in between appointments I didn't have to wait very long then my turn he got right to it asked about my paperwork he is very knowledgeable on the process and I asked many questions he answered so I learned slot on what's missing understood about certain tax related things so I was glad to learn this super quick in getting them done he is very affable so that was great very friendly I totally would recommend him to anyone looking to get their taxes done also he is open year round for any tax related things do that was good to know !! Your awesome Freddie I'll definitely see you next tax season!!!“

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“I've had the privilege of working with Parminter and Associates for over fifteen years, and without fail, each year Janet has been nothing short of exceptional! Her expertise, professionalism, and unwavering dedication and genuine commitment to client satisfaction are truly commendable.“

“Awesome friendly office staff! I'm happy to have become part of the family! Woooo Hooooo“

“**Review for Yelp:** I want to express my gratitude to our accountant for his exceptional service. He manages our accounts and prepares tax reports for our companies with the highest professionalism. His attention to detail and deep knowledge of accounting ensure the financial transparency and accuracy of our reports. With him, we are always confident that all our tax matters are in reliable hands. Highly recommend to anyone looking for a dependable and competent accountant!“

“Paul has done my dads taxes the last 2 years. He's always available, he does thorough work, and he does it quickly. Really appreciate Paul and the team at Capital City Tax!“

“Keith is super knowledgeable and I've been with him for 4 years and counting. Feel we are in good hands with someone as competent and responsive.“

“Michelle is very smart, she's a real estate investor, she's creative with tax strategies and trustworthy. Has a great team that works with her as well. Highly recommend.“

“David completed my taxes this year for me and I am very impressed with his tax law knowledge and detailed responses to my complicated real estate and investment tax questions. He answered my emails quickly and all his answers were honest and to the point which I appreciate. I will definitely use Incompass Tax again for my future tax needs.“

“My taxes were a mess before I found Judy. She discovered deductions I wasn't taking and helped me revise past tax returns so I could get the most benefit. I won't let anyone else work on my taxes except for Judy. I appreciate her honesty with me and I highly recommend her.“

“Dave and his team have been doing my personal and business taxes for many years. I highly recommended them for all of your accounting needs!“

“Robert has been doing our taxes for over 20 years since we moved to the Sacramento Area. Very quick with our taxes and also very thorough. Georgia is also very helpful. Have recommended many people to the office.“