Tax Preparations near Lafayette

“Last year we got married and bought a house so our tax situation went from relatively simple to a little confusing. Rick suggested we take a proactive approach and assisted in making adjustments to our paychecks. It certainly paid off when we filed and received a small refund rather than owing money.“

“It's convenient to file your tax return with their accounting service. You just need to update your information in their portal and schedule a one-hour meeting, where they'll walk you through what they've entered for you. However, it can be challenging to reach an accountant for any follow-up questions.“

“Oscar is the best, he is efficient and honest and organized! So thankful that we are able to get our taxes taken care of by him! Low stress and great results thank you!“

“Out taxes were done accurately and high integrity. I highly recommend M&w. Parking is good and offices are very clean!“

“I've been doing my taxes with this firm for years. No problems with IRS, any documents you receive from government they will help you with. The staff goes above and beyond. They are also bilingual.Thank you Maria and staff.“

“Gentleman attorney , Eric, took my call the first time I called. Gosh! I called this man outta the blue and he musta spent 20 minutes on the phone with me. I truly believe he knows his stuff. He quoted me a flat fee, which I must raise. But, that fee was far less than the guy that quoted 15,000. So.... yes, I recommend you give him a call.“

“I have a small business and rental properties, living trusts and other investments, and have been doing business with Mr. Elsberg et. al for many years. This is a fine firm of competent, honest professionals who have offered up excellent advice, and have saved me thousands in taxes. I would recommend this firm to anyone with tax and/or related business needs.“

“I began doing taxes with Janet Jobert in 1995 when I had a business problem and needed professional advice. Since then I have continued using her service and expertise. She is honest and ethical and does not cut corners which I totally appreciate being an accountant myself.“

“Jason was my savior- I had a fair amount of back taxes owed for my business and he was able to help me promptly and professionally. Jason and his team are very easy to work with, and kept me in the loop through the whole process. I highly recommend SF Bay Tax Co. for any business or personal tax related items.“

“I’ve been doing my tax with him for many years, he is always here wherever you are in US, reachable on a finger tip
Many thanks, I highly recommend him
He speaks multiple language so you can easily communicate with him“

“I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of desperation I reached out to Lisa. She still had my old files, so she volunteered to help at the height of the 2023 tax year! Once I supplied her with the information she needed, she literally solved my significant problem within hours, emailed me forms to sign and then sent them to the FTB. What a relief! Fortunately I referred one of my daughters to Lisa before she stopped being so popular that she couldn't take more clients. My daughter and her husband owe me, because Lisa is the best and that's coming from a former banker of 40 years. What's not to like: personable, highest integrity, highly competent, and SMART! Thanks again Lisa!“

“Derrick helped me solve my difficult back taxes problem. He is pleasant and knows his stuff. He answers questions promptly and in a way that's easy to understand. I would recommend him to anyone looking for tax assistance.“

“Highly recommend Mr. and Mrs. Sánchez for your tax needs! This is my second year going to them for taxes, and my only wish is to have come to them sooner! They are very knowledgeable and transparent with you throughout the process, which puts me at ease and has helped demistify taxes a little more each time I visit them. They have gotten my mom and I good returns on our taxes, and I appreciate that they offer their services in both Spanish and English.

This is their family business, and they take such good care of you that they will be sure to leave a lasting (positive) impression. If you're looking for someone who'll take care of your taxes with care and professionalism, check them out!“

“It fascinated me about their service. It's never common among the business owner to attend to the customer when there about to close their door. She did that remarkable service for me.??☺“

“Zach and his team have been very proactive in helping me position myself to achieve maximum benefits out of my LLC from a tax and investments perspective.“

“The best Consultants is G3.they will tell you everything you need to do .John S.is a good,honest and helpful consultant.“

“Knowledgeable staff, great service and follow-up. They have a great team that goes through a process they have designed to streamline information gathering and minimize stress on clients. Also really great webinars offered occasionally, very informative and educational.“

“Excellent! He's been doing my tax returns for decades!!! REALLY appreciate his service!!!“

“Excellent tax help. We have been with Vale Tax Services for many years. He and his staff are the very best!“

“A very reputable cpa firm. They are very thorough and knowledgeable. I recommend Emmanuel and team“

“I've utilized the services of JT FINANCIAL SERVICES for the past two tax seasons, and I'm happy to say that my experience was far greater than anything I could've expected.More importantly, I truly do appreciate the professionalism and care in which Tonia demonstrated in handling my affairs. I just want to say publicly, thank you Tonia, and I look forward to working with you again this tax season.“

“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations. My company has been using their services for over 10 years.We have had no problems and feel we are ing good hands. Highly recommended!“

“Brenda has been a godsend to me. She is so professional and knowledgeable and personable. I'm giving her my highest recommendation.“

“awesome great sevice polite helpful and understanding dont miss out on this great opportunity“

“Have done my tax return there every year since 2000. Tina is great, very informative and reasonable fee for her service. Thanks for all your services. P.“

“Bob and his team are amazing. They helped us get our finances organized and put us in the position where we were able to buy a home (yay!). Bob is incredibly knowledgable and a joy to work with.“