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.“

“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!“

“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.“

“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.“

“Always available when everyone is closed the best accountant services around the east bay“

“Has done our taxes for decades. Competent, knowledgeable, and a good person. We would have it no other way.“

“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.“

“Easy, rapid, and an impressive preparer of my tax return. OSCAR ANTONIO is my choice for all future accounting problems. Previous returns done by RINA, but they outgrew individual accounts. BEST THING THAT HAPPENED TO ME. Thank you, Oscar.“

“Ray and the whole staff here are great. I have my taxes done every year and they do a very thorough job. They are easy to work with and responsive.“

“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!“

“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!“

“Excelente servicio, aparte de recibir apoyo con mi declaración de impuestos también me han apoyado con educación Financiera. Cuentan con preparadores bilingües y muy bien capacitados. Súper recomendado.“

“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.“

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

“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.“

“I had a great visit to Gateway Tax Services with Michael. He was accommodating and made the whole process of filing my taxes simple and stress-free. He took the time to answer my questions and ensured I understood everything before I left. I recommend Gateway Tax Services and Michael to anyone looking for a reliable and professional tax service.“

“Very nice lady, she took my last minute appt and was professional & quick. Reasonable rates for notary.“

“I started doing some freelancing work and taxes are not withheld so I wanted to work with an accountant to ensure everything was done correctly. Rick not only did a good job preparing my return, but he took the time to teach me a bunch of things as well so I’ll be better off in the future.“

“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.“

“I go here once a year to get my taxes done. Paul and his team does a solid job on docs. Never had an issue with any tax return.“

“M & W tax services has been my tax preparer for years. I have found Daryl Walters charges equal to the work he does for me. I would recommend Daryl as a competent, trustworthy, and efficient tax services.“

“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.“