Tax Preparations near Moraga

“Don't pick Peggy to do your taxes if you want someone to do a brief once over. She will go through your tax info thoroughly and not skip a beat. She is quick to point out tax situations that can help you and is a wealth of knowledge regarding all kinds of tax situations. I totally trust her with my taxes, her keeping up with new tax laws, and never worry that she might miss something.“

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

“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'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 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.“

“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 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.“

“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.“

“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 file with Janae every year and I love her she is amazing and works wonders I have filed with her two maybe three times and I will continue to go back for her services . I now have a son and can't wait to meet with her this year to start off a great tax season“

“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.“

“Retaining Toni Rodgers Consulting was the best decision I made. Her expertise and professionalism was apparent throughout our time working together. She is amazingly thorough, has great attention to detail and above all very patient when explaining things to someone like myself who does not know a whole lot about certain tax procedures. I plan on retaining her services again and I'd refer her to friends who need tax assistance. Thanks Toni!“

“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.“

“My mother and I have been going to Don and Linda's since 2000. When I became an adult, I started to go too. Years later, I only trust Linda with my taxes and have driven as far as Monterey for her services. Great staff and I love the kitties in the office :)“

“I been a customer of this Tax Services for the last 33 years and I have always loved their services. Out of those 33 years the last 10, I been driving from the Manteca-Lathrop area to their San Leandro base business to use their services.They are professional, caring and truly responsive, every time I have a question that might affect my taxes they are quick to respond and give a straight answer.This year, I bringing my son to become their customer, hopefully he will get hooked to use their services. (Oscar B.)“

“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!“

“I recommend Mr. Dinkel's Accounting services.He has great knowledge and attention.“

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

“Elizabeth at GTS was able to answer all of my questions. She is honest and reliable. Every year she checks to make sure I am not overpaying on my taxes and she has done a good job of it.“

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

“My husband and I have been with Brent now for 8 years maybe 9. He is awesome and all year long at any point if I have any questions he is always super quick with responses. Brent is great and I always recommend him to anyone looking for a good knowledgeable and reliable tax person.“

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

“Amazing and quick service! If you need to register your car this is the place to get it done.“

“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.“