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.“

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

“I trust them with my taxes! I travel all the way from San Jose. I've been coming for years and I will not trust anyone else with my taxes. Thank you so much Paul & vinnie! You truly are a life saver.“

“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.“

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

“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!“

“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.“

“Liz is great! She does all my taxes makes you feel comfortable and at ease!! ill be coming by this weeek!“

“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.“

“We've been a client of Bill's for 33 years, including both personal and business taxes, etc., and he and his staff have always been very professional, reliable, accurate, and responsive to our needs. Couldn't be more pleased, and recommend them without reservation. If you're looking for someone, who has great knowledge, experience, and wisdom, you'd be wise to have Bill, high on your list of professionals in our community. Couldn't be happier!“

“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!“

“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“

“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!“

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

“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 have been using this tax service for many years now and they are always prompt. They make the whole experience stress free. They are super friendly and provided valuable customer service.“

“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.“

“Having Roy French prepare my Federal and State taxes is a great pleasure in my life. Taxes are messy and complicated yet Roy makes it easy. His final presentation of the completed tax forms looks great, very professional.“

“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.“

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

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

“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.)“