Tax Preparations near Rancho Cordova

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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!“

“Tiffany and her crew are great! They make the process painless, even when it's painful, lol. Thanks!!“

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

“Very nice service nice staff quick response and smooth process will recommend every one to come for tax here“

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

“Lo and Liz were so professional I have such peace of mind now that I have filed with about tax. I highly recommend everyone to come here they help you with anything you need and answer all your questions. 5 star! ⭐⭐⭐⭐⭐“

“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.“

“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.“

“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!!!“

“Outstanding service, highly competent and professional, super pleasant... I couldn't ask for a better CPA!“

“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!“

“**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!“

“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.“

“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.“

“Greg has been doing my taxes for 4 years now and I am very pleased with his overall professionalism and communication. He is very helpful and quick to answer questions that I email to him. Also he has gotten my return back quickly every year which is valuable to me.“

“The Elder accountancy team has been filing my taxes for years. Michelle and team is a pleasure to work with. The old firm I worked with forced me to deal with so much paperwork but her platform is fully online and super easy to use. I stay up to date over email throughout the entire tax return process.“

“I've had Pat prepared our corporations, as well as personal taxes for more than 22 years, and I could not be more pleased. Pat and his team are excellent. I've also recommended him to family, and friends.“

“Jose Morales was great walking through the process and how he would submit my taxes. He is very knowledgeable and provides me great advices while filing my taxes. He also got me the best out of my tax refund. Jose also speaks very fluent Spanish, so it is another huge plus. I highly recommend him! He is very professional and clear about the entire process.

Also, make sure you get the correct address from him. The address from Google Maps is different.“

“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.“

“3381 MARYSVILLE BLVD. BEEN COMING HERE FOR 2 YEARS, AN I'M VERY SATISFIED. THEY DONT CHARGE MUCH BUSINESS IS FAST AN EASY THEY TRULY ARE THE. BEST. PLUS SNACK'S, AN FRESH STARBUCKS COFFEE. Xpre$$ Tax Service❤❤“

“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.“