Peter B. Diaz, CPA - Tax Consulting, Tax Preparation & Financial Planning

I'm consistently pleased with the work Peter does for me each year. My tax returns are somewhat complex, involving income from a trust (which requires its own separate tax returns) as well as reporting on an in-state and an out-of-state rental property. I strongly dislike doing the necessary prep work for my tax returns each year, but Peter makes the process of gathering the information and getting organized as straightforward and as painless as can be reasonably expected. The things that I dislike about doing this prep work are the fault of the US and CA tax codes, and definitely not the fault of Peter. To the contrary, he makes this annual obligation easier, more... read full review

I contacted Peter over the summer for some tax consulting. He was able to provide me with the tax planning that I needed in order to make some complex financial decisions. He is very knowledgeable, professional, and provided clear guidance. He requested that we communicate via email, so that he could make sure that he had all the facts and correspondence to assist me with my tax issues. Once he understood the issues, he was able to put together a plan, and review it with me over the phone due to Covid restrictions.

Refused to speak via telephone. Mr. Diaz asked me to describe my business and accounting. I provided a short overview and he responded by saying:“ Thank you.not enough detail about the entity. I can’t help with lack of any detail and poor communication. I was hoping for a few paragraphs. We can’t help you.”In light of his own poor communication, punctuation errors and rude tone I cannot recommend you pursue his services.