Reviews for Pendleton Tax

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  • Dec 2020

    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.

  • Jun 2020

    For many years, Yelp has proven to be a treasure trove of the best people we could ever hope for to help our family with real estate, property management, auto repair, pest control, and most recently, Pendleton Tax Services. After an initial phone consultation, we met with Derrick to go over our taxes and come up with a tailored system to keep as much of our money as we possibly could in our hands rather than handing it over to the IRS. We spent a good deal of time together, and ended up with a very sound strategy after covering all the bases. We found Derrick to be very personable and easy to talk with, knowledgeable about everything under the sun in the world of taxation, responsive to all of our needs and concerns, and someone we could fully trust as our representative to deal with the IRS. As an Enrolled Agent, we have complete confidence that Derrick would be fully able to handle the IRS in any negotiation process that might arise in the unlikely event that we would ever be in that situation. After building a remarkably sound foundation, we discovered, to our surprise, that Derrick was including this critical work as part of our yearly tax preparation fee (which is very reasonable), and was not charging us anything for all the time he spent getting us ready for the 2020 tax year! We couldn't be happier to have him on board, and we can tell you without any reservation that you will be most satisfied with Pendleton Tax Services helping you take care of all of your tax preparation and strategy needs.

  • Mar 2020

    Let's face it..... Taxes are stressful. Early this year, my Corporation Tax Accountant moved and my personal accountant retired. I interviewed ALL of the referrals that they both recommended and something was just not right with each of them. Whether they were inexperienced, forgetful, not prompt, or it just not being a good fit; I just had the most difficult time finding a good match for my company and my family... After exhausting my resources, I saw Derrick on Yelp, emailed him, and he got back to me immediately. He the spent an good 30-45 minutes that day. Already I was impressed. I went to his office a couple days later and my gut was correct. This guy knows his stuff, but more importantly gives you his time to explain the nuances of your specific situation and gives recommendations based on your goals. Derrick is not a "cookie cutter" accountant. He handled both my business taxes and my personal taxes promptly, but more importantly streamlined all of the information back to me in a way that I could understand. He also beared with all of my questions! I hope to have him as my life long accountant!

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Hours

Monday: 1 - 7PM
Tuesday: 1 - 7PM
Wednesday: 1 - 7PM
Thursday: 1 - 7PM
Friday: 1 - 7PM
Saturday: 1 - 7PM
Sunday: 1 - 7PM

Ratings

BBB BBB: A+

Pendleton Tax

3075 Citrus Cir Suite 100, Walnut Creek

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