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Reviews for Weaver Hultin Business Services, Lisa Weaver EA

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  • September 2023

    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,... read full review

  • July 2022

    Lisa is a fantastic resource for tax planning and advice. She is very responsive to her clients. She is more than just a tax preparer; she really helps with comprehensive tax planning and is available year-round for any questions. She is truly the best around.

  • May 2022

    1st visit I liked her approach. 2nd visit she seemed organized. 3rd visit was after she reviewed receipts and had questions. 4th visit I returned with the answers after i doublechecked some information 5th visit i returned and picked up the finished returns. 6th visit i returned after reviewing the returns without interruptions at home and asked questions. She was very patient with my questions and gave me reasonable answers and i felt more secure. I like Mrs. Weaver well enough. My wife hates Mrs. Weaver. She wants us to go elsewhere next year. We have been handling our taxes for a few years now.

  • Weaver Hultin Business Services, Lisa Weaver EA

    3093 Citrus Cir #190, Walnut Creek

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