Tax Preparations near Fair Oaks

“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!“

“Kathy gave me outstanding advice! I would never go anywhere else. I have used Schwartz Platz and Associates for years. Excellent CPA!“

“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!!!“

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

“I needed a new CPA due to the retirement of my previous CPA, so I did some searching on the internet and discovered Ruth Maloney, one of my best finds on the internet. I called on Thursday, they returned my call later in the day, made an appointment for Sat. When I went in for my Sat. appt. I found the staff to be extremely personable and informal. I met with the preparer that was to help prepare my taxes and found her to be very knowledgeable and friendly. I was done in about 1 hour and was extremely grateful that I was able to find such a firm on short notice and to be more than pleased that I had found them. I HIGHLY recommend this firm for all of your tax preparation needs. Plus as another reviewer stated...the cookies are very tasty. Irv“

“We really appreciated working with Michelle from TaxAudit. Our tax issue was challenging to resolve as it spanned multiple tax years. Also, we had paid our tax balance, but we had recorded the payment incorrectly on our tax form. Michelle handled the complex process of working with the IRS to sort out our tax form and even wound up with a balance refunded to us. During the process, she updated us regularly on the progress of our case. She was kind and helpful. Thank you Michelle for putting in so much effort into resolving our tax situation!“

“Working with Olivia has been absolutely amazing! If you're looking for a tax person who sees you as a partner and not just another customer then look no further. Olivia was able to sit down with us and solve some very complicated problems, all while making our wife and I feel very comfortable. We've worked with many tax professionals in the past for both personal and business taxes, but can honestly say that Olivia has gone above and beyond every single one of them. She is VERY knowledgeable and can think outside the box which is an absolute must in a tax pro. You won't be disappointed.“

“TaxWorks Plus is truly a 5 Star Business! Naseer, The CPA is a 'No BS, straight to the point' type fellow who will only positively assist. I appreciate his honest advise and experience in handling my books. I recommend TWP to any individual or business looking to grow from a sapling into a firmly rooted tree. Thank you Naseer!!!“

“I've used Carey Cadle for more than ten years first for my personal tax returns then through various companies I've worked for or formed. I'm now an an attorney and refer him frequently to clients and use him constantly for all sorts of tax matters. Whether the tax issue is complicated or easy, whether the company is large or small, or whether it is a person with lots of money or very little- Carey treats every client the same - with excellent service, super attention to detail, and thorough explanations of the tax code. He is very ethical and advises clients on legal strategies they can implement to help reduce their tax liability. I've consistently heard great feedback from clients as to how happy they are with his 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!!!“

“Stan v. I have been using Patricia for several years now and would highly recommend using her services. She does my personal and business taxes, and is very knowledgeable, and professional as well.“

“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.“

“Christian, our CPA, did an amazing job of going over every step of our LLC and S corp options. We can trust that we we in good hands for tax preparation season and going forward. He really took the time to go over difficult topics and made sure we understood our decisions.“

“Always quickly responsive to my calls and emails. Accurate accounting and knowledgeable.“

“Excellent service overall. Highly recommended. My wife brought our tax documents and met with Shane (Tax Advisor). She was impressed with the office and she mentioned that front desk was so welcoming. She met Shane and explained the details. Shane has been so kind to me via phone and email and he was kind to my wife during the meeting. Vanessa and Cindy was so so nice and very soft spoken over the phone. My tax was completed and got what I expected. I am now working with their Atty. Aaron to prepare a legal document. He is nice as well. Very consistent operation throughout the business. Thank you FC360“

“Great accountant. Always come thru with tax needs and business inquiries. Uncle has been our day one. Great Human.“

“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❤❤“

“Absolutely love Don and Tammie! We have had our taxes done by Don for years and he is the BEST! Moved out of state and were initially worried we may have to find someone new but find out he’s able to continuing doing them for us. So grateful for not only a terrific person to work with but someone who invests heavily into each client he works with“

“Michelle is very smart, she's a real estate investor, she's creative with tax strategies and trustworthy. Has a great team that works with her as well. Highly recommend.“

“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.“

“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.“

“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.“

“Best!We've had a very long customer relationship with QED. For us there is none better.“

“**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 needed some advice on avoiding capital gains in a real estate transaction. My best buddy told me to talk with his "tax guy" who is great. I emailed Dave and received a prompt reply with convenient times to ring him. I gave him a call and he was very open and honest about my situation. This was great. I just wanted to confirm what I knew to be correct. Dave provided clarity about the process and actually suggested some options for me that will save me money. Asked if he would take me and my son on as clients. Sho'nuf!“