February 2019 by Chris V.
I just had my tax appointment with Hal yesterday, he has his main office in Chula Vista, however I opted to meet at his La Mesa location. Hal is very one on one, easy going and goes over a check list to make sure he gets all necessary information to prepare my tax return to get me any and all tax credits that are allowed. The tax laws constantly change, and Hall and his staff make sure they study the changes to be up with the latest information. Hal will send your tax return via email, or mail a hard copy to your home when completed. Hal and his office staff will take calls throughout the year when you have tax questions at no charge when you have used his service. I was originally recommended by a friend to Hal 10+ years ago, since then I have recommended several friends and they continue using his service yearly as he easily adapts to your needs. Hal offers the additional service where you can mail your tax info to his office, or drop the info off at his office, and he'll complete everything and mail it back to you, without your having to enter his office, if you're to busy or unable. I recently had a friend who became extremely ill and didn't know how he'd get his tax return completed, so I was happy to recommend Hal, who took his call and was able to help him get his tax return completed. Hal is very helpful in cases of inheritances, and ensuring that your beneficiaries you have listed for various insurance policies, 401K's, vehicles, are listed in a proper legal order so you can be assured the person you want to receive all or a portion of those items receive them, and if your beneficiaries predecease you that the next person you intended to receive that item will receive it, unfortunately if it isn't listed legally and correctly in a proper order, someone you never intended will receive that house, car, insurance policy, 401K, etc. I'm so happy with Hal's tax service, I've always met in person with him, however it's nice to know, I could mail him my information and he'd get my return done for me by mail.
