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February 2024 by Dan R
I called on a Wednesday inquiring about getting my personal taxes done. I was told someone would call me by Monday. I called back Monday afternoon to be told a $50 non refundable deposit would be required to make an appointment. Terrible service and a little sketchy. Be wary of this practice.
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November 2023 by B C
So first of all I called this business my mother is a client of this business and I called there to ask him a question regarding taxes.I call there at 3 minutes before 10 and I asked if any of the tax accountants were in yet.I was told it's 957 so no they're not here so I asked the girl to put me on hold until they came in at 10 since it was just a few minutes.He then came back to the phone and started criticizing me asking me if I was just having a bad day or if this was just normally the type of person that I amHow rude can you be?I then continued to call because I wanted to speak to the owner to make my complaint which she was refusing to get the owner on the phone.I would state clear of this tax service unless you want to be ridiculed and offended and talked to you like a piece of garbage.Someone needs to teach the filthy potty mouth answering the phone a lessonBeware do not use this place thank you
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March 2023 by Rosalie H.
We have been coming to Lupe for our taxes for at least 5 years now. She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!
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March 2023 by Jon U.
3-21-2023 Lupe is the best! So professional yet so engaging and sweet to us during our appointment this past Monday. She is very sharp with details and actually cares about her customers.......awesome!!!
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April 2022 by dave johnson
Very helpful. I walked in without an appointment and had my question answered regarding my Mom’s taxes. Very nice and considerate. Would highly recommend.
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June 2021 by roy a.
I highly recommend Claremont Tax & Accounting for your taxes and accounting. Mrs. Saunders assisted me with my income taxes. She was very friendly and is very knowledgeable in her work of line, which made me feel comfortable knowing my taxes were in great hands.
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April 2021 by Roxane S.
We saw Lupe Cazarez and she was wonderful. She fixed our Turbo Tax problem. She was very clear when she explained everything to us. We will be using her from now on. Thank you Lupe.
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February 2021 by Brenda Esther
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June 2020 by Cesar O.
Ever experienced feeling just like another W2, 1040, 1099, etc.to a professional ? You won't feel like that after you sit down with Lupe. It was my 1st year doing my taxes at Claremont Tax and Accounting, it was by far the best income tax experience. Her hospitality and knowledge after my visit not only made her my new income tax professional but she will be highly recommended to my friends and family who need tax advice.
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May 2020 by B G.
We used Lupe at Claremont Tax & Accounting for the first time this year. I found her here on Yelp, and based on all of the positive reviews I decided to give Lupe a call as we needed a new person to file our taxes this year. On my first call to her she was warm and knowledgeable and spent time over the phone with me answering all of my questions, even before I committed to having her file our taxes. When I ultimately brought our paperwork to her, it was during this Covid-19 period, so I quickly dropped it off (social distancing + mask!) and obviously didn't get the opportunity to sit down with her in person as I normally would have. In any case, she completed our returns in a timely manner, and we had a Zoom appointment with her and she went over each page of the return. She was thorough and knowledgeable and super easy to work with. I would highly recommend her services if you need any help with your tax returns. A+ service.
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May 2020 by Natalie G.
Lupe is wonderfully friendly and welcoming I will definitely be coming here every year..
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March 2020 by A H.
Yeah Lupe! Had a complicated tax year, which also involved a move to the Claremont area. I hate looking for new auto mechanics, home repair services and tax accountants -it always takes a few mistakes until you find the right business ...with a lot of wasted money in the process. Anyways, Lupe is very knowledgeable, thorough and amiable. She asks questions, gives answers, knows tax law and makes you feel like she's got your back. I only wish her great success....
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March 2020 by Cindy R.
Lupe is incredibly knowledgeable and friendly! I've never felt so at ease with a tax preparer. She explained the forms and broke down the segments in an easily digestible way. Not only that, but she made sure to look everything over and offered corrections where needed. I highly recommend her, I only wish I had started to come to her sooner. I cannot emphasize enough how valued she made me feel, it is 100% worth having her prepare your taxes! It is obvious that she cares and takes her job seriously.
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May 2018 by Jennifer S.
Lupe is great. All the reviews about her absolutely true. She spends tons of time with you explaining all the details of your filing and educates you so much!
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February 2018 by Eduardo Cazarez
We live out of state and we always go back to Claremont Tax and Accounting! We send our tax documents via email and once they are done processing we hold a teleconference to go over the return. Since day one they have always looked out for our interest and always maximize our deductions to get the best return possible.
