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March 2024 by Danice M
2nd year that Lisa has prepared my taxes. She is friendly and finished my taxes quick. She finds all the deductions and answered questions I have for next years preparation. Easy to understand instructions for all my needs. Thank you Lisa!
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February 2024 by barbara mcbride
Thank you God bless ??
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July 2023 by Steven Legette
Excellent customer service, personable, easy and affordable.
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January 2023 by I. W.
I had my taxes done here last year and will not return due to condescending attitude from the female tax preparer; I also found their tax services expensive.
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October 2022 by Dianelle
Lisa is the best tax professional. I've been coming to her for the past 3 or 4 years and could not imagine going to anyone else.
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October 2022 by MB B
Lisa is the best tax professional. I've been coming to her for the past 3 or 4 years and could not imagine going to anyone else.
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September 2022 by Liz Willis
Lisa Dea- she is very good to me; patient, flexible- and always kind.
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April 2022 by Ankita Raikar
I had some hopes from this place as the reviews were good on Yelp. However, they proved me wrong. We booked an appointment with Tony Yun Pan and left all our documents with him during our appointment (as he had an appointment with another client right after us). He said it will take him a week to get our taxes done and that he will call us. We waited patiently for one week after which we tried calling him on the number he had provided. No one was answering the call so we had to drive all the way for 20 minutes just to check on him. After asking him in person he told us that he found some discrepancy in my w2 and that he was going to call me regarding the same. I was a bit annoyed that for something like this he just sat on our documents for a week with no progress only to let us know about it when we went and asked him. I told him that I can call my payroll and ask them about this and also send him some of my paystubs if that helps. He just said he doesn't have time for this and returned my documents back. This is so frustrating especially so close to the tax season. Very unprofessional. Least he could do is just call and let us know he cant do it (its fine if he didn't have time but who's going to inform us about it???). Having his phone unreachable doesn't help either. Please stay away if you are looking for some Professionalism.
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February 2022 by Kelly Rhodes
Shout out to Lisa Dea! I was at my wits end with an e-filing issue and she graciously took me for 2 appointments in the same day. She helped me through every online step until the e-filing was accepted. Lisa is very kind and knowledgeable. H&R block is lucky to have Lisa on their team!
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October 2021 by Daniel E.
I would not recommend going to these places. The garbage employees think they are dealing with idiots. I respond this isn't your family reunion. Aka idiots eating around other idiots. She claimed being audited was like winning the lottery aka random. That is what idiots say at family reunions full of other idiots.
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June 2021 by Tosh Pelta
Great experience. Lisa was great. Fair price.
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May 2021 by Jay K.
I had W2, a few brokerage statements, RSU, ESPP. And they did a really poor job and charged me 330$. I caught a 2K dollar mistake in their filing so lost all credibility. Most of the people here don't understand RSU, ESPP taxes and they will also not mention or accept this. I was so disappointed and frustrated. They take way many clients than they can handle so office got very chaotic. Everyone in this office is a temporary worker so after March you'll not find anyone. There is no customer support - I've send them a complain via multiple channels a month ago and no response. So advice - unless you've a very simple W2 - stay away and never use personal filing service. You'll get way better CPA in 330 $ outside H&R. I had to hire a new CPA to make to review what H&R did. This review is for the office on Geary.
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April 2021 by Javier Barraza
Great service overall but would like to understand pricing better
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April 2021 by kevin d.
I had a great first time experience having my taxes done with Lisa Dea. Lisa is really friendly, knowledgeable and makes the process look so easy. I would highly recommend Lisa for your tax needs and look forward to reaching out to her in the future.
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April 2021 by Dabi Sanchez
My superb tax accountant/adviser Ms. Elena Leonkina
