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September 2023 by The 3 J Brothers
Very happy
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August 2023 by joseph brooks
It’s taken him months to process a simple return, his communication and response is poor. Rarely picks up his phone. I’ve reached out several times via phone and email to ask when my taxes will be completed. I may have to reach out to IRS to formally complain
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July 2023 by Joe B.
It has taken months for him to complete a simple tax return, I still haven't received my completed taxes. I've been able to get ahold of him once and he stated my taxes were completed and being sent out but that was weeks ago. Rarely will answer phone and does not respond to email. I'm unsure how or why he is still in business. I may have to contact IRS to formally complain
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May 2023 by Deivs G.
Jason filled out the taxes. However, it took a lot of work to communicate with him. Insisting over messages and/or emails to get a quick call for some small clarification, only to get no reply and end up being able to meet with him. I filled everything out online, and I just got the taxes. With such poor customer communication, you will probably be better off paying someone out of state a cheaper fee, and most likely, they will be more responsive and attentive.
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February 2023 by Aman S.
Solid guy. Took care of our taxes. Rectified my wife's backdated returns that were rejected. Gave good advice on investment taxes and charged a reasonable rate.
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January 2023 by Nima Momeni
Jason and his team have been an invaluable part our company and 3x times growth in one year we've had helping us with tax, payroll and virtual CFO services. Working with them is always easy as they're very efficient and detail oriented. Highly recommended if you need a personal touch added to your accounting/tax management services..
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July 2021 by Maulie J.
Very pleased with service because Jason is prompt and had quick turn around Very friendly, kind and trustworthy
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December 2020 by Zlatko U.
Jason is fantastic to work with. He is efficient, responsive, and quick with his turnaround. He did not make me feel d**** or use scare tactics to get my business. He did answer all of my questions, did all of his homework to let me know what I'm getting into, and laid out a plan on what needs to be done. Overall a stellar service that I would happily recommend to anyone!
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May 2020 by Myriam Berger
Jason is very informative and was very patient with me. I will definitely be going back every year to him.
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March 2020 by Joseph E.
Jason is AWESOME! Extremely diligent and helpful in taking dreaded tax season and making it painless! When I was doing my taxes on my own, I always had doubts I was doing it right, so eventually I wanted to take it to someone who knows what they are doing. Jason was a hop, skip, and a jump from my work, and he's been a godsend! Very thoughtful, thorough, responsive and fast! This year, I brought him a stack of envelopes and last year's return, and within an hour, he got me nearly completely sorted (the rest was on me)! But to top it off, he spent time afterward verifying some of the values I gave were accurate to make sure the return was done right! He's also super friendly and approachable! Already recommended him to others!
