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February 2024 by Gary Armstead
Jeff is a real professional...and I appreciate the work and service he provides.
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January 2024 by Tracy A.
If I could give zero stars, I would. I sent my tax documents over to Jeff in March 2023. After multiple inquiries by phone and email about the status of my returns, I finally was able to get Jeff on the phone to discuss my returns in early July! After much going back and forth, he finished my returns and I received my refunds in late July. However, a couple of weeks after all of that, I realized that even though I had sent him the information, he failed to include my 2 minor children/dependents on my returns. I made him aware and he said he would file an amended return. I was to receive close to an additional $7000 back in additional refunds. In early December 2023, I called Jeff again because I still had not received my refunds. I was assured that the amended return had been electronically filed and accepted on August 15, 2023. I was aware that the processing time was 20 weeks from the time the return was accepted hence the reason why I waited so long to contact him about my refunds in December. In late December, after getting tired of waiting for answers, I called the IRS and the CA Franchise Tax Board (State) directly to inquire about my returns and was informed that they had not received any amended returns for me and that the only returns they had received were the original ones processed back in July 2023. I was informed by the agents that I would need to resubmit my return, by mail only, and that once it was received and processed, I would have to start over and wait ANOTHER 20 weeks for my refunds to be issued! I...WAS....LIVID and immediately after getting off the phone, sent an email to Jeff. In the meantime, I printed out my amended tax returns (which I had asked for a copy of in early December, since Jeff had never sent them to me back in August) and mailed them priority mail so that I would be notified when they was received by the IRS/FTB. The only response I received from Jeff, in early January, was, "I'll take care of them and have them expedited." I called the IRS/FTB again today, and was informed that they had received my mailed returns in early January and that I would have to wait up to 20 weeks for them to be processed, so now I'm most likely not going to see my refunds until almost summer 2024. Jeff came highly recommended by my best friend who has used him for many years. When I explained my entire experience with my tax filing, my friend was very disappointed in Jeff whom they had entrusted their taxes to for all these years. I realize now that I should have come here to Yelp and read the reviews first, because it is clear that I am not alone. I will, NEVER, EVER use Jeff's services again as this entire experience has been a complete NIGHTMARE!!!
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December 2023 by R J.
Jeffrey has been my CPA for over 10 years and has always provided me the best financial advice and filed my taxes at a timely manner. I always appreciate his office receptionist as well.
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December 2023 by Jennifer J.
I had an issue with the IRS not getting us our taxes refund back, it was an annoying situation, but Jeff handled it for us and thankfully we got it all fixed. we have been going to Jeff for the past 5 or so years and now our daughter goes to him as well, never have had any problems getting ahold of him or getting responses back from the office. Glad to have had his help.
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June 2023 by Cody H.
I would give Jeff zero stars if I were able to. We were referred to him because our long-term tax person retired. We thought he would be at the same professional level as our former tax person, sadly he's not. We filed taxes and owed X amount, which we paid in full. The IRS then sent us a bill for almost $900 dollars, and a financial penalty saying we owed this new amount. Spoke to Jeff and he says he would "look into it." Since then, he has NEVER spoken to us on the phone. His assistant comes up with multiple excuses as to his unavailability, a La Michael Scott. We will never use his service and we're hoping we aren't red flagged by the IRS due to Jeff's poor performance. Thanks for the headache Jeff.
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April 2023 by Scott J.
Very disappointed by the service and lack of communication/follow-up from Jeff We signed taxes three weeks ago and no indication they've even been filed yet After leaving three messages that have not been returned, we are very frustrated and planning on having a dependable preparer file our taxes, followed by suing Jeff for breach of contract I suspect that Jeff's favorable YELP reviews are from friends and family Protect yourself and use another tax preparer
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February 2023 by Brant Maynard
Top notch. Very professional
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October 2021 by Zae Gonzalez
Jeff Hamilton and company took care of me for the past 6 years when the IRS was breathing down my neck, there was only one place that made me feel at peace, that is Serenity Tax! Jeff’s expertise and ability to communicate has given me the confidence to continue my tax and business matter with his office. I fully recommend his services wether you are looking for tax or financial consultation!
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June 2021 by Tom Adams
Friendly and very knowledgeable will meet with you in person or be a zoom can't ask for anybody better
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May 2021 by Butterfly Kat G
They are quick and know what they are doing.
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May 2021 by Grace Z.
Disappointed with Jeff. I was referred to him by a mutual acquaintance, who told me Jeff was qualified and experienced. What that person didn't tell me or perhaps didn't know, was that Jeff has poor communication skills, and does not return phone calls or text messages for weeks and months at a time. This is unacceptable, especially coming from a professional. After he verbally agreed to help with my rather straightforward tax returns in January, I spent months waiting for him to send the documentation over. He literally ghosted for over a month, not responding to texts or answering/returning calls, very unprofessional. His secretary finally scheduled a call with him and me in late March. Based on that call, I got the impression that he would be sending the draft tax returns very soon. Not so. Another month passed. I called his office and left emails and messages for him every week. I cut him some slack, because I understand that it's the peak season, but his practice seems totally disorganized, and his assistant doesn't know what he's worked on or anything. A few weeks before the extended 2021 deadline of May 17 would pass, I decided to just use TurboTax to complete my tax returns. Never got an explanation from Jeff regarding the delay. Huge waste of energy and effort, not to mention this all defeated the purpose of hiring a PROFESSIONAL to handle my taxes for me. Instead, I felt like I was spending time trying to supervise a dilatory, unresponsive employee to do his job. Tldr; I spent 3+ months waiting around and following up with Jeff to complete my tax returns, which, to this day, he has not done or communicated about. I am reasonably confident that if I hadn't taken charge of the situation, he would have missed the deadline and failed to inform me of that.
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February 2021 by Diane Sanchez
Jeff is knowledgeable, fast, and comprehensive. Always satisfied with results.
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February 2021 by Zay Gonzalez
Jeff Hamilton and company took care of me for the past 6 years when the IRS was breathing down my neck, there was only one place that made me feel at peace, that is Serenity Tax! Jeff’s expertise and ability to communicate has given me the confidence to continue my tax and business matter with his office. I fully recommend his services wether you are looking for tax or financial consultation!
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February 2021 by Mark Bloom
Robo calls with fake appointments to try to get you to call back. I have never done business with them and have no idea how they got my info. What a sham and unprofessional.
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December 2020 by Carole Gelfuso
Jeff is brilliant.
