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April 2023 by Felix Serrano
Great place for your taxes.
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May 2022 by Nancy O
I wanted to express how badly Roberto treated me during this tax filing. I was a customer of his for many years. I recently began asking questions because I had done some research on filing under a Schedule C instead of Schedule E. I'm learning everyday, so I assumed I could ask my tax professional for guidance. Instead, Roberto discouraged me indicating there were no benefits or reason for filing as a Schedule C. I sent him documentation which made sense to file as Schedule C. He reluctantly proceeded processing them. I had more questions, but he wrote to me stating, "You are too much work for me.. I won't file your taxes. Go find a new accountant." Just like that. After being a customer for so many years this is how he treated me. This was not the first time he was unprofessional, by the way. The previous year, I had started asking questions when he completed the filings; his response to me was, "I get a sense that you are trying to avoid paying me." I confronted him about his lack of professionalism then since I had never failed to pay him in the past.Why I decided to write this review is because I've learned so much from my new accountant. She indeed confirmed that I absolutely should be filing as a Schedule C and explained several benefits behind this. She also confirmed that as a client, I should always ask questions and not just blindly allow an accountant to file without knowing what they are doing. It's important to ask questions because ultimately the client has to answer to the IRS. I was so grateful to have found a professional moving forward who truly knows accounting tax laws and also respects you as a client.
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May 2022 by Nancy O.
I wanted to express how badly Roberto treated me during this tax filing. I was a customer of his for many years. I recently began asking questions because I had done some research on filing under a Schedule C instead of Schedule E. I'm learning everyday, so I assumed I could ask my tax professional for guidance. Instead, Roberto discouraged me indicating there were no benefits or reason for filing as a Schedule C. I sent him documentation which made sense to file as Schedule C. He reluctantly proceeded processing them. I had more questions, but then he wrote to me stating, "You are too much work for me.. I won't file your taxes. Go find a new accountant." Just like that. After being a customer for so many years this is how he treated me. This was not the first time he was unprofessional, by the way. The previous year, I had started asking questions when he completed the filings; his response to me was, "I get a sense that you are trying to avoid paying me." I confronted him about his lack of professionalism then since I had never failed to pay him in the past. Why I decided to write this review is because I've learned so much from my new accountant. She indeed confirmed that I absolutely should be filing as a Schedule C and explained several benefits and reasons behind this. She also confirmed that as a client, I should ALWAYS ask questions and not blindly allow an accountant to file without knowing what they are doing. It's important to ask questions because ultimately the client has to answer to the IRS. I was so grateful to have found a professional moving forward who truly knows accounting tax laws and also respects you as a client. Roberto in the end proofed he doesn't know what he is doing. He prefers to take the "easy rode, don't ask questions" approach. He disrespects you and makes you feel as if you are wrong for wanting to know more. This is not the kind of accountant who deserves business as he is ungrateful and very unprofessional.
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May 2021 by Di Z.
I have been a customer of theirs for years. Reasonable and knowlegeable, Roberto gets the job done! Usually get an appointment within a day, and done before you know it. Never had a problem.
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February 2020 by Gerardo Camacho
Due to tax preparer didn't know how to add my sold stocks when I showed and wanted to declare. I was AUDITED by the IRS and now facing garnishing my wages. This place is not for folks that all that up to date with rules.
