Taxplus Financial Services

Recommends

sophiaj

Joined 6 years ago

Hugely Helpful in Looking at my Whole Financial & Tax Situation!. It takes a lot for me to trust paid professionals and I really work them. I need to walk out the door knowing I got something substantial for my time and my money. I initially met with Steve Berman at TaxPlus for a financial consultation when looking to buy a home. He was able to look at my entire financial picture, (including the tax benefits of owning) and tell me what I could afford. I returned to have him and his skilled staff work with my taxes. I know I maxed my tax benefit and this more than paid for their reasonable fee.

The atmosphere is clean and soothing. The staff are welcoming and highly skilled. I knew these were professionals that I could trust. On a scale from 1-10, I give them an 11! I highly recommend TaxPlus Finanial Services!

Sophia J.

Recommends

rachel_sf

Joined 6 years ago

Im going to TaxPlus next year!. I never had such a pleasant tax experience. The people at TaxPlus are super friendly. The way my taxes were handled impressed me. Last year ( I wont mention the name) the place took like 4 hrs. I was in and out of TaxPlus in a little over an hour. I am PLEASED!

Doesn't Recommend

sanfran1der

Joined 7 years ago

Not great for personal tax. I have only a limited experience with them in the personal tax prep context and I wouldn't recommend them. Basically for what they offer you'd be better off doing it on Turbo Tax. The guy doesn't ask you questions, doesn't try to coax out of you possible deductions or savings. You don't get the sense he's well versed in the nooks and crannies of the tax code and that he can save you money. In fact, you don't feel like he's at all concerned about trying to maximize your return. Which, if I'm paying someone money to do my taxes, I want more knowledge (and certainly not LESS) than what's offered on TurboTax.

Recommends

lancemaurer

Joined 8 years ago

Steve and company are incredible!. Satisfied customer for more than 8 years - now use Steve's services for my business. I have referred people to him who had tax trouble and the result is always good. Sure getting a time slot in Tax season can be a challenge but it is worth it! Smart, honest and a quality person - what else do you want?

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Contributor

Joined 10 years ago

Editorial Review. Comprehensive financial advising service in the Castro assists small businesses and individuals with tax, insurance, mortgage and retirement advice.