At TaxPlus Financial Services we are committed to providing the highest quality tax and financial services to our clients with careful
attention to the needs and life situation of each individual. We are centrally located in the Castro District.
We specialize in:
*High-quality tax preparation, planning and advice for individuals and life partners, small businesses, partnerships, corporations and trusts
*Mortgage loan services
*Health, Life and Disability and Long-Term Care Insurance for individuals and small businesses. …
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!
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!
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.
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?
Editorial Review. Comprehensive financial advising service in the Castro assists small businesses and individuals with tax, insurance, mortgage and retirement advice.
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