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May 2021 by Philip R.
My initial meeting with PenCoast was terrific. I was coming from a tax preparer with whom I had lost trust, and Brandon bragged that he'd made hundreds of thousands of dollars doing work similar to mine while skillfully keeping the IRS at bay. He promised clear communication with text, e-mail, and his documentation platform. I left feeling elated and immediately set up a meeting in a week's time with the IRS to start resolving my situation. To stay low-key, I onboarded to his doc platform and sent a simple message - "I'm heading in to meet with the IRS, is there anything I should know before I go?" No response. I sent another on the platform with that question a few days later, and with no response there, I sent an e-mail. Still nothing. So I rescheduled the meeting and tried one more time to touch base before going downtown. I was completely unprepared for Brandon's eventual reply - a blistering paragraph that told me not to expect immediate responses, and that he was overwhelmed with hundreds of clients and corporate tax season deadlines. Then after claiming to have read my messages, he wrote, "Is there a question here?" I received that an hour before my rescheduled IRS appointment. It was clear I'd be going it alone. I've received no responses since, although I was kept on the Pencoast mailing list, where he continued to write about how overwhelmed he was and the hundreds of calls he had to return. I can honestly say I have never been made to feel as unimportant as a client as I did with Brandon. I'm glad to see that others had good experiences with PenCoast, but mine was a humiliating and ultimately significant setback in resolving my situation.
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March 2020 by Griffin L.
1st time with Brandon and he was very helpful and got me a good return! Will definitely be going back to him again!
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February 2020 by Alyssa M.
This is my first year doing taxes with Brandon and I can already tell that my husband and I will be lifelong clients of his. He's very genuine, responsive and knowledgeable - that's hard to find. From the start, he helped us file and gave us honest advice to set us up for success next year. Overall, very happy to be a client of his!! Tax season isn't so bad after all!
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December 2019 by Jessica H.
Brandon and his team are amazing. I won't go to anybody else. Taxes and accounting are frustrating yet Brandon always gives me clarity and just fully takes care of everything. He helps me avoid making mistakes that cost me, and helps me sort out decisions that benefit my business.
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April 2019 by Joe C.
My company went public in 2018 and all the tax stuff that comes with it is daunting. Brandon was great to work with and took all the burden of tax prep off. Uploading all the necessary docs was simple. He even was able to talk after hours when I had a few questions. Overall great experience and I look forward to continue working with him in the future.
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April 2019 by Victor R.
My husband and I had an excellent experience working with Brandon to get our taxes done. I was left with a very good impression from our first meeting, as Brandon was very welcoming and he was willing to answer some high-level questions about our tax situation. Getting our documentation to him was very easy since most of our stuff is digital and he uses an online portal. I appreciated that he gave us direction when he needed us to complete a task, and that he communicated with us to let us know what his current priorities were and what we can do to help him get everything wrapped up well before the deadline. I'm looking forward to working with him in the future!
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April 2019 by Amanda J.
Everything was easy, straightforward, and even though I needed a lot of support, I got prompt attention. I highly recommend PenCoast.
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April 2019 by Joe K.
Brandon is an absolute, total rockstar! I found Brandon on Yelp a few months back and had a semi-complex tax situation. He is super friendly, professional and on-time. The online portal for uploading documents is a major win and he is generally available through email almost all the time (including weekends) As my taxes get more and more complex, I can count on Brandon to help me out.
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April 2019 by Servando B.
I was dropped by my tax preparer a month before the tax deadline and one of my friends recommended me to work them with Brandon. He instantly set up a videocall with me to understand the amount of documents that I needed to submit and within a week he had everything set up for my wife and I to sign our tax documents and file our taxes. It was a really good experience since everything is computerized so my wife didn't need to put much effort in sending the documents from out of state and sign the docs. Thank you so much and see you next year !
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April 2019 by Russell J.
Brandon is great to work with. He understood tax laws in California and Utah since I had dealings in both states. He was patient with me when I failed to understand his questions or upload the correct documents. And he asked the right questions that lead me to search for documents I wouldn't have thought to look for to get the best write-offs. Somehow in spite of all this, his rates are very very reasonable. I really enjoyed working with him. Somehow even during peak tax season, he was responsive to questions and has a sharp sense of humor. Why is that important? I don't know. It's better than working with a grump!
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April 2019 by Mark A. H.
I've been using Brandon's services for several years and super happy with his work. He is professional, quick, and cares about the security of my information. As a financial professional myself, I trust Brandon implicitly and refer all my clients, friends, and family to him. He is very knowledgeable about all the current tax laws and changes and has even referred me to a tax lawyer when he saw a beneficial opportunity for me to save money. Use Brandon. You won't be sorry.
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April 2019 by Kobi D.
Exceptionally great service. Responsive, accurate, friendly. Highly recommended.
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April 2019 by Eric C.
I've used PenCoast for several years (3 I think). Every year gets easier and smoother. Brandon is a great small-business owner, and has always taken care of me and taxes! Highly recommend. He's very organized, very on top of it, and extremely reasonably priced.
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April 2019 by Andrew V.
I have business income, and personal income and started having Brandon do my taxes 2 years ago. He's amazing, attentive to details and my personal situation, responsive to any questions, and always on top of deadlines. Best ever, thank you!!!
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March 2019 by WaiChee K.
I have been preparing my taxes all these years online. I was stuck preparing 2018 tax prep a few times due to some stock transaction enquiries. So I decided I should give tax professional a try. A friend gave me Brandon's contact. And just now exactly one weekend after my first contact with Brandon, i signed my tax return, getting a bigger refund than i expected. The whole process just took one short initial call followed by an upload of tax documents. It was smooth and hassle free. I can only say I am completely satisfied with the service rendered, beyond my expectation. I have no hesitation recommending Brandon to my friends.
