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“I have worked with both Diana and Melissa over the years. They are both very helpful, kind, and patient. Although they could easily just file my taxes for me, they help me to understand the steps and everything I need to do so (and they do it ever year since I never remember). Diana is super knowledgeable about even the most complex of issues and puts my mind at ease.”
“We have always had good service at Bay Area Tax. Dorothy has always been professional and gives us good tax advice when planning for the following year. Turn around of tax prep is quick. We have recommended her to friends and family.”
“I have been at Bay Area Tax ever since they took over Draper and Forester which might have been 15 or more years ago. Although it may take a day or two to get response to email, someone is usually available in the office to take your call for you to leave a message as well. The one star ratings on here are bogus - most people never even used them and left one star. You want to be ripped off and pay more then go elsewhere. Dorothy now does my companies business tax return because I trust her and she does a great job.”
“I had good service Great help and smooth sailing during the ameritrade transition.The new place is closer to home too! I can stroll over and get assistance My only concern is thr old platform was better than Schwab!!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"”