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January 2024 by KS S.
I used Pete Cruz's tax services for over 7 years before it was sold. This new company still uses Pete's name to send out their spam emails to come and "book" an appointment. Don't be fooled! Pete no longer does your taxes! also, this new tax company charges a $50 non-refundable fee just to book an appointment LOL! So you either use their services or lose out on $50. It says a lot about a company that needs to charge $50 even before going in for a consultation or to get an estimate. I'm staying far away from this company.
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April 2023 by sympathica
Wasn't a pleasant experience. It wasn't the same since the company got sold to a new owner. First year, they have missed to add our dependent which was later found out after we paid a hefty amount of service fee. We never got our tax refund and never refunded any service charges. Despite the previous unsatisfactory service from the new company, we still gave another year a try. This year it wasn't as horrible as the last year but the service fee just skyrocketed. It's so high that your refund can only covers their service fee. Unfortunately, I do not recommend this place. It's really not worth the money and the risk.
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March 2023 by Scott Blackwood
Great experience, very efficient and thorough.
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February 2023 by Natasha A.
We had been going to Mr Cruz for the last seven year but since he retired it's all gone down hill. We had a bad experience last tax year and tried to give them one more shot this year but very disappointed. We will be finding a new tax preparer for next year. You pay hundreds of dollars to have "experts" file your taxes but we could have gone to turbo tax and saved the money. They recently have added intuit to their process and you have to upload all tax documents before hand- you would think that would streamline the process- but they still print all the docs and submit them in front of you. What's the difference if I had just brought everything in myself? Then at least I would trust that they have everything. Exorbitant pricing for bare minimum work- No thanks.
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January 2023 by Overkill T.
I took my parents here on the recommendation of a friend. When we go to the location, they had us wait outside their door. What? Don't they have chairs for my parents? My father has a hard time walking; seriously? What I can see of the inside when they open the door was a table that was blocking the entrance (can you say fire hazard) and someone sitting behind it to take your forms and answer questions (if possible). So, my parents gave them all their paperwork and they said they will call back when they are done. 20 mile trip and that's it? Ok. so, a week passes and my parents were informed to come on over to sign the forms. We went there and again we can't sit down in their office. They said to sign the forms where they indicated and they will file it for them. Mind you my parents are trusting and not internet savvy. Safe to say they were not coming back here again for this kind of experience so the next year they went some place else. Here's the bad experience with this place and a lesson to be learned. Fast forward to today. My parents gets a letter from Mayor Karen Bass (I didn't vote for her) and her financial office. Apparently, the tax forms Cruz Financial Services made my parents a business company in order to get some tax write off and the mayor wants to tax them for that. Call to Cruz Financial Service to explain this? Nothing. Audit protection against this kind of error? None existent, like the other reviews I have read of this wicked dealing this company runs. Recommendations? Call a news channel's investigative reporter to look into this company's bad practice and how they are still in business making money for themselves and you taking all the blame. Lesson: review the forms before signing and have a second company take a look at this to make sure you are not being taken advantage of.
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August 2022 by Andrew D.
I mean, I don't know what to say. I've been going here for 15 years and this year it's like they don't know their left foot from their right! Emails never returned or responded to. Staff admins not asking for all the required documents. Not sending in my tax return on time despite me sending them all paperwork they asked for on-time!!! ( 'We were too busy to check our emails and DocuSign we sent you because it was deadline day' - Jasmine) I asked them three times over 2 months via email and in-person to submit a extension for me for a new corp business I wanted to bring to them. Mr Cruz himself said he would do it to my face twice. Nothing was done! Nothing! And when I call to ask what my options are they tell me I have no options, the extension has to be submitted before the deadline. So now these taxes will be late. What is going on here!?? And when I call to ask for an explanation I get told they will relay the message and someone will call me back, no call back! When I call back the following day, the message says they are on vacation!! Email 3 times to have someone call me back, no response! What about my tax return? Was it filed? The extension? What do I do now? No answers. Thanks Cruz Tax! I don't know what happened to this place, but I will not be recommending anyone to this place again. UPDATE: I was going to post this a couple months ago but they finally did call me and attempted to resolve the situation... Or so they told me it was resolved... Now I got a call from the IRS saying that the tax return that I paid this company to file has not been filed! And yet again I've called their office 15 different times and gotten no response... Their voicemail doesn't allow messages... And asks you to email them and I've emailed them three times over the course of this week with no response no call back nothing! THIS PLACE IS THE WORST!! Go here ONLY if you want to pay top dollar only to see the ball dropped on your taxes, get fines and bills from the IRS, and get no explanation because you can't reach them.
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June 2022 by Bienvenido Bautista
Service is really bad since this company was sold. We are not going back there anymore.
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April 2022 by Kurt W.
I've been coming to Cruz Financial Services (CFiS - not to be confused with the long standing tradition of Chinese For Sunday (CFS)) for nearly a decade. In my near decade of visits, CFiS has been a steady ship helmed by a very capable Admiral. There has been (financial) storms and rough waters and the Admiral has always kept the ship steady. As always, I will be returning to CFiS in 2023!
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March 2022 by Thaina L.
If I could give it a zero I would, but that's not possible so I'll give it a 1. I've been doing my taxes here for years, but I think greed & pride has arrived in that place. I can say that they do a fantastic job with your taxes, but like the other gentleman stated, their customer service gets worse and worse. They speak on a level of superiority over their clients & basically wouldn't care if they lost 1-2 since they have 10,000 now. They don't need us, we need them lol
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March 2022 by Zilart G.
My wife and I have a business s corp. So our taxes could be be complicated. The gentleman that helped us was very informative and helped us to minimize our taxes and also get a great return on our personal filings
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March 2022 by T V.
Cruz Tax has the right staff to address your Tax return needs . All of them are qualified and efficient! With new management, it has delivered superior results ! Thank you!
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March 2022 by Jake M.
this has been my third time filing taxes with Cruz Tax and I must say they have been consistently great. They provide fast, friendly, but most of all professional help. Shoutout to Julia, Alain, and Yasmin who were very efficient and knowledgeable. I brought my elderly aunt this 3rd time and Yasmin was very patient helping her out. Will definitely recommend to friends and family. :)
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March 2022 by Joy E.
I highly recommend Cruz Tax & Financial Services. Very great service, the entire staff are knowledgeable and very accommodating. I felt lost as a new business owner, and they helped me a lot with my IRS filing and payroll. They are always busy, and that only means that a lot of people trusted them all these years.
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March 2022 by C K.
I highly recommend Cruz Tax & Financial Service to all my friends and family. For over 20 years, they've been my trusted Tax Experts. The entire staff is very kind and helpful, from making appointments to preparing my tax returns. I especially recommend Alain, Julia, and Jazmin. They go the extra mile to make the whole process of filing taxes painless. Jazmin helped me through very complicated forms and has gone above and beyond to ensure that my taxes are done correctly. I can't thank her enough!
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March 2022 by Jana J.
My family and I have been coming here for years to file our taxes. My mom and I came in on a Saturday at 11AM. It was busy, however we did not wait that long. Lupita helped us and she was very knowledgeable. She explained things very thoroughly. The staff was also friendly. We will definitely be coming back and hopefully have Lupita as our tax preparer again in the future. I highly recommended getting your taxes done with Cruz Financial Services.
