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October 2024 by Rebekah Vigil
I gave them all the information for my income and then he didn’t put it in the tax’s . I’ve tried to get ahold of him for many weeks now because he said he would do an amendment and they have not called me back. I am very worried about this and don’t want to be fined for this. I don’t understand how this happened when they had all the information. A phone call or an email is needed ASAP. Please call me so we can fix this.
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April 2021 by Mark M.
Dave and Lauralynn have been a blessing to me with both their work on my taxes and their perpetual kindness and concern for me and my family. I'm very grateful to have been pointed their way by a colleague over a decade ago.
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April 2021 by Frank Fraccalvieri
Dave & Laura Lin will treat you right and ask all the questions you never thought about for a fair tax return. Been with them for over 10 years now and could no5 be happier.
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March 2019 by Yvonne H.
Dave Underwood and his wife did my Dad's taxes for many many years. My Dad was a Chaplain/Minister, and loved Dave and his wife very much! When my Dad passed last year, Mr. Underwood did his taxes without charge. That was very kind and unexpected! He and his wife are people of integrity and well loved by our family!
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February 2019 by Justin W.
I first started seeing Dave Underwood after an H&R Block representative said I owed thousands in taxes. In a panic, I found Dave's office and he quickly put my mind at ease (I was actually owed a refund). Dave knows the ins-and-outs of pastoral ministry and the varied tax laws that are unique to ministers. Once I started using Clergy Tax Services (a decade ago), I have not even considered returning to a run-of-the-mill, one-size-fits-all tax preparation place again. Even when the IRS sent me an audit notice on a years old return I had prepared using popular software (before going to Dave)--saying I owed $9,000--Dave did the paperwork necessary to fix my error and appease the IRS--even though he had not prepared the return. When tax season rolls around each year, I'm always grateful to have Dave on my side!
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March 2018 by Tim A.
David is a godsend. The first year I used David's service was 2008 and according to my previous non-clergy tax preparer, I was going to have to pay nearly $9K in taxes. I took my paperwork over to David, and I ended up owing less than $1K in taxes. David is a clergy tax guy, but he also has a passion is Christian missions. From what I gather, he goes all over the world setting up systems to provide safe drinking water for various economically depressed regions. So yeah. There are a lot of times he isn't at his client's beck and call and is probably out of mobile phone reach to answer calls, texts and emails.
