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April 2023 by Chris Schloemp
Eric has been taking care of our family's financial security for a few years now, and he always delivers excellent personalized service for us.
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April 2023 by Dianne Pierce
I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for asdistance with their investment needs. He's great!!
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March 2021 by Keith S.
Taxes: Anyone that lives in the Santa Rosa, CA area and is looking to claim Tax Trader Status, declare Mark-to-Market, etc... If you have searched then you know how few tax preparers know about, or even want to help a day trader with his/her taxes. He's a really nice guy too. You should schedule a meeting with him today!
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July 2020 by Les Villanyi
Eric does a great job of processing tax data, whether it is a relatively easy return or a complex trust issue. If he is unfamiliar with a particular area, he will research it and get the answers. He is a great asset.
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May 2019 by Irma G.
Eric has been a delight to work with. He did my taxes for 2017 and I was ecstatic to find out I had a return coming to me. He did my taxes in a timely manner. A very professional individual I would recommend him to friends and family.
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May 2019 by Lacey A.
Found Eric through Yelp and discovered my parents were using him too. I seriously regret using him and so do my parents. My experience: We were seeking guidance in our taxes since we had a lot of changes happen last year. We had to ask if things were deductible. Which I think that should have been something a professional tax preparer should know. Eric blamed the tax worksheet was not completed but neglected to send it before our meeting as promised. We ended up filling it out there under his guidance. I had Paid Family Leave and unemployment in the same year on the same form. I had to point out after the taxes were prepared, which was overlooked because Eric thought it was a duplicate of the Unemployment. Told me Paid Family Leave was not taxed and now say it is, so I'm unsure if it was processed correctly. After taxes were prepared, we gave Eric our banking information to do direct deposit. Almost a month later, We get a check in the mail for our return. Very frustrating and his excuse to this error was "it was the 11th hour and didnt get it in time". Taxes were completed a week before tax day. When I initially called, I was quoted $160 to $220. Our final bill was $450. If you do Lyft or Uber, expect to pay this much even though I told him this when I called. After explaining my concerns to Eric and giving him the opportunity to resolve the issue his response is "What you perceived as errors were not errors. They were inconveniences". The end result here is you can get the same service and level of proficiency from H&R or TurboTax while saving yourself a few hundred dollars.