I needed a new tax person pronto! Because I read such great reviews about Patti, I was a bit hesitant to schedule a same-day-appointment with her associate Brenda.
I went ahead, and it was a meeting that I definitely don't regret. Brenda was FANTASTIC. She actually asked me questions relevant to my tax refund, itemizing each category in order for me to get a maximum return. She explained each step accordingly so that I understood the process, especially since I am a new home owner long form is a little more complex & pricier - fyi).
The entire staff at A Plus was super friendly. I also appreciate that the business is located right in my community. This is personal service at its best -)
Btw., I'm s super stoked about my return ;D
JO D. SAN JOSE, CA
Been going to A-Plus for many years. Just make sure you ask for Patti. She is always very helpful and efficient. Yes you pay $ but you are done in 1 hour instead of scrambling through your W2s, donations, etc. Highly recommend her over doing stuff like turbo tax.
ARKADILY S. SUNNYVALE, CA
Went to see Patti again yesterday. She won yet another award for best tax service for 2011. This doesn't surprise me at all, because she is by far the best tax person I have ever used. Patti doesn't just enter your numbers into the computer like a robot, she actively looks for ways to save your money. It is an interactive tax experience, you give your data, she will ask you questions, and then she will use that information to get you the biggest return possible. Every year I always forget a thing or two, but Patti never lets me forget. She looks at my form from last year, and makes sure I use whatever deductions are due to me.
My friend used to use an online tax service, but I talked her into using Patti. My friend was so happy, that I'm getting a free dinner out of the larger return she is getting back. A computer can only do so much when doing your taxes. Having someone in front of you who can ask you questions, and knows how to apply that data to maximize your return, is the best way to make sure that you receive the maximum that is due to you. Besides, a computer cannot tell you what to do, to help save you money in the future.
KAYTE B. REDWOOD CITY, CA
Yes, it's tax season again! And for homeowners and large investors like myself, we must always have a strong team of financial experts to lead us into successful fiscal year (and prepare us well for retirement). Patti Gutierrez, owner of A Plus Tax Service, is on my financial team. For the past three years, she has done a wonderful job on all my IRS paperwork. She helped me with not only my federal and state taxes filing, but guided me in property management investments. And even under the so called recession and housing market situation, my family and I continue to do extremely well thanks to Patti.
Though her rates are very competitive. her guidance and past experiences had already saved us thousands of dollars by incorporating any deductions, new laws, and bank programs that are available to us. This is the key to filing each year - knowing what's available to you and how to re-invest your savings or refunds to build a strong financial future.
Thank you Patti. I will see you again at our next meeting.
WALTER P. HONOLULU.
I really liked A Plus Tax Service. I called yesterday and was able to get an appointment right away. They were really good at scheduling and rescheduling the appointment.
When I went there, they were helpful and very efficient. I would highly recommend them in the future.
SHEENA D. SAN JOSE, CA
I have driven past A Plus Tax Service hundreds of times but didn't really need to come in until this year. I found Patti on Yelp and was nervous to have someone else do my taxes but I was immediately at ease when I met Patti. Patti is very knowledgeable and wonderful to work with. She knew all the new deductions and whether they apply to me or not. Her staff is wonderful and accommodating as I changed my appointment a few times. I cannot recommend her enough, you will not be disappointed.
I did my taxes with A Plus a couple years ago and they did a great job. Before her, I was going to the "big guys" (hr block,jackson-hewitt to name a few) and her tax service was better and faster then them. I got my refund check in about 3 weeks and NO i did not have to pay extra. The prices those chains charge...they should get locked up for fraud. I will recommend A Plus Tax to anybody!!!
Will definitely be back if I have anymore tax questions. Although she charges a fee on the first consultation, she is very friendly, knowledgeable and passionate about what she does. She was able to help me get my tax situation situated and was satisfied with the advice she offered me.
A Plus Tax Service deserves 10 stars+ ,,, I give Patti Gutierrez and her staff a thumbs up for the dedication to each and every client that comes her way. By far this is one last down to earth, honest and very efficient tax consultants out there, she is on top of her game with so much knowledge and direction for maximizing your taxes. If you live in the Bay and are not already working with Patti, you are probably losing money like me by using some of the online self serve tax software or worse, paying much more out of pocket. Patti is amazing, she is up to speed with all the IRS changes and will get a maximum return for you. In less than 2 hours, she amended my taxes and came back to me with more $$. So in short, if you think you are saving money ... you may not and this would be the person to know and help !!
I have driven past A Plus Tax Service hundreds of times but didn't really need to come in until this year. I found Patti on yelp and was nervous to have someone else do my taxes but I was immediately at ease when I met Patti. Patti is very knowledgeable and wonderful to work with. She knew all the new deductions and whether they apply to me or not. Her staff is wonderful and accommodating as I changed my appointment a few times. I cannot recommend her enough, you will not be disappointed.