TaxPlus Financial Services

I am tax guy and i would send my mother.

Our attorney recommended this firm.
Well.
After we used them once (we will never use them again and we will never recommend them to anyone)
They are:
1. Expensive.
2. Too many hands doing the same thing (who is on first)
3. Not very responsive
4. Their office manager is a true drama queen! (her nickname is DQ!)

I have been with Tax Plus for many years. Steve Berman was recommended by a couple of good friends — «You’ll love him and he does a great job.» I did and he does. Since then I’ve recommended him to many others. Anyone who has worked with him and his team has been extremely happy. My pal JB was ecstatic after his first encounter. JB has a few more dollars than I and was very happy that Steve had saved him thousands. Would that I had those thousands to be saved, but I’m just happy to feel secure that Steve is doing his job well and my taxes are as they should be.
Recently I had to get in at the last moment (usually I just file an extension) and was panicked about availability because my home loan was dependent on my filing RIGHT NOW. I knew the staff and Steve were more than full. They were working more than 12 hour days and some of the weekend, but my circumstances were taken into account and some compensation was made. I would not have gotten my loan without filing for 2009 and dreaded taking my business elsewhere.
I can’t say enough about how professionally the business is run and the priority they give to customer care. And of course, Steve Berman is a wonder of patience, kindness and an all around excellent human being. Highly recommended. No complaints.

I’ve been using Tax Plus Financial Services since Art Robinson moved to Palm Springs. That’s 8 – 9 years ago. Every year they’ve provided me with good advice when sought and a painless process with a nice refund at the end.
I highly recommend Steve Berman and his great staff!

If you’re like me, you HATE doing your taxes. Getting ready to do my taxes feels almost like the preparation for a medical procedure in the nether regions. Lots of anxiety, procrastination until the deadline approaches and finally a resigned and reluctant gathering of materials to file said paperwork. So when my tax preparer of many years died, I was in an even worse state.
At first, they weren’t going to take me on as client, but a long time established client of theirs pleaded on my behalf and they did. Luckily for me, the folks at TaxPlus were patient and helpful. They sent me an organizer and schedule of fees. TaxPlus charges by the form. This makes a lot of sense to me. You pay for what they work on. My bill was reasonable. They filed my returns electronically in time for the final deadline of October 15^th. I did say I hated doing this and procrastinated. Amazingly enough, I’m getting a state and federal refund. Even more amazing, said refunds were electronically deposited within three weeks of filing!
Maybe next year I won’t be so slow. Maybe.

I have been seen at TaxPlus Financial for tax & financial planning. I am a long-​time client of 8 years. First and foremost, I must trust the integrity of anybody who works with my money. My experience of Steve is that he is completely honest and highly skilled in both tax and all related to financial planning. As a tax professional affiliated with HDVest, he has the freedom to select the financial products that best suit my goals. He is not beholden to any one company. This year, I purchased a home. Steve was able to analyze what I could really afford by including in the calculation, the tax benefit of homeownership. My first home! Steve’s prices for tax preparation are not the cheapest in town (see H&R Block for cheap), still I believe he maximizes my tax benefit such that it pays whatever more I might have paid to «uncle sam». His staff are skilled and helpful. He has a team of tax preparers that know what they are doing and I have the security of knowing that my Tax Return goes through a number of different checks before Steve signs off on it. No offense to an earlier review but, I am not paying my Tax Preparer to know Excel… I am paying them to know Tax and at Tax Plus the preparers know Tax! Last (but not least) the office is soothing and welcoming during my most stressful time of the year. What more can a human ask for during tax season? — Emily Yu

The first time I used their tax services, several years ago, Steve Berman was very helpful and everything went smoothly.
Last year, I went for a consultation with Steve on one particular issue. That was also OK. After that consultation, I realized I needed people to do my full tax return.
The tax prep was horrible. *Get an estimate before you start!* They did not offer this estimate to set expectations and I ended up with an huge bill. I had to interact with 5 or 6 different people. One of those people I don’t think knew how to adjust a column width of a spreadsheet.
Their worksheet to enter your figures for your business does not give you any guidance about remembering expenses or deductions. I did not get any advice/​interview about what expenses might be deductible. I had to ask several times for the worksheet to enter my personal deductions.
There was a lot of back and forth about the figures they needed, even though I provided a brokerage report which my brokerage said is all they needed.
In the end, they gave me a discount since I complained. However, that experience was not that smooth either.