Ron R.
7/14/2016
An "enrolled agent" was what I was looking for, and an "enrolled agent" I FOUND! When my tax guy decided to call it quits and retire after using him for a good fifteen years, it's hard to find...
CA Tax & Finance Services
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5870 Stoneridge Mall Rd Ste 201
Pleasanton, CA 94588
CA Tax & Finance Services, located in Pleasanton, CA, is dedicated to providing clients with a low-pressure approach to personal and professional tax services. The firm prides itself on its excellent client retention rate and high-quality service, ensuring that clients receive the support they need throughout the tax filing process.
With a focus on efficiency and safety, CA Tax & Finance Services offers a secure online client portal for document transactions and encourages clients to prepare their tax-related paperwork in advance. The firm is committed to adapting to challenges and continuously improving its services to better meet the needs of its clients during tax season.
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Reviews
4.04 reviewsNicole E.
7/18/2025
Don't bother! Ever since it changed owners their sub par knowledge and service will leave you paying penalties for THEIR mistakes!
Lonnie K.
2/13/2019
Claire is such a pleasant person and a great "Tax Lady". She has been doing my taxes for 13 years... always providing excellent service. She is very knowledgeable and I recommend her to everyone.
Thomas O.
1/29/2012
Claire does a great job with our income and business taxes every year.
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