5 stars with 1 caveat. I needed Jake in a jam since my normal accountant wasn't available at the last minute. I had a semi-complicated situation with a property sale and installment income. Jake...
Deduction Detectives
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Deduction Detectives, based in Berkeley, CA, specializes in providing tax planning and financial advisory services to both individuals and businesses. They aim to help clients navigate financial challenges by identifying potential tax savings and leveraging IRS-approved strategies to minimize tax liabilities.
In addition to tax services, Deduction Detectives offers financial planning, bookkeeping, and the creation of financial statements, ensuring a comprehensive approach to clients' financial well-being. Their proactive stance encourages clients to take control of their finances and utilize available resources for a more secure future.
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Jake does not communicate well. We had a number of problems that could have been avoided if he had been more specific about exactly what he wanted, including using layman's terminology--not all of...
Update: beware that Jake is not a certified public accountant. He may be an agent of the IRS but he has not gotten nor should be confused with being a certified public accountant in California.
My husband and I were working with another CPA who was referred to us when we moved here from overseas in 2016. That CPA succeeded in getting us audited for all three years we lived...
Had some basic tax planning questions and Jake was friendly, direct, and clear in helping me out. Thanks so much!
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