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Taxplus Financial Services

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44 Gough St Ste 205
San Francisco, CA 94103

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(415) 431-9660
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Taxplus Financial Services - San Francisco, CA
Taxplus Financial Services - San Francisco, CA
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Best

I have been a customer of TaxPlus Financial Services for about 7 or 8 years. They do my taxes every year. They've always been very responsive to my needs, and have been able to an...

Worst

I have only a limited experience with them in the personal tax prep context and I wouldn't recommend them. Basically for what they offer you'd be better off doing it on Turbo Tax...

Reliable, trustworthy, and efficient. Very good experience. 5/1/2015

I have been a customer of TaxPlus Financial Services for about 7 or 8 years. They do my taxes every year. They've always been very responsive to my needs, and have been able to answer my questions. I usually work with Marge. She is very friendly and makes sure everything is finished in a timely manner. I would recommend their service. more
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20 Years of Easy Taxes. 4/13/2015

Steve Berman of TaxPlus Financial Services has been doing my taxes for 20 years, and I am very satisfied with his work. His prices are slightly high, but the amount of honesty, helpfulness, and integrity that he brings to the job is worth it. I have recommended him to multiple people, and I will continue to use them. more
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Professional and pleasant 3/27/2015

I have used TaxPlus Financial Services for a long time now. Sometimes I get the same person as I did before, and Steven Burman's office has expanded. There were a couple of people in there several years ago, who I did not feel understood how my taxes worked. However, recently I used this woman named Matron, and she was fantastic. She understood what I needed as long as I could process her request. Marge is always on top of everything, and she is a very professional and pleasant woman to work with. more
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Timely and knowledgable 3/23/2015

Submitted my taxes early this year because I knew I was due a refund, and have already gotten the check direct deposited. Good job all around. more
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Taxplus is the best! 3/10/2015

I love TaxPlus Financial Services. They are generous, and the people there have a very personal interest in me. Their expertise relieves my anxiety about tax time. The staff here are wonderful. They do more for me than just taxes. They helped me refinance my house, and they always answer any questions I may have at any time of the year. I cannot get through the year without them. I love them! more
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Smooth sailing. 2/17/2015

We have been working with TaxPlus Financial Services for at least six or seven years now. Steve and Marge have been very professional. They're really nice to work with, and they have reasonable prices for tax filing. They make things really easy, so filing your taxes is smooth sailing. I'd highly recommend them. more
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Honest and reliable service. 2/13/2015

I appreciate Dave from TaxPlus Financial Services for being very thorough and even-handed about issues. They're not the least expensive place, but I feel in good hand. It's been more than 10 years now, and I trust their processing of my information--they must be doing something right! more
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They Get the Job Done Right! 2/9/2015

I have been going to TaxPlus Financial Services for over 25 years and they are a great! With their convenient location and their very organized staff, I'm comfortable in letting them work my fiances. They are really great about getting back to you if you ever have a question; they want you to be as comfortable as possible. The fees they charge are really reasonable and I couldn't speak more highly of them. I've recommended them highly to friends and family, and will continue to do so. They're awesome! more
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Professional, knowledgeable accountants and office staff. 2/5/2015

Accountant services are professional, prompt, and courteous. I have been a client for many years and have been very satisfied. Fees are fair and our taxes are completed quickly and painlessly. I highly recommend TaxPlus for all types of tax preparation. more
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Best tax accountant in bay area 1/16/2015

TaxPlus Financial Services is great and helpful. I have done my taxes for twenty-five years. They are always great and they helped me with all my questions. I have used them for over twenty-five years now, and I moved to Arkansas over ten years ago. They have been able to accommodate all my tax needs despite my long-distance. If I have questions, they have answers. I always feel like I get the answers I need from them, and like I am in good hands. They are also able to do other things for me, such as they answered a real estate tax question for me. more
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Thanks and I will be back! 12/14/2010

These guys are awesome! Come on every hates tax time but it?s the greatest feeling in the world when you get your taxes done right? So why not get them done right and by someone that knows what they are doing instead of doing them yourself and then worrying for 6 weeks! I have the utmost respect for these people ? I am sure it?s a daunting task looking at numbers all day ? which is why I didn?t get into the accounting field ? but I sure do appreciate all the help they gave me! Thanks and I will be back! more
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Good Service 5/24/2008

If you need somebody to handle your accounts and book keeping this would be the place to go too. They have excellent services and I have never had a problem with them plus there services aren't that expensive. I would highly recommend them . more
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Hugely Helpful in Looking at my Whole Financial & Tax Situation! 3/8/2007

It takes a lot for me to trust paid professionals and I really work them. I need to walk out the door knowing I got something substantial for my time and my money. I initially met with Steve Berman at TaxPlus for a financial consultation when looking to buy a home. He was able to look at my entire financial picture, (including the tax benefits of owning) and tell me what I could afford. I returned to have him and his skilled staff work with my taxes. I know I maxed my tax benefit and this more than paid for their reasonable fee. Pros: Comprehensive financial services! Soothing environment & Friendly professionals! Cons: Parking can be challenging in neighborhood more
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Im going to TaxPlus next year! 2/20/2007

I never had such a pleasant tax experience. The people at TaxPlus are super friendly. The way my taxes were handled impressed me. Last year ( I wont mention the name) the place took like 4 hrs. I was in and out of TaxPlus in a little over an hour. I am PLEASED! Pros: Quick, reliable more
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Not great for personal tax 3/6/2006

I have only a limited experience with them in the personal tax prep context and I wouldn't recommend them. Basically for what they offer you'd be better off doing it on Turbo Tax. The guy doesn't ask you questions, doesn't try to coax out of you possible deductions or savings. You don't get the sense he's well versed in the nooks and crannies of the tax code and that he can save you money. In fact, you don't feel like he's at all concerned about trying to maximize your return. Which, if I'm paying someone money to do my taxes, I want more knowledge (and certainly not LESS) than what's offered on TurboTax. Pros: Nice Receptionist Cons: unknowledgeable, unenthusiastic more
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Steve and company are incredible! 11/10/2005

Satisfied customer for more than 8 years - now use Steve's services for my business. I have referred people to him who had tax trouble and the result is always good. Sure getting a time slot in Tax season can be a challenge but it is worth it! Smart, honest and a quality person - what else do you want? more
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Comprehensive financial advising service in the Castro assists individuals with tax, insurance, mortgage and retirement advice.

Owner Message

  • At TaxPlus Financial Services we are committed to providing the highest quality tax and financial services to our clients with careful attention to the needs and life situation of each individual. We are centrally located in the Castro District.
    We specialize in:
    *High-quality tax preparation, planning and advice for individuals and life partners, small businesses, partnerships, corporations and trusts
    *Mortgage loan services
    *Health, Life and Disability and Long-Term Care Insurance for individuals and small businesses.

Editorial

  • Comprehensive financial advising service in the Castro assists small businesses and individuals with tax, insurance, mortgage and retirement advice.

  • 7/8/2005 Provided by Citysearch
Additional information
  • Hours: By appointment only
  • Payments: Cash
  • Neighborhoods: Central, Castro, SoMa (South of Market), Central East, SoMa
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