TAX OFFICES OF JOEL PEREZ, EA

4123 State Street, Santa Barbara, CA 93110

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4.3 11
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Hours open
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Location & Phone number
About Us
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Hours open

Monday:

9:00 AM - 7:00 PM

Tuesday:

9:00 AM - 7:00 PM

Wednesday:

9:00 AM - 7:00 PM

Thursday:

9:00 AM - 7:00 PM

Friday:

9:00 AM - 7:00 PM

Saturday:

Closed

Sunday:

Closed

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Photos

  • Photo of TAX OFFICES OF JOEL PEREZ, EA - State Street, Santa Barbara, California, United States
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Location & Phone number

4123 State St STE 100, Santa Barbara, CA 93110, United States
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About the Business

The Tax Offices of Joel Perez, EA is a reputable accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals led by Enrolled Agent Joel Perez, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing top-notch financial advice and assistance to help our clients navigate the complex world of taxes with ease. Trust us to handle all your tax-related needs efficiently and effectively.

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Reviews

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Monique Fierro:
1

"Joel has done our family taxes since about 2016. Each year he raises his prices with no explanation. Then one year he raised it all the way to $500, hundreds of dollars more, AFTER he already did our taxes. The next year we asked, will it be the same price and he said yes. Pre-covid we were able to make an appointment for a specific day and time to do our taxes and he usually followed up to complete them within 1-2 weeks or sooner. After Covid, he started doing things remotely, which was completely fine, but did not offer zoom meetings, just a phone call. That was fine with us. But he would not give us a date or time that he would get back to us. He refused to schedule an appointment. This year, he ghosted us until I finally got ahold of him on the phone and he said he was busy, but would would get back to us soon. That was February 23rd. I followed up with him on March 17th to ask for a time estimate and asked if the price would stay $500. He wrote back: "I don't think I'll be able to do a tax return for you this year, best of luck." I responded asking why, asking if he had a different price for our consideration, and if he was too busy why he couldn't at least provide an estimated timeline, and for a referral. He responded, "I don't have a referral or time to discuss prices. Best of luck." After almost a decade of supporting his business, to be treated in this way is not only unprofessional, it is appalling. I found another accountant who is going to charge $150 and complete our taxes in less than a week. There's no need to be treated with such disrespect and pay exorbitant fees."

almost 2 years ago
Jamison Stagaard:
5

"The best. Knowledgeable, helpful, honest, reliable and kind. Using Joel for 4 years now I believe and the relief of being in good hands is amazing. He has even reached out to offer help and condolences during a very challenging time. HIGHLY RECOMMENDED."

almost 4 years ago
Linda Brandt:
5

"Just got my 2018 taxes done with Joel. Too bad I didn't find him sooner. Absolutely the best tax advice I have ever gotten. I'm 58 and he gave me a tax lesson that no one ever took the time to do before."

more 6 years ago
Ryan Johnson:
5

"Joel helped me for the past two tax season and I could not be more satisfied. His work is a true reflection of the vast knowledge he has accumulated as a tax professional. I would recommend Joel Perez for any of your tax questions and filings if you are at all interested in getting the best return for your tax season"

more 8 years ago
Andrea Johnson:
5

"Joel has been helping me with my taxes for the last 3 years and has really opened up my eyes as to how much goes into tax planning. Going in, I didn't really know what to expect and figured like at most places some one would just key in my numbers and I get a tax refund. Joel made quick work of the tax return as its fairly simple but went right into tax planning for the future year, explaining how taxes are on a tiered system and how much I could actually save on next years and in future years with just a handful of recommendations. I had no idea taxes are my second largest expense after rent on an annual basis and over the past 3 years I have saved literally thousands of dollars based on Joel's recommendations on my retirement accounts. I feel enlightened about what has always been a mystery to me and most people could never explain what is going on the tax return and why, I am so pleased and I highly recommend the service."

more 10 years ago
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