TAX OFFICES OF JOEL PEREZ, EA
4123 State Street, Santa Barbara, California 93110
About the TAX OFFICES OF JOEL PEREZ, EA
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.
Photos of TAX OFFICES OF JOEL PEREZ, EA
4123 State St STE 100, Santa Barbara, CA 93110, United States
Opening hours of TAX OFFICES OF JOEL PEREZ, EA
Monday:
09:00 - 19:00
Tuesday:
09:00 - 19:00
Wednesday:
09:00 - 19:00
Thursday:
09:00 - 19:00
Friday:
09:00 - 19:00
Saturday:
Closed
Sunday:
Closed
Reviews of TAX OFFICES OF JOEL PEREZ, EA
"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."
"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."
"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."
"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"
"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."
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