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Lockhart Tax Service
1024 Iron Point Road, Folsom, California, United States
About the Lockhart Tax Service
Lockhart Tax Service is a reputable accounting and finance institution located at 1024 Iron Point Road in Folsom, California, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, Lockhart Tax Service is dedicated to ensuring your financial success. Trust them to handle your finances with precision and care.
Photos of Lockhart Tax Service
1024 Iron Point Rd, Folsom, CA 95630, United States
Reviews of Lockhart Tax Service
"I never write a review but feel like sharing my experience will help others when working with this Business. Had our taxes done in 2023 by this business and was pleased, we even referred others to this business. Fast forward to 2024 made our Tax appt, had to cancel due to a work engagement two days prior to my appt. So gave this business 48 hours notice. (I didn't just cancel but rescheduled my appointment). Which there website allowed me to do so also did not have a cancellation policy anywhere listed when I rescheduled. (Also another note that there are plenty of appointments available) . So you can imagine how surprised I was this morning to receive a rude email and a cancellation of my rescheduled appointment. If I would of known that I would have to find a new Tax Preparer so close to the deadline I would not have rescheduled. Just putting this out there so no one else is put in this unfortunate situation. Lockhart Tax Service- If you want to be in control of your appointments don't have them open on your website or at least provide your policies. LIKE I SAID, MANAGE YOUR APPOINTMENTS YOURSELF, POST A CANCELLATION POLICY. THE KINGS GAME WAS A WORK EVENT."
"For many years I used to get my taxes done at my local corporate franchise that popped up around tax time. I wish I had realized sooner how much money I could be saving by working with an organization that really knows what they are doing. My wife and I have been astonished by how much money we were leaving on the table. Sam does a great job of explaining things in a way that is easy to understand. Over the years of using this service I have come away with a better understanding of how the US tax system works in general and with more confidence about how to approach my finances from year to year. It is great to work with someone who is willing to explain things and not make you feel stupid. I would highly recommend this service!"
"Lockhart Tax Service is great! Samantha has been preparing my taxes for almost ten years and I couldn’t be happier. I run a small business and have a fairly complicated return. She always seems to know what questions to ask, even if I don't, and how to keep my tax bill as low as possible. She has been very helpful when I need advice throughout the year. I don't know how she remembers all that tax information, but she always knows what will work best for me. If you run a business and aren't sure where to look to save on your tax bill, I would give her a call. I can’t imagine facing tax season without her. I highly recommend Lockhart Tax Service."
"I have been using Lockhart Tax for 20 years. I don't have one bad thing to say, Samantha does great work. I am self employed making my taxes a lot more complicated than most. Samantha has taken the time to help me, with my write offs, calculate miles, and understand what she doing. I call her often through-out the year, with questions for my own taxes and about clients I'm working with, and she always answers and takes the time to educate me. I have full confidence in Samantha's skill. I would never take my taxes anywhere else. Im not even sure what she charges me, and I don't care. I know I'm getting more than I pay for!"
"If there were more stars to give-- I would do it. I've been so happy with the service, I feel it my duty to inform others and highly recommend LOCKHART Tax Service. If you want someone who's going listen to you and do their very best to make sure you're getting every possible break in your taxes that you can get--go see Ms. Lockhart. She has prepared my taxes for 6 years now and I've never been disappointed. I've worked with the lot of other tax preparers in the past but never one so professional, thorough, and diligent. Once a year we meet and I'm always amazed at the details that she can remember about our past visits--she listens, I mean really listens and that's something you just don't always get. She answered all my questions, no matter how silly I thought they were and she explained "tax jargon" in a way that I could understand it. Again, I highly recommend Ms. Lockhart-- 5 1/2 stars."
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