Pacific Tax Service

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Mary Clare Bourjailyüber Google

vor 12 Monaten

Tommy has been helping us with our taxes for years and we'll never use anyone else. We always look forward to catching up with him come tax season, and he's so generous with his time throughout the year as our lives evolve and we have questions. Thorough, kind, and fast. I'd recommend him to anyone!

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Meghan Smithüber Google

vor etwa 1 Jahr

I have used Tommy from Pacific Tax for years. How did I find myself reviewing my tax preparer?! Well, he seems to actually care about me. So much care is taken when I have questions or am not getting things in on time. Calm and understanding. 5 ⭐️

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William Ehlhardtüber Google

vor fast 3 Jahren

I used Tommy Do for my 2019 taxes after I was too disorganized to make the filing deadline. It was initially easier than doing it myself, and of course getting someone else to help me when I was too scatterbrained to handle it was really nice. However, Tommy didn't know how to report that interest on US savings bonds I cashed in 2019 had already been reported in previous years. He incorrectly told me that I had to get the bank to issue an amended 1099-INT, when (I later learned) all you need to do is annotate Schedule B. Arguing with the bank seemed pretty difficult, so I took the $800 overpayment hit at the time. Now I've done my research and am filing an amended return to reclaim this, and I have discovered that Tommy also seems to have failed to report about $5 of taxable interest on a Roth rollover, which isn't a big deal except that I have to decide how to explain it to the IRS, which complicates the amendment filing. Yes, these are somewhat obscure cases, but I don't think they're *that* weird for middle-class people, so I would expect a professional who spends every day working on tax returns to get them right on the first try. In fairness, Tommy did calculate my estimated tax underpayment penalty using an optimistic method that the IRS sometimes accepts, which would have saved me about $300 if the IRS had accepted it. I would never have known to do this. Unfortunately, the IRS rejected his calculation and sent me an underpayment notice. If you are the kind of person who finds taxes impossible even with tax filing software, Tommy Do might be a good choice. If you can do the moderately complicated taxes of a white-collar professional with multiple brokerage/retirement accounts correctly yourself, and you can do it fast enough that $680 has you on the fence about outsourcing it, I don't think Tommy is worth it for you.

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Adrian Johnsonüber Google

vor etwa 4 Jahren

I have been using Mike Tuma for almost 10 years and I don't see myself ever using anyone else! My taxes have become complicated year after year and he is great at ensuring we find every possible way to save on taxes and file timely. I have complicated stock sales, multi-state filings, and property ownership that make using the self-filing tax software impossible for me. I basically just give him all my statements once a year and he handles everything for me. 10/10 highly recommend this guy.

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Kristin Coxüber Google

vor etwa 5 Jahren

I've worked with Tommy Do twice so far, and he does a great job! I had a complication come up on my taxes, and he helped me sort through it. He took the time to explain everything clearly and helped me complete my taxes that year. I was impressed because he is very thorough and gave me confidence that nothing had been missed. He also helped me by consultation when I needed to put a down payment on a house and wanted to understand the taxes involved. Tommy is friendly and a pleasure to work with. I continue bringing my taxes here in the future.