Complete Financial

5(13 reviews)San Francisco, California
Complete Financial
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Complete Financial

APPOINTMENTS ONLY, please. We offer services year-round but operate by appointments. Please don't stop by without an appointment. Thank you! Led by an experienced Enrolled Agent, our office is located in Hayes Valley. We specialize in tax preparation as our core service. Additionally, we offer notary services. We provide comprehensive tax preparation and e-filing services for individuals, businesses and trusts (1041). Our business tax return services cover sole proprietors and entity returns, including LLCs, partnerships (1065), and corporations. We welcome those who need tax preparation for late & prior year returns. We provide no-attitude no-judgement assistance to help you get back on track. We also prepare expat returns.

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459 Fulton St Suite 203, San Francisco, CA 94102, United States

Customer Reviews

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Reviews

5(13 reviews)
fely v
Nov 7, 2022on
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Erik and John are the best tax preparers we have dealt with

Ashley Litzsinger
Nov 7, 2021on
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Fingerprint Scanning was quick and pleasant with Erik. Great location in the city.

Karen Laos
Mar 22, 2021on
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Erik has been doing my taxes for many years and he is absolutely fantastic. Smart, responsive, friendly and a man of integrity. I'm grateful and consider myself fortunate to know him. He's a joy to work with (and joy is not a word that's used along with taxes!). He always goes above and beyond. And my taxes aren't simple! Thank you, Erik!

Dee Nigam
Mar 1, 2021on
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I have been doing my Taxes through them for the last 14 years. They've been great all along. They are reliable, professional and efficient. Both Eric Hsieh and John Mead are good at tax filings and know what they're doing. I really recommend using their services.

Ahmad Abbassy
Oct 7, 2020on
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Since the first time I’ve walked into the office Erik has been highly courteous and professional. He’s also very tenured in his role and has a quick responsive knowledge in accounting. Anytime I had an issue he was very quick to respond to my questions and concerns (especially when he wasn’t working).

Steve Fasano
Feb 16, 2020on
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WOW! I can't thank Erik at Complete Financial enough. I had procrastinated on my taxes for so long and needed very urgent help getting a fairly complicated return completed as soon as possible. Erik answered my rescue call and gave me his best effort for a couple of solid days of working through details. He made the process as painless as possible, and we were able to get everything prepared, e-filed, and paid! I'm all caught up, plus I now have a trusted tax preparer who I know will keep me punctual next time! Highly recommend! 5 stars

Ajay Kumar K
Nov 7, 2019on
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Awesome service!! Complete Notary Services. Nice and very much satisfactory.

Jaymie Leuchters
Nov 7, 2018on
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Very quick and professional experience getting a document notarized! Will come back for any future needs!

Lee Moore
Nov 7, 2018on
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Great service!!! Old school feel with personable touch.

johnny davis
Sep 11, 2018on
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Complete financial has done my taxes for over 20 years. The first time was filing 8 years of back taxes I’ve been with them every year since then and now a couple of my friends use them I would not think of letting someone else handle my finances

spot
Dec 30, 2017on
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I have used Complete Financial and all their services for many years and have always been pleased. They do my taxes and make it easy. Erik is easy to get a hold of when I need odd tax information, he returns my calls the same day. They are a friendly neighborhood institution for may years now

Steven Miller
Nov 23, 2017on
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I first came to Complete Financial because I needed a notary. There friendly service was quite refreshing! So I remembered that and came back for their main service -- taxes. The thing that sets this firm apart from others is that they would patiently answer my questions, and explain how claiming some of the deductions may work toward my advantage. I know taxes work differently for everybody, but in my case some deductions had been overlooked by accountants from other places.

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