Pacific Tax Service

Mike Liu

Apr 12, 2024on

Note I inquired about my taxes but did not use them due to quoted price. I spoke with Tommy and he was super friendly, knowledgeable, and had a wealth of things to help out with tax organizing. He quoted me ~$1,000 to file based off the previous year (the CPA I went with was less than half of that). I thought it was pretty expensive as I only have one W2, a handful of 1099's, and a rental property out of state.

William Ehlhardt

Mar 26, 2023on

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.

Annette Cooper

Nov 7, 2022on

Great place no problems at all Friendly staff. We go back every year

Ben Carson

Nov 7, 2022on

Mike Tuma answered my question in 5 minutes, after previously stumping 3 other tax professionals. Thanks, Mike! Ill definitely be using your services again.

Ana Li

Jun 29, 2022on

We highly recommend Kurt for your tax needs. We have been working with Kurt for the past 2 years and he is thorough, professional and utmost knowledgeable. He does a video recap at the end of the prep and walks you through all the details and what you are paying for as well as what you've saved. This simple additional step helps us better understand all the intricacies but also gives us a lot of confidence when submitting our taxes. Kurt is very astute and informed with all things tax, from RSU vesting to small business. Thank you Kurt!

Adrian Johnson

Feb 2, 2022on

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.

Fabian Poore

Feb 24, 2021on

Mike Tuma has done my taxes for the last 4-5 years or more. I work at a tech company and have a brokerage account with restricted stock units. My taxes have become too complicated with the brokerage account to handle myself and Mike does it year after year with no issue. Highly recommended!

Kristin Cox

Feb 21, 2021on

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.

Maverick 1977

Nov 7, 2020on

Been working with Kurt for over 15 years now. Excellent services and friendly people.