Liberty Tax Service

Saved me money over doing it myself – is there any other reason to go to a tax pro? Davin is AWESOME!!! Thanks! Made it SUPER easy both times I have come here. Highly recommend!

Great service but high price. The guys were very helpful though and did there best for me.

Davin and his team are awesome. Must be their personality, but doing my taxes with them was a very low-​stress experience. Having them do my taxes was easy, professional, quick.
I paid almost double for less service at another company. The other company was inaccurate, slow, stress inducing and always trying to upsell me to additional services.
Davin stands by his work (in case of audit or questions from the tax man), had good suggestions on how I can save on my tax bill (no additional charge). He also showed me some different reporting scenarios for the current year (again, no additional cost).
He (almost) makes doing taxes fun.

This place was super busy when I came in to finalize my taxes but I was able to be seen right away because I had an appointment. The team here is so well organized and responsive. I contacted them because of the 25% promotional deal they offered on Unilocal.I got a response back the same day and then they asked for my tax docs for an accurate quote. I sent the doc’s to them on their appointment link and again, got a quick response back with a «WOW» pricing. You will be surprised how other tax places charge their tax preparation fees. I was charged $ 450 an hour from my last tax accountant and my tax preparation was almost $ 1000 last year. I saved more than half with them, $ 465 with the 25% off discount off their total price. The best part is I was promised the same deal if I return next year with a similar situation. We’ll see next year for an update on Unilocal if they break their promise but I’m very confident they won’t. Also, the filing process here is so smooth and painless. My taxes are quite complicated but they handle it like a Pro.

My taxes got more complicated the last couple of years, so I decided to try having someone else do it for the first time.
I sent a bunch of inquiries via Unilocal to find a tax service that 1) wasn’t fully-​booked and 2) was close to either my work or home. This one was close to home and had the added bonus of offering a Unilocal deal or a 30% discount, whichever is more favorable on your individual return.
I walked in without an appointment on a Saturday and was seen right away (that might’ve been luck, but still). Jon was friendly and patient while I found the right forms and emailed them to him for review on his larger computer screen. After we finished my 2015 return (in about 30 minutes), he quickly reviewed my 2014 return (for free) and did a rough approximation on my expected refund, as well as letting me know what info he would need if I wanted him to complete an amended return.
I obtained the aforementioned info a week or so later and emailed it to him– he replied within an hour that he was all done, my refund would be even larger than his estimate, and only needed me to come in and sign.
After years of hobbling through Turbo Tax for many hours each year wondering if I was doing it right (and, evidently I wasn’t, at least not on my 2014 return), having an expert breeze through it for not much more than the cost of doing it myself begs the question: why haven’t I been doing this all along?

I ended my 6 years relationship with my previous CPA, 3 main reasons, 1. His fee went up each year I went back to him, $ 780 was the last he charged me last year and I only have 4 schedules on my taxes which is Schedule A, D, C and E. 2. It took almost a month for him to complete my taxes. 3. You can never get a hold of him during and after tax season, if he responded, probably a week later. I’m so thrilled to find this tax place. It was such a pleasure to work with Jon during this tax season. He gave me 30% off of my tax prep fee which is half of what I paid to my last CPA, the best is he insured me that my fee won’t go up next year. The whole filing process went so smoothly and fast with him. I emailed him my tax documents and spreadsheets 3 days before my appointment, I came in and only spent around 10 minutes to finalize my taxes. Also, he is organized, responsive, professional and personable. Jon’s always quick to answer my e-​mails, and his knowledge and expertise regarding the process makes me confident in saying that I would highly recommend him. I look forward to working with Jon again in the future!

This tax season marks my fifth year utilizing Liberty Tax Service on Mission & Valencia Streets. I have come to this location from wherever I have been living in the Bay — the Sunset, Berkeley, and now the Mission. Davin is incredibly personable, meticulous, and has a wonderful memory. He has always helped me obtain the most returns possible, and has saved me a huge headache and a load of stress. His services are worth every penny in my book. Thanks, Davin, to you and your team, for taking a burden off many people’s lives!

Before I came to Liberty Tax at 3243 Mission St. San Franccisco, I was an on and off customer at Tax Ninja for many years. Every time I went back to them, my tax prep fee got higher. This year I moved back to the bay area and looked up Tax Ninja for my 2015 tax filling. I’m surprised to find out their minimum fee went up from $ 350 to $ 475 hourly. I found Liberty Tax on Unilocal has a promotion $ 250 for $ 400 and made an appointment with them. The process was smooth and fast. My tax was complicated (Partnership K-1’s, Stock sales with incorrect basis due to taxable compensation of stocks, AMT with ISO’s, etc…). I emailed them my tax documents and after a few emails, my taxes were completed. I’m impressed with their customer service and quick responses. And my total fee with discount was only $ 325. As an incentive for return customer, I was promised the same fee for similar tax situation. Thanks Jon, and the rest of his team. I am glad I found Liberty Tax!

My sister and I have been coming here for years. We look forward to seeing Davin every year and making our taxes incredibly easy! Davin is great at asking questions and helping you navigate the complicated world of taxes. Oh and if you send a friend here, you get $ 50 off your taxes.

We’ve been filing our taxes with this location for almost 3 years now. Before we hired the team at this Liberty to be our tax accountant, we would normally spend some weekends to file our own taxes on Turbo Tax stressfully. Sometimes it would take us almost 2 weekends to complete our taxes. I know we have a lot of forms and schedules but I don’t think our taxes are very complicated, it’s just because we don’t this for a living and we end up spending more time on filing our taxes rather than enjoying our weekends. Now, we make our life so much easier when it comes to taxes. We no longer have to work so hard on finishing up our taxes on weekends. I would email our tax docs to this Liberty and just a couple days later, our taxes are done, and someone in the office would contact us to go over our taxes and the best part is that we don’t even have to be in the office to sign our taxes. Someone from the office would send us docs to sign online. We now do not have to stress over our taxes every year and we can now enjoy our «weekends». It is so worthy, our tax prep fee is only $ 190 which is the discounted price they offered at that time, we were promised to keep the cost the same every year and we’ve been paying only $ 190 since. There are 2 more big benefits of this tax office is they’re open all year around to serve us when we have tax questions free of charge and they offer free audit assistance for their clients.

I love this place very reliable and davin was so helpful. Easy and quick process .I will surely come back next year. Thank you Davin.:)

I called to book an appointment, which they had availability. That’s the only reason why I’m giving them 2 stars. When I asked to inquire about the fees that would come to file for a single, one W2 form, no dependents, they failed to answer the question because they needed to know how much I was getting back. Giving me a feeling that I was going to get ripped off. So I thanked him for answering my first question. And I hung up. I can’t trust someone who can answer a question without needing to know how much I’m getting back. lol gladly take my money elsewhere.

Quick and very reliable service. Very nice clear communication and supportive. Davin will guide you to get the best out that you should get your refund back. He is a very supportive and trustable business man.

Great Service!

Getting a notice from the IRS can be scary and dealing with them directly without a proffesional help could be a nightmare. Anyway, I got an audit from the IRS a couple monthis ago and the audit was outrageous; believe it or not, the IRS actually wanted me to pay almost $ 32k tax due for the audit. I contacted my last tax accountant but he was totally unresponsive. That was a total nightmare. So I looked to Unilocal for a tax professional in my neighborhood that was recommended. I must say I was happy to stumble across Jon at Liberty Tax Service. He’s an IRS enrolled agent and he was extremely professional. I think HE is very timely with all his accounts and is always on time and keep you up to date with everything and I can always get a hold of him. I’ll always get my taxes done by him, knowing he’s got my back.

This was the first time I had my taxes done by a professional and was pleasantly pleased. The entire process was efficient and hassle-​free. Davin was very calm and careful. When I mentioned that I had a NY tax question remaining from my relocation to SF Davin offered to take a look at my papers free of charge. This offer was way and above the call of duty and helped me know how to proceed, with confidence. I doubt many, if any, other tax professionals would have been so generous with their time.

Went to Liberty Tax Service based on Unilocal reviews. When we went in, the guy seemed knowledgeable and friendly. Now, over a year later we get a letter from the IRS saying we owe thousands of dollar due to a screw up on the return. Would NOT recommend these guys!

It’s a small crew but I have to say the folks here took care of me well and paid attention to my issues in a very timely manner. I feel like pricing was fair and would come again.

They did a great job. Efficient, friendly, and easygoing. And thorough!
After we’d left, our tax guy re-​reviewed our documents and realized we’d forgotten to give him some receipts that might get us extra $. Turns out we were able to get another thousand dollars back! We would have totally missed that, so I’m super happy!

I needed help from a tax professional for a ridiculous IRS audit so I contacted a CPA firm over the phone but believe it or not, the CPA actually advised me to get help somewhere else like H&R block or Liberty Tax Service because he’s too busy and his fees could cost an arm and a leg. What a snob! I had a very bad experience with H&R Block in the past and decided not to go over my tax return to any H&R Block.
Anyway, I found this Liberty on Unilocal and met with Jon. The whole experience dealing with him was very pleasant. He’s an IRS Enrolled Agent and He’s great at what he does. After he carefully reviewed the IRS notice I received, my tax docs and tax return and he later actually calmed me down and told me nothing to worry about but to amend my tax return without even paying a penny to the IRS.
Jon is not only a highly-​knowledgeable tax expert but also someone who is personable, interesting and caring. I will from now on to have my taxes here and I’d highly recommend this Liberty if you have an audit from the IRS or complicated taxes.