Stallcup & Voie

Great service and took care of me when I needed it most. Thank you to Jason & the team.

Fast forward three years and I am still a client, albeit from a new professional perch. Stallcup & Voie continues to impress with their attentiveness to detail and professionalism.

mike is a great partner to have on your team if you are looking for an accountant or a book keeper!

I used Stallcup’s services for to prepare my tax returns for 2 years and was quite disappointed. I’m not sure where all the positive reviews came from.
First off, I never met my accountants. They pretty much refuse to meet and only deal by email.
I would say that Eric, the accountant that worked with me, was a good guy and responsive by email. I never had interaction with Jason or any of the others. That said, for the price I paid (10x the price of Turbo Tax), I expected more advice.
What really upset me was the fact that Jason made mistakes twice, and refused to apologize for them.
1) One year, he invoiced me for 20% more than he promised before the tax return. I then argued that he changed his pricing. He said my return was more complicated than expected. I would’ve been fine with it if he had explained to me before he charged me. But no, he just charged me extra on the invoice without any justification.
2) Even worse, they made a mistake with my 2011 filing. They told me that the amount I owed IRS would be electronically withdrawn from my account. It never was. One year later, I got a letter from the IRS claiming that I owed them money. I would expect Jason to figure out everything for me. But no, he told me to figure it out myself (so I had to call IRS twice, waiting 1 hour each time). I learned that the owed amount from 2011 was never paid, and I was charged fines on top of the principal.
I demanded that Jason pay for the fine. He eventually did, and then send me a letter saying that «you should seek another accountant for next year». As if it is my fault that I followed his erroneous instructions and then had the audacity to ask him to pay for the fine?
No sense of customer service here. Not worth the price.

Very disappointed in Jason’s level of customer service and communication. We had attempted to begin working with Jason, but after several late or unreturned emails, I get the sense that they are overwhelmed with work and don’t have the client commitment we are looking for.

My wife and I have used Jason (now Stallcup & Voie) for our tax returns for 4 – 5 years now. We really liked their small firm mentality at first but since they’ve grown over the past couple of years, it’s hard to get the same level of customer service. The partners don’t review the returns in detail and it seems like they’re relying more on the customer to fill out information online to streamline their process. Case in point, we just recently we got a letter from the IRS from our 2011 return about something that was missing and was reported on the W-​2, which was pretty disappointing.
For the money and level of service, I’m taking my business elsewhere.

I can’t say enough good things about these guys.
I’ve been using Jason Stallcup (now Stallcup & Voie) for a few years now (having used them the first time when I had run into some issues with the IRS).
They’ve always been incredibly accommodating and after my first year with them, tax time no longer made me want to curl in the fetal position in the back of my closet.
Beyond knowing I’m getting the best return possible… I’ve also constantly been impressed with how they embrace technology. From my first year, physically dropping off copies of receipts and w-​2s to uploading scanned images to an FTP server, to investigations into online form submittable… theyre always looking for ways to improve the overall experience. Even payment can be done online.
They always make time to answer questions… and to make sure the entire process is transparent so you know where you are in the process. It really couldn’t be any easier.

My only hesitation in giving him 5 stars is that he will become overwhelmed and not be able to provide the amazingly personalized services that I have come to love and depend on.
Jason is so easy to work with and a true professional. He always makes time for my calls and visits. He is willing to work with the tough deadlines that school financial aid applications dictate every year. He explains everything in layman’s terms. He is incredibly organized and turns things around in a very timely manner.
Finally, their online portal makes it super easy to do business with them, which is key in today’s economy.
I can not recommend him highly enough.
Thanks for all that you do Jason.

I took my taxes there after doing them myself all of my life just to make sure I wasn’t missing anything now that I own a home. They are pretty expensive for basic taxes (the –1 star) but it was nice not to have to worry and they were very upfront about the cost so I knew what I was getting into. I had one quick meeting with Eric who made the whole process painless and almost enjoyable and he had them done in less than a week. I think I’ll keep using them despite the price as they were very friendly, professional, and super efficient.

I had an initial phone meeting with Mike to talk about my LLC and get started on my expense reporting. He called me promptly at our arranged time, asked about the company structure and bank account situation, and handled my questions one by one. He mentioned using Quickbooks software as an option, and when I asked about Xero, he said that some clients were already using that and were satisfied with it. So I’m happily using Xero.
I asked about some retirement plan options, and Mike offered to look something up for me and email me later. I was about to apply for one type of plan, but decided to hold off based on his advice.
I’m doing my own expense reporting for now since it doesn’t take much time, but I’ll need to involve a tax expert in the near future. I’ll be glad to work with these folks again with the next stages of my tax and accounting needs.

I decided to work with Jason to do my 2010 tax return because of his stellar reviews on Unilocal.Unfortunately, my experience was not very good.
First, he forgot one of my (2) W-2’s. Somehow the return was given back to me with an annual AGI of roughly $ 10,000. That tells me that not only did they miss one of my W-2’s but they also failed to double-​check their work — NOBODY could live in San Francisco with an income of $ 10k. Thankfully I caught this error prior to signing and sending to the IRS. (IMHO, successfully getting all W-2’s into a tax return is really not a lot to ask.)
Second, I had warned him that my bank had made a mistake and told him how the transaction should be reflected on the tax return. He forgot. The tax return was submitted to the IRS. So we had to do another, revised tax return and submit that. I didn’t get the refund I was due for a full six months as a result of this error. (Granted, I should have caught this when I reviewed the return prior to signing BUT it never should have happened in the first place!)
Finally, (and this would totally have been forgiven had it not been for the prior two items), I met in late 2009 with Jason to discuss rates. The rate he gave me for my 2010 return was high (IMHO) but reasonable given his great reviews. Come February, it was $ 300 more because his «rates went up». That’s fine– you’re allowed to raise your rates — but please give me an accurate number three months prior so I can budget accordingly.
I am very sorry my experience doesn’t reflect the great reviews — the Unilocal score is why I came to Jason initially! But I just can’t recommend somebody who clearly does not pay attention to detail, especially on something as important as a tax return.

Just had a consultation with Jason and he was so kind and helpful! Thank you!!!

Yet another rave review here for Jason. This was my first year filing taxes as a freelancer, and he made the process fantastically easy, even when we encountered complications (I’ll spare you the insufferably boring details). He responded to my questions and messages with impressive speed. My taxes were much lower than I was expecting, and I credit Jason’s diligence and special brand of tax prep genius. I’ll definitely be back next year.

This guy saved me 17 times his fee on my taxes. In case you’re not good with numbers, I said SEVENTEEN TIMES. Why are you still reading this review and not calling Jason? Seriously.

I found Jason on Unilocal and was not only drawn to him because of all the good things his clients had to say but because he was open to having a free consultation to assess my needs, go over his services, and see if there was a good fit.
As a newly self-​employed professional, I realized the importance of having a tax expert on my side but was clueless as to how the process goes and how we would work together. Jason specializes in the self-​employed such as myself and small businesses. He is not only handling the filing aspects for me throughout the year, but he offered to inform me about my IRA options to build a retirement fund, etc.
After getting him the information he needed, he provided a guesstimate so I would know what to expect. I was surprised at his fee compared to all my years of filing for free with Turbo Tax, but he’s going to save me so much more than I ever could have on my own, he will more than pay for his services with what I saved, and I might even see some considerable cash coming my way.
All in all, I am really grateful that I don’t have to worry about Uncle Sam anymore… and that is practically priceless :)

Jason literally saved me thousands of dollars (!) After plugging my numbers into TurboTax, I was pleased to see that i’d get a modest federal return. But then a friend suggested I consult Jason, and he was able to structure my deductions so that i ended up with 4x the return that TurboTax calculated.
Then Jason offered to review my past years’ TurboTax returns and — lo and behold — he advised that by filing an amended return, i could cover his preparation fee and still recover more than $ 1000 in federal and state taxes.
He is invaluable for any independent contractor or small business owner — he’s worth every penny! For the first time ever, I actually look forward to preparing my taxes this year!

Jason is professional and truly cares about helping your business succeed.
He is honest and has quick turnaround time.
Pleasure to work with.

Jason has been my trusted CPA and financial adviser since I have moved to San Francisco 4 years ago. He has performed a fantastic job on my taxes every year, which are by no means straight forward, and has also advised us on the purchase of our first home. I have and continue to recommend him routinely to anyone who is looking for a tax and financial adviser in the bay area.

Jason is friendly, knowledgeable, and very professional. I’ve been a client of his for years and plan to continue using his services in the future. Highly recommended.

Jason is an amazing CPA. He is extremely helpful, honest, and knowledgeable.
Many CPA’s that I have worked with have no personality and Jason is always courteous and professional, but still has a light hearted personality that makes you feel at ease.
Jason has always exceeded my expectations, no matter what the circumstance is, he has always been knowledgeable and willing to help.
If there was anyone that needs honest knowledgeable financial advice, I would wholeheartedly recommend then Jason Stallcup.

Jason is not your average stereo typical CPA (in a good way). He’s not going to show up in a suit and be uptight or charge you an outrageous fee. He’s a very laid back guy and an awesome resource for all of your tax related questions. He’s very accessible when i need answers and trust worthy. I think that he works very well for those us who dont need a big firm down town but need quality, realiable advice at a fair price. I would recommend Jason to anyone looking for help in this crazy tax world!