Walter Louie & Associates

We were looking for a good tax accountant because our previous accountant died. Our friend recommended Walter.
I am an accountant focused on Corporate Reporting. I have some knowledge on taxes, but my husband has various investments and businesses, I would prefer tax expert to do tax return for us.
The first time I met Walter I had confidence in him already. He’s very knowledgeable and provided us a lot of advice. From Walter I realized that our previous accountant (who was pretty famous in East Bay) had made some mistakes in our past tax returns.
To make the story short, we got our taxes done on time even we gave Walter very short time tor preparation. His staff was very helpful and the tax return is excellent (I have checked page by page).
His charge is unbelievably reasonable. I will no doubt stick with Walter and will recommend him to anyone.

I’ve been a customer since 2007 and no longer dread tax season. I’m a sole proprietor and freelancer, so my taxes aren’t all that complicated, but it’s well worth the extremely modest fee to avoid the tedious process of filing my taxes on my own.
Long weekends spent struggling through form after form and worrying about triggering an audit or missing out on keeping more of what I’m entitled to are a thing of the past. Instead, I spend an hour or two gathering up my info into a spreadsheet, have a brief meeting with Walter, and he takes care of the rest.
Highly recommended for sole proprietors and freelancers who need more than turbotax. Highly reccomended.

I was referred to this firm and have been using it since 2010 — and I’m now moving on. There have been significant issues/​errors on my last 3 returns that have had an impact on spring cash flow. I am disappointed with the customer service and have had no response from Walter when I brought up the issues. The woman who has been doing my taxes has «office manager» listed on her linked in profile and now I’m starting to wonder if she’s even licensed to do this work.
UPDATE 2÷2015− My new tax pro says I qualified for a credit I didn’t get last year… sigh.

As good as it gets. Walter is so easy to work with! I almost like doing my taxes! He’s very experienced and makes the process as painless as possible. So happy I found him… 3 years now of pain free taxes.

Wonderful, friendly service! They also seem to specialize in the creative industry so this was a perfect match! Our tax return was a simple one but our tax person was extremely thorough. Really great if you own your own business or do a lot of freelance work. Very reasonable rate too. I will definitely be back again in the coming years! Thanks again!

We used them in 2010 for our 2009 tax return. When we suspected my husband’s tax forms were incorrect, he offered no support or assistance on how we could get them corrected. We did figure the forms out on our own, and resumitted them back to the accountant. They didn’t call us back until APRIL 15TH to let us know we owed money and needed to get checks in the mail dated that very day! We were on vacation when they called and had to scramble getting it taken care of.
Just when we thought we couldn’t be any less satisfied with their services, we switched accountants for 2010 taxes and when they reviewed our 2009 taxes, they found mistakes and actually got us a ton of money back from 2009!!! Could not believe after all we went through with Walter and what we paid him, our taxes were not even filed correctly! Would not recommend to anyone.

Walter was referred to us by a friend who is in executive in the finance sector and who has been using Walter for her families taxes for years.
Our taxes are never simple. They often involve treatment of stock grants from start-​up companies which is potentially an area of huge exposeure if not handeld correclty and most accountants that we have spoken to simply have not have the necessary experience or exposeure to these kind of instruments to win our trust and confidence. Walter takes it all in stride and knows exactly what he is doing– his calm professional demeanor permeates the firm.
We could not have been more satisfied with Walter and his firms service and attention to detail. We will continue to use his services and can recommend him without reservation.

This firm is the best! Top notch in every way. Very thorough, understanding and patient while dispensing knowledge and advice. Extrememly reasonable fees. If you want the quality and reputation of a downtown business acounting firm at affordable rates, this firm is for you. Perfect for small business & individual returns as well as planning.

I have been using Walter Louie as my accountant for over 15 years.
He has always been responsive, courteous, accurate, punctual and thorough. Excellent communication and knowledge of the latest tax laws.
I highly recommend him and his associates.

Walter has been doing my husband’s taxes for years and when we got married he started doing mine also. He is so friendly and always happy to help you understand some intricacy or another.
I have been very satisfied with the service that Walter (and the rest of the office staff) have provided me and my husband. We have referred a few of our friends to him and they are happy also.

Walter is always low-​key and pleasant, and he never misses a decimal or a digit. He’s friendly and never seems annoyed when I’ve inevitably forgotten a form or piece of information. My husband had his taxes done by Walter for years before we got married, and then it was often a case of him showing up with a bag of random slips of paper. No problem with Walter.
One thing is, that if you’re looking for someone to do anything shady, look someplace else. Walter is strictly by the book, and he really knows the book. So if you want to feel confident that everything’s been done right, he’s your guy.