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Client Reviews on Christina Carter, EA

    • 4.7
  • 15 Reviews

Most helpful positive review

0 people found the following review helpful

By roberta coleman Feb 21, 2019

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Most helpful critical review

0 people found the following review helpful

By Keith Eastman Oct 21, 2017

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Feedback:

Christina has done taxes for my wife and I as well as for my mother in law for a few years so this is a belated review. She is very knowledgeable in all things pertaining to taxes and does a great job with handling ours. Thank you! :)

Feedback:

I have trusted Tina to prepare my taxes for more than two decades. She is one of the service providers that I couldn't do without! Tina provides me with a date to have my tax return material to her; she contacts me with clarifying questions, then has my return prepared for review on the date she has promised. A great working relationship!

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Christina has handled our tax preparation for over 20 years. We’ve always received excellent personal attention. She is extremely professional and is always ahead of the game!

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Christina Carter Tax service is excellent. She makes sur eto understand your situation in detail and is very well up to date of all tax laws and tax changes and how the apply to your specific situation. She is timely and delivers a quality product. We plan to keep using her as long as she runs her Tax service!

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I am very happy to have Christina Carter ..very please with her services... I will continue to have her as my tax consultant .

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Christina is fantastic. She takes care of my taxes year after year, I don't need to remind her of anything. She's definitely on top of her game. Her delivery is always on time as promised. She is up to date with all new tax laws and educates me on what effects me. She is a fraction of the cost of an accounting firm. I can rest assured because she is in control.

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Christina has worked on our taxes for a few years now. I really value her friendly and professional demeanor and knowledge on tax matters. I needed to switch tax advisors to find someone who was really knew their stuff about children's tax returns, investments, rental real estate and employee stock (options and RSUs). Christina was really thorough upfront in getting up to speed on our tax situation and talking through some of the more complicated parts of it. She had no problem understanding our situation. Our first year was great as I had no news from IRS or FTB, which was a relief as I received a few minor letters from IRS for the past few years with my former tax preparer. It was really frustrating not have been able to sort them out and Christina fixed it right away! Christina has also been helpful in researching other tax matters or referring me to other specialists. For example, I was investigating how to plan for taxes for RSUs and also 1031 exchanges and Christina did some research on RSUs and referred me to a colleague for 1031.

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Christina has a vast knowledge of all tax issues, both federal and California state laws. She has frequently identified legal options which have saved me much money on taxes. She also keeps my investment banker honest when I am unable to be sure I am getting fair service from them.Christina brings a positive and open-mind to her analysis of your tax issues, and allows you to rest assured she will handle the complexities with professional acuity and transparency.

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After somebody recommended I check Christina out for my tax needs seven years ago, I have trusted her with filing my yearly taxes ever since. She is very professional, experienced, and friendly. The efforts she takes to ensure that I get the most out of my money goes above and beyond anything I could expect from a tax professional. I'm a self-employed business owner, and Christina has proven to be as invaluable an asset to the company as myself. I will continue to use her services so long as she is offering them. The very best!

Feedback:

Hours were not posted physically on the outside of the office. Only after calling the number posted here (after I wasted 20 minutes blindly hoping someone would show up) did I find that she is out of town from Thanksgiving until New Years'. I went to Elitott Tax Service in downtown San Mateo instead, and had a much better experience.

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