Client Review on Christina Carter, EA

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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.