Reviews
January 11, 2017
"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."
December 8, 2016
"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."
December 7, 2016
"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!"
November 30, 2016
"I've been working with Christina Carter Tax Services since 2005. She has been a life saver for me helping me navigate the IRS and FTB confusion and getting myself right with them. With her help, I'm finally right with them. She helps me with my personal and business tax needs and is knowledgeable about both personal and business laws that help me make right decisions and saving me financially. She is thorough and detailed oriented, and very organized. Because of her I have an organized Tax system ! Thank you Christina for helping and seeing me through the process as well as keeping me and my business organized!"
November 17, 2016