Stephanie Anderson, EA Customer Reviews

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Rated by Juliet S on Oct 3, 2023

Agency

California Franchise Tax Board (CA FTB)

Problems

Unpaid Taxes, Unfiled Tax Returns, Tax Penalties

Solutions

Installment Agreement, Penalty Abatement

Internal Revenue Service

Problems

Unpaid Taxes, Past Due Tax Return, Tax Penalties

Solutions

Payment Plans, Individual Tax Preparation, Penalty Abatement

Review

Stephanie was amazing! She went through all of my back taxes, explained how we were going to tackle them, helped me negotiate an installment agreement, and fought on my behalf to get penalties and fees waived, saving me thousands! She's awesome, and I'd recommend her to ANYONE who has tax problems.

Stephanie Anderson's reply on Oct 5, 2023

"Dear Juliet, First and foremost, you are a pleasure to work with. We are delighted that we crossed paths and got to know each other. We are thrilled to hear about your positive experience with Stephanie and our tax resolution services! Stephanie is indeed a dedicated and knowledgeable professional who takes pride in helping clients like you navigate through their tax challenges. It's fantastic to know that Stephanie not only assisted you in addressing your back taxes but also took the time to explain the process and worked diligently to negotiate an installment agreement on your behalf. Furthermore, her efforts in securing the waiver of penalties and fees, resulting in significant savings for you, truly exemplify her commitment to your financial well-being. Your recommendation means a lot to us, and we greatly appreciate your trust in Stephanie and our team. If you know anyone else facing tax problems, please don't hesitate to refer them to us. We're here to provide expert assistance and relief to individuals in similar situations. Thank you for choosing our services, and we look forward to continuing to assist you with any future tax-related needs. If you have any questions or require further assistance, please do not hesitate to reach out."

Rated by James C on Apr 24, 2023

Agency

California Franchise Tax Board (CA FTB)

Problems

Unpaid Taxes, Tax Penalties

Solutions

Individual Tax Preparation, Offer In Compromise

Internal Revenue Service

Problems

Unpaid Taxes, Tax Penalties

Solutions

Payment Plans, Individual Tax Preparation, Offer In Compromise

Review

I ABSOLUTELY ADORE STEPHANIE!!! In addition to being so kind and friendly, she helped me IMMENSELY to get through an extremely messy tax situation. In 2019, my sister had passed away and I inherited a property that we (my sister and I) had inherited from our mom when she passed in 2006. It turns out that Jess and I had been doing our taxes incorrectly for years. Stephanie and her team went through nearly a decade of my tax returns to sort out the mess and figure out what we owed for a VERY reasonable price. Instead of me having to pay a massive tax bill (imagine $150,000 in unpaid taxable income), she created a solution to span the income claim over a 4 year period to allow for a manageable recovery. I'm sure I'm describing this poorly because I don't know the ins and outs of it all, but needless to say I am SO DARN GRATEFUL that Stephanie cleared everything up. May I also add, on a personal note, that as of 2 weeks ago, the 4 year tax reconciliation plan has been completed :) Going forward, everything will be back to normal! Stephanie, I cannot thank you enough for all of your help!! You have been the most wonderful in assisting me get through a financial mess. I will always be rooting for you and wishing you the best journey in life. Thank you, thank you, THANK YOU!

Stephanie Anderson's reply on Apr 24, 2023

"You are so valued and appreciated. It was a joy to work with you. You communicated well, were friendly, and had respect for our review process. Not to mention how organized you are! Thank you so much for your heartfelt and detailed review of your experience with Stephanie and the Tax Prose team. We are glad that you found her to be kind, friendly, and incredibly helpful in resolving your tax situation. We understand that dealing with tax issues can be stressful and overwhelming, especially in a situation as complex as yours. We are happy to hear that Stephanie was able to navigate through nearly a decade of your tax returns and provide a solution that helped you manage your financial situation in a sustainable way. We appreciate your kind words and thank you for acknowledging our team's dedication to our clients. It is always gratifying to hear that our efforts have been appreciated, and we are thrilled to hear that the four-year tax reconciliation plan has been successfully completed. Thank you again for entrusting us with your tax needs, and we wish you all the best in your future endeavors. It is a joy to be appreciated and of real service to you. "

Rated by Derrick Th on Mar 16, 2023

Agency

California Franchise Tax Board (CA FTB)

Problems

Unfiled Tax Returns, Tax Penalties

Solutions

Penalty Abatement

Review

Thanks for taking time to explain to me the process of penalty abatement and the pros and cons.

Stephanie Anderson's reply on Mar 16, 2023

"Hello Derrick, It was nice to speak to you! You're welcome! It was my pleasure to explain the process of penalty abatement and the potential advantages and disadvantages of pursuing this option. Penalty abatement can be a useful tool for individuals or businesses that have been assessed penalties by the IRS or other government agencies, as it may allow them to reduce or eliminate the amount owed. "

Rated by Anonymous on Mar 13, 2023

Agency

California Department of Tax & Fee Administration (CDTFA)

Solutions

Sales Tax Preparation

Internal Revenue Service

Solutions

Individual Tax Preparation, Business Tax Preparation

Review

Stephanie is very knowledgeable and helped us with our personal and business taxes. She was always there to answer questions and look into anything we needed.

Rated by Anonymous on Mar 3, 2023

Agency

California Franchise Tax Board (CA FTB)

Problems

Unfiled Tax Returns

Solutions

Installment Agreement

Review

I’ve just begun to work with Stephanie and her team and I am already so impressed! Their caring customer service, willingness to find a way to make it work for ME and attention to detail has gotten our relationship off to a beautiful start.

Stephanie Anderson's reply on Mar 3, 2023

"Thank you for sharing your positive experience working with Stephanie and her team! It's always great to hear about caring customer service and attention to detail, especially when it comes to building relationships. It sounds like Stephanie and her team are going above and beyond to ensure that your needs are met and that you're happy with the service they provide. I'm sure that with this level of dedication and commitment, your partnership with Stephanie and her team will continue to be successful and mutually beneficial. It's important to have a team that not only understands your needs but also goes the extra mile to find creative solutions that work for you. Please don't hesitate to reach out to Stephanie and her team if you need any further assistance or have any feedback to share. I wish you all the best in your future endeavors together"

Customer Rating Summary

5.0

Customer Rating

17 Reviews

100%