Saldana & Associates, Saldana Tax Service - Lodi, California

Saldana & Associates, Saldana Tax Service: A Comprehensive Overview

For individuals and businesses seeking reliable and professional financial services, Saldana & Associates, Saldana Tax Service stands as a respected name in Lodi, California. Located at 16 W Elm St, Lodi, CA 95240, this established firm offers a comprehensive suite of services designed to meet diverse financial needs. With a dedicated team of experienced professionals, Saldana & Associates has cultivated a reputation for accuracy, integrity, and personalized attention to each client. The firm’s commitment to client satisfaction is consistently reflected in its positive online reviews and high customer ratings.

Phone: 2092245410

Website: saldanacompany.com

Specialties: Tax preparation service, Bookkeeping service, Notary public, Tax consultant.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.

Opinions: This company has 36 reviews on Google My Business.

Average opinion: 4.6/5.

Services Offered by Saldana & Associates

Saldana & Associates provides a broad spectrum of services, catering to both individual taxpayers and small businesses. Their core competency lies in tax preparation, where they meticulously handle all aspects of tax filing, ensuring compliance with current regulations and maximizing potential deductions. They specialize in navigating complex tax laws and minimizing tax liabilities for their clients. Furthermore, they offer comprehensive bookkeeping services, providing accurate and up-to-date financial records for businesses. This includes maintaining general ledgers, preparing financial statements, and ensuring proper cash flow management.

Expertise and Qualifications

The team at Saldana & Associates comprises highly qualified and licensed professionals. Their expertise spans a wide range of tax areas, including individual income tax, corporate tax, partnership tax, and trust tax. Each member of the team is committed to staying abreast of the latest tax law changes, guaranteeing that clients receive the most current and effective advice. Tax consultants are available to provide strategic planning and guidance on financial matters, helping clients achieve their long-term financial goals. The firm’s notary public services offer convenient and secure document authentication.

Location and Accessibility

Saldana & Associates’ location at 16 W Elm St, Lodi, CA 95240 provides easy access for clients in the Lodi area and surrounding communities. The office is equipped with modern technology and a comfortable environment to facilitate productive consultations. Recognizing the importance of accessibility, the firm offers a wheelchair accessible entrance and wheelchair accessible parking lot, ensuring that all clients can visit with ease.

Client Testimonials and Reputation

The company’s commitment to excellence is reflected in its consistently positive client feedback. With 36 reviews on Google My Business, the average rating is a strong 4.6/5, demonstrating the high level of satisfaction experienced by clients. Reviewers frequently commend the firm’s professionalism, responsiveness, and ability to provide clear and understandable explanations of complex tax concepts. Many clients highlight the personalized attention they receive and the peace of mind that comes from knowing their taxes are handled by experienced and trustworthy professionals. The firm actively solicits feedback from clients to continuously improve its services and ensure client needs are consistently met.

Why Choose Saldana & Associates

Several factors contribute to Saldana & Associates’ success and distinguish it from other tax and accounting firms. Firstly, their extensive experience and deep understanding of tax regulations provide clients with confidence and assurance. Secondly, their commitment to personalized service ensures that each client receives tailored advice and attention. Thirdly, their dedication to accuracy and compliance minimizes the risk of errors and penalties. Finally, their accessible location and commitment to accessibility make it convenient for clients to conduct business.

Key Features and Benefits

Here’s a summary of the key features and benefits clients can expect when working with Saldana & Associates:

• Comprehensive Tax Services: From individual to corporate tax returns.
• Reliable Bookkeeping: Accurate financial records for business success.
• Expert Tax Consultation: Strategic planning for financial goals.
• Notary Public Services: Secure document authentication.
• Accessible Location: Conveniently located in Lodi, CA.
• Wheelchair Accessibility: Ensuring inclusivity for all clients.
• Positive Client Reviews: High ratings reflecting client satisfaction.

Appointments recommended to ensure adequate time for personalized attention and detailed consultations. We encourage prospective clients to contact Saldana & Associates today to schedule an appointment and discuss their specific financial needs.

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👍 Reviews of Saldana & Associates, Saldana Tax Service

Mike S.

1/5

Terrible customer service. Run; don't walk. In my opinion, these goofballs couldn't handle a kid's lemonade stand. Patti was extremely rude and unprofessional. It was a total disaster.
The owner, Patti, later proceeded with her bizarre, aggressive harassment and made untrue statements in her response to another review on another site, as possible revenge, as it appears that she didn't seem to want any truth to be posted. Our only purpose for reviewing this business is to save someone else from a bad business and bad business practices. Our review isn't the only negative review with a similar recent experience. Our phone records show phone calls coming from this office, and we're speculating it's for the purpose of more harassment; we did not answer the phone calls. It appears that this place of business may have been in good standing some time in the past, but it's speculatively possible there are some major issues going on that have caused some type of severe issue or problem with the business or ownership. If you are looking for high stress, gaslighting, and a nasty Karen-esque attitude, this is your place, and Patti is who you want. To be clear, we were civil/polite throughout the whole time, even when we were treated badly. In my opinion, please save yourself grief and stay far away. Also, the owner's response mentions something about some other business with the name, "Sohal". We are not that person or business, although we did see that there is another similar review from someone with that name. Anyone can contact me with questions. We are open. This review is only an opinion.

SV

1/5

Don't go them if you have any simple tax questions at all. Patty is rude, and will talk to you like she is above all. I literally just had a question about my taxes having a new source to report, she totally said "you're not special, everybody's taxes are done the same way". Um, I wasn't looking for anything special, and no, not everybody's taxes are done the same way 😆 so rudely unprofessional! She must've been having a bad day or something.

Tanya M.

5/5

Verna was beyond knowledgeable about taxes she was friendly and fast she was able to get me an appointment that worked for me. The order workers seemed to be pretty friendly as well and none made me feel bad that I had to bring in my two young daughter's. The place was clean and welcoming. So glad I came here instead of h&r block to file my tax return.

Sheri D.

5/5

My husband and I had our taxes done this morning by Patty. What an easy and relaxing experience. Patty was very professional, but she made us feel very comfortable. I have been doing our taxes on turbo tax but something changed and made it really confusing so we decided to go to a professional, and so glad we did! Patty is our new tax person, thank you Patty for a great experience!

Sergio V.

5/5

We visited Saldana & Associates for our second year in a row to see Verna. Last year was such an easy and seamless experience, so going back was a no brainer. Thank you Verna, for making us feel welcome and giving us the same great service we got last year! I definitely recommend taking time to visit them and I have already referred friends and family of my own! See you next year!

David T.

5/5

Patti is the absolute best! I had used accountants in the past and until I found Patti, I had always had issues regarding communication, promptness or competence! Patti is always there whenever I have a question regardless of the time of year and she is always great at explaining the tax code or any question I might have. She provides me with ABSOLUTE PEACE OF MIND, and that alone is PRICELESS! I will never go anywhere else I do not care where I live in the United States, I will always use Patti because finding a great accountant is harder than finding a great mechanic! THANK YOU PATTI!

Brandi S.

5/5

Since I have been able to file taxes Patti is who I have gone to; this was my eleventh year filing. She is fantastic, she's personable, thorough and always willing to answer any questions you may have. As long as Patti is in the tax business she will be my go to.

Danielle D.

4/5

Very happy with our appt and having our taxes done! Thank you Verna for your help this year . We will be repeat customers. The process was quick and painless and we are happy. Great customer service!