Expect More from Your CPA: Founded on Trust, Driven by Passion
At A&L Financial Services, we understand the importance of staying compliant with government regulations and laws. With over 50 years of experience, our team of experts is dedicated to helping individuals and businesses like yours navigate the complexities of tax preparation and compliance. Our goal is to provide personalized services that exceed your expectations and ensure your peace of mind.
Our Services
We specialize in providing a wide range of services to cater to the unique needs of our clients. Our expertise includes individual tax preparation, tax preparation for businesses, trust income tax services, and estate and trust tax services. We also offer tax relief services, including IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS wage garnishment, and innocent spouse relief.
Our Team
Our team consists of experienced professionals who are certified Enrolled Agents (EAs) and have a deep understanding of the tax laws and regulations. Our team leader, Dan Hollenback, has over 10 years of experience as a tax specialist and business consultant. He has an MBA in Finance from California State University, East Bay, and a BA in Finance from San Jose State University. Yesenia Baca, our office manager and payroll specialist, has been with us since 2011 and has a deep knowledge of payroll law for companies in and out of California. Mike Hollenback, our consultant, has over 20 years of experience in preparing individual and business tax returns and has a passion for providing value beyond just form preparation. Cindi Hollenback, our controller, has been with us since 2002 and has been instrumental in keeping our office running smoothly.
Our Mission
Our mission is to provide exceptional service to our clients, whether it's individual or business tax preparation, and to help our clients achieve their financial goals. We strive to build long-term relationships with our clients and provide customized solutions that cater to their unique needs.
Our Expertise
Our expertise lies in providing personalized services to individuals and businesses, which includes individual tax preparation, tax preparation for businesses, trust income tax services, and estate and trust tax services. We also provide tax relief services, which include IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS wage garnishment, and innocent spouse relief.
Get in Touch
If you're looking for a reliable and experienced tax preparation and compliance service, please don't hesitate to contact us. You can reach us at (925) 455-2100 or connect with us at connect@anlfs.com.
Unprofessional Behavior
A few customers have voiced concerns about the professionalism of A&L's staff. Tyler Falconer reported being placed on hold and being told that the company was not accepting new clients due to being busy, a claim that seems suspiciously coincidental with the tax filing season. Diane E. had a negative experience with Cindy, who was reportedly rude during a transaction.
Exceptional Service
On the other hand, nearly all customers have praised A&L's exceptional service. Many reviewers have mentioned the company's friendly and professional demeanor, as well as their attention to detail and thoroughness in handling tax returns. Several customers have been with the company for years and have consistently received excellent service.
Tax Professionals
The tax professionals at A&L have been praised for their expertise, knowledgeability, and efficiency. Cindy, in particular, has been singled out for her exceptional service. Customers have praised her for being attentive, communicative, and accessible throughout the year.
Longstanding Relationships
Many customers have reported having long-standing relationships with A&L, with some families having used the company for decades. This suggests a high level of trust and loyalty among customers.
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