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Liberty Tax

Weschester, Texas

(76)
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Reviews (76)

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5/5

76 customer reviews

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6 April 2019

Update March 2019: I still stand by my original review. I highly recommend Liberty taxes. ***Especially if you have complicated situation like identity theft, or overwhelmed and not confident you did it right (because you can be penalized with interest, for that also. And audits are no fun.) The outcome of my tax nightmare was more than great. Rhonda did such a fantastic job. I even had refunds from the first 2 years. Now I'm just dealing with California Franchise Tax Board. Because they screwed up Rhonda's beautiful work and sent me a check without their re-calculations. Of course after what seemed like an eternity on the phone and transferred 12 times and then given a different number- I finally spoke with someone who instead of actually going through the information with me - literally made up excuses. AnI don't care with what "maybe" happened. They still owe me money. And they claim I still owe the almost $2000.   After sending me a refund for those said years. And no paperwork explaining any of it. So how do I get a refund AND still owe money. They claim the refund "also" included the over $4000 they intercepted from my federal the year before (for not filing my taxes the 2 years prior)..But god forbid you don't file for 1 year. And then identity theft the following year delayed my filing of that gand they intercepted my federal - over $4000. And still sent me harassing letters saying they were going to place Liens and wage garnishment. Now they've screwed up the numbers so much that they don't even have a clue. But now I can clue them in...  Thanks to Rhonda. More...

Reviewed on Yelp

1 April 2019

I worked with Aisha and she was very pleasant and understood my tax situation. She told me exact forms I'd need and got me in and out. I received my refund after about 14 days! She's very knowledgeable about taxes! More...

Reviewed on Yelp

6 March 2019

Actually, I am pretty excited about doing my taxes with Malkeet because I know I will get some decent money back every year. This is my 4th time work with Malkeet since I moved here from SF 4 years ago. I am pretty clueless when it comes to taxes, so I have to rely on someone who is knowledgeable, honest and a pro to do my taxes. Every time, I was in and out with any hassle. Besides taxes, he also helps me understand how property tax works, so I can get more money back every year vs lose money.Malkeet is a pro with excellent service. Malkeet is my MAN!!!!! More...

Reviewed on Yelp

25 February 2019

I've been working with them so many years now. I moved to San Jose but would still travel all the way. I have full confidence and the service worth every penny. They are super friendly and making sure you receive your full tax return you are entitled. Great service, highly recommended. More...

Reviewed on Yelp

24 February 2019

Avil took us right in, we had no appointment,  he quoted us a fee up front and it was a very fair one. We dropped off our paperwork and within an hour he finished it, we went back and signed everything.  Very friendly service,  honest and upfront,  we would recommend coming to Liberty to do your taxes.  We will be back again at tax time next year! More...

Reviewed on Yelp

14 February 2019

I walked in and a very pleasant lady (JENNY) greeted me and was so helpful through out the process. please come see her and you will not regret it.

Reviewed on Yelp

29 January 2019

I was assisted by Jenny today, she was awesome to say the least! Very quick service and she was very thorough in going through my tax preparation with her co-worker Elaine.

Reviewed on Yelp

17 January 2019

Avil is the man to go to! I was trying to get fingerprinting done a few doors down but they would not open their doors. I was unsure if Liberty did it but I walked in to ask and Avil was able to help me out with finding a place that did for me! He even went the extra mile to call the location and give me directions!!Thank you so much, I really appreciate how incredibly sweet and helpful you were! More...

Reviewed on Yelp

5 January 2019

I have been going to Dan and his team for many years. They always offer professional services with great advice on best ways to save and plan ahead. If you own a business I highly recommend this team, they are experts in personal and business tax returns. More...

Reviewed on Yelp

25 October 2018

I came in to see Malkeet 6 years ago when my taxes became too complicated and confusing for me to figure out on my own, and I'm SO happy to have found a trustworthy, friendly, and non-judgemental tax accountant like Malkeet. I've been trusting him with my taxes ever since. I am a business owner and Malkeet has helped guide me along the way. Taxes freak me out and his calm, jovial demeanor make taxes tolerable and even a little pleasant because I know I'll have peace of mind after I see him. I highly recommend him as a tax person especially if you've a complicated situation that could use his expertise. More...

Reviewed on Yelp

21 October 2018

This is my second time working with Malkeet.  He did a great job on an amended tax form.  Clearly laid out and explained his prices before hand. I had made a mess of a prior years taxes.  He was very thorough and patient, and cleaned up my taxes.  Will definitely go back in the future. More...

Reviewed on Yelp

5 June 2018

Friendly professional and effective. Solved my tax problem quickly and for no charge! 5 stars

Reviewed on Yelp

23 April 2018

I came here to Do my Taxes last minute! I was blown away by the level of customer service here by all the associates, very professional, respectful and caring. Dan was great help and took his time to show me everything and explain everything to me. I'm glad I had the opportunity to work with Dan and the team at Liberty Tax Service, I highly recommend them! I will be returning every year from now.!Thank you!!! More...

Reviewed on Yelp

9 April 2018

Thanks for the quick answer, I end up do not doing my taxex with them, but they were very nice even thought

Reviewed on Yelp

5 April 2018

We did our taxes here and couldn't be happier. Mayela was patient with us and explained each step of the process and what it would mean overall. We had many changes in our life over the last year and were worried we would file our taxes wrong. She made our entire experience enjoyable and we will be back next year. More...

Reviewed on Yelp

2 April 2018

It was my third year doing my taxes with Dan and his team. They were able to get me a good refund again and told me what I need to do for next year. I got great tips so now I am prepared. Very reasonable price , excellent service and very friendly. Roccomhanded to everyone. More...

Reviewed on Yelp

2 April 2018

Adam D. was great! Thank you for your help and explaining everything along the way. I'll be back next year. They let me do same day appointment and come in right away.

Reviewed on Yelp

14 March 2018

This is my first time here and I usually don't bother to write reviews (but I feel the need to do this). My friend referred me to this location and I'm very impressed with the service I received. I've done my taxes for the last 5 years by myself; but I'm glad I came here as they managed to get me an awesome refund and spent time with me to figure out other deductions that I've missed.My only regret is that I didn't discover these guys sooner!!! More...

Reviewed on Yelp

16 February 2018

Liberty Tax is the best in the business. They're very friendly and provide free consultations.

Reviewed on Facebook

26 January 2018

We are very pleased with this business.   We have used them for many years and are very satisfied with the attitude and integrity of the business and the services they provide.  We highly recommend!!!

Reviewed on Yelp

18 August 2017

I had a single question about tax what percentage I can expect to pay on a 401k if withdrawn early.  I searched yelp for for tax services and called several of the top listings only to be told I need an appointment which would be charged at the normal consult price of $100/hr.  After calling 6 or 7 with the same response, I reached liberty.  The gentleman was polite, I asked if he or someone available might be able to answer a question and he said he can certainly try.  Instead of giving me a vague, general response, he asked for some tax information of mine and gave me an idea of what to expect based on the information I provided.  The interaction took 5 minutes, but in that time he went above and beyond in customer service.  I know where I will be going next tax season, they've most certainly earned my business. More...

Reviewed on Yelp

2 July 2017

I've been coming to Liberty for years. Taxes are easy enough for one to do on their own, but this place doesn't kill customers with prices, and their team is exceptionally fast (primarily do walk-in business). The staff is always friendly, and the process literally takes a couple minutes. Pretty short review, but these guys handle their business well. Only once a year, but always a good experience. More...

Reviewed on Yelp

8 May 2017

Dan helped me out to try and figure out what would be best for my business. He was 100% professional, very understanding, easy going, and ultimately cares about you and your business. I highly recommend. Ask for Dan!!!

Reviewed on Yelp

22 April 2017

I was thrilled with their services! Wonderful, kind, knowledgeable staff! I had my tax return within a week! Thank you Liberty Tax!

Reviewed on Facebook

10 April 2017

Great service, I've been doing my taxes with them since 2014 and couldn't be happier. Very professional service with reasonable price. A+ for Avil who did my taxes.

Reviewed on Yelp

7 April 2017

June and Chitra helped me a lot. They are very professional and most importantly very patient. They also give me good suggestions for future tax savings. I would highly recommend them to my friends and anyone who need tax services. Thanks you so much June and Chitra! More...

Reviewed on Yelp

5 April 2017

This place is awesome - I got my taxes done here and the service was fast and profesional. These people are very knowledgeable when it comes to tax law. Neville did my taxes and he was super friendly and informative. He gave me some great tips to be better prepared for next tax season. More...

Reviewed on Yelp

1 April 2017

After paying a much higher amount with my previous tax representative I decided to try something closer to home. Read reviews about Dan and came to Liberty.  Unfortunately Dan is growing his business and now managing their San Jose location.  Fortunately Avil his brother is at this location.  Avil was very easy to talk to and helped me understand what I had to deal with this year as well as forecasting for next year with my new career path and income.  The great thing is Avil is also a Real Estate Agent and we were able to discuss our residential ownership questions related to taxes on equity.  Very happy I found someone close to home and now a long term client! More...

Reviewed on Yelp

25 March 2017

My friend recommended me this place and I decided to give it a try this year which I am very glad that I did. June took us in the first time we got there. She was very friendly and told us that they could get the tax done in a day. I was a bit uncertain when she told me, but guess what, they did it! We came back the day after, Chitra sat with us and explained our tax situation to us very patiently. At the end, the manager showed up to make sure we maximize our return. The whole process is fast, people are very friendly and most importantly, they have a very good deal for new clients! I would highly recommend this place to others if you haven't done your tax yet! More...

Reviewed on Yelp

13 March 2017

I had a great experience doing my small business taxes at Liberty! I brought my paper work to Pei and she diligently reviewed my accounts and got everything in order! At our appointment we reviewed the details and she was ready to file. She also offered other services as payroll that will reduce my costs.  Come here and leave worry free when you need to file your taxes! I highly recommend her services! More...

Reviewed on Yelp

11 March 2017

Excellent service!! They were amazing explained everything carefully!! Will defintely make this my new tax place.

Reviewed on Yelp

9 March 2017

Highly recommended!We have tried other Tax preparers and have good experiences with them however they are really costly. Dan took care of our taxes last year and was very happy with his service. He was able to save us fees while maximizing our refund. This year we returned, he introduced me to Chitra and she did the same thing. She also took time and provided us with extra explanations which gave us more understanding of why things were done that way. We are very impressed by their personalized and 1:1 customer service. Thank you Dan and Chitra for always helping us with our taxes, looking forward to seeing and working with you next year. More...

Reviewed on Yelp

4 March 2017

Extremely knowledgeable, very honest and a pro at what he does. Over the past couple of years my job has taken me to a couple different cities, no matter where I am, I put in an effort and  to come to this place to file my taxes. You're not just another customer / client to them, they take the time to understand your situation and advise you accordingly. It's important to have a solid tax consultant, that's why I come here each year. More...

Reviewed on Yelp

13 February 2017

Malkeet is as best is they come! Not only he is very knowledgeable, but also patient and explains exactly how to do it right! I couldn't ask for a better assistance and service on my personal and business taxes. His staff are very kind and helpful and will make you feel highly welcome. I can't recommend this place enough! Need to get your taxes done, personal or business? Malkeet is the go-to guy! More...

Reviewed on Yelp

5 February 2017

Avil took good care of me. I usually do my own taxes but decided to seek professional assistance this year and I'm quite pleased. I would definitely recommend this location. Thank you Avil for your amazing customer service and support More...

Reviewed on Yelp

4 February 2017

Been going here for 5 years now and they are always professional and do their best to help me and my wife. Dan and Hanna are the ones I go to for great service and help with understanding my lack of tax knowledge. Thank you guys!

Reviewed on Yelp

29 January 2017

This is one of the best tax places I have ever been to. I was apprehensive at first but then I heard they had a new owner. The woman that did my taxes was very knowledgeable. I will definitively use them again! Happy customer:) More...

Reviewed on Yelp

28 January 2017

This liberty is under new management and she has turned this place around. The tax preparers were nice, very knowledgeable and made me feel at home. I am so glad I came here as they answered all my questions and got me more refund than I had gotten doing my return online. I recommend this place highly! Check them out. More...

Reviewed on Yelp

18 January 2017

Mr.Dan is very proficient, my 2015 taxes were completed by him, he saved me $9k, my CPA for 15 yrs didn't write off many things or not aware of new laws -he told me that I would owe $9k so I got extension and he got sick, so I made a apt with Dan- thank god I did because he saved me money. Thank you Dan .

Reviewed on Yelp

23 August 2016

Spoke to Dan S. regarding a couple questions I had on my taxes and how the whole thing worked when you added a business into the equation.  He was very helpful, and was great at explaining everything thoroughly.  I will definitely be coming here for my taxes in January! More...

Reviewed on Yelp

22 June 2016

I have been with this location since 2005. Great service, great people, very professional, reasonable cost for preparing very simple to very complex taxes which I have had both of. The people are subject matter experts and I often consult with them about taxes, retirement, real state, and investments. I recommend them every day of the week and twice in Sundays. More...

Reviewed on Yelp

14 April 2016

Dan was quick to reply to this review and apologized for the inconvenience. So updating the stars for customer service maintenance. =====================Made an appointment in advance and waited 30min still. No greeting or acknowledgment - just a lot of waiting. It didn't seem like anybody really booked my appointment. What's the use of booking appointments when you have to wait?  We ended up walking out... And wasting our time. More...

Reviewed on Yelp

5 April 2016

Great service!!!!!!!Dan is awesome.We will be back for sure next year.Do not go anywhere else. Dan will help you to get your money back.:-)

Reviewed on Yelp

30 March 2016

This was my first year doing my taxes and I'm glad I went to Dan down at Liberty Tax. They have a very professional business and I was in and out within the hour. Dan and crew and very helpful and I will definitely be coming back. And by the way, you can't go wrong with the fee being  $100. Thank you Liberty Tax! More...

Reviewed on Yelp

29 March 2016

The woman that helped me was second guessing everything she did. I didn't have anything complicated about what I was filing or claiming, and she was very awkward to work with. I'm not sure if it was her second day on the job or what but I wish I would've had a faster experience here. The gentleman who works there definitely seemed knowledgable and friendly though so I can't give a horrible review to this place. Just needs more staff to help out. More...

Reviewed on Yelp

28 March 2016

This is my 2nd year using Dan at Liberty Tax Service. I am so glad I came back!...I have to admit, I tried to do my own taxes on Turbo Tax this year, JUST to see what I would get (my company offers an additional discount off of the TT online service). I went through the process, but at the end felt that my return was a little....off? Then I went back to Liberty Tax. Dan was professional, attentive, and I didn't wait for service at all. He really helped me maximize my return, and through his expertise found extra money that I missed on my own with Turbo Tax (stupid student loan questions!). I am super grateful for Dan's service, and low prices. Liberty Tax Union City has a customer for life :) More...

Reviewed on Yelp

20 March 2016

I was here today to get my taxes done. Dan helped me with my returns and he was great. Dan was warm, calm, welcoming and very keen to listen, learn and help. I am glad i chose liberty tax services. Dan finished my returns in about 30 min and he explained me how i could increase my return and maximize tax benefits for future. This place is recommended for everyone looking for tax or financial consulting. I felt the pricing was reasonable too. In addition, i learned these guys help with buying a home too... Ask Dan if interested and he is great at explaining everything in detail. If you use my name, you would get an additional $20 off your return (new customers only). Good luck all with your taxes this year. Make sure you pay uncle Sam or he will find you... Lol... Take care all More...

Reviewed on Yelp

18 March 2016

Dan is lovely. He has prepared my taxes since I moved to the Bay area and has always been very thorough, accommodating, and knowledgeable. I highly recommend him.

Reviewed on Yelp

7 March 2016

This year was my first year filing my taxes without my parents, so I was pretty apprehensive going in. However, Dan and his team were fantastic in educating me about my options and walked me through the entire process. They asked relevant questions and helped me feel in control of my situation being a full-time student and contract worker. I am very happy with my experience there and I would recommend this place to anyone. More...

Reviewed on Yelp

6 March 2016

First came in with my fiancé after reading some of the reviews on Yelp. We called in on a Sunday to see if they had available time slots to serve us that day. Yes they did, Dan asked me what time worked, I said like 2ish and he said. "sure, see you then".  Dan helped her out, he was professional and very attentive. I came two weeks later and was helped by Avil, Dan's brother. Exceptional customer service from him also. The entire process took about 1 hour. After he read off my summary and was given a folder, paid the service fee of $100, I was on my way. More...

Reviewed on Yelp