Adam was friendly, knowledgeable, fair in pricing, able to work with me remotely, and most importantly, saved me thousands of dollars on my tax return. Strongly recommend!DetailsI chatted with Adam for a second opinion on referral. Im a Canadian who had a complex USA tax situation based on my recently moving to the US, having stock options, and a few other factors.Adam gave me a free consultation where I outlined my concerns with how the other tax professional was preparing my taxes. He listened patiently and outlined how he would approach differently, even reviewing my documents.Throughout the process he was very friendly, and open to working remotely (I live in California). He stated how he would approach my taxes differently after his review, around how much he would charge, and what timing he could support.By this time I was happy to engage him. He completed by taxes on the timeline he said he would, took the time to go over them with me, and explained what the refund process would look like.The final result was that Adam saved me thousands of dollars by properly treating complex stock transactions. I was happy to give him my money, plan on using him next year, and will refer him to anyone who will listen!

Adam and his team are absolutely amazing with their talents, customer service, and when it comes to providing a stellar experience. If youre needing tax services, I would highly recommend Adam Valdez CPA PLLC.

Adam, Amber and everyone in the office are a pleasure to work my taxes with. Professional, friendly, accurate service has been my experience in all the years Ive worked my taxes through their office.

Honest to good people who are extremely knowledgable. I wouldnt trust my taxes with anyone else!

Friendly, Fair & Fast.