7801 Folsom Blvd # 301, Sacramento, CA | Directions 9582638.550385 -121.412633
Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED
Neighborhoods: Southeastern Sacramento
October 12, 2012
I have been a client of Ms. Sanchez's for close to 7 years. Due to circumstances beyond my control, I fell behind on tax filing deadlines, etc. beginning 2008 going forward. Consequently, I was actively pursued by both the IRS & the State of CA Franchise Tax Board.....this included them encumbering several pieces of real estate. Ms. Sanchez was un-yielding, and steadfast in her dealings with both groups, and proved to be a remarkable advocate for me. At one point as some of the issues became complicated, and out of her realm of expertise, she was able to draw on multiple professional contacts to assist her in obtaining an extraordinary resolution on my behalf.
Words don’t adequately describe how professional, qualified & fair Ms. Sanchez has been in her role as my CPA. I have no hesitation in giving her a “two-thumbs up”, and recommend anyone in need of a CPA to make a consultation appointment with her!
R. V. Isch
Fantastic CPA! – What a great CPA! We went to see Beverly Sanchez after having serious troubles with an 'expert' at H&R Block. The 'expert' was known to be one of their best and most experienced tax preparers -- he had been with H&R block for many years. In spite of this he made a number of mistakes on our tax returns, so we were desperate for help.
One example of a serious error was when he said I had over-contributed to a business retirement account. I had contributed the maximum to a solo (self-employed) 401k -- since I (sole proprietor) was over 55, the limit of all qualified retirement plans in 2011 was 54,500. I, as a W2 employee of the govt, also contributed to a 457 plan. He said the 457 plan contributions should be included with the 54,500 limit. This is absolutely false. He wanted me to refile and pay penalties for supposed over-contributions in previous years, and withdraw these amounts from my annuity and pay annuity penalties, too. But Beverly knew better. She knew that the 457 is totally separate and does not affect the section 415 limits.
She prepared our returns quickly and easily. The H&R Block 'expert' had us come in THREE times (one of those times we were called in error -- we had to turn around and go back home) and we sat in his office for a total of about 20 hours while he struggled and fiddled with our tax returns. Beverly had us out in less than two hours. She brought up issues the other guy missed completely. After all this, we were surprised to find this firm cost less than what H&R Block wanted to charge us, too!
Needless to say, we were happy and grateful to find such a reasonably priced, competent CPA.
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