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Complete Tax Solutions, Inc.
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11 reviews

Financial Advisors & Enrolled Agents

Complete Tax Solutions, Inc. is a financial and income tax practice based in Burlingame, California.

Our team can assist you with your tax return and life planning needs. We charge by the forms needed to file your returns and always provide a free estimate.

Our minimum fee is $700.00 beginning 2018.
Additional Information
Service Lines
Tax Preparation
Tax Planning
Accounting
Bookkeeping
Business Consulting
Payroll & HR
Tax Problems
Tax Preparation
Virtual CFO
Industry Focus
C Suite
Software Developers
Investors
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Complete Tax Solutions, Inc. Reviews
11 reviews
5.0 04/13/2017
Complete Tax Solutions is top-notch. The team there is smart, communicative and savvy when it comes to both the complicated and straightforward issues. I've been a proud customer for a few years now - and have entrusted them with my business and personal taxes, as well as financial management for my business. I've been very happy and have stayed way clear of any issues thanks to the team at CTS! David Mann
5.0 04/09/2017
We have used Kathie's services before they were CTS. There have been no problems with any of the tax issues and filings. The help during the year has been very helpful for planning both of our retirements.
2.6 03/29/2017
I was asked to provide a review here. Not sure why...it's not going to be a good one. I found that CTS promises big, but doesn't really deliver. It's an expensive service (~$1.5K per tax return) and they say that it's worth it because they'll provide tax advice for free during the year. I found that most emails went unanswered, or were answered outside of a time window where it was still relevant. I used them for three years, and found this behavior to be consistent. In the end, due to late advice, I ended up with a $150K tax bill, including $15K in interest and penalties, which just shouldn't have happened. I met with Kathie to see what happened, but never got a straight answer from her. I now understand what happened, but I had to dig through the tax return and the tax code myself. I was very preventable. I had debated using them again last year. I did, which was a mistake. I will not be using them this year.
5.0 03/29/2017
Awesome - very knowledgeable, professional, responsive and diligent. Highly recommended!
5.0 03/29/2017
Kathie and staff are outstanding at planning and executing a tax strategy and are extremely detail oriented. I couldn't be happier! Highly recommended!!
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