Zappitelli Financial Services - Tax Preparer - Accounting Firm - Financial Planner Johnnycake Ridge Rd, Concord

Me and my boyfriend went to go file our taxes at the same time they assumed that we would want our taxes back at the same time so they held mine until his were done then proceeded to charge us a little over $500. For all I care they suck and are not professional. I will never go there again.

Zappitelli Financial Services is an outstanding family-owned and operated company! My family has used their services for decades. Reasonably priced, and trust me, I've checked around. They have never steered us wrong. Their entire team is friendly and considerate, and we won't go anywhere else! Recently, they helped my husband and I figure out all our business needs, as we became entrepreneurs. They'll explain best options for investing- Roth IRAs, 401k, etc. They answered any questions, and helped us to make healthy financial decisions. As we took the leap to start our business in the middle of this pandemic, we were so glad we sought guidance financially with the Zappitelli's. Becoming a first-time business owner is stressful enough, let alone navigating the accounting/taxes. We are indebted to them for their counsel, and helping us to save for, and invest in, our future! Give them a call and see for yourself. The Zappitelli's will help you. Highly recommended!

I started using Zappitelli Financial Services in 2012 and they have always done an outstanding job. As my taxes became more complicated, they explained my options and guided me down the most tax-efficient path. And prices are very reasonable, especially compared to better-known competitors.

Robert helped us sign and notarize an out-of-state real estate closing package. Everything went very smoothly

I have worked with Zappitelli for years for my business and personal taxes - I cannot say enough great things! I trust them implicitly and they are always on top of changes and new ways I can take advantage and save money. Josephine was my initial contact 10 or so years ago but I have worked with the entire team at this point and HIGHLY recommend them!

I had no idea that my dad's taxes had already been done. He died April 2 and I filed an extension. No one ever bothered to tell me I didn't have to do that. So October 15 rolls around and I'm frantically trying to get to the location to finish the taxes, not knowing what was needed, etc. As they're trying to figure out who he is, someone finally comes out and says, "oh your dad filed his taxes in February," helllllooooooo, why didn't someone tell me this when I filed the damn extension? They were totally clueless....

We have been using their tax preparation service for more than seven years (from out of state) upon the recommendation of our parents who have used them for ten plus years. We will never use them again and will stop recommending them to others. They made a simple mistake on our filing which is one thing, but what's worse is that they refused to correct the mistake and were instead defensive, lazy, and rude when we called to resolve. When my spouse called Diana Zapatelli to resolve, her words were "here's the number to call, if you want your refund figure it out yourself." She then hung up the phone. Yes, she hung up the phone on a customer. Insane. My spouse and I work in service related industries (law and financial services) and this is the worst customer service we've ever received. Disappointed.

I have a fear of anything having to do with taxes or personal finances. Laura Zubkousky has helped me with multiple years of taxes (Fed and 3 different states as I have moved around a bit). She takes the stress out of the process for me while being thorough and accurate with my submissions. Changed the entire experience for me!

They made a mistake on our 1997 taxes which caused us to underpay a CA tax due, which came back to bite us all these years later with interest and penalty, as you might imagine. I went to them for assistance in figuring out what went wrong, and Robert apparently decided it would be easier, for the purpose of weaseling out, to manufacture some ridiculous umbrage at something very innocent I had said during that meeting, and so subsequently (using a mild profanity, mind you, but just briefly...repeated twice, though) told me he was offended and that he was not talking to me ever again and would communicate only through his lawyer. So meanwhile, I figure it all out myself with the help of the CA tax board (very good, by the way) and get the right forms, make an eloquent and air-tight argument on paper, and end up getting the interest and penalty dropped and then just paid the original tax...which we would have done gladly IN THE FIRST PLACE, had the incompetent Zappitelli known his way around the tax laws that he was PAID to know. It's not like it was some super out-of-the-ordinary situation; Zappitelli flat out did not realize that CA taxes on a "global" income basis (still didn't, after all those years) ...so it was ignorance of a basic fact, causing a well-paying client a headache, pure and simple; but, there was a failure to even acknowledge that. You know what the weasel tactic was? He had his lawyer inform me that 7 years was the limit of accountability for any errors. What about personal accountability? What about competence? What about honesty? Mistakes happen, we are all human. I'm not inclined to be angry over a mistake, if it is acknowledged and dealt with in a professional manner. In this case, though, I was treated like a chump. When Zappitelli expressed his ridiculous umbrage, he used a sly character attack, as he said: "you are only out for yourself in this thing". Now, think about that: here is a problem, OUR tax problem, my wife and I's, that is a result of a mistake HE made, on a job he was PAID to do. And so, he got offended because I made the completely innocent remark "well, you probably have some sort of coverage for this kind of thing, right?". Completely innocent, simply because I really don't know how it works, okay? But his umbrage was, he said, based completely on that remark, which ironically was made BECAUSE I'm a nice person I didn't want to think that, if it was found to be his mistake (it was) that it would impact his bottom line very much. Okay? So, I guess no good deed goes unpunished.

I use these guys for both my businesses as well as my personal taxes. They're always incredible, helpful, and supportive. A great family business. I would highly recommend them, and have many times.