Valoria Tax

Outstanding service! This tax company helped me get my business finances fully organized, ensured everything was compliant, and even set me up on a manageable IRS payment plan. Rene was incredible—always reaching out, keeping me on track, and providing support throughout the entire process. Extremely professional, understanding, and reliable. Highly recommend for anyone looking to get their finances in order!

Tax advisor providing incorrect statements, shortened consultation time. I reached out for personal tax consulting. The assistant scheduled me for a chat with a tax advisor, quoting 300 dollars (initially posted a 350 dollar bill for me to pay and changed it to 300 after I pointed it out). The tax advisor did not understand how ISO taxation based on FMV works, did not know how share holding period clocking work, incorrectly stated that they will be taxed as income at sale rather than capital gain. The tax advisor did not know about the implication of disqualifying disposition, and stated that in the event of disqualifying disposition, all of it will be considered regular W2 income. I questioned the advisor on the apparently incorrect statements, and asked again on the tax advisor's understanding of form 83b. The tax advisor stated that "form 83b is something you must file within certain amount of time after initial grant date" which is again incorrect. I pointed it out and the tax advisor went offline. The consultation is supposed to be 1 hour long and the tax advisor went offline after 22mins. Later that day, approximately 1 and a half hour later, I received an email that made some analysis (which are indeed correct and consistent with my own research) and the following words in the end (see attached screenshot). The only reason I'm asking to talk to tax advisor is that I do not fully trust chatGPT answers. I'm not sure how to take it if the tax advisors are not nearly as capable as ChatGPT and refuse to admit they were wasting my time.

Valoria helped my small San Diego business with Human Resource policies and compliance. We worked remotely and things went smoothly overall. They work so hard to make sure you feel comfortable and supported along the way. I only had to follow up once, but they were responsive and helpful. 10/10 I would definitely recommend if you need HR support in southern cali.

Valoria Tax has been a game changer for my small business. They walked me through every step of the process, saved me more than I expected, and were always available for questions. Professional, fast, and friendly!

Valoria Tax really helped me out. I was super stressed about my taxes and had no idea where to start, but they made the whole thing way easier than I expected. They explained stuff in a way that actually made sense and got everything done pretty fast. Def recommend if you’re feeling lost with taxes!

I called Valoria Consulting today for advice about my taxes since I was behind on a few issues. Renae was great — she quickly set me up with one of the CPAs on her team, and within just one call, they were able to advise me on exactly what to do next. I really appreciate how responsive and helpful they were. Highly recommend!

Single-handedly the best CPA/Bookkeeper I’ve ever had the pleasure of working with. The fairest price, the fastest service, and the best customer service I have ever experienced. Hands-down will be working with them again. Renee is the best!

Valoria Tax is efficient and straightforward and professional. They handled my tax situation with clarity and speed without overcomplicating things. Communication was solid throughout and I felt confident in their expertise, no gimmicks just competent service

Honestly had no idea where to even start with my tax mess, but Valoria made it way less stressful. They actually explained things in a way that made sense and didn’t make me feel dumb for asking questions. Super responsive, super chill, and they handled everything way faster than I expected. Would def use them again.

Valoria Consulting has been a game-changer for managing my home healthcare agency's taxes. They've not only saved me valuable time but also significantly reduced my tax burden. Their expertise has been so beneficial that I'm seriously considering entrusting them with payroll as my agency expands to new locations.