LPLM Tax

Victoria Feldman 

on Google

3 weeks ago

We trusted her to handle our 2025 taxes, but communication has been extremely poor. We repeatedly tried to get an update and could not get a clear answer about whether our taxes or even an extension had been filed. When we contacted the office, her assistant told us over the phone that she “probably” filed an extension. That was extremely concerning to hear. When someone is handling something as important as your taxes, you should not have to wonder whether required paperwork was actually filed. We expected clear communicati... read more

Sergio Alvarez 

on Google

7 years ago

LPLM Tax has been managing my taxes for several years and I keep coming back. Shannon definitely knows her stuff! I don't make any major financial decisions without consulting with her. I have referred her to several of my friends and clients who have been very satisfied. 

Lisa Marie Ryan 

on Google

8 years ago

I have used Shannon for my taxes for many years. She is very busy and tries to provide a good service for low cost. If you have all of your info together and provide it, you get a great product and service. I agree that her ability to update/communicate with her active clients on their status is weak, but normally the end result is very good. 

Richard Scott 

on Google

9 years ago

Terrible communication, I feel more cheated from the Bay Area office than the government. I just had my wages garnished due to the lack of professionalism. 

Michelle ST 

on Google

9 years ago

THE WORST! Totally screwed us over during an IRS audit never to be heard from again. When the IRS advises you to sue your attorney you know it's bad. Complaint filed with the California Bar Association.