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Diwakar Taxes Pleasanton

Diwakar Taxes Pleasanton

Reviews Summary

Most reviews praise Diwakar Taxes for professionalism, expertise, and smooth tax filing, especially at the Pleasanton location. Staff are described as knowledgeable, responsive, and detail-oriented, with many highlighting seamless appointments and clear communication. A few criticize delays in filing or back-office management, but most emphasize long-term satisfaction, personalized service, and trust. Negative experiences mention slow responses or refund issues, though some later note resolution. Overall, the majority highly recommend the service for its efficiency, reliability, and friendly, attentive staff.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Foreign Nationals
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Foreign Nationals
State-Specific Experience
Multi-state Experience

Contact Information

Address

5990 Stoneridge Dr #108

Pleasanton, California 94588

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11AM-5PM
Tuesday 11AM-5PM
Wednesday 10AM-6PM
Thursday Closed
Friday 11AM-5PM
Saturday 11AM-5PM

Customer Reviews

I was referred by one of my friend , Diwakar taxes really helped me get my taxes done and did them very quickly. Amit answered all my questions I had. He always responded fast as well. His team was fabulous , helped me above and beyond, He was very professional and attentive. I highly recommend getting your taxes done by Diwakar taxes. Their office is both located in Santa Clara and Pleasanton . It will be hassle free and will set you mind at ease. I will be taking my taxes to him again for sure!

Unnecessarily stressful. They do a decent job in tax prep but it's the back office management and filing process that is hap hazard and causes unnecessary stress. This year I finished my consultation on March 28 and paid the fees. But they didn't send me any authorization nor did they upload the filing copy for my review. After waiting 10 days I reached out to them on April 7 as I was getting nervous that it's just 1 week remaining before April 15. Then they said they will upload filing copy by end of day

Go to Diwaker Taxes if you are looking for someone who shows professionalism, expertise and value you as a customer. Highly educated and great advisor , I have been going to Diwaker Taxes for 10+ years and never felt the need to go somewhere else. They treat me with respect, respect my time and file my taxes on time, also remind you if you are close to file the tax . Amit is quick, efficient and makes the entire process smooth and worry free. We are very happy with the quality of work at Diwaker Taxes. The

Working with Diwakar Tax has been a game-changer for me, Amit and his team helped me to file my tax , Amit's deep understanding of tax regulations and strategic financial planning, has given us a financial positive impact, ensured full compliance. His expertise, especially in finance and complex tax matters, is truly impressive. I highly recommend Diwakar Taxes for any Tax and/ or Financial services for any businesses and individuals seeking exceptional professional guidance.

We have been using Santa Clara Diwakar taxes over the years, so happy to have the same excellent tax service now in Pleasanton, CA. Easy to get appointments, have their secure portal to upload tax related documents, and knowledgeable tax professionals that work on weekends. The filing fee is very reasonable in comparison to what I'd pay for any comparable tax preparation software considering the time and effort saved. Intend to continue using their services.

Stop looking. Go with DIWAKAR TAXES . They helped us a lot , took care of all our paper work and tax filling . They're personable, punctual beyond belief, and with professional gravitas , they take the time and care , that will clear your conscience of any tax-related worries. If you're a last minute filer like me (btw, stop doing that to yourself) or if you're someone who needs consulting and filling tax please go with DIWAKAR TAXES .

Edit (after around 2 months from below experience): sorry to update a little late but they talked over phone after seeing my concern eventually, helped in resolving the concern and followed up too. Also when I sent an email today after long time about something else, I got the call and the suggestions so I would like to increase the rating (at least I feel that they have paid the heed and improved the service). -> I would keep updating my review and improve the rating too if I feel that the above improveme

Excellent service and the tax consultant was knowledgeable and very detailed. She was able to answer all my clarifications. Really welcome relieve of opening Diwakar taxes in Pleasanton as I don't need to travel all the way to Santa Clara to file my taxes. Appointment process is smooth and easy. Overall very good customer experience.

They are competent at what they do, but their appointment management could definitely be better. Had a 5:00pm appointment, but was only called in at 6:30pm

I initially tried Diwakar taxes for a year or two in their Santa Clara offices, then tried a couple others before I met Pooja - who leads the Pleasanton branch. Pooja has been a game-changer. She has been a partner throughout the year with practical help and advice at every step. She does the little things - e.g., the tax appointment today took all of 20 minutes because she had everything prepared. I also know we'll continue to be in touch through the year. Thanks Pooja!

The experience of Diwakar taxes is reliable and trusted. This is my 4 year of tax filing with Diwakar tax, this time pleasanton office , no waiting time, very very smooth and very helpful staffs. I am very much satisfied with service.

I have been working with Diwakar Taxes for a few years now. Now they have opened a Plesanton branch as well which is been managed by Pooja and her team. It is always a seamless and smooth process. Pooja is an expert in Taxes and Tax Planning - I am speaking out of first hand experience. She and her team are pretty communicative and will reach out and ask questions or request documents throughout the process. She is well versed with tax situations most folks in the bay area will run into around RSU's, Stock

Diwakar taxes were prompt, very responsive, highly knowledgable, for tax filling , We were extremely impressed with their services and will highly recommend others go their for their tax filling and other services

Our tax filing went very smoothly. The staff especially Ms. Ananya was very patient to explain everything in detail and to discuss our queries. Ms. Tina was very humble and welcoming. Overall we had a nice experience and are very much satisfied with their work.

I was given quick solution on one phone call, I must say ?Mr. Diwakar is just a call away? for your tax queries.

Great people and great service!! I had my tax filings for last year from this place. Very knowledgable tax agents and friendly people. I would file my taxes through Diwakar next year as well. I strongly recommend this place for anyone looking for tax help.

Diwakar is great and has personal touch. As much as I dont like doing taxes, they make taxes fun for me. They go through each numbers for me and have a lot of patience through the process.

The consultants are very knowledgeable and extremely helpful. I have been filing my taxes with them for past 4 years without any problem. Would definitely recommend them!

Filing my taxes was an easy experience with Diwaker Taxes and my experience was great! The entire process was very efficient.

Service is to the point. This was the first time, we did our tax with them and they were very helpful. Shailey and Pooja were great help. They made us understand everything in detail. Very friendly staff.

My experience with these guys are not really good.These guys are holding me from last 3 to 4 weeks or maybe more than that I think I'm gonna give them a one out of 10 not helpful not taking care of their clients very very bad experience so I request them for my refund on April 2, 2023.

Have been an existing cient and this new location just helps more as we live in the east bay. Same great experience filing the taxes.

The review for Pleasanton location. Staff took care of every detail and documents. It was smooth experience for us.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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