E&P Financial Solutions, Inc

E&P Financial Solutions, Inc

Reviews Summary

The reviews consistently praise the tax services for their professionalism, expertise, and personalized care. Most highlight exceptional satisfaction with the staff's knowledge, efficiency, and ability to maximize returns while providing clear guidance. Many clients have returned for years, emphasizing trust and reliability. A few mention affordability and COVID-safe practices. The rare negative review stands out as an exception in an overwhelmingly positive feedback pool. Customers appreciate the friendly, patient, and transparent approach, often recommending the service to others.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks
GAAP Compliance
Remote Services

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

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
QuickBooks
GAAP Compliance
Remote Services

Contact Information

Address

8105 Edgewater Dr Ste 108

Oakland, California 94621

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-4PM
Saturday Closed

Customer Reviews

I?ve been coming to E&P to have my taxes done for years now! Every time they are trustworthy, efficient, and will have your return done right. I don?t live in Oakland anymore but I?m still able to have them do my taxes. I?m beyond grateful . Thank you again! See you next year.

Vinnie at E&P Financial Solutions is the best! This is our first year working with him, and took the time to walk me and my husband through our taxes, and he was so friendly and welcoming. He helped explain to me what I needed to do as a first-year independent contractor, and thoughtfully walked me through my options and gave me great advice. I know I?m in very good hands. He definitely has a long-term client in us! We?ve already recommended him to our friends.

I highly recommend Paul and E&P Financial Solutions for any accounting or associated financial needs. Paul and Vinny both are true professionals, and extremely good at their craft. They work hard and skillfully to bring you the best value, are transparent about their prices and what they work on and why, and care about their clients? financial well-being. More than just doing your taxes, Paul and Vinny help to make you feel secure and confident with the tax process, and take the extra time to ensure you und

Have been using E&P Financial for our taxes for about 8-9 years. Very good service and quality work. Very knowledgeable. Great communication. Highly recommend.

Went into EP today for the first time and I am happy to say it was a great experience, very friendly and seemed extremely knowledgeable had my taxes completed surprisingly fast. Additionally I've owed at the end of the year for roughly the past 3 years, this year Vinny was able to get me a return. I wouldn't hesitate to recommend them to anyone.

I did a brief search and came across the Liberty Tax branch at Oakland. They had awesome reviews and so I decided to take a chance. I had nothing but a great experience at every step of the process. . Paul took time to patiently answer all my questions and promptly set me up with after business hours appointment. They are open until 9 PM. Paul is very friendly, knowledgeable, and supportive. He helped me navigate through and find the best possible scenarios. He took time to patiently answer all my questions

Who likes taxes? Not me. I've always hated doing my taxes. I have been getting my taxes prepared by Vinnie at Liberty taxes for more than a few years now. He hasn't changed my mind about taxes but he has personally helped me year after year. I don't usually write reviews but I'm compelled to write one for this business. I am all over the map when it comes to timing. Vinnie has help me at the beginning of the season, end of the season, and even off season. He is very knowledgeable and personable.

Paul is AMAZING. He is a life savior. The two previous people that had worked on our small business taxes had done a terrible job and left us in a nightmarish scenario by not filing our taxes properly, telling us one thing and doing another. Paul was able to quickly identify the problem(s), find solutions, and save us lots of money. If I could give Paul 10 stars, I would. Paul and his team are super professional, knowledgable, don't cut corners, and are really trustworthy. You can go to sleep at night

I recommend Liberty Tax...I have been with Vinny for 10 plus yrs. He will do all he can to get all you deserve and keep you coming back. And when Vinny is not there I work with Paul.... FYI... There are 7 other of my family members that work with Liberty Tax on High St. Oakland. Tell them Valencia sent you

Vinnie and Paul are the best: always kind and calm, no matter what anxieties I show up with, and they know tax law inside out and backward. I've been with them at least 5 years and I can't say enough good things about them.

Taxes can be stressful but not when you have Paul. Paul helped me form an entity that would save me the most in taxes for my small business. Anytime I have questions, he?s there with open arms and knowledge to share. A true tax professional that you can trust, highly recommend. Thank you Paul :)

I've been going to Paul & Vinny for all my taxes services for years! They're extremely knowledgeable, honest, and friendly. I recommend them to all my friends and family, they're that great.

I've been working with Paul @EP for a few years now, and I'm so grateful for the incredible work he's done. I could not be happier with the service and his ability to guide me through tax-optimized decisions, getting everything filed in a timely manner, and generally being a great resource as I continue to build my personal, investment, and startup portfolios. Thanks Paul!!!

Vinnie is been doing my taxes for pat 6 years. I guess it's about time I should write something about him. The most knowledgeable and intelligent guy I ever met in my life. Not only he prepares me for taxes but the advice about my tax planning is unbelievable. I would give him more stars but unfortunately there are only 5. Also I would like to add he has always answer my call regardless of holidays or weekend. Thank you for your help and once again thank you for saving me thousands in Texas.

I have been using their services for last 5 yrs now. I couldn't have been happier. Day one they reviewed all my papers and advised me for the changes and glad they did , I saved some taxes. Very professional and responsive. I will continue using them. I would say Vinny U is the guy to go to for all tax related issues.

I have been doing taxes with Vinnie for 2 years, he came across as some who is very knowledgeable in complete tax codes that helped me save taxes. He is very honest and easy to work with, I have recommended him to several of my friends and thought I would share my likes with rest...

Vinnie has been my financial advisor for over a decade and is always on top of all of the latest requirements for the year grateful for his help always looking forward to working with him every year. Thanks again

This was our second time filing taxes with Paul from E&P solutions. I have to say, I've never met a better tax consultant before. Paul always has useful advice for us to plan our taxes better for next year. This time around, I even got a notice from IRS for a hefty amount that I owe because of some stock trades that I forgot to include in my 2019 filing. He reviewed my my W2, 1099 and tax filing from 2019 and knew right away that I dont owe that big of an amount. He refiled my 2019 taxes and infact it turn

I love coming to see Paul for tax time! He?s quick & very informative when I have questions. I?ve been coming to them for the last 5 years & will continue! I love their new location as well ??

5 stars all around for Liberty Tax Service! -Fast Response: Paul responded to my initial inquiry within 24 hours. He is high touch and both emailed and called me with followup questions. -Easy Booking: I was able to schedule and come in for an appointment within a week. -Expert Knowledge: I had complicated tax filings. Filed taxes in 3 states, including a condo sale. Just thinking about it stresses me out; and Paul was very knowledgeable and patient. Paul has previously worked at a reputable tax firm, s

I?m so glad I chose Liberty Tax! Paul was super helpful and knowledgeable. He made the process simple, easy, fast and affordable. I would highly recommend him to anyone!

THIS PLACE IS AMAZING. I am pretty sure Vinny was sent directly from heaven to Oakland to make everyone's tax season less stressful. This is my 2nd year working with him. He is so fast, so kind, so flexible and so effective. He puts me at ease and I actually look forward to getting my taxes done after YEARS of working with terrible accountants. COME HERE.

Paul has been working with me for 3-4 years now. He's been very professional and responsive to my sometimes complicated tax issues. I highly recommend him!

Vinnie there is a true pro and honest, i had some stocks and didn't know how to handle them on my return, so i went to e&p and they did a great job, i will definitely recommend them and will be back next year.

I've been doing my taxes with Liberty Tax for about 6-ish years now and in different states too. I think the folks at this location though are just really honest and all around great. They'll make sure you get the best refund even if you have a complicated stack of forms. They don't make you feel like you are troubling them with your taxes either, which has happened to me at another location. At this one though, I was working a ridiculous work schedule in '17 and couldn't find time to file until the very la

Paul & Vinny Been Taking Care of Me For Years, Very Helpful & Knowledgable. Love The New Office. See You Next Year !

Read the reviews then signed up online. Within the hour PAUL had called me. Told me he had an appointment @7:15 it was 6:15. He asked how close i was i told him he said come on down. I got there at 6:25 he was done at 6:50 lol fast and professional. I?m now a customer as long as I file!! Real talk no cap

Vinnie has been doing my taxes for 4-5 yrs now and he never changes very respectful, professional & personable, quick & reliable anytime you need something he accommodates you the best he can makes tax hell look like heaven

Worked with Vinnie who was very helpful and responsive every time I would contact him. Will definitely be recommending him to others. Two big thumbs up ????????

Guys...You have to understand....I'm a creative - I hate doing taxes. Paul at Liberty Tax is absolutely epic. He keeps me as organized as can possibly be managed...I'm grateful I found him.

We've been filing taxes with Vinnie for 6 years. He always does his best and is timely with responses.

Love Vinnie all around great guy he is awesome been going to him for about 4years now!

Very professional and knowledgeable. They have been helping with my taxes for more than 5 years now. Highly recommended.

Love the guys especially Paul he has been doing my tax's since 2017 They are all great and I love the new location.

I've been seeing Vinnie and Paul for years, now, and don't know what I'd do without them. So much better than Turbo Tax!

I really love this place. I go to them every year and they never disappoint me. I definitely recommend liberty tax service if you want your taxes done right.

Outstanding service. Paul and Vinnie have been a huge help for me for the past few years.

Vinnie is always on point with the tax advice. Helped me and my family tremendously, come Vinnie for taxes and financial advice.

I have been using E&P solutions for years and trust them as my tax professionals. They listen, provide sound advice and even helped me save even some money.

I have been coming to Office for 9 years. They are absolutely amazing and professional people. I would recommend this Liberty to everyone.

I have been getting my taxes prepared by E&P for several years now and have always been extremely satisfied with their services.

I've been going here since they started. Always kind and helpful. Highly recommended. Very responsible price for the help provided.

Paul is a great and respectful and helpful person good service and business men.

Been with them for the last few years and they are amazing always providing great service!!

I get great help every year quick and efficient!! Yes Vinnie is the best!!

I love this place they helped fix years worth of mistakes ! Highly recommended great service and COVID ready !

Good communication good price Nice guy! Thanks see ya next year.

Great place customer service and great people every time

Welcome to Liberty Tax where you will find the best service ever.

The people our great been going to them for 3yrs now

Excellent service! Highly recommend them :)

Friendly, knowledgeable, affordable. Thumbs up!

My experience was not pleasant ??

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.