Valiante Tax and Financial Management

Jason and his team are top-notch! My former business partner and I used their services for years and loved them, and when I went out on my own, Jason set up my new account and handled my books quickly and easily. The team is always so quick to respond to all my requests and they have been able to work with me on tight deadlines when needed. Jason is always calm and easy-going, even under pressure. Do not hesitate if you are considering using their services!

Jason did a terrific job on our taxes and provided some good advice for our planning. He is very careful and thorough. We always look forward to meeting with him. Also he is very responsive despite his busy schedule.

Really great tax team! I have been working with Valiante Tax Service for several years now. The team is truly great...knowledgeable, responsive, and they do a great job! I have recommended them to friends and peers and the feedback is similar.

After my husband died last year, I needed to find a CPA. Jason was recommended to me and I am glad that I took the recommendation! He is very thorough and patient with my lack of knowledge on these matters. He has been a pleasure to work with!

Been working with Jason and his team for many years! They are all very responsive and friendly to work with. Great customer care and they all do such a fabulous job! Highly trusted and I recommend their tax services! ??

Jason and Randal make a great team. They are very helpful and knowledgeable making tax preparation a breeze. I would highly recommend Valiante Tax and Financial Management to anyone.

Jason Valiante has provided me with a top notch service, he is very professional and very knowledgeable and walked me through the whole process with great respect and understanding, I am grateful to have met him and have been a client from now on. Thank you Jason for your assistance I truly appreciate you!

It was my first year filing as an S Corporation and I felt so lost. Jason took the time to meet with me in person and helped me set up what I needed. He kept me informed of the next steps and answered my questions. Looks like I found my tax team for every year! Thank you.

Jason is amazing and always so professional. The teams communication is organized and on top of it. Highly recommend Valiante Tax and Financial Management.

Jason and his team were great! They helped us file our personal and business taxes. They were able to answer all our questions in a timely manner, whether we talked on the phone, email, or chat. We would definitely recommend their services. They were extremely professional, friendly, and efficient.

Valiant Tax has been both professional and personal in their care of our tax needs? Up front, direct, clear and expedient! Job well done?

This tax service is amazing. Very reasonable price and amazing software to interact with the customer. Quick, easy and very personable to work with. I?ll be back!

Love getting my taxes done by Valiante and team. They are extremely proficient and do incredible work. They also provide small business advice that is practical and easily applicable to save you money in the long run. Jason is an awesome dude, and the staff there is very pleasant. Will continue to go here for all my financial management needs.

When I came to Valiante Tax & Financial Management I had a bit of a mess on my hands. I had been injured in a car accident years ago and was very behind on my taxes. Jason worked with my challenging situation and helped me get all caught up on my personal and business taxes this year. Thank you to the entire VTFM team - I no longer have this added stress in my life.

Jason has been doing my taxes for two years now. Very efficient, not overly priced and gets it done fast. I used to use TurboTax and they started charging way too much and I was doing most of the work. But Jason has been amazing and helpful. He reaches out to me to get all of my information and keeps us on top of getting it done. He always gets back to me right away when I have a question. I would recommend Jason to anyone. If you want a tax person that knows what he is doing, actually reaches out to you, w

Very very happy with Jason and his team. Services were simple, quick, and affordable. Highly recommend!!

Amazing job and easy process of taxes thanks to Jason and his team at Valiante Tax & Financial Management! Jason not only has my personal returns done (EARLY!!!), but has the corporate taxes done too. They make it so easy by helping me with my business books all year long! I have recommended Jason to family, colleagues and friends, and all of them have been happy! Thank you Jason!!

Jason did an accurate and thorough preparation of my Parent's 2020 tax return after they both passed away in 2020, just 3 months apart. He is compassionate and understanding. He took his time and explained how closing out the Trust and their taxes will work. Then he delivered with excellence. Definitely astute in servicing his clients. So much so, that two of my friends now use him for both their personal taxes, and for their businesses.

Jason is hands down amazing! I have been trusting him to handle my family's taxes for years and each year I am reminded of his professionalism and timeliness. Jason makes it a point to be available to answer any questions we may have and he provides so many tools to ensure our finances are in order and our return is maximized. Thank you Jason for everything!

Jason is very thorough. He made several great suggestions to help with my income taxes things that other accountants never mentioned. Easy to work and great personality. His fees are reasonable. He answered several questions I had about my finances. I'll definitely use his services again.

I have been using Jason Valiante and his Firm for the past 15 years. I receive excellent, prompt service year after year. My taxes are always filed and processed in the first week of filing; leaving me free to spend my time, & energy on more important projects. I recommend Jason to anyone looking for Income Tax Preparation, & Financial Management Services.

Jason did my taxes for our small business and he is extremely knowledgeable and professional. Being a new business owner is a bit overwhelming and he walked me through all the steps and was very informative. I would definitely recommend him and plan to keep using his services for the future.

I was refered to Jason by my financial advisor three years ago. He spoke very highly of him. Jason was a god send.Very professional and personable.He has helped me out a great deal with my tax planning, I would recommend him to anyone looking for a tax advisor. In these days we live in it is difficult to find people who care. Jason DOES!

Jason has helped us for a few years now with taxes. Each year our returns get more complex as our lives evolve, and we are thankful to have Jason guide us and incorporate all of the new facets to our returns. He has also been instrumental to me starting my first company and all of the tax obligations I must fulfill. I highly recommend Jason and VTFM!

We have been having our taxes done by Jason for several years now and are totally satisfied. Everyone at the company is very efficient, professional and very customer oriented. The tax service is reasonably priced and we love working with them. We have no reason to go anywhere else for any of our financial concerns.

Highly recommend Jason. In fact, so far I?ve recommended 2 other business owners to him. He works efficiently and quickly and helps me to keep my costs down when there?s something I can easily do myself, though my understanding is that he also provides these services for business owners who don?t want to do some of the work themselves. He is organized and seems to be just about as excited as I am for my business to succeed!

I?ve been using Valiante Tax and Financial services for a few years now. Not only has Jason filed my taxes, he has helped to teach me how to better prepare for taxes all year. I went from owing taxes every year to getting refunds! Highly recommend.

After our long term tax preparer retired our son recommended Jason. He has been doing our taxes for the past five years. He and his team are efficient, helpful, flexible, and PATIENT! Thank you Jason and team for all the hard work!

I?ve been coming to Jason and his team with my tax needs for several years, with excellent results and service. My whole family has now used Valiente Tax and Financial Management and we will continue to come back. This team will exceed your expectations!

Jason has been very honest and helpful with my taxes especially when I retired last year figuring out what taxes needed to be held on my pension. His father was also very helpful helping me download all the docs I had to provide electronically so my appt with Jason was short and easy.

I have been going to Valiante Tax for years, and am beyond satisfied with their service. They are extremely efficient, and answer all questions in a timely matter. They give great advice for small business, or individual consultants. I recommend them to anyone, and will look forward to working with them for years to come!

Jason Valiante has been doing my taxes for the last 5 years. He gets them done quickly and is always there when you have any questions. I would highly recommend if you want you get the most out of your tax return!

Having worked with a few CPAs, i can say that Jason and his team has been amazing and reliable to work with. Very honest and dependable. Glad to have them help with our taxes in the past several years

Valiante Tax and Financial Management met all of my expectations. James was able to pick up where my longterm tax preparation professional left off. The communication was clear and concise for any additional documentation that I needed to provide. I recommend and I will refer my family, friends, and acquaintances to James Valiante for their tax and financial needs.

Jason is awesome!! As always, he is friendly, thorough, clear and expedient. I will definitely be returning to have Jason prepare my taxes again next year!

I don?t live in Cali anymore and Jason still dose my taxes, he amazing and so is his staff I would recommend coming to him for anything finically. He dose a great job.

Jason and his team have been handling my taxes for a few years now. I appreciate the hands on approach they take. It gives me a lot of peace of mind knowing someone else is doing the tax thinking for me.

I love how easy and effortless Jason and his team makes doing my taxes is! They are responsive, timely and always super helpful! I highly recommend using their services!!

It's important to have a tax pro that you can trust. Jason with Valiante TFM is that guy! He makes doing my business taxes fun. Crazy, right? He is my go-to and I gladly refer him to all my friends and colleagues. If you need a new tax pro, Valiante TFM is your best bet.

Jason and his staff have helped me and my mother with our taxes for several years.. Valiante staff was very professional and answers to my questions provided expeditiously. Cost for services reasonable and would recommend.

They did a great job on my taxes and provided excellent advice. Very professional, easy to work with both in person and virtually. I highly recommend them for any financial needs.

Jason is an expert in his field! He's detail-oriented, quick, and responsive. I highly recommend Valiante Tax for your taxing needs!

JASON never returned my calls and wouldn't help me file my taxes, THEN TOLD ME I WAS TOO LATE! I would never use him again and would never recommend him to anyone!

Now in my 3rd year using VTFM. Have been impressed with the service each time. Quick response times, a team who listens, and they provide coaching and education in addition to just filing my returns. Pricing is also competitive (although this is the least of my worries). I want somebody who does the job right! which VTFM does. Highly recommend

Thank you Team Valiante! You have gained our trust and business by consistently providing expert guidance in an often confusing, stressful tax season. We will continue to recommend you to our family, friends ;)

Jason and crew were super nice. The power of technology had me in and out of his office in no time. Great service! I?ll be back again.

Fantastic service and so well knowledged. Jason is top notch with all questions and so friendly and prompt. My taxes have never been easier! Thanks Jason!

Jason is quick, efficient, knowledgeable and personable! Have used his service for several years now for both business and personal.

Jason and his team are great and very easy to work with. I look forward to working with them for years to come.

Jason is a efficient tax consultant and is very helpful when needing assistance on tax questions and up to date tax information.

Excellent service! Jason was attentive, thorough, and also offered helpful advice. Highly recommend for tax preparation!

I recommend Valiante Tax services! Very easy to work with, and have great confidence having now used their services for 3-years!

Jason and his team are great! I would highly recommend them to my family and friends.

Always a pleasant experience to work with Jason. Makes the process easy and finds ways to save money too!

Jason made this tax season a breeze. I would recommend him highly to anyone looking for a knowledgeable, thorough and friendly tax expert.

fantastic service and. at a very fair price.

Jason is great! Takes his time and explains things. Customer service is top notch!

Fantastic. Incredible service, fairly priced. Easy to work with, knowledgeable, going to use them for the foreseeable future. Can't recommend highly enough.

Jason and his team are always prompt and accurate. Thank You Jason!

Very Efficient and Friendly People. Absolutely On Top Of It All The Time. Appreciate Y?all.

Great service, very professional and timely thank you!

Great customer service!