Eco-Tax, Inc Reviews 558

Daniel was very persistent in finding the appropriate information to help me optimize my tax structure. He went above and beyond to ensure my personal and business returns were accurate, optimal, and understood. Thank you

⭐⭐⭐⭐⭐
Daniel has been outstanding to work with. He’s incredibly knowledgeable, responsive, and patient—especially when walking us through complex topics like AMT credits, deductions, and tax planning decisions. He took the time to clearly explain our options, helped us stay organized throughout the process, and made what is normally a stressful experience feel straightforward and under control.

Beyond filing, Daniel thinks strategically and proactively, flagging opportunities and helping us make smart decisions for both the current year and future planning. We always felt confident that everything was being handled thoroughly and correctly. I highly recommend Daniel to anyone looking for a reliable, detail-oriented, and trustworthy tax professional

I have worked with Daniel for 4 or 5 years. He is top notch.

Eco-Tax responds to questions very quickly. They are always ready to help in anyway that they can. They are very knowledgeable about tax codes and policies that can affect my business.

Very easy and profitable to use

Some years are just more complex, having Eco-Tax was quite valuable. Daniel helped structure the most tax efficient plan aligned with my unique situation with his attention to detail. I also have bookkeeping and Eka is quite helpful too.

Listened and gave great guidance!!
Really cared about understanding our unique business issues

Had a few hiccups in the beginning, but Shakira, our account manager assigned us a new bookkeeper, Amy, and she has been amazing so far. Detailed and adapted to our specific process (QBO + Dext)! Can recommend the service.

I had the pleasure of speaking with Clifford Lalanne, Business Consultant for Eco-Tax, Inc. "Clifford" was the person who reached out in response to my BBB online request for tax service referrals for my small business. I was entirely impressed with his personal, kind and patient demeanor and likewise impressed with the thorough knowledge of the services offered by Eco-Tax (and I asked a LOT of questions). I decided to contract with Eco-Tax and Clifford swiftly arranged for all of my small business needs from contracts, to portal accesses and getting the appropriate individuals assigned to my account all within 2-3 days of signing. Clifford made the process swift & easy - I am very impressed.

Johanna has been handling my payroll for quite some time. She has been amazing. I have a small company of one. I sometimes tend to get focused on work, and forget the small things... like paying myself. Johanna has been great with the reminders. When I was not sure about how I wanted the payroll to be handled, Johanna provided me with answers to all my questions. Their tax service has also been spectacular. They do an amazing job from the start of the process through the end. The team that works on both professional and personal taxes has been outstanding. They have taken all the stress out of the process. Eco-Tax has been a great investment. They have great people and great service. I could not be happier with using this company.

Nothing, I’m just getting what I am paying for

We have the pleasure of working with Johanna Velez for our payroll and she takes such good care of us! Even when I ask questions that are probably "dumb" she never makes me feel like I'm bothering her. She's responsive, personable, and professional. It's SO nice to have payroll truly off my plate and know that she's got it handled.

Daniel B is amazing - very available, super helpful on calls, and kind. ECO tax is great - I suggest them to my colleagues and friends.

I’ve been with the Eco-Tax team for years and they are simply the very best!! Knowledgeable and have extra patience to navigate difficult subjects and make sure you understand the why’s. AMAZING!

David B. has been extremely responsive and supportive. I would definitley recommend working with Eco-Tax

The session was great and knowledgeable and clearly provided the plan of action and work trajectory. Services are affordable and Clifford was very professional and always there to support. He was very patient in listening to my problems and gave me a clear route for the solution.

I cannot say enough good things about Johanna and the outstanding job she does handling payroll for Core10 Pilates. She is incredibly efficient, always processing payroll and reports in a timely manner while making sure every detail is taken care of. Whenever I have a question (even if it’s the same one I forgot the answer to last time), Johanna is patient, professional, and quick to respond.

I especially appreciate how she went above and beyond to ensure our current and former employees had access to their W-2 forms—she took the initiative to make sure everything was handled seamlessly.

Most impressively, when I ran into issues accessing files in SmartVault, Johanna didn’t just send a standard troubleshooting response. She recognized that something wasn’t right, took it upon herself to investigate, discovered a technical error, and got it fixed. Then, instead of just sending an email update, she personally called me to walk me through what happened and make sure I had everything I needed.

Johanna truly cares about her work, and it shows. Eco-Tax is incredibly lucky to have her on their team—and so is my business!

Johanna Velez is absolutely AMAZING!!! She is extremely helpful every single time I call in with questions or email her. Johanna is always very prompt in responding to me and always gets me exactly what I need. I would truly be lost without her!

Shakira, Amy, and their team are the best to have by yourself. For anyone that doesn't speak finance, but still has to run their small business, they will hold your hand through everything - patiently explaining what they need, why they need it, and how it will be organized in your books. I genuinely enjoy connecting with them every month for the past 5 years.