Tax Office of Clayton Patterson, EA

Feb 11th, 2021

I would avoid working with Clayton. I moved over to him from an EA i'd used in San Francisco for a few years at the recommendation of a friend who'd used him. Two points: 1. Clay seems very knowledgeable, friendly, etc. I am sure he's a fine EA. However: 2. His customer service and office/business management are non-existent - poor to no response time is the norm for him/them, even outside of what i'd consider normally busy tax-season. More, they seem to be very disorganized re documentation. My experience: - They lost my initial email with my tax documentation and didn't respond to 2-3 emails and multiple unreturned calls from me asking if they'd received it, leaving me in limbo. - there have been no responses to subsequent emails about tax questions (minor ones - Clay will request payment for anything requiring 'number crunching'...even after i offered to pay (in an attempt to get him to respond) i received zero responses. I feel bad writing such a negative review, but, honestly, Clayton and his office are quite bad from a service/management perspective.
Jan 24th, 2018

Mr.Patterson has been very helpful to my mother with her tax preparation and I am also becoming a client.
Aug 9th, 2017

These guys are incredibly professional, always under-promising and over-delivering. This is our second year using them. They keep their team educated on the tax laws and catch things my previous accountants missed saving us thousands of dollars. Two thumbs up!
Feb 5th, 2017