Lockhart Tax Service - Folsom, California

Rhiannon Overstreet

I never write a review but feel like sharing my experience will help others when working with this Business. Had our taxes done in 2023 by this business and was pleased, we even referred others to this business. Fast forward to 2024 made our Tax appt, had to cancel due to a work engagement two days prior to my appt. So gave this business 48 hours notice. (I didn't just cancel but rescheduled my appointment). Which there website allowed me to do so also did not have a cancellation policy anywhere listed when I rescheduled. (Also another note that there are plenty of appointments available) . So you can imagine how surprised I was this morning to receive a rude email and a cancellation of my rescheduled appointment. If I would of known that I would have to find a new Tax Preparer so close to the deadline I would not have rescheduled. Just putting this out there so no one else is put in this unfortunate situation. Lockhart Tax Service- If you want to be in control of your appointments don't have them open on your website or at least provide your policies.

LIKE I SAID, MANAGE YOUR APPOINTMENTS YOURSELF, POST A CANCELLATION POLICY.
THE KINGS GAME WAS A WORK EVENT.

E Hamilton

I have been using Lockhart Tax for 20 years. I don't have one bad thing to say, Samantha does great work. I am self employed making my taxes a lot more complicated than most. Samantha has taken the time to help me, with my write offs, calculate miles, and understand what she doing. I call her often through-out the year, with questions for my own taxes and about clients I'm working with, and she always answers and takes the time to educate me. I have full confidence in Samantha's skill. I would never take my taxes anywhere else. Im not even sure what she charges me, and I don't care. I know I'm getting more than I pay for!

Dean Grosnick

Lockhart Tax Service is great! Samantha has been preparing my taxes for almost ten years and I couldn’t be happier. I run a small business and have a fairly complicated return. She always seems to know what questions to ask, even if I don't, and how to keep my tax bill as low as possible. She has been very helpful when I need advice throughout the year. I don't know how she remembers all that tax information, but she always knows what will work best for me. If you run a business and aren't sure where to look to save on your tax bill, I would give her a call. I can’t imagine facing tax season without her. I highly recommend Lockhart Tax Service.

Josh Patheal

For many years I used to get my taxes done at my local corporate franchise that popped up around tax time. I wish I had realized sooner how much money I could be saving by working with an organization that really knows what they are doing. My wife and I have been astonished by how much money we were leaving on the table. Sam does a great job of explaining things in a way that is easy to understand. Over the years of using this service I have come away with a better understanding of how the US tax system works in general and with more confidence about how to approach my finances from year to year. It is great to work with someone who is willing to explain things and not make you feel stupid. I would highly recommend this service!

Teri Finch

If there were more stars to give-- I would do it. I've been so happy with the service, I feel it my duty to inform others and highly recommend LOCKHART Tax Service. If you want someone who's going listen to you and do their very best to make sure you're getting every possible break in your taxes that you can get--go see Ms. Lockhart. She has prepared my taxes for 6 years now and I've never been disappointed. I've worked with the lot of other tax preparers in the past but never one so professional, thorough, and diligent. Once a year we meet and I'm always amazed at the details that she can remember about our past visits--she listens, I mean really listens and that's something you just don't always get. She answered all my questions, no matter how silly I thought they were and she explained "tax jargon" in a way that I could understand it. Again, I highly recommend Ms. Lockhart-- 5 1/2 stars.

Erika terreros

Samantha thank you so much for preparing my taxes. Thank you for always answering all my calls and all of your help. I am self employed and I always have so many questions but Samantha is always there to listen. She takes her time to explain things and I appreciate her so much. Many Thanks!

C C

This female is highly unprofessional. Her mother started & owns this business, so Samantha can get away with murder. She failed to complete our taxes, period. She provided us with 5 different completion dates, she failed every time. Her excuses are as follows: had to move from a hotel back to her home, needed time off due to stress, her car broke down, couldn't hear phone ring because it didn't work in parts of her house and caring for family. On the second failed completion date, she filed an extension because of her personal issues. When we finally contacted her, in a different state, she said it will be OK and that it was no big deal. Well when we owed $2,000.00, plus interest and penalties, not a big deal to you. Samantha is not the brightest crayon in the box, an extension means if you owe you still have to pay on time. She was way off on that assumption. Also, she constantly had to take time off. She never notified us, just disappeared for a week one time after hiring her to complete our family taxes. We were concerned about her behavior and notified her via text, e-mail and phone that we could have someone else work on our taxes. She assured us numerous times that she would get them finished. After returning from her MIA bouts, she acted as if nothing was wrong, becoming angry at us for her inadequencies. After the tax due date, she says she would e-file the paperwork. She didn't complete our taxes, instead she e-mailed 48 pages of worksheets, basically 2015's information. She said sign and send back. Simultaneously, she asked for payment on a credit card. (It must be noted that in her contract, she would send completed taxes for us to sign, then send back with payment). It came to be that our taxes weren't e-filed, because they weren't complete. She failed to complete our child's taxes also. We fired her. She became highly hostile, stating that she was stressed and overwhelmed. In the end, our receipts/ paperwork weren't even looked at. She said our bank statements, DMV, etc. were missing. I made her copies and even figured totals of everything, all she had to do was FILL IN THE BLANKS! You charged like a CPA, very, very far from that. Made an appointment with a CPA. Samantha was so far off the mark. The CPA had to re-do our taxes. Samantha was off by over $600.00, she failed to submit a proper state form in a different state for rental property, our child owed taxes, so more penalty's and interest. And with the IRS, and 2 different state's now we are now flagged. CPA will now go back and recalculate the latter years, due to Samantha Lockhart's mistakes. Samantha needs to go back to school/training and seek psychiatric help. Samantha is angry, vengeful and it was torture having to deal with her issues.

Heather Reynolds

They might be good at doing taxes, but the women who answers the phone is rude and unprofessional.