Tate & Associates

Thank you so much Julie from saving me from having to pay taxes this year! You are so professional and personable, and you made the dreaded filing of the taxes a breeze! I highly recommend Julie and her team!

Rae Ellen, Julie, and the entire team at Tate & Associates are absolutely terrific. They are SO knowledgeable on all things tax-​related and are always a pleasure to deal with. I’ve told several friends about them and I always hear «OMG they’re so great!» after they’ve gone through the tax process at Tate & Assoc. I look forward to my meeting with them each tax season (I know that may sound a little strange but it is 100% true!) because Rae Ellen and Julie are such wonderful ladies and it’s clear from the moment you arrive that you’re in very capable and expert hands. Professional, friendly, and on top of their ever-​changing field, I feel so lucky to have found Tate & Associates. This will be my 16^th year with their help and I look forward to 16 more!

Rae Ellen is a knowledgable and professional tax expert. I trust her as she keeps up with all tax changes. She’s honest and friendly.

Rae-​Ellen has been doing my taxes for well over a decade.
I cannot imagine having anyone else work with me. It seems like every year I’m in a different situation and Rae-​Ellen is always there to guide me though the minefield that is income tax time. She’s a lovely person and I look forward to seeing her every year.
She makes filing taxes a pleasure.

Because I travel a lot for work, I had multiple W-​2s for 2013. The first person my wife and I had do our taxes tried to tell me that I owed more in taxes than I actually made in the various states I worked in. I was referred to Pam. In less than an hour, she had it sorted out (the W2s had the wrong gross income listed on them). She also got us a CA state income tax payment several hundred dollars lower than what we had originally been told we owed. These guys specialize in taxes for folks who work in the entertainment industry. 100% Satisfied and we’ll be back again next year.

I thought I had written this a year ago but now I don’t see it so I wanted to make sure I reviewed Tate & Associates immediately following our tax appointment which was this morning. Relaxed, knowledgeable and friendly, Rae Ellen Tate and her family are the absolute best. I used to be a wreck going to our tax appointment but no more. Rae Ellen takes the sting out of it. She’s enthusiastic and efficient and has an eagle eye. She noticed something on one of our statements that I had not, which would have cost me money. My husband and I have been going to Tate & Associates for years and they have always done a great job for us. My folks now use them as do some of our friends. All are very satisfied. Very reasonable and capable, I can’t say enough great things about Tate & Associates.

I’ve never had any better tax filing experience than here. She explained details and asked many useful questions. Finally I only need to pay a lot less than previous years. I heard she is good, but I worried because of my status. She made my day (and year)!!!

I’ve been having Pam do my taxes for 7 years now and she is FANTASTIC! I highly recommend her, especially to anyone in the entertainment industry. She always is very informative and readily available to answer any questions I have. It makes me upset that the other review called her incompetent because she’s always gone above and beyond to make sure all my questions or concerns get answered even if it means she has to do some research on her own and get back to me.
I’m a freelancer working with 1099s as well as w2s as well as working out of state and she makes it all come together for me in a painless manner.
They are also very fairly priced for the services they offer. Highly recommended!

This is my second year with Rae Ellen Tate at Tate & Associates and she’s been wonderful. She saved my butt last year and helped me to get a decent refund this year. And yes, she is fast and very friendly. I highly recommend her and her business!!!

Fast, friendly and much more economically priced than the franchise tax companies like H & R block. It was my first time and I really liked our tax person, Pam Tate. She was recommended to me from my sister at Disney. A lot of entertainment folks appear to use them as well. I will be more than happy to upgrade this rating toa 5 star once I’ve used them a few more times. :)

A friend of mine from Disney told me a lot of ppl from Disney go to Rae-​Ellen because not only she’s good, she’s also familiar with entertainment tax stuff. so I decided to give it a try! She was friendly and fast! I was only there for less than an hr and she helped me with my tax while telling me about it during the process!

It is almost that time of year again… income taxes are coming up. I swear by Rae-​Ellen Tate (at Tate & Associates) that you will get the absolute best service ever! I’ve been seeing Rae-​Ellen for about 10 years now and have referred her to many of my friends who have become her regulars. A visit there is painless, fast, and super easy… and she’s a real doll.
This is a family owned business and her sisters are also helping her out. Heck I still see her even though she’s in Burbank (30 miles from where I live now).