This company is more interested in sending bills than servicing their clients. It took them over 2…read moremonths to file a EIN # for my mom's trust after her death. Then when it came time to file her year end taxes. They filed a extention and 3 months later told me they could not do her taxes. This was after I payed a deposit. I never received a return deposit. Just today I received an outstanding bill for services never processed. To add to this frustration I had to constantly follow up with several emails before they would reply. STAY FAR AWAY.

All the reviews on this page tell a consistent story, evident to the same experience my family…read morereceived: LMGW was a great firm to work with, but as it merged with Wheeler Accountants the firm de-prioritized smaller clients and changed its entire business model to only extract the most amount of money from its clients. After 20+ years of using them for accounting services, they cut ties with us with a poorly written email full of assumptions. Their thesis was that since they were prioritizing higher billing clients, we would not want to pay their increased rates and therefore needed to find new CPAs. There was never a consideration of offering us the increased rates: a clear sign that they are no longer interested in working with small businesses.

My wife and I have just begun the process of converting our sole proprietorship to an LLC and Shay…read morePerera has been tremendously helpful. He came highly recommended by a local attorney and now I can see why. We've contacted many local tax professionals and unfortunately many of them have not even bothered to respond, which blows my mind as a small business owner. We scheduled an initial consultation with Shay and right from the start it was clear that he was both knowledgable and personable and the type of person we would want to work with. He has answered all of our questions about the potential tax benefits of this move, how much we should declare as income, how to get set up, and many others. Looking forward to working with Shay in the future!

Bennet is great. I'm guessing he's one of the partners of that firm, and he's the one I always…read morework with. He's prepared corporate 1120 and state tax returns for a few companies I've worked with, and he is friendly, knowledgable, and professional, always did excellent work, on-time and on-budget. The office is in a weird spot, up a narrow staircase, at the back of that Safeway strip mall, between Rite-Aid and that Ariake Sushi. Bennet has a broad knowledge base in business in general, international business, finance, and of course tax is his core expertise.

It was very easy to get ahold of her and she provided such exceptional service! I've only started…read moredoing my own taxes very recently and she explained everything in such simple terms, breaking down everything very honestly and understandably. Her attitude is also very kind and patient, and she's so encouraging. She provided really good advice for the future too and made sure to be very organized with my files, also taking care to remind me of due dates and logistics with my case. I genuinely can't recommend her enough !

I called about three times in two weeks left two voicemails. Talk to the secretary never got a call…read moreback never even got talk to. I had high hopes for her too. Very unprofessional in my opinion. The matter had to deal with tax law what she specializes in. It's sad to see the only time she's ever responded to me was on a yelp review.

We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.

Reached out with a clear, detailed tax inquiry. Instead of offering a fee range or explaining their…read moreprocess, I got vague, curt replies and was asked for my budget. After I shared it, I was told they weren't a "good match" and that they "selectively recruit" clients. Zero transparency, zero professionalism -- I took my business elsewhere.

This was second time I had set an appointment with Mr. Modi. The appointment was made same day with…read morea quick phone call. I needed a quick consultation on a large transaction and it's LT cap-gain tax implications. Mr. Modi provided a detailed guidance as what options are available to save taxes. He is a thorough professional with deep insights into several tax strategies. I would highly recommend him for any tax related consulting services.

Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .

I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.

Very friendly and transparent CPA. She was able to answer my questions and explaing strategies that…read moretailor to my income streams.

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

Very professional out standing service. He made my day by…read morehelping me with my tax problems.

Amazing results! IRS had been pounding me over nearly $120k tax liability, which was incorrect,…read morebut they wouldn't budge and were going to levy my accounts and possibly my home. When all said and done, Alex Gluzman handled my account directly, got the levies on hold and after nearly a year, the IRS came back with a $2,400 bill. To which Alex went back and got it reduced to $1,400! I've worked with other "Tax Specialists" and none of them were as aggressive and successful as Tax Helpers. I can't recommend Alex enough! Worth every penny!