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Alegrity Group

4.4 (64 reviews)
Closed 9:00 am - 6:00 pm

Services - Alegrity Group

Accountants

Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

Tax planning

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Recommended Reviews - Alegrity Group

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16 years ago

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13 years ago

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7 years ago

These folks are the best. Patient, thorough, focused. Always available for questions. Nelson is terrific. Highest recommendation!

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13 years ago

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14 years ago

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16 years ago

Didn't save us any money vs. our usual method of do-it-yourself software. Wish we could get that $100 back.

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13 years ago

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15 years ago

Scheduled an appointment with DJ and I am happy I did. Excellent, personalized service. Highly recommended!

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9 years ago

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16 years ago

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13 years ago

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13 years ago

Another easy year filing my taxes! So simple, hassle free and no in-house appointment. Thanks again Eric for another one!

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Review Highlights - Alegrity Group

Nelson has been doing my taxes for about 5 years now, at the recommendation of a friend of mine when I moved to the area.

Mentioned in 12 reviews

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B & R Accounting - Bobby Rahim , Principal

B & R Accounting

(67 reviews)

Cambrian Park

Bobby and his team are outstanding - there's no one else in the Bay Area I'd recommend. Within…read moreminutes of talking to Bobby, it's clear that he is an expert in his field and then some. He's constantly up to date on the latest and greatest trends in the financial world, has a keen awareness of the market, and provides sound and educated advice for clients in a variety of financial situations. My husband and I got the white glove treatment from Bobby, who comes extremely prepared and organized. He's professional and prompt, while still being able to form personal connections with his customers. When we were in a jam and needed help with estimated payments, Bobby took us on, had our situation planned out in one 30-minute meeting, and managed to get us a refund beyond our expectations. If doing your taxes is as scary as a horror movie and you're looking for an expert to give you a quick and painless experience, you have to go to Bobby!

I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

Yan Song CPA

Yan Song CPA

(20 reviews)

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

Alegrity Group - accountants - Updated May 2026

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