This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go…read moreand drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent.

I don't understand taxes very well, so that's why I hired Lynn. She did file my taxes but she did…read morenot meet my expectations about explaining what's going on in simple terms. In all of our communications, be it email, phone or text, she kept assuming I understand what's going on despite me repeating it to her that I don't understand taxes at all. So as a result, communication was really hard for me. I really don't know how well of a job she does taxes wise, she probably does a good job based on other reviews, but communication wise it was a bad job overall. You've got to know your audience! I would not hire again for that purpose. If you are someone who knows a little about taxes and are willing to learn, she's probably for you. If you are like me, who simply wants "please do my taxes" approach, then I would definitely not recommend.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

Called to ask whether they are able to assist with form 709 for tax return. The representative…read moreasked if we were an existing customer. As soon as we said we are not, they just said no and hung up. No explanation whether they just do not do Form 709 or they are not accepting new customers at this time... very unprofessional...

Jhon and his team have been our tax accountants for over 5 years. The whole team has always made it…read moreeasy and accommodating for us to schedule appointments, answer questions and give us advice. John manages my small business as well as our family complicated taxes. We have never had any problems with our taxes and he has always made everything efficiently. I highly recommend John and his team to manage anything you need for your business or personal finances.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

The firm has a really talented team and excellent customer services. For many years, the firm has…read morecontributed a lot to the community.

I've been coming to this location and personally known Christopher and Bin for years. They're high…read moreethic professionals with positive attitudes, also highly knowledgeable of what they do. Friendly staff and cool environment. :)

I wrote this company a review 6 years ago. Now I just saw Cindy's response to my review 6 years…read morelater. Her response is totally untrue. What a terrible person she is! Not only didn't she acknowledge her bad behaviors and the impact to her client's tax filing due to her delay and mistakes, but also she lied on Yelp. Several months after she saw the bad reviews posted, she sent an email to me and my husband, apologized about her bad service and also offered free tax services, but at the same time she posted untrue responses on Yelp to defend herself. This is very inappropriate and is another example of her dishonesty and bad behaviors. She was playing games. Please take all the one star reviews about this company seriously, because people are nice and reasonable and won't post bad reviews if they have to.

Cindy's team didn't really know what they were doing and ended up making mistakes on my tax return…read more On top of that, their service was pretty bad--they kept making excuses and delaying things instead of helping me out. What happened to me is that I hired Cindy in 2024 to file my 2023 taxes, but because of the errors her team made, I still haven't received my 2023 tax refund as of April 2025. Even though I followed up multiple times, they kept saying they were too busy and never helped me file the amendment.

I liked Nupur a lot - she is direct, professional, and efficient. Would definitely engage her next…read moreyear.

We've worked with Nupur for our family tax filing for years. I love that all we have to do is…read moreupload all the forms and she does the rest. Everything is so much easier than before when we used tax prep software. Spot checks on her outputs always look good. She even finds a bunch of foreign tax credits from our various investments which partially covers her fees. We'll definitely be working with Nupur for every tax season!

We have been working with Michelle and her colleagues at X-Act Payroll for over 30 years for my…read morewife's medical practice and infusion services. As a result of my excellent rapport with them and great service, I started using them for 2 other startups I was involved with, and recommended them to a whole bunch of others in the Bay area. All in all they are simply awesome - the best in the Bay Are ...excellent service, very responsive, by the books but flexible when needed, accurate, prompt filings ... do I need to say any more. I highly, highly recommend them with no reservations whatsoever for any startups, and small and medium sized business.

My company has used X-Act Computer Service for our payroll for over 25 years. My staff size has…read moreranged between 10 to 18 employees during this time period. Having X-Act do my payroll gives me, a small business owner, peace of mind. They know what they're doing! And they are personable; whenever I call X-Act I know that whatever payroll question or need I have that X-Act can answer my question and take care of what is needed (or guide me in the right direction). As a 25-year client, I wholeheartedly recommend X-Act Computer Service for payroll service (and great customer service).

They turned me away because I didn't file with them last year but I went with them for 5 years…read morebefore that!

Over the last 15 years, my spouse and I have worked with countless tax preparers and CPAs. However,…read morewe have never encountered anyone as experienced and organized as Dan Hollenback. He is extremely knowledgeable and efficient in how he handles both our business and personal tax returns. I admit filing our taxes is a real pain-in-the-butt due to all the complicated issues, needed clarification and back & forth stuff but Dan handles the pressure well. (Which would seem like a "no brainer" in this industry but I have seen some tax professionals crack). Every time I've emailed Dan, he responds quickly with helpful advice. No question is silly or dumb; I feel he really cares about his clients and how to best help them. I am so glad we found A&L Financial Services! We will surely be using them for many years to come.