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Ana's Travel & Tax

5.0 (1 review)
Closed • 9:00 am - 7:00 pm

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4 years ago

Very professional and respectful. Been with Ana for several years now. Great customer service. No need to go anywhere else.

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Phuong La, EA

Phuong La, EA

(9 reviews)

Union Square, Financial District

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

Stephens & Borrelli

Stephens & Borrelli

(3 reviews)

Realtor Beth Bair-Treshler was not our realtor, however, she made arrangements through our realtor…read moreto show our home. The appointment was made for the showing, my husband and I took our dogs for a walk so that the realtor could use the lock box and show our home. We came back to our block and down the road we saw Beth pull away from our home (leaving her clients behind in front of our home). We proceed to our front door, not realizing that the potential home buyer was waiting to ambush us. She approached my husband, complimenting our home and then she swiftly began to try to negotiate a price for our house. This is not how a home showing is supposed to go, in fact, it defeats the purpose of hiring a realtor. It's EXTREMELY unprofessional to leave your clients behind after a showing. Beth should have escorted them out, and left after them, so that we would not have to be subjected to this very intrusive ambush. We were not prepared for a stranger to accost us at our door with low ball offers for our house. We told her to please communicate questions or offers through her realtor and to please leave us in peace. She was rudely persistent, and we actually had to ask her to leave. Talk about being left with a bad taste in your mouth. This entire incident should NEVER be part of the home selling/buying experience. Perhaps Beth still needs to learn the importance of being in control of the dynamics of the showing, and leaving the home as you found it, without potential buyers hanging out in front of the house when she drives away. Considering the high commissions that realtors make for their work, we expect them to do their jobs well, and with the utmost respect and integrity towards both buyer and seller; person and property. This felt like an epic fail in both areas. She did apologize through our realtor, Andrew Bothe, when he brought it up to her, as he communicated this to us afterwards. Her apology acknowledges her error. Hopefully this won't happen to other sellers in the future.

Very very rude people I don't recommend doing business with this company whatsoever. Very…read moredisrespectful they actually slammed the door as I left how disrespectful

Ana's Travel & Tax - taxservices - Updated May 2026

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