I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

Ameer is very professional. I needed his help to file my tax return with emphasis on theft loss. I…read morewas expecting a huge refund, so accuracy and completeness were necessary. I worried I might be audited or there might be a delay in getting my refund. Fortunately the process was smooth. IRS did not ask for more documents to support my claim of theft loss and they gave me the refund within two months. I would totally use his service again in the future.

Highly recommend Jenny. Very quick to respond and took time to address all my questions and…read moreconcerns. I will definitely come back for her services.

10/10 she definitely knows her stuff. I was using turbotax before finding her. Safe to say i will…read morebe going through her indefinitely

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

Awesome!! Been going there for years. Professional- on top of it and the best !! My taxes are done…read morecorrectly and promptly. Highly recommend. Please give it a try if u need a tax person .

If you want highly professional accounting services at an affordable price, try Prestige. I was…read moreable to meet with Leena Faiz, one of the partners, at my convenience on a Saturday. She spent time with me explaining my federal and state tax returns to me and giving me valuable advice on how to minimize my tax burden next year. She even let me bring my chihuahua buddy into the office! Really can't recommend her and this company enough.

This business could not have been more unprofessional. Responses were very delayed. Our scheduled…read morecall was first cancelled at the last minute, and no one showed up on our rescheduled call. My husband and I were just left waiting and there were no apologies. I wouldn't recommend them to anyone.

Nidhi Jain did a fantastic job preparing our taxes. She is calm, thoughtful, and knowledgeable. I…read moreliked her attention to detail and desire to add value at every step of the tax preparation process. She and her office are very responsive and went above and beyond in providing excellent customer service. I strongly recommend her.

My husband found Tax Bears to do our taxes and Pavan was super helpful. We uploaded our documents…read moreto Google Drive and she took care of the rest. She set up a zoom meeting to review our taxes. The whole process was super easy and had her file my mom's taxes as well. We will definitely use her for filing taxes going forward.

This was my first year using this company. They went over my taxes with me in person. Completed…read moremy tax return in 2 weeks and I felt the charge was reasonable. Highly recommend them.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

I searched for a new tax preparer since my regular tax preparer consolidated her office to Lake…read moreCounty. Alex contacted me after Yelp sent out a request for personal tax preparers. I arranged to meet Alex at his office on a Sunday. Alex responded promptly when I confirmed our meeting Sunday morning, was on time and professional. Alex looked over my previous year tax return and asked me some questions about my finances. Alex said he would have them done by Tuesday for my review and was good on his word. Alex's fees were very reasonable. I would recommend Alex Yang for personal tax return preparation.

I have had experiences with several business accountants in my life and I can say that from my…read moreexperience, Alex is by far the most knowledgeable, professional, reliable, and accessible. But what makes him really stand out is what a kind and thoughtful person he is.

I've had Joseph G Gordillo as a CPA for over 30 yrs. He is amazing! I couldn't have asked for a…read morebetter Guy on my financial team. Thank you Joe! Patti Dishman

I came to Joe a few years ago based on a recommendation from another professional firm for a multi…read moreyear IRS audit someone else screwed up. Joe treated me so fair on the pricing and work and I honestly can't thank him enough for the enormous effort and attention to detail he provided at every turn. He's a great communicator; an excellent CPA and I feel comfortable recommending his services to any sales professional who deals with lots of deductions and mounds of paperwork or any business or consumer who needs their taxes done professionally. There is a difference between a CPA and a certified tax preparer. Make sure you understand what that is and the implications of using a preparer before using anyone who isn't a CPA.

Lewis was great . I so appreciated that he was able to take on my moms personal and trust taxes. He…read morewas very patient with me. He explained everything to me and not just once but probably many times. He was also very knowledgeable in the tax laws. I look forward to doing business again with hom Thank you Debbie

Excellent CPA--professional, detail-oriented, and easy to work with. We recently moved to…read morePleasanton and engaged Lewis for our personal taxes. Lewis made the transition seamless by taking the time to understand my future needs. Clear guidance, great communication, and someone I trust going forward. Highly recommended.