Another year with Alpha B Tax . This year was no different…read morefrom the previous years I've had them help me file my taxes. With a business and rentals, they made things easy with their new integrated software. I'll keep coming to Phuc and his team

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.

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!

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

Roslyn did a great job with my taxes. She prepared them very quickly and took time to go over…read moreeverything with me to make sure I understood it fully. She also helped me verify my W4 in the off season so I'm in good shape for the next tax season. I definitely recommend her

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

They have completed my taxes for the last couple of years and I would highly recommend them.read more

Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128

Belinda is amazing! I hate doing my taxes, every year…read morefinding the documents is a pain, uploading them, answering questions and all of that. With Belinda it was super quick, easy and not at all painful. I sent her the docs, answered a few simple questions, had a short meeting with her where she went over my tax return AND she gave us some free advice on how to best utilize our money. All in all, it was amazing, I really enjoyed the experience and would definitely come back next year!

Did not answer. After a few weeks, I called and heard a message saying they are not accepting new…read moreclients

He was patient, kind (I'm a novice), and his analysis has proved to be spot on. He was able to help…read morewith Roth conversion values and how to handle the tax implications of having a pension.

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

I worked with Joanne for the first time in 2017, after years of doing my own taxes online. Joanne…read morewas extremely competent, professional, and a pleasure to work with. She made it easy to provide my documents and repeatedly answered my ill-informed questions. She was exceptionally knowledgeable and did went above and beyond to provide us with great advice. At the end of the process, my tax return was significantly more favorable than the years in which I did my own taxes. I can't recommend Joanne highly enough, and will definitely use her for the foreseeable future. I'd give her more than 5 stars if I could.

Very efficient. She helped me get things straightened out. I'd highly recommend Joanne.read more