I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything…read moreyou wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me.

The people who work there are pompous jerks who overcharge for the little work they do and file…read moreunreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!!

It's been over a decade that Anne Liang and her team have been handling my tax returns…read more What I like the most is that she doesn't just prepare taxes--she genuinely cares about you and every dollar you earn. While you may be focused on the present time, she offers thoughtful advice to help you save and build a better life for retirement. She is detail-oriented, highly knowledgeable, and always up to date on current regulations.

A long-time client of Anne Liang CPA, I can confidently say she delivers…read moreexceptional service for complex tax situations common in high-tech and consulting fields. Anne expertly manages everything from standard tax filing to intricate planning--especially maximizing savings on work-related equity. Her proactive approach ensures accuracy without requiring constant oversight. She also introduced me to sophisticated retirement strategies like Roth IRA conversions that effectively reduce my overall tax liability. Highly recommended for professionals seeking knowledgeable, reliable, and results-driven accounting support.

Francis is, without a doubt, the most dedicated and knowledgeable CPA I've had the pleasure to work…read morewith. He charges a reasonable flat rate and encourages you to ask any and all questions you have without regarding the time. He helped me uncover several errors in my previous tax returns due to the incompetence of my previous CPA and gave me options to remedy these issues without feeling pressured to continue using his services. He makes an honest effort to save me money and I greatly appreciate his integrity. I will be following up with him on resolving my previous years' issues and will definitely continue using his services in the future! As for Anny's review below, I am baffled if we even saw the same CPA. There is another Tax Magic listing on Yelp based in Hayward so I'm guessing she must've been talking about him? Francis is the complete opposite of "irresponsible" and "uncaring", and I find him completely trustworthy. I highly recommend you reach out to Francis for your tax woes -- he's the right guy who'll fix it for you without breaking the budget! (Plus he has really good jasmine tea he'll be glad to serve you!)

Francis was very kind and knowledgeable. I used him after my dad passed away, all the way through…read morewhen my mom passed. I miss our annual talks.

I switched to Stern & Associates and have been extremely happy with their service, communication,…read moreand attention to detail. Their fees are less than half what I was paying my previous preparer. I wanted to be sure my preparer had plenty of experience with LLCs and independent consulting practices; they've shown they really understand those issues.

I strongly caution anyone considering Stern and Associates for tax services. Our experience with…read moreCarol Fullam and Amy were awful and involved months of communication delays, unfulfilled commitments, and ultimately being dropped as clients on Tax Day itself. My husband worked with this firm for 6 months to assist with what seemed to be a complicated tax scenario (but was handled in less than a week by a new CPA). Communication was unreliable throughout, including repeated instances where they claimed to have sent questions or requests that were never delivered. In February, my husband introduced me so we could file jointly, as my individual return is very straightforward. Despite this, simple questions regarding their fee structure, required documents, and basic filing steps routinely took over a week to answer. When I called Amy directly for clarity, she appeared distracted and admitted she had left my emails unanswered because she didn't know the answers, telling me to contact Carol instead. I followed up politely asking for Carol's guidance via phone or email, noting that I had been waiting 1.5 months just to understand how to proceed and pay them. Carol refused phone calls, so I asked if they were simply at capacity so I could look elsewhere. Carol's immediate response was to drop me as a client. Following this, I asked for written confirmation that my uploaded sensitive tax records would be deleted from their portal. Amy claimed they were purged, but I logged in and found my documents were still active. When I followed up requesting screenshot verification, they ignored me entirely, leaving serious data privacy concerns unresolved. Two weeks later--on the actual day of the tax filing deadline--the firm contacted my husband out of the blue and dropped him as well, claiming they felt uncomfortable because my polite and easy administrative inquiries were "too much" (their words, not mine). Wasting six months of work and abandoning a client on the deadline is completely unprofessional. Avoid this firm if you need reliable communication and secure handling of your financial records. They have no idea what they are doing. If my experience doesn't convince you, just look at the business owner's responses to other negative reviews. They routinely expose private, personal client financial data and tax histories just to get the last word. This public retaliation is completely unethical, violates strict CPA confidentiality rules, and can result in severe legal fines. Wonder if anyone has reported this yet..

I contacted Alex after receiving a notice from the IRS. My…read morecase was not simple (multiple issues) but he helped me to resolve it. My case took longer than usual because of COVID-19, but finally, he resolved my case with and very happy ending. He is very knowledgeable, professional, and prompt. I definitely recommended Alex if you have some problems with Tax Issues.

I called Tax Helpers (directed by ChatGPT to contact) regarding my 2024 IRS return processing…read moredelays and refund. The person helping me with my issue named Alex was extremely helpful, cordial and provided me with the steps to follow in order to receive the refund - essentially, he told me to call IRS and to release the fund. I was on the phone with Alex on multiple calls for an approximate 30 minutes, and it was done without a cost to me. I really appreciate their service and transparency. Excellent work and their services.

I can't recommend Jon Van Wormer highly enough! Tax season used to be one of the most stressful…read moretimes of the year for me, but working with him has completely changed that. He made the entire process so much easier to understand and handled everything with such professionalism, patience, and clarity. From start to finish, Jon broke down all the confusing forms, explained everything in simple terms, and ensured I was getting every deduction and credit I was entitled to. What used to take me days of frustration now takes just a couple of smooth, stress-free meetings. It honestly felt like a huge weight lifted off my shoulders. If you want someone who's knowledgeable, trustworthy, and makes income tax less complicated (and even kind of enjoyable!), Jon at Liberty tax is the one to contact. I'll definitely be returning year after year. Also, to anyone who cares, I recommend not to wait til the tax deadline. I was stressed free in February while everyone was scrambling to get theirs done in April.

The entire team at Liberty Tax Bernal Heights location is reliable, personable, and has great…read morecustomer service. They have prepared my taxes since 2013. They also help me recover a hefty sum from a real estate deal. I transmit all my documents to their Google upload for absolute confidentiality. I recommended them to a friend several years ago and he now comes back to them each year.

I needed a new person to do my taxes and Zee was a recommendation via a friend and her…read moresoon-to-retire preparer. Zee was efficient, thorough, accurate, not overly expensive, and easy to work with. I'll look forward to using him again next year!

I just started with Mr. Skyvara last year after my tax accountant of many years decided to retire…read more He made it seem less to transition and was very prompt with his questions and procedures.

Pat's been doing my taxes for about 7 years and I couldn't be happier. I first contacted him after…read moreGhirardo CPAs gave me bunk advice on AMT and tried to charge me while they came up to speed on AMT. Pat was an Enrolled Agent at the time and seemed to know more about AMT than all of Ghirardo combined. Now that Pat is a CPA, he's out on his own. I think his rates are very competitive ( a friend told me the paid the same at H&R block!). Pat also doesn't nickel and dime me

Do not trust this guy to file your taxes!! Patrick did not file my parents taxes back in 2016!!…read moreAfter almost 5 years, we find out that they were never filed and can get a letter from the tax board asking for my parents taxes and having to pay penalties!!! So unprofessional!