Our Architect & Construction office has been supported by the Boman Accounting Group for over 10 years. As a small business with complex investment and tax strategies, I require a team that is both highly skilled and attentive. Lynda, Yan, Cindy, and Lizzie are a brilliant team--they truly listen, deliver high-quality financial preparation, and are some of the most thoughtful professionals I've worked with. Regarding some of the negative feedback I've seen: in my experience, accounting is a partnership. To get the best results from a great firm like this, clients need to come prepared. If you bring organization and realistic expectations to the table, this team will go above and beyond for you. I highly recommend them for any business looking for long-term, sophisticated financial support. I especially appreciate the hands-on approach Lynda and Yan take. They've worked with me both in their office and by coming directly to mine to ensure every one of my companies was fully prepared for tax season. Having that level of in-person support made a huge difference in managing our complex requirements. It's rare to find a team so committed to getting the details right and making the process as seamless as possible for the client. read more

Overall just a terrible experience. No communication, poor planning, they aren't at all interested in customer service and they have high turnover. I would strongly not recommend. read more

Thanks to this agency we experienced the worst tax return ordeal ever. Incompetent staff, responding every 14 days to urgent emails, not picking up the phone, on vacation for weeks during crucial times. If you want to take the tax headache to a whole new level this is the group for you! read more

I was referred to Lynda from my financial planner and I have been very happy with her company's professionalism and personalized service. She is very knowledgeable, takes the time to lay out your options. I would recommend to anyone. read more

We had a very difficult time with this accounting firm related to submission of our taxes. We provided all tax documents well in advance by months, followed up numerous times, left messages and sent emails, and stressed the importance of ensuring it was done prior to a spring break trip. Naturally they got back to us the days before of our taxes were due, while we were out on vacation, to let us know we'd need an extension because we had missed a document. Literally zero proactive communication or engagement. Every interaction has been the same way. It's impossible to get someone on the phone, their turnover seems incredible so by the time you finally do get someone they are gone and you have to start all over again. Subsequently from this 1 year we actually used them, we had an issue with the Franchise Tax Board, and Lynda Bowan and firm weren't able to provide the appropriate rationale or documents to address the auditors question. I then had to do leg work to contact my former employer to gather more documents. (Why would you put it on my taxes without the backup docs?). When I pushed back on them wanting to charge us additional fees to help us with this issue, which they created, they provided a written response we could use with the FTB which only partially answered the concern as I waited on my employer for documentation. Once documents arrived from employer and I requested LB's review, and uploaded the material, they once again have gone dark...literally weeks. I had to take the issue elsewhere for help. It was such a terrible experience, such poor customer service. I want to warn others to do research, and consider another firm. The frustration isn't worth it. read more

Terrible experience in working with this accounting group. Shockingly bad customer service - they are really disorganized. They also have a habit of charging you extra amounts - with no communication as to why. I used them for 2 years tax prep. The first year, I agreed with Lynda what the charge for tax prep would be. I have a straightforward set of finances - nothing strange or complex. After the tax returns were submitted I was invoiced 2x what we agreed! When I tried to contact Lynda several times, I could never get a hold of her - always got some assistant who said she would pass along the message. 10 months later I finally got a call from Lynda and we sorted it out. For the 2nd year, we again agreed on a price ahead of time, and again the invoice came back significantly higher than the package price we agreed. Again I had a very straightforward tax year. I got the same run around, until eventually I called them and told one of the assistants that I was only paying the packaged price we agreed up front. If you are looking for an accountant to help you with your taxes, look elsewhere, unless you like poor customer service, a team that is totally disorganized and someone who will try to charge you more $ than what you agreed upon. read more

I am unable to recommend Lynda Boman or her office based on my experience with her, which is identical to the experience that Yelp reviewer Stephen F. related in his review on this page. Lynda and her team prepared my 2016 and 2017 tax returns. In each year, Lynda and I agreed on a price before she began her work ($600 for my 2016 return and $650 for my 2017 return, which I had negotiated down from a proposed amount of $675). In May 2018, after completing my 2017 return, Lynda's office invoiced me for $675. It's only a small amount more than what we agreed on, but it was more, so I asked her staff to correct it. They refused several requests to do so. I received an email from Anneliese Scadden, who said "I did meet with Lynda regarding your tax return and after reviewing the time spent preparing your return, and reprocessing the return, we are providing you over $1,200 discount as is. I'm sorry, but this is the best price we can give you." I said I would only pay the amount on which we had agreed, and so I paid $650 via their online billing system. I then asked for my original tax documents to be returned to me. After not receiving a response to several emails requesting a tracking number, I went to Lynda's office in person to ask for my documents back. Lynda was not present but a woman from the front office staff did give me my documents, but only after I agreed to sign a retainer form document. Prior to this, my interactions with Lynda and her staff were pleasant and Lynda and the junior tax associate who worked on my returns seemed competent, though there were some issues over the years with not receiving responses to e-mails. I would have remained her client if she and her office had not repeatedly attempted to collect a greater payment than what we had agreed on. After retrieving my documents, I retained another local accountant who confirmed that market rate for a return like mine is ~$600 or less, though my current accountant provides significantly more tax advice throughout the year for free, while Lynda charges by the hour for basic advice. I had hoped that the fact that I am unable to work with Lynda again had gone without saying, but this month I received a letter sent via Certified Mail informing me that Lynda is terminating our client relationship. It's concerning to read here on Yelp that Lynda has apparently attempted to receive payments in excess of the agreed upon amounts with other clients as well and that she is continuing to contact these clients some 7+ months later with "termination letters." I'm unfortunately unable to recommend her to any potential new clients. read more

Boman Accounting Group - "Termination letter" from Lynda Boman after she billed me for more than what we had agreed on for my 2017 tax return - Accountants Near Me - Campbell, California

A good solid Zero stars for scheduling appointment 1 week in advance and not calling me. The best part is that her assistant calling me in advance and telling me that she will be late but definitely calling me. read more

I have trusted Lynda and her practice with preparation of trust tax returns (for which am the trustee) for many years. Her practice readily embraces technology (e.g., a secure ShareFile repository and electronic signatures), and she timely reminds me of estimated tax deadlines. Entirely professional for the many years. I have no reservations in recommending her as a trusted adviser. read more

Lynda has been my CPA for the last few years, since I started my business. She helped me to understand the tax implications of the various business entities and then has been providing me with great service with periodic reviews of my Quick books. She is extremely knowledgeable and her staff is great to work with too!! read more

I am an unemployed disabled OIF/OEF vet, and Lynda agreed to help me with my past-due taxes. In one hour I learned so much. I needed to know about catching up with both my federal and CA state taxes including transferring from WA state to CA state, filing a 1040 schedule E for rental property, and what I could count as a deductible. Lynda is very clear and can dumb it down for you. I will be short selling my WA home soon and will be back for help with my future filing needs. read more

Everyone wants a CPA that is smart and knows how to get the most for you on your taxes. The Boman Accounting Group Inc. Absolutely does this but what makes them stand out is how personable Linda and the entire staff are. This is my second year coming to Boman Accounting Group Inc. and working with Linda. I was very satisfied last year as my taxes are not a simple affair. But Linda made me feel comfortable and at ease. She explained everything and more than got me the money I had coming to me. The amount she saved me was more than worth the team's fee's. They use an internet lock box and a very clear helpful check list to get you organized (for me I needed this). I was close to the office and just dropped in to give my papers and without an appointment (in the middle of tax Season the staff stopped reviewed my documents and even compared them to last year's return to see if anything had changed; All this without an appointment. Linda even came out to say hello and see how I was doing and if I had any question. I was amazed she even remembered me from last year. I not only got a good refund last year (shows they know what they are doing) I got treated like a close friend. These guys are excellent! If you need a CPA the Boman Accounting Group Inc. will be the last one you will ever use! read more