Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

Thai is a very dishonest person, in 2023 I contacted him to get my business taxes done. This was my…read morefirst mistake as he had no experience working with a property management company. He marked my business revenue as over $1 million when my business only made around 200,000 that year and I was forced to pay an astronomical amount of taxes which I needed to hire a new CPA to fix in the following years not only this I did not decide to continue with his services and he did not contact me for two years then randomly one day he decided to send me a bill of over $14,000 claiming that for the past two Years he had been reconciling my books keep in mind there was zero communication between the two of us for over two years and then randomly out of nowhere he sends me an invoice for $14,000 and threatened to sue me. If I do not pay, I refuse to pay since there were no services provided and now he decided to file a claim in small claims court, but is only suing me for $6000 I offered to reimburse him for a QuickBooks subscription that he had on my behalf but he did not accept and is asking me to pay him over $500 per month for reconciliation services on a bank account that has zero transactions monthly. Please avoid this CPA at all cost. There are much better options in the Bay Area.

Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .

I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.

We enjoyed working with Martin for our small business taxes. He was very professional, thorough,…read moreand fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions. We have already referred him out. So lucky to find a CPA this responsible and reliable. Thank you Martin

I used Martin to help complete a very complex tax return this year. He was fantastic to work with…read moreand I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

Zack's wonderful. He's been doing my taxes for a few years, and has been nothing but helpful,…read moreresponsive and knowledgeable. It's tough to find someone this good - you can't go wrong with him.

Highly recommend ! My usual tax person abruptly moved out of state . I got lucky to find Frederick…read moreTax Service. Very good customer service. Good communication. I can only say good things about this company and will be going back next year . So glad I found you ! Thanh you

Outstanding! Joli is excellent! I regret that I didn't go to her years ago. She takes her time to…read moreexplain everything in detail. I couldn't believe it when she said everything was finished and the filing has been completed. I enjoyed working with you Joli! That's a compliment that I rarely give out. Thank you!

Very knowledge tax professional service. flexible, efficient, friendly, and easy to work with. I…read morehighly recommend their services to anyone in need of expert tax assistance.

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!

Lina and her team of tax professionals are the best in business. They go above and beyond of what…read moreis expected or even asked for. I came to Lina's tax firm in 2012 after leaving a low cost, budget tax preparer. I complained to her about the shoddy work my previous tax preparer was doing and she immediately became suspicious. Without my request and to my surprise she offered to review my previous 2 years tax returns. The tax amendments resulted in a return of over $3,500! Ever since then I have relied on Lina's every tax year. If you are looking for a budget tax preparer then Lina's Tax Team may not be the right fit for you. However, if you're looking for tax expertise and knowledge then look no further. She is just as compassionate as she is knowledgeable. She takes the time to understand your personal situation and goals. She understands that when you're exposing your entire financials that it becomes personal and not just a business transaction.

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

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.

Marty Ryhanych is an excellent tax preparer! Patient, incredible expertise, meticulous - Highly…read morerecommend her services - Top notch

I was behind on my taxes and in a predicament with liens breathing down my neck and was very happy…read moreto find Surf City Tax Services. Cole made everything feel simple and not so overwhelming. I will definitely be recommending Cole and Surf City in the future.

This is my third year with trike financial!! I got GREAT…read moreSPEEDY SERVICE!!! Done right!! I highly recommend try financial for your tax or financial needs Tony is great!!!

Tony has been doing my taxes for the last few years and the work he's done has been fantastic. Tony…read moreis very thorough and has been able to identify a few deductions for me for that I didn't know I qualified for. Tony is very laid-back and down-to-earth and does a great job explaining everything to me. If you or your business need a great financial advisor, Trike is an awesome choice.