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.

I appreciate that he's prompt in assessing whether he can help me & gave me recommendations of…read moreother professionals who are more suitable. Thank you so much.

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

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 have been working with Nidhi Jain for tax preparation for few years now. Nidhi is incredibly…read moreknowledgeable and thorough in handling of taxes.Not only did she complete my taxes promptly, but she also went above and beyond to answer all of my questions and address any concerns I had. Her dedication to providing excellent customer service truly sets her apart. Thanks to Nidhi and her team, I had a smooth and hassle-free tax filing experience. I highly recommend their services to anyone in need of a reliable and knowledgeable tax preparer.

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.

Pavandeep is awesome! She was upfront and transparent with me. This was something that my…read moreprevious tax accountant failed to do. I strongly believe that communication is the key. She delivered. I also admire her dedication to her work. I am very happy to have her as my tax accountant and I wish I found her sooner. Pavandeep, thank you for doing an awesome job with the 2018 taxes. I will be back next year for the 2019 taxes.

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.

Started working with Greg at Adaptax years ago. He is professional and honest with his advice.read more

I have prepared the tax return for my wife and I in the past, but we began looking for an enrolled…read moreagent to start doing them. We had a meeting with Greg and discussed our situation and left him our rather simple 1040. He explained his fee schedule to which we agreed . A few weeks later we called to set up an appointment for 2025 tax preparation. Rebecca told us that we would first have to pay Greg a surprise $300 "onboarding fee". She said it was sort of an "investment by the client for the future." What?? No thanks. That's no way to do business. George Mate

I'm so happy to be writing this review!…read more After posting my original review, I was immediately contacted by Hajira. I could tell she was genuinely distressed to hear about my experience. We scheduled a meeting for today to go over my 2022 return and my 2023 forecast. She spent 2-hours going over everything in detail. She did such a great job of it! I feel completely informed and so much more confident. Prior to our doing that, she also took the time to address my Yelp comments. She'd definitely took my comments to heart and used them as an opportunity to improve how she will interact with new clients. I was very impressed by her transparency and her eagerness to discuss this. I'm now completely onboard and plan to be a long term client. As I've said before, NEVER UNDERESTIMATE THE POWER OF A YELP REVIEW.

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 .

Christian is honestly incredible. As a small business owner of a start-up, there is so much work…read morethat it can feel overwhelming. I am so grateful that Christian takes all of the stress away when it comes to my taxes. He has helped out my small business with kindness and generosity as I continue to learn how to grow my business. Not only is he great at what he does, him and his team are super on top of their clients' needs. Just like Henry mentioned, they filed extensions for me without me even asking which just takes even more stress off. The process is super clear and he is very thorough, ensuring the follow up with anything I might have missed when providing documents or information. On top of all that, his services include your personal taxes along with your business. Someone who is reliable, trustworthy, intelligent, knowledgeable, and overall a good person, is well worth the money. If you need help with your taxes, Christian and Impact Complex Financials is the way to go - you won't be disappointed!

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.

I rarely write reviews, and i do it if i feel it is NOT just one another alternative…read more Last year, i came to know my tax filing was not correct with my foreign account holdings, and it really made me nervous. Talked to multiple CPA offices, and finally, when i spoke with Mr. Sanjiv, he explained every detail on what needs to be done with the compliance procedure, and i instantly decided to go with them. They really have the deep understanding on how the taxes work with the Indian accounts and in fact helped me how to get those details from Indian financial institutes. Next part is, Ms Kalpana from their Pleasanton office was so helpful in educating me as she was working on multiple IRS forms for the last few years. At one point, when their office was shut for visitors due to Covid, Kalpana went one step ahead, and scheduled a quick meet up outside our residence to get some forms signed. Big shout! Kudos! It didn't end there. This year, as some of my foreign tax forms reached me just a week ago prior to the deadline, she understood my situation, and was so patient in going through all the statements from several statements with multiple accounts, and finalized the return documents, which she is above to file. I can't think of any better alternative option for my tax filing going forward. She has lot of passion, and whenever i reached for some info, she was always there to help. No wonder, some times, i received her reply to my tax queries even after 11pm in the night. Overall, its really nice experience working with Sanjiv Gupta's office for my tax returns.

Took a consultation with Sanjiv. Very unprofessional attitude…read more 1. He came 15 minutes late for the appointment and did not apologize either. We had to push out our other appointments. 2. We shared the list of questions beforehand but he did not read any of that. He asked the same info we stated in the documents we submitted. 3. His answers were one word at best, and he was judging and ridiculing some life decisions we were making. Dont waste your time and money.

We have been using Melissa and Empower Bookkeeping for many years and could not be happier with the…read moreaccuracy, support and best-in-class service! Everything is Always timely and short term needs are Always responded to with the highest priority. Absolutely the Best!!! I'd give 10 Stars if I could!

Melissa is an excellent bookkeeper! Fast, communicative, reasonably priced, and gets the job done…read moreright. I've had two fantastic experiences with Melissa and I will definitely hire her again.