BEWARE OF THIS SCAM I paid this firm $3,000 and they did absolutely nothing. They promised to handle my payroll, taxes, and business finances, but all they did was take my money and sit around. I kept repeating myself over and over and nothing ever got done. My payroll wasn't processed correctly, my taxes became delinquent, and the main reason I hired them--to fix and manage my taxes--was completely ignored. They act professional on the surface but once they have your money, you'll realize they don't follow through on a single thing. I'm now out $3,000, my business is a mess, and I've had to find a new firm to clean up everything they failed to do. Save yourself the stress and stay far away from this company. read more

Edit: Sugam - how bad can you be to also post 1 star yelp reviews of your customers? Who does this? People beware, if you use Sugam for your accounting and you have a disagreement, HE WILL POST 1 star reviews of your business in YELP and GOOGLE! again you lie to represent your own interests, try to demerit my points and all that does is proof you are everything we accuse you of. How about an apology? "Sorry Dr Zahedi you got caught up in my dispute with the CEO of the company I represented. We have had a professional relationship to date and this shouldn't impact you, since you did not get a copy of the company tax returnes directly emailed to you, I will be more than happy to do that. Wish you the best." How hard is that for you to do? Instead you ask me to pay $200, ask me to be your bill collector against the CEO, GREED, nothing more, nothing less. You did not win the Amex dispute based on merits of the case - Josh simply did not submit his response documents in a timely manner. Had I been in charge plain and simple, you would have lost. Win the battle, lose the war - the looming issue Sugam is that you are unprofessional, greedy, and lack professional etiquette when money gets involved. To all readers, remember that when you decide whether you want someone like this representing you, look at how he retaliates, googles you, posts your secrets on public forums for people to read (btw he is lying, there is no google on josh's history from his response of the 1 star review below mine), he knows this from confidential information that was shared with his as CFO. He is violating his confidentialy by disclosing this information and is subject to lible. Cruelty to the point of ignoring you and your home loan potentially not getting approved if you aren't provided the requested tax document and this is his level of respect to customers. If you were my direct accountantant, you would have lost this battle. History: Sugam please address me as Dr Zahedi, I am not your friend or colleague. The fact that I rarely post reviews should show you how unprofessional you had to be to draw me to this point. After the review was posted, NOW you want to provide a copy of my returns on the condition of removing my review?!! You still don't get it Sugam, my tax records were a paid service that you were paid for as the CFO of a company to complete and provide all members including myself a copy. You having a dispute with the CEO over his personal tax returns has nothing to do with me nor your responsibility to the company. And stop lying that we never communicated with each other, here I posted our email where I over multiple months directed you to 1099 my medical corporation but you ignored me repeatedly and did whatever you felt like. I wanted to leave you a review on this alone because you negatively impacted my tax returns. As a medical director, it is routine to get paid as 1099. Furthermore, numerous times in our interactions since March 2024 you forgot important details about the company, mistakes it for an S corp, which shows you to be too preoccupied with other accounts that you end up making mistakes . As far as taking my review down in exchange for the tax returns that you were duly paid for...Too little too late, you are the person you were when you ignored me after desperately pleading with you, being too salty after getting fired by the CEO for raising your rates and later charging a fee that has no contractual basis for his personal tax returns is not a justification to withhold company returns. Don't worry, Josh is posting his review next and I am starting a formal complaint with the Department of consumer affairs that manages your accountant license. There is no way that withhold tax refunds from a paid customer that you are under contract for is within the working code of conduct for a tax specialist. Readers - See the photos attached. Lesson to be learned here: no matter what, ALWAYS maintain your professionalism, don't just act in ways that served your own purpose. Let this review be a forever reminder. I won't delete it, it's just a matter of filing form 4506 with the IRS. MY OPINION - stay away medical professionals. as a medical doctor i do not recommend you use him. I asked him to provide me with a copy of 2023 business tax returns because we are closing a home loan and the underwriter requested it. He refused to provide me my records unless I paid him for something that has nothing to do with me, he even asked me to be his bill collector to my business partner. See screenshots attached. I pleaded with him that we might lose our home loan, he ignored me. wow, like my family home is on the line and he wont forward me a document that takes 2 minutes? Btw it is my opinion that many of the reviews you read on here are from his friends of family. Don't belive what you read, my experience is the real Sugam that you will get. read more

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I can't recommend Clearbooks highly enough! I recently worked with Sugam, and he was great from start to finish. He answered all my questions thoroughly and was very responsive, which made the whole process so much easier. His kindness and professionalism really stood out - it's clear he knows his stuff. read more

Our 2023 tax return was a relatively straight forward one. Upfront interview of Sugam and Clearbooks was done and all documentation was provided upfront. Questionnaire by Clearbooks was also completed. I was offered an estimated completion of 2 weeks. I never asked for the delivery time, but that expectation was set by Clearbooks. After almost a month since I submitted my documents, I was told that other business tax returns were being prioritized over mine. It should also be noted that I had to call out the first iteration of the FED and CA returns Clearbooks drafted and if I hadn't done so, I would have significantly overpaid to the IRS/FED. This tells me there is a lack of quality control. Additionally, during the upfront interview of Clearbooks, I had stated that it was important that I file the return after the start of April 2024 because in the past I had received tax documents (e.g. K1s) very late which can drastically alter how the return is prepared. Clearbooks had pushed me to file it earlier stating that there was a difference between filing and paying. This shows their lack of awareness to the details during the initial questionnaire. There was a follow up important notice I received from the IRS which I had sent to Sugam and Clearbooks for clarification. Unfortunately, it has been days and they have not gotten back to me. In short, I'm looking for an attentive and detailed oriented CPA that is willing to work with my personal tax situation. I don't want to have to deal with this type of service again. I don't recommend this company for tax preparation. read more

Clearbooks CPA and Sugam did a fantastic job cleaning up 3 years worth of business accounts. Now my companies books are up to date, Sugam continues to provide monthly bookkeeping services and tax advice for my business. Very responsive, knowledgeable and fair pricing. Highly recommended. read more

Sugam's advice and direction were awesome. He clearly laid out his thoughts on my questions and tax situation and offered guidance on where i could be saving money. read more

Had questions with tax filing due to my situation. I inquired online to get in contact with a tax expert and immediately (and I mean immediately!) got in contact with Sugam. He answered all my questions and took time to verify his info for the current tax year versus prior tax years. Would highly recommend! read more

I was referred to Sugam Sharma thru the Ramsey Solutions website and was offered a free-15-minute web consultation. I listed the 3 most important items I wanted to discuss and he was not only punctual to our meeting but was ready to discuss my questions. He was gracious enough to forward me forms and links for me to read further and fully understand the topics. We went a bit long in our meeting because he wanted to make sure he had answered all my questions, even those that came up during our discussing, I was even able to squeeze in a 4th topic. I'm seriously considering sending my info to his office for my next tax return. read more

Had a great experience with Sugam. It's difficult to find CPA's that know what they're talking about and can actually think outside the box for you to ensure you can have a seamless tax season, as well as have piece of mind knowing you're actually saving the most that you can. You get what you pay for. Don't let yourself dread tax season. read more

Very responsive. Great experience working with the Clearbooks CPA. Look forward to work with them in future as well..!!

I started working with Sugam on my taxes 2 years ago and he's been nothing short of amazing. He is able to simplify complex topics and helps me understand my own tax return. I recommend him to my own family and friends. read more

Great Quality Service with a friendly touch. Very reliable as well. I have been with Sugam for about a year now and I am with him for life. I love the way he treats me as a client. read more

Sugam is equipped with tremendous amount of knowledge when it comes to taxes and legal documents. We used his services to to open up a LLC and he shared alot of insights on how it all works and our LLC was pretty complex since it consisted of other corporations. He was very responsive and got our LLC created pretty fast. 10/10 recommend his services. Team is super helpful as well. read more

Unreal! Real Professionals. Everything was a zip, easy and the rates were amazing. We are so happy with Clearbrooks. Will be using them again and again. So happy read more

Sugam is super knowledgeable and helpful!! Highly recommend chatting with him, you'll get all tax questions answered!

Cannot say enough of attention to detail and prompt communication by this young CPA. He did my tax amendment and FBAR filings last year. read more

I called so many places for a simple tax related question, this is the only place who answered my question in detail and explained me the whole process, the rest asked me to set up an appointment otherwise we can't talk over the ph. So thank you read more

It took them 10 days to respond to my initial Yelp request for a quote. Several more days for an initial phone call with Sugam. He quoted $1,500 to review my personal tax strategy. Days later they send that quote, for $4,000. I emailed, texted and DM'd asking why the huge jump. Weeks have passed, they never responded. Seems like a dishonest bait-and-switch business practice to me. read more

Choosing a right CPA is very important and I am so glad I've found Sugam from reading great reviews online. Sugam is very professional, details oriented with broad knowledge and experience and I trust him to do my taxes and consult with him on all my financial matters. He is very responsive and easy to work with, I highly recommend him and I know you won't be disappointed. read more

Sugam is incredibly knowledgable when it comes to tax laws. From our time together, he has been outstanding to work with. He helped me get my sales tax in order and my CDTFA account back into good standing. Not only was he fast at getting everything taken care of, but he also helped me gain a better understanding of how sales tax reporting works. Beyond this small project, I was looking to work with a long-term CPA for my business, specifically someone with an understanding of the ecom space. I had spoken to many CPA's and had also worked with another CPA prior to this. Sugam's care to understand his clients businesses and financial goals really stood out to me. I have since started working with him for longer scope support (tax strategy, s-corp formation, tax prep & filing, etc) and I have learned a significant amount from him already. The value he will be bringing to my business is immense and is what I need to continue to grow my business. Thank you! read more

Sugam and his team exceeded expectations in handling the Taxes for my business. From our first meeting, I was met with friendly and professional staff who made me feel at ease. Sugam was very knowledgeable and took the time to explain everything clearly. The entire process was smooth and Clearbooks CPA helped me maximize my deductions. They saved me stress and saved me money! read more

It was a pleasure interacting with Sugam. He has good experience, both in US and international tax situations. He helped me navigate certain situations with ease and provided with useful insights. Looking forward to working with him again. His rates are competitive. read more

Sugam has exceptional breath and depth of knowledge on tax laws and strategies. He has not only been able to help me make the most of my 2022 taxes, but has also been instrumental in how I manage my ISO and RSU equity. He has been able to quickly deliver effective recommendations designed for my specific financial scenarios and, most importantly, is able to relay all information and recommendations in a manner that truly makes me feel like an equal partner. I've learned a ton in just the few short months I've been connected with Clearbooks, and am looking forward to working with Sugam on my taxes and finances long term! read more

Sugam is an incredible accountant who has helped me with everything from my personal taxes to my business accounting. He is always up-to-date on the latest tax laws and regulations and they have a knack for explaining complex financial matters in a way that I can understand. In addition to their expertise, Sugam is also a very personable and caring individual. They always take the time to listen to my questions and concerns and they always make me feel like I am their top priority. I highly recommend Sugam to anyone who is looking for a top-notch accountant. You will not be disappointed! read more

Sugam did an excellent job doing my taxes this year. Was communicative throughout, took his time to clearly go over everything, and far exceeded my expectations. He has officially gained my business for life. Thank you. read more

Was looking for a CPA to help me in saving money and organizing my finances, Sugam does just that and goes above and beyond in customer support and maintaining a relationship with his clients. He has insights in the up and coming crypto industry, and even had suggestions for real estate plans! Would highly recommend! read more

Sugam helped my business flourish by implementing substantial cost cutting measures and maximizing my tax deductibles. He is very knowledgeable and has a lot of experience. read more