I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

We've trusted Tracie and the team at CTB for thirty years now. You can trust them all, too!read more

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I spoke with Mike during the initial consultation. Drafting-related emails were handled by Laurel,…read moreand the firm indicated that Mike had reviewed the drafts. After completing the questionnaire provided by the firm, we received an initial draft with proofreading errors and discrepancies involving names, dates, our children's inheritance instructions, and financial and health-care agent appointments. Some corrections required multiple follow-ups. We also received conflicting beneficiary guidance, which the office clarified after we pointed out the inconsistency. The office responded and made revisions, which we appreciate. However, the amount of checking and follow-up required from us was more than we expected for an attorney-prepared estate plan. We hired the firm for professional guidance and peace of mind, but felt too much responsibility fell on us to catch discrepancies and verify that corrections had been made. More thorough review and consistent guidance would have improved our experience.

Thank you, and highest praise to Jaque, who helped me amend the taxes I filed with TurboTax. She…read morewent above and beyond -- not only helping with my taxes, but also providing so much valuable advice and guidance. I walked away feeling truly supported and informed. I greatly value this business and especially appreciate Jaque's kindness, professionalism, and expertise. Looking forward to seeing her again next tax season!

My appointment went great. I was seen right on time--literally moments after I arrived. I hadn't…read moreeven finished the short intake form (just my address and a signature) before I was called in. Kylie, the accountant I worked with, was fast and efficient. She prepared my taxes on the spot and got me a larger return than I expected. She was all business--quick, precise, and not overly chatty--which is exactly what I want when it comes to taxes. I also really liked the ambiance. The office is in an old Victorian house and feels more like a drawing room than an accounting firm

f you need accounting services or your complicated taxes filed look no further. I found Frances…read morewhen I was looking for someone to take care of my taxes, after my guy unexpectedly passed away. I run a business and my kryptonite is all things paper work. My taxes are particularly complicated, but I have no idea what is deductible, or what percentage and so on. I send her a rediculous summation of my spending and she gets it all done. This year with the covid 19 pandemic I asked her if she would be willing to file my paperwork for getting a grant/loan.....like I said it's kryptonite. She filed it for me, and I can't say what a relief it was.

I used France's for the first 3-4 years of my business and now that I'm seasoned, I completely…read moreoverpaid and was really setback by her services. I have had now the cpa for 7 years and it's like night and day. She is responsive but she doesn't help you find ways to save or offer any advice or suggestions to help maximum your deductions. You will over pay.

Katja has been doing our personal and business taxes for a few years now and we cannot be happier…read moreworking with her. She is extremely professional and knowledgeable, as well as extremely kind and understanding. We will continue to work with her and will recommend her to any and everyone we talk to. As a bookkeeper myself, I know how hard it can be to find someone you trust, and Katja is it.

Katja had been doing my taxes for several years but ghosted me this past tax season. After…read moreuploading my documents on 3/23/26, she still has not responded to a single one of my communications whether by her secure website, emails, and voicemails. If you're not able to do my taxes, allow me the courtesy of telling me so I can find services elsewhere within a reasonable amount of time. If you want to miss your tax deadline, then this accountant is for you.

I was pleasantly surprised when an associate of Mr. Daniel reached out within minutes of me…read morerequesting a consultation. She set up a phone consultation the same day with Mr. Daniel. Thank you, Ms. Jackson. Mr. Daniel was easy to converse with, listened to my tax concerns, and shared his knowledge to provide me multiple options to my situation. Thank you both for your prompt response and excellent customer service.

I had a great conversation with Mr. Daniel Sr. and he made me feel confident I was on the right…read moretrack. As a young African American business owner, I felt listened to and empowered. Any question I had was answered clearly. I look forward to working with them again in the future!

Not sure if they went out of business, but I emailed them at the email address on their website,…read moreand it was returned as undeliverable.

Helpful, attentive and efficient! After taxes were complete…read morewe had an amendment and they were quick to complete it and was able to take care of it that day! It was due to a w2 arriving late! They corrected it and I was glad they helped us! I Recommend her and her team!