My law firm hired Janie as our bookkeeper in December 2019. We have been working with her for over…read more5 years and she has been the best bookkeeper we have worked with. Prior to her, we worked with 2 others who did not suit our needs. Janie reconciles our accounts at the end of each month. I also asked Janie to start running payroll for us on ADP. Janie is great at collaborating with my employees. They often email her with questions, or ask her to amend or delete an invoice. She also sends us the necessary financial statements at the end of each month, and the 1099 amounts for our contractors to our tax accountant during tax season. She is very responsive to our requests and concerns. She usually responds within a few hours. Janie has a pleasant personality, she is very responsive, she is patient with my employees when they make mistakes entering client payments into Xero (sometimes they will enter payments into the wrong account and she re-enters them for us, which isn't within her scope of duties), and she always tries to help with any requests that we may have. Overall, I highly recommend Janie. She does a great job with the bookkeeping for our small business!

Janie, was a life saver when it came to doing my books. I first went to her panicked because my…read morebooks were a mess, and I mean a mess. She was able to do 3 years of back work and worked magic. I'm so grateful to her. I have since continued to use her reliable services and this is going on 5 years now. She's a phenomenal bookkeeper & is incredibly responsive, knowledgeable, and organized. I can't recommend her enough!!

Trung thực và tin cậy; đồng thời cũng rất chuyên nghiệp và kiến thức rộng. Tiến cử anh ấy để chọn…read morelàm CPA

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

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.

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

Roselyn is the best! She made my taxes very easy! She has a safe online portal to upload documents…read more I will never use HR Block again!!!

They definitely expressed over the phone how well they know their stuff and with use of QBO. Fast…read moreforward 3 years down the road, where I have always had questions on my business like "hey I wish all of that money was in my account because I sure look good on paper and on my P&L?" I was able to find areas like I know that I paid $80k in workers comp and the P&L only showed $20K. But that was the extent of where I could help when they were off and they always assured me everything was CORRECT. I paid both workers comp premiums on their assurances as well as my yearly taxes. I finally gave up and terminated services and found another bookkeeper and boy, have they found significant errors such as payroll wages being under reported, W3's not matching. Wages for out of state workers not being reported and members of Cal Savers stuck in limbo and not receiving their funds. I have tried to personally reach out to both the owner and my bookkeeper but both have not taken the matter seriously. I am up to about $10,000.00 so far in reconcile and need to amend returns and pay for those also. Please, please, steer clear from this company. They are deceitful, incompetent and lack common courtesy when you have an issue. Now to find out even worse that they will cost you so much in the long run. I am writing this to hopefully help others when believing and trusting in firms to keep your books straight. A lot can go very wrong. Choose wisely.

This business provides competent bookkeeping services, but my experience was that they were not up…read moreto speed with technology, such as Zoom meetings, securely uploading and downloading information. In addition, although they were able to download Quickbooks data from financial institutions, they advised that they still entered the data manually, as the bookkeeper believed that this was faster. Since they bill by the hour, this was problematic from my point of view. The owner seemed to be a bit intense, and with the billing in particular. They seemed to expect that invoices be paid within 10 days of mailing. Starting on the 11th day, they would send dunning emails and letters, for relatively small invoices. It was a curious experience, and a bit frustrating. They seemed like nice people, but they did not meet my expectations.

We are a small Non-Profit that ran into difficulties with delayed tax reports. We are a volunteer…read morerun organization, and volunteers sometimes don't have the background or knowledge to complete all tasks. IRS and California Attorney Generals offices can sometimes be a gauntlet to try to get ahold of someone to ask questions or get help. Thankfully, I contacted Harry to get some advice and assistance to help us through our difficulties. He was calm and knowledgeable. We hope to bring him on to file our annual tax returns.

I'm so grateful to have found Harry for my tax services. He is excellent and I highly recommend…read morehim for any of your tax needs. He is prompt and was able to help me through the sale and purchase of my home. He also helped me with the IRS not returning some money owed to me. If you are looking for an honest, hard working person, Harry is your man. you won't be disappointed. Eleanor in San Jose

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

Quick and easy, no wait time. I literally just walked in, before closing and got it done in a…read morematter of minutes. I was doing live scan finger printing for my new teaching job.

Matt offers a great notary service and is quick and easy to work with. I have returned multiple…read moretimes with no issues.

Marianne is by far the BEST bookkeeper I have yet to find in this area! When meeting her she was…read moreextremely pleasant..right off the bat I knew she would be the right Bookkeeper for our company. She is very educated and dedicated to her work/clients. She was not hesitant to give me references of current clients, who highly recommended her. Not once has she not answered my questions/concerns. Also another skill I was in need of was someone familiar with QuickBooks, and to find out she is a QuickBooks ProAdvisor too I was sold. What an expert! She is efficient, professional, honest, patient, hardworking, and better yet friendly to say the least!!

Learning QuickBooks on my own was not going well, so I hired Marianne to help me learn the…read moresoftware. I am SO glad I did. Marianne broke down the training into small manageable sessions so that it was not too overwhelming. She was very knowledgeable in Quickbooks, and if she didn't know the answer to a question, she would research it. Not only did she show me the basics of QuickBooks, but she also showed me more advanced tools and how to maximize the reporting features for my business. Marianne is a very patient, easy to work with and makes the process fun. Her training and expertise saved me time, money and a lot of frustration. I am so thankful that I hired her! I highly recommend her for your QuickBooks training needs!

I am writing this review in regards to a Consultation for a small business in San Jose. We had our…read moreconsultation with Robert. I went there with a list of questions to ask but not really sure where to start. But after our meeting, I had a clearer picture of what I needed to do to get my business on the right track. Robert was very attentive, listened to my concerns, and gave us the advice that we needed. In short, I felt safe and definitely would consider him when it comes to tax season this coming year.

So I went to TaxHelpCo for my taxes this year. I provided all my records on 1.27.12. Supposedly…read morean email was sent to me on 1.31.12, however I did not receive one. On 2.19.12 I called to receive an update/status on my taxes (this is 3 weeks from my file drop off date mind you) and I was told they hadn't even started on my Loss/Profit portion of my taxes. Another email was supposedly sent to me again on 2.19.12...which I also did not receive. So I gave them a call today, 2.28.12 and received an update via email a few hours later and was asked to confirm the receipt of the email. So....I did: I'll be in tomorrow to pick them up. First I want to say thank you and I appreciate your firm handling my taxes as well as the profit and loss report. I do want to say, however, that the level of customer service I received I thought was extremely poor. Not only did I not receive an update on an eta that I had requested, but not one person from your firm even attempted to follow up with me when there was no return of information. Since my communications with Laura have all had quick turnarounds, I would have thought that my non-response would have been an indicator that I didn't receive the request for info. If I hadn't once again called to get a status report, I don't believe there would have been resolve anytime soon. Taxes are an already stressful situation, but this experience really did make it worse. My apologies for the scathing email and I don't usually write them, but I feel I have to be honest about this situation. Sincerely, Michelle To which I received this LAME email response: Hi Michelle, I am in receipt of your email. Sometimes it's good to get some feedback rather than none. So I appreciate your thoughtful response. As for your comment that we never attempted to follow up, this is not true. I personally emailed you January 31 and February 19. It is only today that I learned that those emails did not reach you. Today I determined the email addresses came from the questionnaire you completed. The new client questionnaire was the source and admittedly was a bit difficult to ready. I will shoot you a copy. On my end I think that we need to do a better job of reading email addresses. Again thanks so much for your comments Michelle. The good news is that we have your correct email now. All the best, EXCUSE ME! Did you not think it strange that you sent an email to your client and never heard back from them for 3 weeks to which you decide another email should be sent...and you still did not receive a response???? I had to flipping call you after 3 weeks I get a ridiculous update and then I have to call you yet again 9 days later to find out what the status is on my taxes???!!!!!! WTH! I guess TaxHelpCo is just booming and really can't be bothered with the Latina with a small business! Well don't worry...you wont have to help me again. Have a great day!