6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

I guess it is time to update my review for the 2025 Tax Planning (not return) season. During my…read morelast review, after ccing as many contacts I had, Arvee Flores reached out and connected me with Michael Dacuma. They offered me a discount to resume Tax Planning and Return service for 2024 (return) + 2025 (planning). I obliged to see as I suspected it was a one time issue with the particular person I got transferred to. Let me go over the process one more time. You get an email to schedule when you want to start uploading documents via a secure portal. The process is roughly the same regardless of tax returns or tax planning. The portal is a check list of sorts in which you upload each key item like your paystub, w2, etc. and mark them as checked off as you acquire them through various online portals. I think this was a great way to help you iteratively step through your accounts and get each required doc. Once all the steps are completed, you'll get an email from AlphaB saying they'll start working on your file. Usually in about 1-2 weeks, you will get the result and an opportunity to schedule a walkthrough. If it is a Tax Return, the process is relatively straight forward. I think the return filing were often trying to minimize my lost to taxes. The planning part. Overall, was much better than when I was assigned to Ma Christina. At least I was not ghosted and I did get a response back to my question. The quality of the response could improve as several times I had to follow up on to clarify my question even further to understand how to process the Tax Plan recommendation or how it relates with the BBB changes. At some points, I wondered if they even read the extra context I had provided or just fed it to AI to give me some response. It was kind of a minor issue but one you hopefully wouldn't have to deal with given the asking price of service. As for the tax plan itself, it was so-so. Perhaps I have exhausted most of my options but I often got the same advice like "consider starting a business." I mean sure but that isn't the easiest and most actionable advice. A simple, "you are doing a great job and you more or less have maximized all tax efficient opportunities..." before bringing up advice to just start a business would be motivating and great preface. Why a 3*? I had 2 requirements for 2025: - Help me plan which lot to sell my stocks - For tax year 2025, to ensure I had near $0 or owe up to $2000. The former was to help with building some down payment funds for a potential home purchase which I had stated would be estimated early 2026 at best or even later. The latter was simply a preference on how I wanted to handle taxes. The first point, I brought this up early in the year and got some formulation on what to sell in 2025 to reach some allocation. I do think they had forgotten to consider stocks vested via ESPP and completely avoided the question when I asked in a follow up. I executed the stock at the cost of later finding out the BBB and SALT cap changes. It would have been great to hear some advise like "here's some calculations on how to be tax efficient with the current price but something to consider is the BBB and rumored SALT cap adjustments you would be losing out..." and proceed to suggest an alternative strategy to best maximize. I'm paying for Tax Planning and personalized advice so I'd hope to have received these "btw" considerations when making moves. Overall, I had about 6 Tax Planning meetings for the Tax Year 2025. These all provided coordination on if we are on the right trajectory to achieve my desired range of owe/receive $0 or owe up to $2000. As a validation experiment, I had requested another CPA/EA (so equivalent credentials) compute my tax returns for 2025. If all the tax planning was correct, I'd be near $0; however, the margin of error was quite excessive in my opinion that I question what was the point of all the Tax Planning prep (gathering docs) and sync (30m per sync) if there's no predictability during tax return season. Lastly, they wanted to charge an additional 10% of service fee to handle 2025 Tax Returns due to the BBB complexity. To me, I wasn't too happy with the service I had received so an extra 10% cost while perhaps warranted didn't seem worthwhile given the subpar service. For reference, my new CPA/EA has offered Tax Advice and Planning for about half the cost and has been providing me illustrations on some tax move considerations under various risk profiles and scenarios given current economic climate. I have also been requested to remove my last review of Ma Christina. I will leave that up as I think others should be aware that there has been a history of complete communication chain break down after paying for financial services. If the situation has truly been resolved, the review itself will be drowned out by positive reviews over time.

This was the most financially complicated year of my life and I needed to do both my taxes and my…read moredeceased fathers taxes. I've never worked with a tax professional before. Akram made it feel easy, he answered all my questions, had clear communication both via email and phone, and was a pro with all the paperwork handling. Taxes are stressful, it was great having All About Your Taxes handle it.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

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.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Called to setup an initial consultation. They asked me to send all the information and documents…read moreover email (to a gmail address). I told them I am not really comfortable sending it over email and would prefer an in-person appointment. They said I would have to drop in at their home. When I asked what I should bring they said I should know myself what I should bring and "I am in the middle of something so I cannot talk to you, bye!". Yeah, hard pass.

Needed consul about a specific tax circumstance, found San Jose TS on yelp. I don't rely on yelp…read morefor looking up business food or non food related, the app does not work properly, learned that first hand.... I do my taxes and have for the last 5 years, thought to hire someone for the 2020 season.... Although I do feel that the person over the phone was professional and counsel me with do's and don'ts, I do think that they were not helpful and could of as least offered an in person appointment. This place is not helpful to me and will not use them for the 2020 tax season. No thanks hard and swift pass zero stars. Enso forever. +- Not worth the time. Did not feel the need to use their tax services. Null explanations. _"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." -Dr. Seuss 2021 yelp/12

Did not answer. After a few weeks, I called and heard a message saying they are not accepting new…read moreclients

Belinda is amazing. I've been working with her for over 5 years. She is extremely knowledgable and…read morepatient. I highly recommend her services 100%!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Abe is not great…read more We filed with him this year because we are new to the area and wanted someone local. Initially he seemed reasonable, if a little frazzled. My wife and I did both our personal and business taxes with him. As tax season progressed he became less and less communicative and eventually cut off contact entirely. He filed our taxes months later and finally got them completed near the end of June. This was after months of near daily texts, calls and emails. None of which were responded to. We just got a notice that we owe more than $3100!!! because he failed file a form correctly and did not communicate with us regarding it. We will NOT be using him going forward and a number of my wife's colleagues who also did their taxes through him will be moving on as well because they had similar issues with him. I don't know if he overextended himself or what, but in the end his actions cost us thousands in unnecessary penalties and we hope to save you the same financial pain, headache and frustration of dealing with him and his company.

Contacted them about a week and a half prior to the deadline to see if they could take care of my…read morepersonal and small business taxes after a referral from a good friend of mine. Spoke to Abe, a real piece of $#!+ and unprofessional manager. Told me he would take care of both and that despite it being late, I didn't mind paying any penalties incurred. Several days prior to the deadline I reach out via phone and email numerous times. Its been over a week and not a damn peep. Screw Aegean and the whole team. If you couldn't handle the workload why accept the work? Or at least have the decency to let a client know that prior to the damn due date. Now I'm pissed, assed out and penalized for my personal taxes after not hearing from anyone and going to handle it myself.

Ryan is extremely responsive, knowledgeable, and easy to work with. He took the time to understand…read moremy situation, explained everything clearly, and identified opportunities I would have otherwise missed. Thanks to his guidance, I was able to save an additional $$$ on my taxes this year. Highly recommend Ryan to anyone looking for a trustworthy and skilled tax professional.

another update. this past june, Marcelle went above and beyond for my wife this time. Rose had…read moresome back filing issues she wanted to resolve before going through her upcoming citizenship appointment. Marcelle did an emergency preparation and we got things sorted out in time. Rose is now a citizen. thanks, Marcelle ;^)

DO NOT USE H&R BLock... please take my waring. I dropped my taxes off in February. It is almost…read moreAugust and I am still trying to resolve by myself and it was their accountant's fault. The peace of mind is a joke they hype it up and when you actually need it they do not provide any assitance. DO NOT WASTE MONEY ON IT! When asked if the claims department is going to resolve my claim The lady working at the claims department said I really don't know. Not I will follow up and help you... just I don't know. Great customer service very reassuring it's just MY money I trust you with. She read the notes and the escalation team looked it over but never did anything. She suggested that I go to another HR block office to resolve. How can a company that deals only with taxes mess up and offer no solutions except go back to the same office that screwed it up. I am head of household straight up tax easy.... and they messed it up. A BASIC return and are still working on it in August. They should be ashamed. There are so many firms please use anyone except for HR Block. Allyson Allen

TAX SZN IS HERE…read more.. (and now extended to July, due to COVID-19) So where you do go? If you're like me and refuse to use Turbotax for fear of messing up your taxes and happen to live/work around the south bay - Sunnyvale area, then I strongly suggest you reach out to Jenny Liu from this H&R Block location to get the job done. Jenny has been my "little secret" since 2016 tax season after dealing with a filing audit from my previous tax preparer. Having gone through that whole experience, you quickly realize that even the smallest error could set off an audit, and it's worth your time and money to go to someone who gets it right every time. Jenny ended up telling me what triggered the audit the following year after checking my previously filed paperwork. She said it was simply due to the last preparer's mistake of not checking off one box! That was it, guys. No joke. Anyway, ever since I transitioned to Jenny as my main gal, my tax filing anxieties have gone away. As a matter of fact, I very much look forward to tax season now, just to see Jenny's smiling face. Not only will Jenny file your taxes correctly and efficiently, she is also open to giving you advice to help you increase your tax returns, based on your current situation. All you gotta do is just ask! With her CPA license and over 20 years of accounting expertise, I wouldn't trust anyone else. And best of all? I've noticed that I've almost always received my tax return within 1-2 weeks from the filing date. The moment I step out her office, I get an email stating my taxes have been approved, and wake up to glorious money in my account following a week or two later. I have friends who tell me stories of it taking almost a MONTH to get their money back after filing. Not with Jenny! She don't play. So, if you still haven't filed yet and need a reliable tax preparer, reach out to Jenny to solve your tax filing needs! + Initial appointment with Jenny may be a bit pricey, and which depends on the complexity of your taxes, but I promise it goes down after that! + Jenny always provides an over-the-top experience for her clients, and with that, her calendar is always booked as many return to her every year to file. I strongly suggest you call (408-739-2294) at least 3 weeks in advance to make an appointment. + Before your initial appointment, I STRONGLY suggest you have all your tax paperwork, stock documents, checking/savings accounts, etc etc all noted down or in paper for her to see. Also bring paperwork as far back as 3 years prior with you as well so she can review everything. The more documents you have ready for her to review, the less questions she will ask you.