It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

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.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

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.

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!!!

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

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.

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

Belinda is amazing! I hate doing my taxes, every year…read morefinding the documents is a pain, uploading them, answering questions and all of that. With Belinda it was super quick, easy and not at all painful. I sent her the docs, answered a few simple questions, had a short meeting with her where she went over my tax return AND she gave us some free advice on how to best utilize our money. All in all, it was amazing, I really enjoyed the experience and would definitely come back next year!

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%!

As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

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.

Quick story: I was in my early 20's and had a business, kinda, sorta, fall into my lap. I was…read morestressing about taxes because I was used to the typical W2 setup and I had no idea how much money I was supposed to set aside for taxes at the end of the year. After getting a late notice from the IRS, I decided it was time to setup an appointment with a CPA. I did a quick Yelp search and stumbled upon Aegean. When I finally met with Abe and gave a description of the business I had, he quickly realized that the tax forms filed by the company paying me was filed incorrectly. Noticing that one error saved me thousands of dollars every year. The company paying me was notified of the mistake, and now they have corrected it on their end permanently. Presumably Abe has saved hundreds of others thousands of dollars too, just like me. I used Abe's services for 7ish or 8ish years, but then I got married and now I need to file jointly with my husband's CPA (boo hoo). If I had a choice, I'd use Abe's services again in a heartbeat!

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.

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 ;^)

Took 3 years for them to get us on a payment plan with the IRS. Meanwhile, money was withheld from…read moremy paycheck, they saved us literally NO money. In fact, they cost us money by never filing the current years return. Over $3,000 in late fees JUST for that year, that we are now stuck paying because they have nothing to do with it anymore. We dealt with what felt like their entire team. Do not recommend.

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

My Husband and I made an appointment two weeks prior, only to show up to our appointment with our…read moretax person to not speak a word of English. That's fine in our opinion, however, after a half hour of still working on the intake information (that I tried to explain had been already filled out online) was misspelled we had to politely walk out. I pushed my phone over to assist her, and she still had my phone number, email and address incorrect on her screen. No offense, but I could see if we lived in Miami, Florida but we live in Loxahatchee.