I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

Ameer is very professional. I needed his help to file my tax return with emphasis on theft loss. I…read morewas expecting a huge refund, so accuracy and completeness were necessary. I worried I might be audited or there might be a delay in getting my refund. Fortunately the process was smooth. IRS did not ask for more documents to support my claim of theft loss and they gave me the refund within two months. I would totally use his service again in the future.

Highly recommend Jenny. Very quick to respond and took time to address all my questions and…read moreconcerns. I will definitely come back for her services.

10/10 she definitely knows her stuff. I was using turbotax before finding her. Safe to say i will…read morebe going through her indefinitely

Awesome!! Been going there for years. Professional- on top of it and the best !! My taxes are done…read morecorrectly and promptly. Highly recommend. Please give it a try if u need a tax person .

If you want highly professional accounting services at an affordable price, try Prestige. I was…read moreable to meet with Leena Faiz, one of the partners, at my convenience on a Saturday. She spent time with me explaining my federal and state tax returns to me and giving me valuable advice on how to minimize my tax burden next year. She even let me bring my chihuahua buddy into the office! Really can't recommend her and this company enough.

This business could not have been more unprofessional. Responses were very delayed. Our scheduled…read morecall was first cancelled at the last minute, and no one showed up on our rescheduled call. My husband and I were just left waiting and there were no apologies. I wouldn't recommend them to anyone.

Nidhi Jain did a fantastic job preparing our taxes. She is calm, thoughtful, and knowledgeable. I…read moreliked her attention to detail and desire to add value at every step of the tax preparation process. She and her office are very responsive and went above and beyond in providing excellent customer service. I strongly recommend her.

My husband found Tax Bears to do our taxes and Pavan was super helpful. We uploaded our documents…read moreto Google Drive and she took care of the rest. She set up a zoom meeting to review our taxes. The whole process was super easy and had her file my mom's taxes as well. We will definitely use her for filing taxes going forward.

This was my first year using this company. They went over my taxes with me in person. Completed…read moremy tax return in 2 weeks and I felt the charge was reasonable. Highly recommend them.

I searched for a new tax preparer since my regular tax preparer consolidated her office to Lake…read moreCounty. Alex contacted me after Yelp sent out a request for personal tax preparers. I arranged to meet Alex at his office on a Sunday. Alex responded promptly when I confirmed our meeting Sunday morning, was on time and professional. Alex looked over my previous year tax return and asked me some questions about my finances. Alex said he would have them done by Tuesday for my review and was good on his word. Alex's fees were very reasonable. I would recommend Alex Yang for personal tax return preparation.

I have had experiences with several business accountants in my life and I can say that from my…read moreexperience, Alex is by far the most knowledgeable, professional, reliable, and accessible. But what makes him really stand out is what a kind and thoughtful person he is.

Silvia is always extremely helpful and kind. Tonight I spent about 45 minutes for an appointment…read morewith her that was supposed to be 15 minutes and I truly appreciated it and learned a lot. I can always count on a prompt response from her. Thank you!

I've tried calling and emailing several times with no response, so I stopped by the office today…read more Their sign is gone and another company is now using the office. I asked someone there, but they didn't know what happened either. John, Samantha, Mason, or Luiegy, if you see this, please call or email me back. I need your help. Giving 1 star for now, but you guys have always been awesome in the past. I'll gladly update my review once I hear back from you!

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

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.

Chris is a very professional tax advisor. This is my first year work with Flex Tax and Chris…read moreprovided a professional, informative service. I will definiately work with them next year.

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.