Best Bookkeeper in San Jose "Above and Beyond Prompt, Professional, Outstanding service with a…read moresmile". To top it all, the service fees are really reasonable. We highly recommend. Don & Anita

I have been utilizing Laura Rose's EA tax services for over ten years. Laura is meticulous,…read moreorganized and patient. She always looks out for the best interest for you. I moved out of the area and I only trust Laura to take care of my taxes. I highly recommend Laura Rose as your tax expert.

They have completed my taxes for the last couple of years and I would highly recommend them.read more

Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

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.

Been going for three years now and I believe it's a family business, they're quick to respond and…read moreget you in! Everyone's really nice

I've been going to this tax center for three years and they're always helpful. Value is fair and…read morethey always help me file my taxes without any issue. Kevin is the one that first helped me file and helped me file my taxes this year and is always ready to help. I can't recommend this tax service enough and if you're in need for reliability, this should be a spot to consider!

Great costumer service !! Super friendly and I like that they take their time to explain everything…read moreto me & answer any questions I have about my taxes. Highly recommend!!

For the first time in my life I used a professional tax preparation service, given the increasing…read morecomplexity of my tax returns. Following a recommendation in Nextdoor I contacted Lupita and made an appointment. Lupita was very knowledgeable, friendly and patient. She went above and beyond by not only diligently spending several hours with me to finish my tax returns but providing resources for next year's tax return preparation. I will be definitely coming back.

My husband has wanted to do our taxes for a long long time. This year he realized he needed…read moreprofessional help because his mom had passed and the trust came to him. I did some deep research and contacted KNL. They are very responsive and even more helpful. First we talked strategy since it was March. Hubby & I filed what we had and paid a big bunch. We worked with Jessica and got our taxes clarified, and she filed an amended return for both state and federal. She is so patient and doesn't mind going into detail for the myriad of questions we had. And we felt the value was more than what we paid. We highly recommend KNL.

I wish I could give KNL a 50 star rating. After growing dissatisfied with my old CPA I did some…read moreresearch and found Jessica. She did more for me in the first two days working with her than my old CPA with a staff of many accountants did in over 20 years with them. The speed and thoroughness of her responses is almost hard to believe. I cannot recommend her highly enough. She'll be doing my business and personal accounting from now on.

I've trusted B&H Accounting with my taxes for many years, and they've consistently…read moredelivered--accurate, timely, and stress-free. Now that they've launched a public-facing part of their business, I'm excited more people can experien

My yearly taxes were more complicated than usual and I decided it was better to find a professional…read morethan to do my taxes with a program. I was lucky enough to work with Ann and she answered all my questions and help my situation. Highly recommend her and VieTax!

Another year waiting until the last minute and another year of Ann coming through for me My taxes…read morewere slightly more complicated this year and I went in thinking that Ann was going to help me file an extension but she knocked my taxes out like a champ and relieved 2 tons of stress off my shoulders. Her services are very affordable, based on what you need done and what forms you have. I don't recommend waiting until the last minute to have her do your taxes though. I just got lucky that even though they were complicated for me she knew what needed to be done. I highly recommend getting your taxes done early and have Ann do them. I will be coming back next year even though my taxes should be much easier. I will never use the big chain tax preparers again only VieTax Services for me!! Thank you Ann!!