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.

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.

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!!!

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

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

We've been working with Mai for a while now, and I can't recommend her enough! She is incredibly…read moreresponsive, always quick to answer questions and explain things clearly -- even during the busy tax season. Her rates are very reasonable, but the quality of work is outstanding.

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128

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%!

Mr. Sean is a highly experienced professional, and his pricing is very reasonable. We have been…read moreextremely happy with his bookkeeping and CPA services for the past five years. He reviews each and every account item carefully, pays close attention to detail, and ensures everything is accurate and compliant. His thorough approach gives us confidence and makes us feel comfortable and stress-free with our financials. Overall, his service has been excellent, and we truly appreciate his dedication, expertise, and professionalism. We highly recommend Mr. SJ for bookkeeping, accounting, and CPA services.

I recently had my personal 2024 taxes done by Sean and his team. They were great! Communication was…read morequick and clear. Sean first sent me a new client form that was pretty quick to fill out. Once that was complete, he shared information on their tax return preparation fees so I understood the cost. We then had a quick meeting (I selected to this virtually, but you can also meet in person) to go through my details. Sean provided a form for me to indicate which tax related forms and documents I had, how many and any notes. You share all of the information securely via Dropbox. Sean let me know after just a few business days that everything was complete and ready for my review. I went through everything he provided and didn't have any questions so they were able to go ahead and file. I normally complete my own taxes with TurboTax and wasn't sure exactly what to expect having someone prepare for me for the first time, but everything went very quickly and smoothly. I'd definitely recommend Sean and his team!

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.

Very efficient. She helped me get things straightened out. I'd highly recommend Joanne.read more

I called and made a appointment to file my taxes with Joann,she seemed professional until I was 5…read moremin late to our follow up appointment where she got a little personal over the phone and stated how she I obviously didn't respect her time and that she drove far to meet me,mind you I live 10 min away and I was only 5 min late,she said she had a 2pm appointment so I'm not sure how I wasted her time by her driving down when it was only 105pm and she had a 2pm anyway. She then hung up on me but befor she hung up she said well call me back when you make up your mind while I was mid sentence explained how I did respect her time and I made a mistake and was having a bad morning. I came and waited for her 2pm to be over but she left I guess early. I received a email from her stating she's fully booked till oct 15th which is he cut off date to file taxes for 2018 if you filed a extension today is oct 7th so she totally is trying to ruin my life because I was late to a appointment. Super unprofessional you don't treat your customers bad because they are late.