1. Fugate Business Solutions

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    Santa Clara, CA

    Fugate Business Solutions

    5.0 (6 reviews)

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    1 hour

    Response rate

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    Services - Fugate Business Solutions

    Accountants

    Bookkeepers

    Business consulting

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    Alpha B Tax & Bookkeeping Services - Two Decades of superb tax and accounting excellence

    Alpha B Tax & Bookkeeping Services

    (181 reviews)

    Renaissance

    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.

    Brainshare Business Mentors - Joe hosts free of cost workshops for business owners

    Brainshare Business Mentors

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    I've had the privilege of working alongside Joe Siecinski, founder of brainSHARE, through our…read moreshared service on the Board of the College of Adaptive Arts. Joe has been a steady, thoughtful, and highly valuable contributor to the Board for many years. He consistently engages deeply with the College of Adaptive Arts' monthly financials, helping the Board stay grounded in reality while also identifying potential financial risks before they become issues. His insight and willingness to speak up early has strengthened our governance and improved our ability to move initiatives forward with clarity and confidence. What stands out most is that Joe brings the same mission-driven mindset from his work at brainSHARE into his Board service. Through brainSHARE, he has spent nearly two decades helping small and mid-sized business owners not just improve operations, but fundamentally shift how they think, lead, and support the people who depend on them. That focus on mindset, structure, and long-term growth is evident in how he shows up as a Board member. Joe cares deeply about impact, and it shows in both his professional work and his volunteer leadership. The College of Adaptive Arts is stronger for his presence on the Board, and brainSHARE reflects the same commitment to meaningful, lasting transformation.

    Joe is the best business coach I've ever had! I first worked with Joe as my coach way back in like…read more2013. He was my first business coach and I attribute much of the success in my career to what I've learned from Joe. All these years later, I still continue to implement and even teach elements from what I learned from Joe! His heart and dedication to his clients and the world at large is inspiring. Thank you Joe for everything!

    Michelle Yu Coaching - Michelle Yu, MBA and owner

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    Michelle is the best!! She has been supporting me on my journey since day 1. I reached out to her…read morewhen I started looking for a full time job during my last year of college. Michelle has a variety of resume templates that are customized based on your experiences and type of job you are looking for. She reformatted my resume to make it easier to read. It made a HUGE difference & more recruiters started reaching out to me. As I started getting interviews, Michelle helped me simplify my answers so they are more understandable for non-tech people. When I ran into obstacles, Michelle taught me to maintain a positive mindset & remain patient with the process. Rejection is re-direction!! Amid the ongoing pandemic, I started my first job in the corporate world at home. This wasn't the ideal situation but Michelle tried to make my transition as smooth as possible. She is a great listener and always validates my thoughts. Other people I've spoken to about my work problems always gives me generic advice. But Michelle truly understands what I'm going through and gives me advice based my situation. She constantly reminds to be less harsh on myself & take things one step at a time :)

    When I found Michelle on Linkedin, I was feeling so lost, career-wise. I didn't know what I wanted…read moreor how to figure out any type of direction. And it felt like fate when I opened up my LinkedIn for the first time in months and saw her post about her coaching services. I cannot stress this enough. Michelle changed my life. Working with her completely changed my outlook on work, career, and myself. I feel that I now have direction, motivation, and goals. I have a set path that I am so excited to pursue. Michelle helped me discover what I am most passionate about and gave me the confidence to go after what I want to achieve. I can't recommend her services enough. I love that her methods are holistic. She helped me as a whole person, not just as a worker or employee. She has been my bright spot of 2020 and I tell everyone who is struggling with their jobs or careers to work with her.

    Prosper Bookkeeping - Daniel Lin, owner and proud bookkeeper.

    Prosper Bookkeeping

    (43 reviews)

    This review is observation and insight from my spouse who does the bookkeeping for my home based…read morecontracting business, so far as I'm concerned if she's happy and the books balance, I'm happy: In January 2026 our older software program suddenly stopped recognizing the turnover to a new year. Kind of like what was feared in Y2K, but really real -- "this date is invalid" it said for the new year entries -- Nightmare Land. Looking for an alternative program to migrate to I heard a lot about QuickBooks, but am rather 'old-school' and was trying to avoid putting our business accounting in the cloud and having a direct link from online bookkeeping to our checking account. As I had never used any other accounting program, and have no formal training, switching felt daunting. I found Prosper Bookkeeping on Yelp and reached out to Daniel Lin for a free consultation. He explained that I could use QBO without linking our checking account directly or utilizing AI features if I did not want to. So I decided to work with Daniel -- he patiently went through the steps to set up our books for the beginning of the year and coached me in bringing all entries for the year up to date. It was helpful for me to learn the new program UI through hands on instruction via Zoom, and then later review the videos Daniel provided of our training sessions. Daniel is a consummate professional - a non-judgmental and patient listener who is extremely knowledgeable and has a knack for quickly parsing through numbers. After using the program for a full quarter, I found that I had made several errors and could not reconcile our bank statements with QBO -- Daniel found the issues for me and fixed them in minutes. Like Magic! I'm very happy that I went with Daniel and Prosper Bookkeeping, FIVE stars!

    We've been working with Prosper Bookkeeping for our small business and couldn't be happier with the…read moreexperience. From day one, they took the time to truly understand our operations and financial goals -- not just the numbers, but the bigger picture. The team is responsive, organized, and incredibly thorough. Month-end closes are timely, our books are always clean, and any questions we have are answered promptly and clearly. They've helped us catch discrepancies we would have easily missed and kept us compliant without any stress on our end. What really sets Prosper apart is that they feel like a genuine partner in our business, not just a vendor. If you're a small business owner looking for a bookkeeping team you can actually trust, look no further.

    Fugate Business Solutions - accountants - Updated October 2026

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