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.

YIKES! This company has sure gone downhill quickly in the first two months of 2026. Inquiries take…read morea minimum of 48 hours to get answers and there doesn't seem to be anyone minding the store. If this keeps up we will be looking for a different payroll provider.

Great service! Pete has organized a wonderful staff that is always happy to help. Thank you for all…read morethe help! Amha.

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

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.

We've been working with Elena for our tax filings for 2 years and highly recommend her services! We…read morefeel her price is fair and her communication is great.

Elena did awesome with my taxes! It was simple easy and straightforward and she was very…read moreresponsive! What a relief to get my taxes done this year!

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!!

I've been going to CP Tax since I was 20 years old, and I just turned 50 last month. Yes, I've…read morebeen coming here for 30 years now and every year I keep getting the most for my returns when it comes to filing my income taxes. Laina is very professional and knowledgeable when it comes to what can be tax deductible and so forth, she'll keep strategizing until she can get the most for your returns. I will continue to patronize this family owned business because they treat you like family. Thanks

I found this place on Yelp a few years ago and have been going ever since. The office is clean and…read morethe staff is very nice. They have a flexible schedule and fit you in quickly. I hated trying to do my taxes myself because I was always paranoid about making a mistake. Laina makes this process painless. I will definitely be back again next year!

Ana is professional and gets the job done. We like working with her for everything from bookkeeping…read morefor taxes, payroll and billing. Definitely reach out to her for business & personal accounting needs.

Topco helped get my business back on track! Their attention to details and hard work has taken the…read morestress of book keeping away! Ask for Ana!

Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Highly recommend doing your taxes with Lan! She is so sweet and kind to her clients, explains your…read moretax process throughly so you're not missing any information. Me and my mom have been coming to her for years for help with filing our taxes, this is definitely not something I can do alone. I've tried Turbo Tax on my own many times but the process is very confusing and I feel like I'm not filing correctly to maximize my benefits and eligibility. I've recommended many friends to her as well and they've also told me it was a fast and easy experience for them!

This place is great. Lan is very professional and does her best to get you the maximum refund if…read morepossible. She is very knowledgeable and does her best to schedule you as soon as possible. She is willing to answer your questions and takes her time to ensure you know what is going on. She goes through what she is doing while she is doing it so you are able to see what's going on. She gave me tips on things I missed when I files last time which is great. Her prices are decent and she gets you in and out now. She is very responsive and answers call within minutes. Overall my experience was very good. I got my taxes done and she will help me if any other issues come up.

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