I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

Oscar has been doing my parents taxes for over 8 years now and he has been of great help and…read moreguidance. He is professional and knowledgeable. I would highly recommend him

I made a tax appointment on April 1 for May 6. When I scheduled it, I told the office it was to…read moreprepare 2025 taxes for my mother and for a trust she has. When I arrived today, I met with a man named Oscar. I told him I was there to file taxes for my mother and for her trust. For some reason, Oscar asked me when my mother died -- she's still alive. Then he told me he couldn't do a trust return. When I asked why they'd booked an appointment for a trust return if they don't handle trust returns, Oscar blamed his assistant. This is despite the fact that "trust income tax preparation" is listed as a specialty on this very Yelp page. So now I have to start from scratch -- find a new tax professional and book another appointment, probably a month out. This is incredibly inconvenient, and it was easily avoidable. The worst part is that it's going to cost me real money. The delay between when the trust taxes should have been filed and when they actually will be filed is going to increase late payment fees and penalties. Will Robert Abbott Tax Services cover that cost? I left 1 star because 0 stars wasn't an option.​​​​​​​​​​​​​​​​

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.

Mary was very helpful in working through my tax situation and provided excellent advice on how to…read moredetermine my estimated tax requirements and plan for next year's withholding. I would highly recommend her for people needing expert income tax support.

On my first visit there I met Anna Santa Maria who is the owner and she is fantastic. Very…read moreprofessional put together and has great presence. To go to the office you have to go through the Alpine pastry door, sign, and ascend to the second floor and go to your left where her receptionist will check you in and then take you over to see her. Most likely going to use her for my taxes and to help with tax advice.

Ana has been taking care of my family for years! She is amazing at what she does and we cannot…read morerecommend her enough!

Jene helped me at the last minute. She was super easy to work with, and she has already started…read moretalking to me about the next year. I plan to come to her in the future. Great local and family owned tax professionals.

I have been coming to Jegan and Jordan for almost 12 years. Tom was my life saver as it related to…read moremy taxes. When he retired I was nervous to say the least. But Teresa, who stepped in when Tom left has been an absolute DREAM! She has put my mind at ease, spent time explaining things as I learn how to wisely structure and grow my business and she is so kind. I absolutely trust her and she is generous with sharing her knowledge. Her communication is excellent which is so important when having someone support you with big financial decisions. Thank you Teresa!

Michelle saved us for this year's filings. I'm a very tech savvy person who has always done their…read moreown taxes. This year I even validated my own inputs with AI and was staring at a 5 figure tax bill. We went to Michelle hoping to get the honest truth and walked away with news that we'd actually get a refund! Her support and pointed questions are nothing a e-filing or AI service can provide. She's got a customer for life and I'm so thankful for her expertise and humor along the way.

Very professional, very attentive to the details of my tax deductions I had no idea what to do,…read moreembarrassed that I had 10 years back taxes,but we figured it all out i finally can sleep better, thank you Michelle! So much! I wouldn't go anywhere else. Paul

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

Getting my taxes done again here this year. Very professional business, always nice to visit here,…read moreit feels like you have the smartest people by your side. Clean waiting area and good parking, very close to the freeway.

I reached out to this company because they offer a free 30-minute consultation, which caught my…read moreattention. I scheduled a call and got a confirmation, but on the day of the appointment, no one called me. I followed up about an hour later and was told the rep had an emergency, so we rescheduled for two days later. The same thing happened again. It's now been over an hour past the scheduled time and still no call or communication. At this point, it feels like the free consultation doesn't really mean much if they can't even show up or follow through. This is supposed to be the stage where they make a good first impression, and unfortunately that didn't happen. If they can't respect my time before I'm even a client, it's hard to trust that they will after. Overall, pretty disappointing experience. Edited: picture added in response to their company rep's message.

Charlie consistently demonstrates a deep understanding of tax regulations, meticulous attention to…read moredetail, and a strong commitment to delivering accurate, reliable results. I confidently recommend Charlie to anyone seeking a knowledgeable and dependable tax‑preparation professional. H. Berisha

Charlie was so helpful, honest and great to work with…read more I enjoyed meeting him and his no-nonsense attitude. Couple this with his kindness and knowledge, you got a great partner when working on IRS docs. I would recommend anyone go to Charlie and team for their tax support.

Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

I have used Ameer N Khan CPAs the past two years and it has been an amazing experience. Smooth,…read morequick, and very responsive! Highly recommend them to anyone in the Bay Area!