I've used Mai to do my rather complicated taxes for several years. She is very thorough, and, in…read morefact, has caught errors others have made on profit/loss statements. Mai responds to emails quickly and I think charges a reasonable rate for her services.

Mai took time to answer all of my questions, She is awesome! Even though my business had too many…read moreneeds for her size firm, she was spent 20 minutes of her time to explain my options and gave me great recommendations! If she did that for me not even being a paying client, I can only imagine how awesome she is for her customers. Great customer service!

Jennifer is fantastic! She has prepared our taxes for the past two years, and my husband and I are…read moresuper pleased with her turnaround, knowledge, and expertise. Very organized too! I highly recommend Jennifer!

A colleague recommended Jennifer to us when we were looking for someone to do our taxes and what a…read morestroke of luck that was! She has done our taxes for three years now and I can't believe how fast, communicative, and easy to work with she is. We had worked previously with an accountant who took weeks to figure out our RSUs and Jennifer needed hardly any time at all. I can't recommend her highly enough.

Our Tax account, advisor and preparer for many years. Honest, responsive and honest. Highly…read morerecomended

I was hoping I could give this firm a good review, but I can't. After two tax seasons, I've been…read morerepeatedly disappointed with their poor customer service. Many days go by before anyone returns my calls or emails and, in many cases, I've gotten no response at all. I was referred to this firm by my now-retired tax advisor with the promise that fees would remain unchanged, only they went way up the second year. When I asked about this, they said I must not have received their letter. As the final straw, I've have been trying for weeks to resolve two invoices for $650, which I already paid. I've called and sent emails repeatedly, only to be told they would get back to me. Not a well-managed firm. Moving on.

I asked Roger to do my 2024 tax return. He did a great job. He was professional and knowledgeable…read more His pricing was reasonable and I would recommend him to all.

Roger is the very BEST CPA on the planet!!! Not only has he faithfully, consistently, and…read moremeticulously been my tax guy for the past 10+ years, he is a great friend and a man of the highest integrity!! He always shoots it to me straight and does things by the book and that's why he is excellent at what he does and keeps his clients, like myself, for years!! There is no one greater to take care of my taxes and most importantly, he looks out for my family!! This year, he was so gracious with me as I sent him my tax documents later than usual and he completed them with such speed, precision and care!! Thank you, Roger, you're my tax man and even better my lifelong friend!!

I came to Shiells and Hammer to get some help with estate planning for my parents. We're immigrants…read moreand not very familiar with complicated American legal systems so it was amazing to have people like Adam and James walk us through this process. They made everything easy to understand which is important since I am so unsophisticated with issues of laws and regulations. And they had some great solutions for some of our trickier questions, I can definitely say they offer some very creative legal advise ;-) On a personal note, I would also say I got a very good vibe from both James and Adam. Adam is so outgoing and charming and, even though James comes off a lot more shy and reserved, he's clearly a good guy and not "slick" like a lot of lawyers come off. I also get the vibe that they are both good family men with strong traditional values, which made me feel so comfortable bringing my parents to them. I definitely recommend them to anyone!

Finding James Hammer was such a relief. From the moment I walked into his office which is…read moreprofessional, beautifully decorated, and welcoming I felt at ease. I brought my 18-month-old daughter, and he made it completely comfortable for us both. I had a lot of questions and concerns, and he never rushed me during our free consultation and was very generous with his time. He patiently walked me through different scenarios, explaining why I shouldn't make certain decisions too early, which gave me real peace of mind. He also recommended a fiduciary, set up the call, and made sure I wasn't charged just to get a file started. Everything was setup as flat, "out-the-door" fee so there were no surprises. Knowing he recently became a dad himself made him even more relatable and understanding. I left feeling like I had a plan, not stress, and that my daughter's future was in good hands. He's knowledgeable, honest, patient, and genuinely family-friendly. I would recommend James Hammer to anyone who wants both expertise and a lawyer who truly cares.

So grateful to Tax Owl, working with Erica, Amy and Johnny made a traditionally stressful task…read morecompletely seamless. Thank you Erica for taking the time to analyze my situation, answer all my questions clearly without confusing me. Thank you all for going the extra mile to ensure everything was handled correctly. Highly recommend their exceptional service!

I have been using Tax Owl to prepare my taxes since 2021! They are extremely courteous,…read moreprofessional and complete my taxes in a timely manner! They give me updates throughout the entire process which I greatly appreciate! I highly recommend them!

We were referred to Nena 5 years ago by our CPA financial planner. She has proven each year easier…read moreto work with and a better communicator than the CPA firms we had used in the past. Nena has provided help with our out-of -state income and complex investment situations. She is very knowledgeable and will research complex issues to ensure she has the up to date info as rules can change at any time! Since COVID we have used ZOOM instead of in-person meetings; we scan the 1099s and worksheets then upload to her portal. Her "Taxdome" web portal is an improvement which allows us to see past year tax returns and documents we have uploaded. Our past CPAs did not offer easy access to our filings and data. Her rates are reasonable and we never feel rushed. She responds promptly to confidential messaging via her portal. Try expecting that from a CPA! We recommend Nena highly. Her reputation continues to grow; so book an appointment early!

This is my first year filing taxes with Nena and I will definitely be back. The system where you…read moreupload your documents is very easy and user-friendly. It helped things go very quickly. Once I got there, there was only a couple more documents to enter and I was out of there with taxes filed in less than an hour. She's very thorough and makes sure to triple check her work as well as has you double check info as well. Highly recommend!

I am a small business owner with a unique business model. For my first two years of business I was…read morewith a CPA I thought I trusted because a family member used them. When I switched to PSG, I learned that I had been giving more money to a CPA who was barely able to get me enough money in my return to pay them for doing my taxes. Khinh not only got me the highest return I've ever received, but charged me the less I've ever paid for a CPA! Not only are they incredible at doing your taxes, but any time I've had questions that involved my business, all it took was an email and I would get response from Khinh within a day on what I need to do, or he will just do it for me!! PSG has saved me so much time and money that I would recommend them to ANYONE and EVERYONE! Thank you Khinh!! I appreciate your dedication and care to me and my business

PRICES ARE ASTRONOMICAL!!!! I have had my taxes (corporate/personal) completed by PSG (certain tax…read morepreparer) for a few years now. Initially (IT SEEMED BUT NOT SURE) they were giving me the tax breaks that were afforded to me. Giving me recommendation, looking for ways to help me with tax breaks. Initially their communication was better but not good. Early on they explained the steps and the processes that I needed to complete. It ALWAYS seemed their prices went up every year though, their communication became ABSOLUTELY HORRIBLE! If they call you, they don't leave a message. They email you and ask you to complete tasks that you have NO CLUE what the he%& they are talking about! They ask you to complete tasks and tell you what needs to be done as if you have total knowledge of the tax process. When you ask questions about what they mean they (my tax preparer) is rude, cocky, irritated, condescending, short as if I'm putting him out. Like he has better things he needs to do than help explain what the he&% he means. I'M DONE! Astronomical Prices, Rude and Condescending doesn't do it for me. NEVER will I go here again!