I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

I appreciate that he's prompt in assessing whether he can help me & gave me recommendations of…read moreother professionals who are more suitable. Thank you so much.

I'm so happy to be writing this review!…read more After posting my original review, I was immediately contacted by Hajira. I could tell she was genuinely distressed to hear about my experience. We scheduled a meeting for today to go over my 2022 return and my 2023 forecast. She spent 2-hours going over everything in detail. She did such a great job of it! I feel completely informed and so much more confident. Prior to our doing that, she also took the time to address my Yelp comments. She'd definitely took my comments to heart and used them as an opportunity to improve how she will interact with new clients. I was very impressed by her transparency and her eagerness to discuss this. I'm now completely onboard and plan to be a long term client. As I've said before, NEVER UNDERESTIMATE THE POWER OF A YELP REVIEW.

Awesome!! Been going there for years. Professional- on top of it and the best !! My taxes are done…read morecorrectly and promptly. Highly recommend. Please give it a try if u need a tax person .

I have been working with Nidhi Jain for tax preparation for few years now. Nidhi is incredibly…read moreknowledgeable and thorough in handling of taxes.Not only did she complete my taxes promptly, but she also went above and beyond to answer all of my questions and address any concerns I had. Her dedication to providing excellent customer service truly sets her apart. Thanks to Nidhi and her team, I had a smooth and hassle-free tax filing experience. I highly recommend their services to anyone in need of a reliable and knowledgeable tax preparer.

This business could not have been more unprofessional. Responses were very delayed. Our scheduled…read morecall was first cancelled at the last minute, and no one showed up on our rescheduled call. My husband and I were just left waiting and there were no apologies. I wouldn't recommend them to anyone.

Pavandeep is awesome! She was upfront and transparent with me. This was something that my…read moreprevious tax accountant failed to do. I strongly believe that communication is the key. She delivered. I also admire her dedication to her work. I am very happy to have her as my tax accountant and I wish I found her sooner. Pavandeep, thank you for doing an awesome job with the 2018 taxes. I will be back next year for the 2019 taxes.

My husband found Tax Bears to do our taxes and Pavan was super helpful. We uploaded our documents…read moreto Google Drive and she took care of the rest. She set up a zoom meeting to review our taxes. The whole process was super easy and had her file my mom's taxes as well. We will definitely use her for filing taxes going forward.

I searched for a new tax preparer since my regular tax preparer consolidated her office to Lake…read moreCounty. Alex contacted me after Yelp sent out a request for personal tax preparers. I arranged to meet Alex at his office on a Sunday. Alex responded promptly when I confirmed our meeting Sunday morning, was on time and professional. Alex looked over my previous year tax return and asked me some questions about my finances. Alex said he would have them done by Tuesday for my review and was good on his word. Alex's fees were very reasonable. I would recommend Alex Yang for personal tax return preparation.

I have had experiences with several business accountants in my life and I can say that from my…read moreexperience, Alex is by far the most knowledgeable, professional, reliable, and accessible. But what makes him really stand out is what a kind and thoughtful person he is.

Silvia is always extremely helpful and kind. Tonight I spent about 45 minutes for an appointment…read morewith her that was supposed to be 15 minutes and I truly appreciated it and learned a lot. I can always count on a prompt response from her. Thank you!

I've tried calling and emailing several times with no response, so I stopped by the office today…read more Their sign is gone and another company is now using the office. I asked someone there, but they didn't know what happened either. John, Samantha, Mason, or Luiegy, if you see this, please call or email me back. I need your help. Giving 1 star for now, but you guys have always been awesome in the past. I'll gladly update my review once I hear back from you!

Christian is honestly incredible. As a small business owner of a start-up, there is so much work…read morethat it can feel overwhelming. I am so grateful that Christian takes all of the stress away when it comes to my taxes. He has helped out my small business with kindness and generosity as I continue to learn how to grow my business. Not only is he great at what he does, him and his team are super on top of their clients' needs. Just like Henry mentioned, they filed extensions for me without me even asking which just takes even more stress off. The process is super clear and he is very thorough, ensuring the follow up with anything I might have missed when providing documents or information. On top of all that, his services include your personal taxes along with your business. Someone who is reliable, trustworthy, intelligent, knowledgeable, and overall a good person, is well worth the money. If you need help with your taxes, Christian and Impact Complex Financials is the way to go - you won't be disappointed!

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

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.

Chris is a very professional tax advisor. This is my first year work with Flex Tax and Chris…read moreprovided a professional, informative service. I will definiately work with them next year.

Will at Flex Tax has been my advisor for 2024 y tax return and ongoing bookkeeping this year, and I…read morecouldn't be happier with the results. From the very first consultation, they were professional, patient, and incredibly knowledgeable. They took the time to understand my specific situation. He answered all of my questions clearly, whether communication was on the phone or through email. My return was filed accurately and on time. I definitely will be returning for future tax returns!

Fast service. Helpful accounting services. Sean is very responsive to questions. I would recommend.read more

Sean is super quick, responsive, and helpful. I would highly recommend his service. With this…read morequarantine and extension for tax filing, somehow it slipped my mind that taxes were almost due. I greatly appreciated the fact that you could request a consultation through Yelp. I filled out the "First-Time Client Form & Quote" online, answered some questions, and got a quote shortly after submitting it. Just a FYI, minimum preparation fee if $400. But we've messed up doing our own taxes before on Turbo Tax and had to pay a hefty interest fee for our error. For that reason, I have been willing to pay more to make sure that doesn't ever happen again. My husband and I have multiple properties which is why we just don't even try to do taxes on our own anymore. With this quarantine, everything was done online and was quick. We had a meeting online, Sean set up a cloud folder for us to drop our files, and he had our tax return ready within ONE DAY! SUPER FAST! We were able to sign everything off with DocuSign. If you're tech savvy and want someone who is quick, responsive, and thorough, Sean is your guy!