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.

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

Ellen have been very helpful in helping me file my business tax returns. Great accountants and very…read moreinformative on tax rules and regulations. Outstanding customer service and are very prompt with appointments scheduled! Help you understand what rules we should know as clients. Thanks Ellen!!

I left a voicemail message, and have not heard back from them for over 24 hours. Shame really,…read morebecause their office is about four blocks away. Ended up getting someone else to do my taxes

The team had great customer service and was able to lay out all the option for my concerns…read more Definitely would recommend!

I needed tax questions answered ge did a excellent professional job. If I need more help…read more I will sure use him agin

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

Thai is a very dishonest person, in 2023 I contacted him to get my business taxes done. This was my…read morefirst mistake as he had no experience working with a property management company. He marked my business revenue as over $1 million when my business only made around 200,000 that year and I was forced to pay an astronomical amount of taxes which I needed to hire a new CPA to fix in the following years not only this I did not decide to continue with his services and he did not contact me for two years then randomly one day he decided to send me a bill of over $14,000 claiming that for the past two Years he had been reconciling my books keep in mind there was zero communication between the two of us for over two years and then randomly out of nowhere he sends me an invoice for $14,000 and threatened to sue me. If I do not pay, I refuse to pay since there were no services provided and now he decided to file a claim in small claims court, but is only suing me for $6000 I offered to reimburse him for a QuickBooks subscription that he had on my behalf but he did not accept and is asking me to pay him over $500 per month for reconciliation services on a bank account that has zero transactions monthly. Please avoid this CPA at all cost. There are much better options in the Bay Area.

Hajira is a very knowledgeable and professional CPA. The first day I talked till the end of work,…read moreshe accommodated my calls and emails which I think she cares about their clients. She takes the time to listen to your queries and suggest accordingly. Much better experience than other tax filing services. I rarely write reviews, and highly recommend Durrani CPA services.

I was referred to Durrani CPA services by a close friend of mine after I told him about the dilemma…read moreI was in. I hadn't filed taxes for my business in a few years due to some personal issues I was having and wanted to resolve this before it got worse. After contacting Hajira and explaining my situation she assured me that she could straighten things out and prepare all the necessary paperwork. She was easy to talk to and was very empathetic. A few weeks later she called me and said she had completed my paperwork and I have to say she did an amazing job. I paid a lot less than I thought I was going to have to pay and she was even able to have my late penalty fees dismissed. Thank you so much Hajira for all your help. I highly recommend Durrani CPA services. A++++

I have been doing my family's taxes with Nana for the past 7 years. She is professional, thorouhg,…read moreeasy to work with and trustworthy. My daughter is now an adult and does her taxes with Nana as well. Highly reccomend!

Find someone else to handle your tax matters. We hired her for our 2019 returns and it was a…read morenightmare. - Very uncommunicative. We had to reach out to her, two or three times before getting a response. - she never scheduled a zoom or phone call, all correspondence was over email. I wondered if she was who she said she was - Ended up getting audited by the IRS due to her miscalculation. Imagine getting a $5600 bill with two weeks to pay. When we reached out to Nana, it took two attempts before hearing back from her where she admitted the mistake. She offered to pay the interest charge but only if we filed with her again. She really deserves 0 stars. I wish we stuck with TurboTax.