This review is observation and insight from my spouse who does the bookkeeping for my home based…read morecontracting business, so far as I'm concerned if she's happy and the books balance, I'm happy: In January 2026 our older software program suddenly stopped recognizing the turnover to a new year. Kind of like what was feared in Y2K, but really real -- "this date is invalid" it said for the new year entries -- Nightmare Land. Looking for an alternative program to migrate to I heard a lot about QuickBooks, but am rather 'old-school' and was trying to avoid putting our business accounting in the cloud and having a direct link from online bookkeeping to our checking account. As I had never used any other accounting program, and have no formal training, switching felt daunting. I found Prosper Bookkeeping on Yelp and reached out to Daniel Lin for a free consultation. He explained that I could use QBO without linking our checking account directly or utilizing AI features if I did not want to. So I decided to work with Daniel -- he patiently went through the steps to set up our books for the beginning of the year and coached me in bringing all entries for the year up to date. It was helpful for me to learn the new program UI through hands on instruction via Zoom, and then later review the videos Daniel provided of our training sessions. Daniel is a consummate professional - a non-judgmental and patient listener who is extremely knowledgeable and has a knack for quickly parsing through numbers. After using the program for a full quarter, I found that I had made several errors and could not reconcile our bank statements with QBO -- Daniel found the issues for me and fixed them in minutes. Like Magic! I'm very happy that I went with Daniel and Prosper Bookkeeping, FIVE stars!

We've been working with Prosper Bookkeeping for our small business and couldn't be happier with the…read moreexperience. From day one, they took the time to truly understand our operations and financial goals -- not just the numbers, but the bigger picture. The team is responsive, organized, and incredibly thorough. Month-end closes are timely, our books are always clean, and any questions we have are answered promptly and clearly. They've helped us catch discrepancies we would have easily missed and kept us compliant without any stress on our end. What really sets Prosper apart is that they feel like a genuine partner in our business, not just a vendor. If you're a small business owner looking for a bookkeeping team you can actually trust, look no further.

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.

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.

I can't get enough of PTP!…read more Close to two years ago I nearly solidified my decade long tenure at Alameda county working as an EA with CIOs and CTOs as long as I can remember. I wanted a job sector change and venture out what's out there. I tried many opportunities with two other hiring firms but both have been discriminating against my previous experience. This one other particular firm interviewed me and told me my EA background in government is laughable. After many years of public engagement, being trusted by my executives, actually thinking I was a bigger part of something in my career, I had one other hiring agency told me I wasn't worth it. It hurt so much. It wasn't until my friend told me about PTP. I was already traumatize with hiring agencies I wanted to bypass PTP altogether. So flashback to 1.5 years ago. I placed in an application through LinkedIn and was immediately contacted by Sue, Jackie, and Rebecca. I went to interview at their Palo Alto location (an actual chic office and not some shanty bedroom/house converted office) and immediately wanted to get to know me. Rebecca sat down with me and listened to my needs. Why I was searching. Why want venture capital? Why go after start ups? What was your culture like in government sector? I couldn't believe my eyes. Rebecca was acting like that one friend who always wants updates on you. It didn't feel like an interview, it felt like you were sitting down at brunch and talking casually with Rebecca and giggling, just enjoying atmosphere and talking about career. I left their office in good graces. Sure enough, they had 2 JDs for EA and EA/OM after two weeks. I got a job at a VC firm! Ladies and gentlemen, top recruiting is not about making money. These recruiters know that you are already a good fit at the start, they will help you mold into it. Other hiring agencies could benefit from this tip. Thank you so much Premier Talent Partners! I would 100% recommend!

Do you like working with professionals with personality and heart? Do you need to trust…read moreprofessionals with your career? If so, do not move along. You have found them. I first submitted a profile which was very easy to do. They do a good job cutting the barriers to employment. Within a day, I was contacted by Julia B. We set up an initial interview to just get to know me. We had such a pleasant conversation. Despite the current Pandemic Crisis we are in, we were able to discuss our thoughts on the situation because it is unavoidable, then we proceeded to the interview. It was smooth, she was clearly an eloquent communicator and very passionate about her job. She informed me next steps and we were done in our allotted 15 minute time frame. Julia continued to be responsive. She provided me two emails. Just two. One to set up the interview with the recruiter with tips included (bonus) and one to confirm my interview. The day of, she reminded me of the interview via 1 text. Then there was Grace S. The interview was scheduled for 30 minutes. Get two HR Professionals in a room that truly understand service for others and what the HR profession is about and you will quickly notice 30 minutes is not a lot of time. Grace is the recruiter you want by your side. She takes the time to know you by listening to you, actively, and she takes an interest in what makes you, you. That is exactly what a recruiter needs to do. One that can present you completely. Not just by resume, but really "go to bat for you." You instantly feel safe and trust when you speak with her. She is honest and she is open. In times of where we really need to earn people's trust, Grace goes the extra mile to earn it. I thoroughly enjoyed our conversation and her blunt honesty. As an 15+ year HR professional, this was pleasant experience and a great choice for me. Julia and Grace are great representations of "PREMIER TALENT PARTNERS" and I look forward to building long lasting professional relationships with them and their colleagues. Many of us are being adversely affected by the crisis. In these times, turn to people who will take it upon themselves to ensure your success. They truly care and they truly want the best for you, at least that is how I felt. Remember they are humans too, I brought positivity to the table and got a great result. Come in with a good attitude and you will see, they will provide great service. They are professionals through and through. Don't wait any longer, choose the best, choose Premier!

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

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

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.

I have been using Ohana Tax Service for many years because of the best service I get from Bridget…read more Whenever I send her a message, she gets back to me extremely fast. Yesterday, I received invoices from IRS which I've already paid. I sent her a message asking questions, and she got back to me right away to resolve the issue. Whenever you need help, Bridget is always there to support you. This is truly the best service you can get. I highly recommend Ohana Tax Service!! There is no comparison as she is the best of the best.

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.

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