I reached out to their office to discuss a tax situation and even though they couldn't personally…read morehelp me, they were so kind and compassionate and knowledgeable that I left the call feeling empowered. Thank you, Nikki for not rushing me. Thank you for listening and mostly thank you for your kindness.

I spoke to Niki and asked specific questions to test her competency. I asked if I could do this and…read moreshe said ok. As far as I'm concerned,she failed miserably. I do not recommend her if you need someone who really knows the intricacies of taxes. I also asked if there are any differences between an EA and CPA and her response was that both can do exactly the same things. My specific question was if I want to make absolutely sure that I am not hit with penalties, what is the sure way of doing that. I told her my assumptions was both my wife and I are retired and no W2 and AGI of over $150,000. She spoke of things but not what I was looking for which was the Safe-harbor rule of making estimated taxes of 110% of last year'sl AGI. The things she mentioned were not going to protect me of penalties. The following is my response to your response. I have given you ALL relevant information to determine safe harbor amount. I interviewed another accounting professional (CPA) and gave the same information that I gave you. First response was safe harbor rule. Hopefully, this will help you in your work with your clients.

Just the nicest. Easy to talk to. She is knowledgeable and caring. J think that her fee was more…read morethan reasonable. Will be returning next year!

Jeri was proactively helpful, incredibly knowledgeable, and provided a lot of guidance pro bono…read more After explaining my situation, she was able to infer other impacts or considerations I should have, that I wouldn't have necessarily thought of, and she provided sound guidance on those fronts. It is apparent that she genuinely cares about people, even if they're not necessarily her clients.

Mark is excellent. I inadvertently gave him four stars earlier and that was clearly not accurate…read more He did my taxes and was great. He is also a great person to know.

These reviews appear to be real! I texted him and he got back to me the same day, gave me a ton of…read moreinformation I would never have figured out on my own, walked me through stuff IN DETAIL, and refused to accept any money. What I really liked was you can tell he's sharp when you talk to him, and he gets it done and doesn't waste any time. He's also very personable, someone you'd hang out with. Definitely recommended.

Pro's - Exceptional…read moreservice - Friendly, positive, knowledgable - Pro's at both corp and personal taxes - Very reasonably priced - lower than estimate - Highly recommend! Con's - None at all My wife and I recently switched over to HK Associates when our long-time accountant retired. Harjot Khangura has done a great job helping us transition both our S-Corp, and our personal account. He's professional, responsive, and easy to get along with (both in person, and online.) On a technical note, HK's Tax Dome (their document upload portal) is easy to navigate and was helpful in keeping everything running smoothly. Harjot made migrating to his firm a positive experience, (critical because we received zero help from our old accountant). We highly recommend Harjot for both personal taxes as well as corporate taxes. DW

My marketing agency has been relying on Harjot and team for 2.5 years now, and I have been…read moreextremely satisfied with our partnership together. I have found my corporate and personal finances to be in a fairly complicated phase due to prior CPAs not supporting me at the level I required, but HK Associates has been able to help navigate me through much of the challenges. Harjot is very understanding and passionate about handing my needs, and goes above and beyond what is expected out of a CPA. His guidance and knowledge is very appreciated!

Henry always takes great care of me!!! I can always count on him reducing my tax burden. And he…read moredied not charge a fortune !!!

My family members and I have been going to AI Financial for many years and have always received the…read morebest of service from the owner, Henry Hache. I just had my 2018 taxes completed with Henry this past week and, once again (as always), felt well taken care of, and left satisfied that I'd received the best tax filing experience possible. I can't wait to get my tax refund via auto-deposit and never look back (until next year). P.S. I like the family feel of AI Financial; it never feels like a stuffy, cookie-cutter process handled by random tax preparers in cubicles like some other places.

Brenda is super knowledgeable and sharp. She did an outstanding job on my taxes. She also gave me…read moresome good advice on another tax situation which I appreciated. I recommend Bean Counters.

Brenda is great! This was my first year having a tax accountant do my taxes. I am so glad I chose…read moreBrenda! Not only did she file my 2020 taxes, she found a mistake in my 2018 and 2019 taxes. And she is going to fix it for me. Thank you Brenda!

Been using Hanh for a couple years now. The online system makes uploading documents super easy…read more Hanh replies to all emails quickly and answers them professionally. Taxes are sooo much less dreadful than the in-person way I used to do.

Hanh has been doing our taxes since 2022 and she is AMAZING at doing them. We have a little bit of…read morea complicated situation (at least I think we do LOL) - and people who have done our taxes in the past have always caused me to receive a super high tax return revision. I still get them with Hanh, but for SIGNIFICANTLY less owed (I'm talking $20 vs like $1000). I have no idea how taxes work so I am SO thankful for Hanh, who has literally never let us down. Her emails back are always quick and kind. Truly couldn't be happier with her services!!

Great place for tax preparation services. Kevin has been doing my taxes for years and it's been…read moregreat

Best move I made with my money and to start investing for my children's future college funds. My…read morewhole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends

Paul has done our taxes for two years and I could not be happier with his services. It's rare that…read moreyou find someone who really just wants to help you. That's the experience you have with Paul. His secretary is so sweet and accommodating. They will make sure to do the absolute best for you wether your filing easy or complex taxes. Highly recommend Paul and staff.

We no longer need a CPA but my husband was in doubt I could do the taxes myself. He called Paul who…read morereviewed all our tax forms free of charge and assured my husband they were correct, free of charge! Great service, great office staff.

I first contacted this organization weeks ago. Their voicemail instructed me to text rather than…read morecall, which was unusual, so I followed their instructions. I received a reply stating they were on vacation for two more weeks and would respond when they returned. They never did. After waiting, I reached out again and was told they were working through their backlog and to allow another day or two. That was over a week ago, and I've still received no response. For an organization that exists to support people, this level of communication is unacceptable. My situation is deeply personal and time-sensitive, and being repeatedly ignored has been incredibly disappointing. At the very least, people deserve timely communication and the courtesy of a response.

Good old Brenda. She never raised the price for the last 7 plus years…read more I highly recommend Tax 42. Don't go HR block. They might charge double. Thank you, Brenda, for taking care of my tax returns. You're the best!