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Kim & Rosado

5.0 (4 reviews)
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We recently worked with James Stein, upon the recommendation of friends, to create our estate plan,…read moretrusts, etc. He was a delight to work with. Very thorough, excellent at explaining the "whys" of what we were doing together, and fun to work with - even working through thorny topics! We received a huge estate plan binder from him once the plan was finalized and some further instructions for making any necessary changes to deeds and accounts to add the trust and avoid any problems in the future. I would not hesitate to recommend him to others.

We recently worked with James Stein, upon seeing his overall 5-star rating on Yelp, to create our…read moreestate plan, trust and Advance Health Care Directives. James was an ultimate professional, he even found an error in the legal description of our latest deed recorded in 2003 by comparing it with our initial purchase deed from 1998 and our neighbor's deeds. He divided the whole process into different stages and made a complicated process relatively easy. At first, he asked a lot of questions to collect personal data and gauge what exactly we need for our plan. Then he gave us some specific homework and encouraged us to ask more questions. At the final stage, he gave us a big beautiful binder of estate plans with a cover letter about some further instructions to avoid any problems in the future. Over all, he was a delight to work with and we would not hesitate to recommend him to others.

Robert Abbott Tax Services - Better Business Bureau certificate of accreditation

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Oscar has been doing my parents taxes for over 8 years now and he has been of great help and…read moreguidance. He is professional and knowledgeable. I would highly recommend him

I made a tax appointment on April 1 for May 6. When I scheduled it, I told the office it was to…read moreprepare 2025 taxes for my mother and for a trust she has. When I arrived today, I met with a man named Oscar. I told him I was there to file taxes for my mother and for her trust. For some reason, Oscar asked me when my mother died -- she's still alive. Then he told me he couldn't do a trust return. When I asked why they'd booked an appointment for a trust return if they don't handle trust returns, Oscar blamed his assistant. This is despite the fact that "trust income tax preparation" is listed as a specialty on this very Yelp page. So now I have to start from scratch -- find a new tax professional and book another appointment, probably a month out. This is incredibly inconvenient, and it was easily avoidable. The worst part is that it's going to cost me real money. The delay between when the trust taxes should have been filed and when they actually will be filed is going to increase late payment fees and penalties. Will Robert Abbott Tax Services cover that cost? I left 1 star because 0 stars wasn't an option.​​​​​​​​​​​​​​​​

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My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

We recently worked with Nerisha for our estate planing needs, and I honestly couldn't be more…read moregrateful. What we felt overwhelming at first become clear and manageable process through her guidance, patience and knowledge. She took time to understand our family needs, explained everything in simple terms and made sure we were comfortable with every decision. I would highly recommend Nerisha to anyone looking for trustworthy and genuinely caring person especially non-immigrants for QDOT trust needs.

Kim & Rosado - taxlaw - Updated May 2026

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