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.

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go…read moreand drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent.

I don't understand taxes very well, so that's why I hired Lynn. She did file my taxes but she did…read morenot meet my expectations about explaining what's going on in simple terms. In all of our communications, be it email, phone or text, she kept assuming I understand what's going on despite me repeating it to her that I don't understand taxes at all. So as a result, communication was really hard for me. I really don't know how well of a job she does taxes wise, she probably does a good job based on other reviews, but communication wise it was a bad job overall. You've got to know your audience! I would not hire again for that purpose. If you are someone who knows a little about taxes and are willing to learn, she's probably for you. If you are like me, who simply wants "please do my taxes" approach, then I would definitely not recommend.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

Called to ask whether they are able to assist with form 709 for tax return. The representative…read moreasked if we were an existing customer. As soon as we said we are not, they just said no and hung up. No explanation whether they just do not do Form 709 or they are not accepting new customers at this time... very unprofessional...

Jhon and his team have been our tax accountants for over 5 years. The whole team has always made it…read moreeasy and accommodating for us to schedule appointments, answer questions and give us advice. John manages my small business as well as our family complicated taxes. We have never had any problems with our taxes and he has always made everything efficiently. I highly recommend John and his team to manage anything you need for your business or personal finances.

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.

Jatinder and Gurjit crushed it here. My first time using their services, of likely many future…read moreyears to come. These two operate a great shop, are kind people, and above all else - professional. Special kudos to Kajal who customer serviced and filed that return - really appreciate the responsiveness and great attitude. If you want it done right (and at reasonable price!), trust your return with Pioneer!

Excellent service! We've been working with Pioneer Tax and Accounting and CPA Jatinder for the past…read morethree years, and every experience has been exceptional. Jatinder is highly knowledgeable, professional, and always provides clear guidance for both personal and business tax needs. His proactive approach makes tax season smooth and stress-free. We highly recommend Pioneer Tax and Accounting for anyone seeking reliable and expert financial services.

We have been working with Michelle and her colleagues at X-Act Payroll for over 30 years for my…read morewife's medical practice and infusion services. As a result of my excellent rapport with them and great service, I started using them for 2 other startups I was involved with, and recommended them to a whole bunch of others in the Bay area. All in all they are simply awesome - the best in the Bay Are ...excellent service, very responsive, by the books but flexible when needed, accurate, prompt filings ... do I need to say any more. I highly, highly recommend them with no reservations whatsoever for any startups, and small and medium sized business.

My company has used X-Act Computer Service for our payroll for over 25 years. My staff size has…read moreranged between 10 to 18 employees during this time period. Having X-Act do my payroll gives me, a small business owner, peace of mind. They know what they're doing! And they are personable; whenever I call X-Act I know that whatever payroll question or need I have that X-Act can answer my question and take care of what is needed (or guide me in the right direction). As a 25-year client, I wholeheartedly recommend X-Act Computer Service for payroll service (and great customer service).

Hoori has helped my clients' bookkeeping services for a few years, and I must say she is very…read moreprofessional, knowledgeable in accounting and also responsive whenever the clients have questions regarding the transactions. Her prompt response is a key success factor, especially during the busy tax season. I highly recommend Hoori because of her integrity, strong work ethics, and of course, expertise in Quickbooks.

I have worked with Hoori for two years. I'm the treasurer of a small non-profit. Hoori has been…read moreextremely helpful as the bookkeeper for the non-profit. Every month, she prepares the financial reports I have to present during board meeting. Hoori communicates well, delivers to the needs of the non-profit in a timely manner, and she asks questions if anything is unclear. During a time of unusual hardship, Hoori helped the non-profit with expert advice. Hoori has been a great asset to our small organization, with her professionalism, pleasant personality, and common sense.

I've been using H&K for my taxes for about a decade now and I can't even imagine going back to…read moreTurboTax or even worse HandR Block, they actually know me and work to make sure I'm getting the best service possible. The price is fair, the service is personable, honestly I can't imagine going anywhere else at this point.

First time doing my taxes this year with Hank, and actually understanding how taxes work. It was…read morerecommended by my in laws and I have to say I'm going to be coming back every year.

I sent my parents to get a document notarized. Leslie told them there was something wrong with…read moretheir certification form and charged them an extra $15 to use her own document. The certification form was perfectly fine and the same template has since been notarized by two other notaries. If you can't trust a business for something as simple as notarizing a document, I definitely wouldn't do anything more complicated. Even if there was something wrong with the certification form, printing out another one or grabbing a preprinted copy for $15 is a total scam. Updating to 3 stars for the owner responding quickly and being available on the weekend.

Very profession, easy to schedule, and speedy service. Highly recommend for any type of notary and…read moremobile notary services.