I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

For going to another "major/famous" commercial company for years, we tried a smaller - independent…read morecompany through a referral. We are SO glad we did! Not only was it half the price from the get go, it was extremely fast. We had our taxes done by Arcadio Jose. Straight shooter and knowledgeable. Pretty much said we can call him all year, because we paid for his services the whole year! (It comes with the service). If you've done taxes in 2016, there will always be the following year to save and get some money from our government. :)

I have been using Al Michel for many many years. He seen me through businesses home sales and home…read morepurchases. Very happy with the service. The office is very responsive and they keep great records.

This is the second time I've enlisted Randy for my taxes and I am soooo greatful to him. Randy…read morehelped solved an issue with my brokerage and the brokerage was NO HELP. It was extremely frustrating but Randy was patient, understood what the challenge was and came up with the solution needed to file my taxes. He's a true master of this trade!! Very reasonably priced for the work he does!

Was super helpful, informative, professional, and patient with me. His help made taxes less painful…read morethis year. Definitely recommend his services.

Excellent service. I am retired, not a business…read more They have proven to be excellent. I had thed same tax guy for thirty years before going to them .

We've worked with Flaminius for years. Trustworthy and thorough. He's patient with us since we have…read morea lot of documents we have to wait for too.

They quickly responded to my inquiries. I was looking to file joint with my wife as well as include…read moremy small business taxes. We came in on our appointment and had our returns ready for submission in about an hour. The filing fee was very reasonable and even after the appointment, Maira was sure to take care of us on some edits. Prior to Keystone, I've always used TurboTax or TaxFreeUSA. I started filling out my forms for 2024 but it was looking like I would have have to pay a considerable amount of taxes. That prompted me to check in with Keystone and looks like I'll actually be getting money refunded back!

Immediate response. Accurate & fast tax preparation. Same day. Reasonable price. Maira was…read moreprofessional, personable & efficient.

f you need accounting services or your complicated taxes filed look no further. I found Frances…read morewhen I was looking for someone to take care of my taxes, after my guy unexpectedly passed away. I run a business and my kryptonite is all things paper work. My taxes are particularly complicated, but I have no idea what is deductible, or what percentage and so on. I send her a rediculous summation of my spending and she gets it all done. This year with the covid 19 pandemic I asked her if she would be willing to file my paperwork for getting a grant/loan.....like I said it's kryptonite. She filed it for me, and I can't say what a relief it was.

I used France's for the first 3-4 years of my business and now that I'm seasoned, I completely…read moreoverpaid and was really setback by her services. I have had now the cpa for 7 years and it's like night and day. She is responsive but she doesn't help you find ways to save or offer any advice or suggestions to help maximum your deductions. You will over pay.

Thinking about finally creating my trust and other documents had been stressful, but working with…read moreMichael provided immediate peace of mind. His kind, patient, and approachable demeanor made it easy to ask questions. He is very knowledgeable and takes the time to listen, ensuring every concern is addressed with clarity and care. I highly recommend him.

Michael made the experience of estate planning easy to understand. He was informative, quick to…read morerespond, and patient. He answered all our questions and made sure we understood everything. He was very reasonably priced and worth every penny. We would highly recommend him.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

Sheila was my Dad's CPA when he was alive and when I found myself in need of one, she was the first…read moreperson I called. While I don't use them regularly (normally simple returns), I would highly recommend to anyone in need of professional assistance! Thorough, efficient, and accurate has always been my experience. Thanks for the life long support!

Robert Planesi was a godsend! He was patient and attentive to my aging mother's needs. He managed…read moreher tax filings and the tax issues that came up as she became an employer to caregivers. With so very many things to worry about with my mother, I was relieved that tax guidance wasn't one of them. We had honest and reliable counsel. Robert is one of the most honest, decent, responsive, and knowledgeable CPAs out there.

Very responsive and prompt. Also very thorough. Would definitely recommend and they are CPAs also.read more

I would highly recommend Cubi Tax services! My consult with Jimmy was timely, knowledgeable and…read morecommunicative. Jimmy was thorough and provided excellent service and expertise.