I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

Charlie consistently demonstrates a deep understanding of tax regulations, meticulous attention to…read moredetail, and a strong commitment to delivering accurate, reliable results. I confidently recommend Charlie to anyone seeking a knowledgeable and dependable tax‑preparation professional. H. Berisha

Charlie was so helpful, honest and great to work with…read more I enjoyed meeting him and his no-nonsense attitude. Couple this with his kindness and knowledge, you got a great partner when working on IRS docs. I would recommend anyone go to Charlie and team for their tax support.

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.​​​​​​​​​​​​​​​​

I needed emergency assistance filling some past taxes since I was moving out of town. I had a lot…read moreof concerns and questions since I had many 1099s as well as different investments in stocks and cryptocurrencies. Got on the phone with Will and he was able to reassure me and answer all the questions that I had before we got to work. Will is super knowledgeable when it comes to filling taxes with cryptocurrencies and investments which is something that 99% of any other CPAs struggle with. Due to my limited availability, we ended up opting to just have will file my taxes online via email. After sending him all the paperwork necessary, Will said he'd work out my taxes the day after. Rest assured the next day came by, and before filling, Will sent me a couple of forms that needed to be signed, and my taxes were done! Will is hands-down the best and most honest and ethical CPA I've ever worked with, he always goes above and beyond to answer any questions as well as give any recommendations of any blind spots you might have. I was so lucky to have him work on my Taxes and will definitely work with him on any future fillings. If you need a CPA who's super knowledgeable on Tax codes, investments such as stocks and cryptocurrencies, as well as getting started on a small business or even recommendation on your current business, I cannot recommend Will enough. Will is always getting informed in new laws as Taxes change which is super important nowadays.

Had some back taxes to do a while ago and Will took care of it quick and easy…read more This year it was a quick extension while I was working to get all my forms in. I like how I'm able to scan and email (or in my case share a OneDrive folder) of the collected forms and W2s and he can take it from there. Invoicing is clear and straight forward with itemization, a bit more expensive than the HR Block I used to use but a lot more convenient and helpful from my viewpoint. You get what you pay for as the saying goes. Always fun and friendly to talk to and he helps to lay things out clearly and offers some great advice.

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

Belinda has been a trusted partner in preparing our individual taxes for several years. In our…read morefirst work together she kindly and efficiently helped us unwind and fix errors made in several previous years of tax filings done with consumer software. It's clear she possesses a deep understanding of the tax code, and her approach is both fair and professional. I highly recommend her services.

On my first visit there I met Anna Santa Maria who is the owner and she is fantastic. Very…read moreprofessional put together and has great presence. To go to the office you have to go through the Alpine pastry door, sign, and ascend to the second floor and go to your left where her receptionist will check you in and then take you over to see her. Most likely going to use her for my taxes and to help with tax advice.

Ana has been taking care of my family for years! She is amazing at what she does and we cannot…read morerecommend her enough!

I've been going to Axion Tax & Beyond for about 10 years now, specifically with Ray. Ray is very…read morethorough, up to date on all of the new IRS laws, and he will explain everything to you. He also won't break the bank when it's time to pay. If you're looking for a trusted tax expert, reasonably priced, very knowledgeable on all of the constantly changing tax laws, Ray at Axion Tax & Beyond is your guy. He can even go over previously filed fax returns to make sure you or whoever did your taxes got them right. I definitely recommended Ray to all of my family and friends.

Ray is professional and thorough. Excellent customer service and extremely knowledgeable. I have…read morebeen going to him for years and trust that my family and I are in good hands.

I can't say enough good things about John Mao at Argus CPA. When our CPA unexpectedly retired and…read moreour corporate return was due on March 15, John came to the rescue. He was calm, detail-oriented, and genuinely caring about getting it right. He turned a stressful moment into a relief. I wish I could give him more than five stars!

John, you are just amazing! Our business has income tax…read moreissues and John helped us resolve them. Not only is he very knowledgeable (and you can tell from others who cannot answer your questions; they just keep on talking.), he is very kind, considerate of what our challenges are. (again; others including our recent tax attorney just reciting the tax laws that do not even apply to our conditions.) He listens, focuses on the issues, and able to answer the tax questions we have. Terrific!

I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work…read morewith, and super friendly. and caring.