Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

Francis was very kind and knowledgeable. I used him after my dad passed away, all the way through…read morewhen my mom passed. I miss our annual talks.

I feel bad leaving a bad review because Francis tries and he is a small business, but I feel others…read moreshould be warned about his limitations. Francis did our taxes the past two years. Francis does not file electronically because he does not want to pay the fee to be a tax preparer, so he requires you to drop off all forms in person at his house and will not accept anything electronically. Again because he doesn't pay for the tax preparer version of TurboTax, he has you log onto his computer to access all stock transactions from any third party software like Wealthfront or eTrade, which made us very uncomfortable and need to change all our passwords. Some reading this will know that above a certain income level the IRS requires you by law to file electronically. Surprisingly Francis did not know this and was annoyed and angry when I pointed it out, and I had to argue with him to get him to figure out a way to help us file electronically (I also offered to pay him for his time and find someone else if he didn't want to do it, which he didn't want), which was very awkward. He also had never heard of a backdoor Roth and initially gave us incorrect advice, which should have been a big enough red flag not to use him. The final straw was that this year, our taxes were rejected and we are still dealing with the IRS for a claim related to our social security tax exemption being filed incorrectly. Francis is nice enough and tries very hard, but his refusal to do things electronically and his inexperience with common tax issues outside a certain income bracket would make him a poor fit for many.

James has been our insurance agent for the past 13 years and I'm still shocked at how responsive…read moreand organized he is. When I ask for a quote, he always responds promptly and lays out the options clearly in an email, then follows up to make sure we get covered in a timely manner. My wife and I have gone back and forth between working for others and working for ourselves. When we work for ourselves, we know that James will always get us covered for the best price possible. I've referred at least a dozen friends and family to James. At family/friend gatherings, when the conversation gets really enthralling and we start going deep on health insurance, we always talk about how great James is to work with.

Great at selling, but MIA when need to do a medical re-evaluation…read more Great at selling, but MIA when need to do a medical re-evaluation.

Absolutely fabulous service! Vladislav is responsive, respectful, and thoughtful. The price is…read morefair, and it's invaluable to know that your taxes are in such good hands and you don't need to worry. I'd strongly recommend them!

He is always available to answer questions, offers clear explanations, and helps us plan ahead to…read morestay compliant and efficient. We truly value his reliability and expertise and highly recommend his services to any business looking for a trustworthy accounting professional

Micheal is extremely knowledgeable and professional. He was able to grasp my issues and concerns…read moreand recommend options. Had a great interaction about estate/probate taxes. Would recommend, will use again.

Michael has completed my last two tax returns and helped me with an IRS audit from a prior year. He…read moreis incredibly friendly, professional and knowledgeable and makes the entire process as easy as possible. In addition to being great at what he does, Michael is always willing to go the extra mile to make sure that I'm getting my full refund. I got married last year and he took the time to research the pros and cons of filing jointly or separately. So helpful! When I received a scary notice from the IRS that said I owed thousands of dollars, Michael was of course the first person I reached out to. Not only did he ease my concerns, but he was able to figure out where things had gone wrong (I used to do my own taxes) and how to fix it. I ended up having to pay just a tiny fraction of what the IRS originally thought I owed. In short, Michael is awesome and I would (and already do) recommend him to anyone in need of a great accountant!

Henry is an amazing tax accountant. My mother and I have went to him over the past 10+ years and…read morehe has not disappointed. He deals with all complex situations for the Chinese American community (IE mortgage interest, business tax accounting, and equities capital gains as well). Very solid person to do business with highly recommend! Not sure why other people are rating him lowly, but he's definitely 5/5 for our experiences! PS he moved to Noriega between 22nd and 23rd!

This is a horrible place…read more They moved to Noriega. The owner will try to get your business first and asked you to pay more later. The owner is not sincere at all. Very disgusting. He doesn't care if he ruined clients' business because some senior Asian still go to his place. AVOID. AVOID. AVOID. AVOID.

My wife contacted Ms. Chui about a situation with the IRS. Ms. Chui was very knowledgeable,…read morefriendly and reassuring. The issue is being resolved and Ms. Chui has been very helpful.

If you are self-employed (or even if not) and you pay taxes, you need Eileen Magnes. I used to…read morethink I could do my taxes on my own. Luckily, I reformed, and sought help from a professional. I have not looked back since starting with Eileen. She has been extraordinarily helpful to me. Eileen was an IRS auditor for over 20 years, which means she knows the ins and outs of taxes. She's efficient and knowledgable, and for a one-woman show (her grandson is now helping out), she has a fast turn-around time. Highly recommended.

Eileen Magnes is a TAX GURU! I am not kidding. Thank goodness for Holly B.'s referral. She has…read morean incredible background, work experience and vast knowledge such that other Accountants and CPAs sometimes refer their clients to Eileen for certain situations that require more attention or intricate dealings with the IRS (after all, she used to work for them for many years). Aside from all that, my husband and I found her to be highly professional, very personable, direct and charming at the same time (yes- all this in a Tax Consultant. I'm sure I don't have to point out that in and of itself is quite rare.) I'm telling you, if you get the opportunity to have Eileen work on your taxes, consider yourself a lucky duck. She knows EXACTLY what she's doing... and she's quite incredible at it. Thank you, Eileen and thank you, Holly B... :)