I entered into a verbal contract for Wasi to provide services on my behalf. The paperwork he…read moreprovided had this address on it. After some time I contacted Wasi and he only returned one phone call. He did leave me in a bad way as I did not know if he was going to handle my 2014 taxes for the longest time after saying I was his client and quoting me a price for his services. I am filing a complaint with the State and IRS. https://www.cba.ca.gov/forms/complaint/ http://www.irs.gov/pub/irs-pdf/f14157.pdf I would encourage anyone who had a similar experience to do so as well.

Wasi is the BEST!!!…read more What can I say, I am probably like most people nowadays that are financially challenge and every extra dollar will put a smiley face on my bank account. Making me believed that it was fate that brought me to this office. I was on Yelp and I accidentally hit something on my phone and it went to Tax & Financial Services reviews. Lo and Behold!!! All reviews gave them 5stars! Not a single unsatisfied yelper. The service they give must be so good to be able to get that high rating. Since my schedule for some other accountant is not until another day, I decided to call them first. I didn't get to speak with anybody when I called but my phone call was returned within 15minutes. Wasi, the owner is very accommodating even when I was just inquiring and asking a bunch of questions over the phone. He was already helping me out to think I have yet to meet him in person. He is so pleasant so I decided to set an appointment with him later that day (they are open on weekends as well but by appointment only). He definitely knows what he is doing and will try to do everything to make sure that I get the highest return that I can get! I have used different tax services in the past and I can say that from now on, iam sticking with this guy! Super honest and reliable service and really cared about their customer! My tax returns? Let's just say, the highest that I got ever! I am happy!!! Thanks Wasi! You're the greatest!!! :)

I hate taxes! I hate tracking finances. Fortunately, I found someone who loves this stuff. As…read moredisorganized I am about this stuff, Marty keeps it all straight. He is my interface to the IRS and does an excellent job representing me. I definitely recommend Marty for your tax needs.

I was disappointed with my experience. Communication was lacking, and I received very little…read moreguidance throughout the process. I wasn't given recommendations for doctors, physical therapists, or other resources that could have helped with my recovery. In the end, I was told we had no real choice but to accept the settlement. I expected better communication and stronger support from start to finish. Based on my experience, there are probably better choices out there.

I had a great experience working with the Law Offices of Timothy Gill. I'm really grateful for the…read morehelp I received from them. They were patient, understanding, and always willing to answer my questions. What stood out most was how much they actually cared about my situation, not just the case itself. They made a stressful situation much easier to handle, and I would definitely recommend them to others. Excellent service from start to finish.

They're the best. Very responsive. Make it very easy ,I just send my quick books backup, they…read moreretrieve what they need

This review is just for initial contact for service. I received a refferal to contact this company…read morefrom a CPA - so I left a voicemail and also contacted them through LinkedIn and have not heard back from them for over a week now. Disappointing to hear nothing at all.

Summary: We lost $10,000+ in refund because of Duan's repeated mistakes in our filing…read more Details: Duan is very personable and I appreciated her giving us confidence in filing initially. Our case was a 2013 amendment that I wanted to file in 2014. So this was well within the time range of filing. (1) When she sent us the first set of prepared amendment forms, there were SO MANY mistakes, ranging from getting my husband's and my names and DOB incorrectly to transferring our income information poorly into the forms. The documents we had sent her were meticulously curated with an unmistakable naming convention. Yet, we sent so so many redlines back. She finally got the basic data right in the 3rd attempt. (2) We had to file by mail (didn't give us the reason, just told us that's what the IRS told her), so all future correspondence from IRS to us was by snail mail. We had not heard back from the IRS for a long time, but when I requested Duan for help from her/ her team, there was none. No guidance on why this could be (if someone is an experienced accountant, I imagine they'd know to postulate), except for giving me the 1-800 number that I had already googled and called several times. (3) When we heard back from the IRS later, they rejected our returns as the numbers were filed incorrectly. Duan sent me an email.apologizing for the mistakes, and sent another set of forms to refile. We're already in mid-2015 now. It was wrong again. The IRS told us in 2016 that the exact same.mistakes were made in the 2nd filing. There was no check, not verification. The local.IRS office where we went to check about repeated rejections said they would not accept a return or inform us of a rejection if a revised filing had the same mistake as the first one. (4) I got an impolite and useless email back from Duan when I informed.her about this. (5) We filed a 3rd attempt at an amendment in 2017 with an awesome preparer because we wanted to have nothing more do with Duan anymore. The new person filed our amended return - we got our state refund back!! But the federal refund, amounting to $10,000+ was rejected because it was too late. Duan's service fees are not cheap. She charges us well over a $1,000 in bills, and then screen our refund of $10,000+. So that's a total loos upwards of $11,000.

Duan and her team are beyond wonderful. Professional, fast, patient, and very personal. She is my…read morego to CPA and the best CPA I've ever met!

Do not go to this place unless you want to pay the IRS more than you are supposed to pay. My wife…read moreand I had another accountant review our taxes because when the clown that originally did our taxes seemed way off. Come to find out they were off $5000.00 So when I called back to tell them the situation Michale actually had the nerve to say I will do your taxes for free but you can never come back here again. (Total piece of shit!!!) If I could give this place a zero I would. The office staff is extremely ghetto and unprofessional. When I was in the lobby the majority of clients look like they were drug addicted or extremely low income...

They have been my CPAs for like 20 some years. Great people and great service and advise!read more

Wellings & Co has handled our personal and business taxes for two S-Corporations for over 10 years…read more The work is always very professional, and my interactions with them during tax preparation have been consistently efficient. Overall, I am very grateful for their help and our long-standing relationship with them. Highly recommended!

Wellings & Co have done my taxes for 20 years. Their Tax Organizer helps me get my information and…read moresupporting paperwork together long in advance of filing date. They take it from there, sometimes need to email me for clarification or further supporting documents. Then within days my taxes are done! I have investment accounts and overseas transactions. The fees charged for the work they do seem very reasonable to me. It is a small office with delightful people and I feel a personal connection with everyone I interact with.

They asked the customer to provide a lot of documents, and they do not have time to review the…read moredocuments. Customer has to provide the numbers themselves. Then Customer has to find another CPA to double check their paperwork before submit. No tax planning, the advices given are useless. Charge $400 for nothing. Charge $2000 if you want to ask additional business questions. Automatic renew their charge to your card each year. Have to call them many times to get refund.

I've been doing my own taxes for many years, but when I started getting into property and stock, I…read morecame here to get my taxes done. Meiling is incredibly knowledgable, their fees are VERY reasonable and she is very organized. They let you know when they file for you and give me all my paperwork back neatly organized. Meiling has done a great job in getting me every break that I qualify for. I highly recommend this place, especially Meiling and she speaks mandarin as well.