Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

Gary is a scam. Did my returns wrong. Then wanted another 1,000 to fix his mistake. He doesn't care…read moreabout accurate returns he cares about getting them submitted as fast as possible.

A few things to consider when you think about this guy... he took advantage of my father, along…read morewith my bookkeeper and the trust manager at Wells Fargo bank... and hide what they did they tricked my father into paying $310,000 in taxes, wiping them out of everything that he had so that we couldn't hire a lawyer or another accountant... this guy is a monster. The people that he works with monsters I wouldn't consider using this place or anyone in his accounting firm if I was you

We have been with Jorstad, Inc. for over 30 years. We have recommended the firm to our friends and…read morefamily, all of whom have been extremely pleased. The professionals there efficiently handle routine, complex, trust, international or multi-state returns. They are happy to explain anything and make it understandable. To top it off, Jorstad's rates are so fair that I am happy to pay their invoices.

Beyond amazing. Tim has been a lifeline for me and my family, providing us with that high touch…read moreservice that is not to prevalent nowadays. The office is very nice and since they handle the fiances for Journey, Santana and other big names, it is full of entertaining musical art. He and his team make taxes simple and to the point and make an effort to surround you with a high caliber full service.

I strongly caution others against using Carlin & Associates for complex tax matters involving stock…read morecompensation or cost-basis reporting. I brought the firm an IRS issue involving approximately $20,000 in additional tax. The adjustment arose from sales of ESPP and RSU shares where the IRS appeared to be using a zero or severely understated cost basis. I sent my contact at Carlin the relevant information and specifically asked for help understanding and resolving the issue. I was ultimately told that the IRS was correct and that I owed the money, so I paid it. After receiving a related California tax notice, I took the matter to a new CPA. On reviewing the underlying documents, the new CPA identified that the stock basis used in the adjustment was wrong. These were shares I had paid for or shares whose value had already been included in my W-2 income. In other words, the central issue was not that I had failed to report approximately $20,000 in taxes owed. It was a cost-basis reporting and reconciliation problem, the very issue I had asked Carlin to investigate. Because I relied on their advice and paid the assessment, I may now be unable to recover much or all of the money due to statutory refund deadlines. Tax professionals can make mistakes, but this was an extremely costly one. What concerns me most is that the available brokerage and tax documents appear to have contained the information needed to question the IRS's calculation. I wish the firm had investigated the basis issue carefully instead of simply advising me to accept and pay the assessment. We also found they charged us for every 'project' - even just a quick phone call or question. Twice, they explicitly stated they were not going to charge, and I got a bill sent to me. Based on my experience, I would not recommend Carlin & Associates.

She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

I am quite frankly amazed that I am the first to offer a review for Maher Accountancy. I have been…read moreworking with David Greenblat at Maher for almost 20 years now and frankly, he is the best. He is knowledgeable, patient, thorough, responsive, thoughtful, listens well, and gets the work done quickly and on time, and did I mention knowledgeable. On the rare occasion David has not been available, John Maher has stepped in and quickly assisted me with whatever I've needed even though I am confident he is a very busy guy. We are responsible for a number of annual returns and Maher never fails to get them done and thus far, knock wood, we have never had any issues with either of the taxing authorities which I think speaks well of their knowledge and professionalism. Lastly, whenever I have referred others to Maher, they become fans as well.