1. Paul A Podrid CFP
San Jose, CA
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2 years ago
Have used them for many years. Always available and always helpful. Would recommend them without a doubt.
16 years ago
I have been using Paul Podrid's tax services and investment services for several years. He is a professional with a lot of integrity and provides sound advice to his clients. He is comfortable to work with. I strongly recommend him. read more
52 Harold Ave
San Jose, CA 95117
West San Jose
(408) 554-5875
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People searched for Financial Advising 1,721 times last month within 15 miles of this business.
Alpha B Tax & Bookkeeping Services
(180 reviews)
It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.
6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.
Thai T. Nguyen, CPA
(38 reviews)
Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.
Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.
Elina Brusilovsky, CPA
(55 reviews)
Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more
I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.
B & R Accounting
(72 reviews)
Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .
I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.
Fractions - Tax Services and Bookkeeping Services
(41 reviews)
I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!
I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.
Ngoc Tran, CPA
(39 reviews)
They have completed my taxes for the last couple of years and I would highly recommend them.read more
Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more
SJ Accounting Consulting, CPA CFP
(42 reviews)
He was patient, kind (I'm a novice), and his analysis has proved to be spot on. He was able to help…read morewith Roth conversion values and how to handle the tax implications of having a pension.
SJ Accounting Consulting is extremely knowledgeable about federal and state tax laws, have high…read moreattention to detail, provide fast service, and their rates are fair. Highly recommended!
Empyreal Accountancy
(21 reviews)
I used to file tax myself. This is the first year I file tax with Alexis. No word can't describe…read morehow much helpful she is. I wish I know her sooner. She is really friendly and knowledgeable. She's able to answer all of my questions and also give me some of tips on how to keep track my tax income for the future. We spent about 30 minutes for my tax. She explained each section on my tax while double check before filling it. 5 on service, easy to schedule. Thanks again and see you next year
I had a very unprofessional and frustrating experience with this tax service. Jason agreed to set…read moreup an appointment with me, and I went through every step they asked for--signing up through the TaxDome app, filling out forms, and providing all of my personal and dependent information. At first, they were very responsive, which made me feel comfortable moving forward. But on the day of my appointment, Jason suddenly canceled and told me they could no longer provide a service to me. After I had already provided sensitive information, they said they would delete everything. The whole situation felt extremely unsettling. To make things worse, I tried calling multiple times after receiving the cancellation message, and they didn't answer or return a single call. That lack of communication only made the situation feel even more suspicious. Don't be fooled by the 5‑star reviews. My experience was the complete opposite--last‑minute cancellation, zero professionalism, and no accountability. After everything, it honestly felt like a scam.
Accounteam
(54 reviews)
These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.
Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.
Premier Tax Advisors
(65 reviews)
I would give a 6 stars on the review If it is available. I changed my service from a different…read morecompany to Premier Tax Advisors about 2 years ago, not to say that it was bad but with Nam I get 1- Prompt and valuable advices/suggestions to my business and personal tax problems and issues. He always have answers and options for me to choose from that allow me to optimize my taxes and not to overpay where it is not necessary. 2- Always deliver my taxes on time with high quality of his works. He is very patient and spent all necessary time to discuss my concerns and helped me to plan for my tax investment strategy. Nam Nguyen is my trusted CPA/advisor for my personal and business tax needs.
Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.
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I would like to thank Irina for such a detailed and helpful consultation! She answered all my…read morequestions about how to build a smart savings strategy for my children and my own retirement. She explained everything clearly, provided specific examples, and helped me understand which direction would work best for me and my family. After the consultation, I had a clear understanding of where to start and how to move forward. I sincerely recommend Irina as a knowledgeable and attentive professional!
Mr. Ray Wahba... :) One of thee finest CPA's around this area of Santa Clara County or let's say…read moreNorthern CA and I definitely know this from my husband and I being one of his clients for over 30 years. One of our friends led us to him is the why and loved that they knew this man. Mr. Wahba, completely knows the how in making sure you get what you deserve, which is taking care of your taxes the right way, he's so fare, so gracious and likable to be with and that is being comfy in his presence! Yes, great with financial advice. And to add, he's a handsome gentleman with an incredible soft smile. Highly recommend Mr. Ray Wahba to help you people out there everywhere! :) Sincerely, Bonnie
Ray has been doing my taxes for probably 20 years now. He's always been reliable, thorough and…read morecapable...and his fees are reasonable. Recently I left California for Texas, and Ray is one of the people that I miss the most. BTW, he's still doing my taxes! That's the level of trust that I have in this man who has become my friend!
I highly recommend Mr. Ravi Kumaraswamy for tax preparation and filing services…read more I was introduced to Ravi through a friend from California, and he handled my tax filing this year. After living here and filing taxes for many years, this is the first year I can genuinely say that I am completely satisfied with the experience. Ravi is extremely knowledgeable, responsive, and accurate. He took the time to understand my situation properly, explained things clearly, and provided thoughtful guidance to help me take advantage of the benefits and deductions applicable to my situation. I felt confident knowing that my taxes were being handled by someone who truly knows what he is doing. His attention to detail, professionalism, and responsiveness really stood out to me. I am very happy with his service and will definitely recommend Ravi to my friends, family, and anyone looking for a knowledgeable and trustworthy tax professional.
Had a number of items I needed to clean up and amend. Unsure what has changed in the tax and…read moreaccounting world in the last 6 years but no one seems to want to respond via phone nor email anymore. Luckily for me I found someone this doesn't apply to. Initially I thought the hours might be a typo or I was misreading them but no. Ravi responds quite quickly and the hours work perfect for me as I can have periods of irregular hours. Great for advisory and it's nice to be able to shoot off a text and get a response and feedback quickly. I've found that some tax and accounting professionals like to wax on and on through phone calls and while it is nice to speak over the phone I can't dread every call for a quick ask.
I've been working with Anastasia since the pandemic and have been very happy with everything. She…read moreis an extremely reliable CPA.
Anastasia was very helpful, patient, professional and knowledgeable. I reached out to her couple…read moreweeks before the end of the tax season and asked for her assistance as a rush. She gladly took on my case and completed everything as promised on time. I would highly recommend Anastasia for any tax-related questions. She is also willing to go an extra mile to meet client's needs which is always appreciated!
Very professional and knows his stuff. He helped me with all my retirement plans and life insurance…read moreneeds. I am pleased with their service and highly recommend them for your insurance needs.
Sam assisted me with my tax at Zeus Tax services He is highly knowledgable with their services. But…read moremost importantly, Sam took good care of my situation and I felt that the whole process was smooth and comfortable. I really trust him. Highly, highly recommend them.
I am new to everything about taxes and if I am honest am still very clueless. Ruben has been so…read morekind, patient, and helpful to me. Everything of mine is always taken care of, and he is always there to help me with any questions or concerns I may have (no matter how silly or simple they may seem). My dad has come here for 23 years and introduced me to Ruben so that I can start doing things on my own. It has only been 2 years for me, but I hope to come here for a long time too. Martinez and Walker are extremely trustworthy and professional. I will always recommend them.
Take your service elsewhere! I called them a couple times inquiring about a notary service I needed…read morespecifically, a child travel consent form allowing my child to travel internationally with her grandparents. The lady I spoke too confirmed the time & stated that the grandparents needed to be present although their signature was not needed. Because I was in a hurry I was like sure. When I arrived at the confirmed time I was told the notary man was not in the location & they could not notarize the form. A complete waste of time & lack of communication from their part on top of the lady behind a desk being rude and showing no type of understanding. Never again!
Minh's been my tax advisor for about 3 years now. I've always had the best advice from her when it…read morecomes to managing my taxes. My returns have always been good. I highly recommend this place.
Way over charged $600 for the simple tax return . They won't give you the price ahead. It will tell…read moreyou the last minute and give you a big surprise $600. Last year $280 and this year go up more than a double. It is very ridiculous. Never go back
Sam has been doing me and my parents' tax returns for as far back as I can remember. He's always…read morevery friendly, professional, and very knowledgeable about current tax issues. He's also very responsive if you have any questions that may come up. Would highly recommend.
Robert Lee & Associates LLP have been absolutely phenomenal to work with. Bonnie, who assists us…read morewith our bookkeeping, is extremely communicative, responding within minutes and always willing to jump on a call, email, or even text in order to resolve items or answer questions. Not only are they efficient at what they do, they are honest, trustworthy, and genuinely kind people. Highly recommend them for your CPA and bookkeeping needs.
Bob and His Team are some of the top CPAs in the Valley. My taxes, book keeping and overall wealth…read morehas been managed to perfection. Anywhere from my horse and farm account to my property management account he can do it all. Not sure how anyone could give this team any less than a perfect rating.