Tuyet is a very knowledgeable CPA and was very helpful with tax advice on a real estate sale. With…read moreher advice I was able to reduce the tax burden on the proceeds and future tax planning. I highly recommend her for tax preparation and real estate sales planning and advice.

I've reached out to several tax experts regarding my upcoming tax situation in selling a property…read more I received a very informative consultation from Tuyet - she was able to clarify IRS rules in regard to joint tenancy and capital gains rules. Very knowledgeable and answered all my concerns. I'm going to be a happy customer!

I used to do my own taxes until I made a mess of them. I came to Sean and Jill so confused, lost,…read moreand overwhelmed. Sean, after reviewing everything, assured me that although it was in fact a mess, it's nothing he couldn't handle. Since then, Jill and Sean have worked with me to move forward the right way. Needless to say, they'll always be our family's tax preparers. Thank you both; it feels good to trust you.

They were professional, fast and quickly processed our tax return with good advice to minimize our…read moreliability for future taxes, at a reasonable price. My wife and I were grateful they agreed to help us with , just a few days before the filing deadline. We highly recommend Sean and his team.

Been using this fine business for many years. Always top notch. Additionally high value for the…read moregreat information they provide on a personal level. It's not just numbers. These people take care of you.

First year using them after being referred. Very professional and made tax return super easy! I'll…read morebe using them again next year!

Quick service. Friendly staff and they took care of everything when it came to our taxes. Will be…read moreusing them again in the future

My husband and I have been coming here for 2 years now. They are very processional and…read moreknowledgeable. They are pretty busy here, but when we met with Brian Pollard, he was very patient, clear with what he was doing on the computer, and answered all of our questions without making us feel rushed.

Vantage Point tax filings were not completed on time, leading to extensions, and in causing me to…read moreaccrue penalties and interest. The company has poor customer service and administrative failures.

I'm utterly shocked at the difficulty it is to communicate with this business…read more I faithfully chose this company for tax preparation because they were on Dave Ramsey's trusted list of businesses but do have my regrets. The hidden fees, the ghosting, no follow-through when my taxes got lost (yes, this was panic-worthy), the amended taxes months later with zero communication, just a mailed packet. At the very least, a phone call explaining this amendment would be appreciated. I then called multiple times asking to speak with someone and am still waiting. It's been weeks. I'm just at a loss at this point. Adding a second star only because Kimberley was very kind the day she prepared the taxes. But the rest of the experience has been bad. Bad!

I had an excellent experience working with Baljinder. From start to finish, he were incredibly…read moreknowledgeable, patient, and thorough, no matter how many questions I had. He took the time to explain everything clearly and made what can normally feel like a stressful process so much easier and more manageable. What really stood out to me was his attention to detail and commitment to making sure I understood my financial situation, including taxes, deductions, and future planning. I never felt rushed, and all of my questions were answered thoughtfully and professionally. He is highly responsive, trustworthy, and clearly care about his clients' best interests. I truly felt supported throughout the entire process. I highly recommend him for anyone looking reliable CPA! Best I've ever worked with.

Finally!! Tracy got a good CPA for all your tax needs! being a new resident of tracy i was looking…read morefor a good good CPA for my personal and business need and SB CPA took good care of all my needs at a very nominal price. Thank you!

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I've been working with Naina for a year now. Found her on Yelp cause I was desperate to find…read moresomeone close by. I had no idea how to work quickbooks and she was able to fix all my mistakes and properly categorize everything for me. She is on top of every single transactions, receipts, and any documents needed to turn in. She's fast and efficient and I highly recommend her. She's is easy to work with and responds fast to any calls, emails, or text. 5 star service.

From the owner: Where Accuracy Meets Trust…read more Let me take care of your books so you can focus on growing your business. I provide reliable, detail-driven accounting and bookkeeping services tailored to small and growing businesses. With over 20 years of experience across multiple industries, I bring a strong understanding of financial operations, compliance, and reporting. I take the time to understand each client’s unique business needs and customize my services accordingly. I am highly detail-oriented, analytical, and committed to accuracy, timeliness, and clear communication. Areas of Expertise 🞜 Month-End and Year-End Close 🞜 Bank and Account Reconciliations 🞜 Journal and Adjusting Entries 🞜 Accruals and Deferred Revenue/Expenses 🞜 General Ledger Management 🞜 Prepaid Expenses 🞜 Accounts Payable and Accounts Receivable 🞜 Payroll Processing and 401(k) Submissions 🞜 Sales Tax Filings 🞜 Business Property Taxes 🞜 Financial Statement Preparation 🞜 Ad-hoc Financial Reporting If you’re looking for a dependable accounting professional who values accuracy and trust, I’d be happy to discuss how I can support your business.

We have been going for 3 years now to do our Taxes and we are very happy with Enid who does our…read moretaxes! Shes very patient and very knowledgeable about everything regarding tax preparation. I would definitely recommend her!!!

Alsanchez is a great team and i highly recommend them. I…read morealways go there to file my taxes every year and they are friendly and very professional.

I can't believe this business I requested a copy of my 2023 taxes. She has the nerves to ask for…read more$25 for an email that takes 5 minutes. Because she doesn't know converting a document is for free. She just lost a loyal customer. I will also send a complaint to good business bureau about this business. They are responsible to provide a copy of my taxes to me upon my request and I was willing to pay the $25.00 instead she got on line and started to yell at me about how she will sue me if wrote a bad review or complaint about her business. Just learn how to be more professional.

I have been going to mita for a couple of years since i moved to tracy in 2015. she's great.. she…read moredoes an awesome job doing taxes. Great person. I would highly recommend her...