I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

A coworker referred us to Vincent and he was kind enough to fit us into his workload despite not…read moretaking new clients currently. It was our first time going somewhere besides a major chain so we were unsure about the process. It was extremely simple to upload our documents to the online tax portal. From reaching out for a quote to filing our taxes, it was only 3 days! We were so impressed with his efficiency and so happy to find a new go-to person for our taxes. We definitely plan to return to Vincent again next year.

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

I've been working with Elizabeth at HM Partners for the past 3 years for both our taxes and my…read morein-laws', and it has been a great experience. The process is very convenient. We can upload documents and communicate through their secure portal before our appointment, which makes everything feel organized and stress free. Elizabeth is very approachable, easy to work with, and explains everything clearly without making it overwhelming. I really appreciate the peace of mind knowing our taxes are done correctly the first time. Highly recommend!

Julie was amazing to work with. She was professional, kind, and answered additional questions that…read moreI had about my taxes, which were more complicated than previous years. I recommend her to anyone who has a unique tax situation and wants to feel confident in filing.

Juan was very knowledgeable and professional. He was able to answer my tax questions and give me a…read moresolid understanding of my tax benefits. He was easy to talk to and very helpful! He's a better choice than major tax firms!

Juan helped us with our 2023 taxes. Juan was personable, knowledgeable, professional, efficient,…read moreand reasonably priced. We definitely plan to work with Juan on our 2024 taxes and beyond.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

Thank you, and highest praise to Jaque, who helped me amend the taxes I filed with TurboTax. She…read morewent above and beyond -- not only helping with my taxes, but also providing so much valuable advice and guidance. I walked away feeling truly supported and informed. I greatly value this business and especially appreciate Jaque's kindness, professionalism, and expertise. Looking forward to seeing her again next tax season!

Taxes and Books was doing our taxes until Judy passed away. We then followed Marsha because she is…read moreamazing she and Judy ran the company. Taxes and Books did not notify us that their system was compromised and we had to report identiy therft to the FTC. This has been a huge hassle and takes up to two years to correct. Very sad!

I used France's for the first 3-4 years of my business and now that I'm seasoned, I completely…read moreoverpaid and was really setback by her services. I have had now the cpa for 7 years and it's like night and day. She is responsive but she doesn't help you find ways to save or offer any advice or suggestions to help maximum your deductions. You will over pay.

We had a great experience with JD Tax and Accounting Services. Frances and Joshua and their team…read moreare knowledgeable, responsive, friendly, and professional. We're grateful for their hard work, and we highly recommend them.

Katja had been doing my taxes for several years but ghosted me this past tax season. After…read moreuploading my documents on 3/23/26, she still has not responded to a single one of my communications whether by her secure website, emails, and voicemails. If you're not able to do my taxes, allow me the courtesy of telling me so I can find services elsewhere within a reasonable amount of time. If you want to miss your tax deadline, then this accountant is for you.

Katja has been doing my taxes for decades. She is super professional and personable. She has saved…read moreme a lot of money through the years.

I had a great conversation with Mr. Daniel Sr. and he made me feel confident I was on the right…read moretrack. As a young African American business owner, I felt listened to and empowered. Any question I had was answered clearly. I look forward to working with them again in the future!

This business answered my question quickly and offered for someone else to help me figure out how…read moreto do it myself. I truly appreciate such good customer service and support Thank you

Not sure if they went out of business, but I emailed them at the email address on their website,…read moreand it was returned as undeliverable.

I have worked with Cara Watson and her team for 4 years now. I wanted to update my review as they…read morecontinue to provide top notch service and advice. I HIGHLY recommend them for your personal and business tax needs. They are absolutely amazing and make things very easy. Thank you again Cara and team!