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.

I guess it is time to update my review for the 2025 Tax Planning (not return) season. During my…read morelast review, after ccing as many contacts I had, Arvee Flores reached out and connected me with Michael Dacuma. They offered me a discount to resume Tax Planning and Return service for 2024 (return) + 2025 (planning). I obliged to see as I suspected it was a one time issue with the particular person I got transferred to. Let me go over the process one more time. You get an email to schedule when you want to start uploading documents via a secure portal. The process is roughly the same regardless of tax returns or tax planning. The portal is a check list of sorts in which you upload each key item like your paystub, w2, etc. and mark them as checked off as you acquire them through various online portals. I think this was a great way to help you iteratively step through your accounts and get each required doc. Once all the steps are completed, you'll get an email from AlphaB saying they'll start working on your file. Usually in about 1-2 weeks, you will get the result and an opportunity to schedule a walkthrough. If it is a Tax Return, the process is relatively straight forward. I think the return filing were often trying to minimize my lost to taxes. The planning part. Overall, was much better than when I was assigned to Ma Christina. At least I was not ghosted and I did get a response back to my question. The quality of the response could improve as several times I had to follow up on to clarify my question even further to understand how to process the Tax Plan recommendation or how it relates with the BBB changes. At some points, I wondered if they even read the extra context I had provided or just fed it to AI to give me some response. It was kind of a minor issue but one you hopefully wouldn't have to deal with given the asking price of service. As for the tax plan itself, it was so-so. Perhaps I have exhausted most of my options but I often got the same advice like "consider starting a business." I mean sure but that isn't the easiest and most actionable advice. A simple, "you are doing a great job and you more or less have maximized all tax efficient opportunities..." before bringing up advice to just start a business would be motivating and great preface. Why a 3*? I had 2 requirements for 2025: - Help me plan which lot to sell my stocks - For tax year 2025, to ensure I had near $0 or owe up to $2000. The former was to help with building some down payment funds for a potential home purchase which I had stated would be estimated early 2026 at best or even later. The latter was simply a preference on how I wanted to handle taxes. The first point, I brought this up early in the year and got some formulation on what to sell in 2025 to reach some allocation. I do think they had forgotten to consider stocks vested via ESPP and completely avoided the question when I asked in a follow up. I executed the stock at the cost of later finding out the BBB and SALT cap changes. It would have been great to hear some advise like "here's some calculations on how to be tax efficient with the current price but something to consider is the BBB and rumored SALT cap adjustments you would be losing out..." and proceed to suggest an alternative strategy to best maximize. I'm paying for Tax Planning and personalized advice so I'd hope to have received these "btw" considerations when making moves. Overall, I had about 6 Tax Planning meetings for the Tax Year 2025. These all provided coordination on if we are on the right trajectory to achieve my desired range of owe/receive $0 or owe up to $2000. As a validation experiment, I had requested another CPA/EA (so equivalent credentials) compute my tax returns for 2025. If all the tax planning was correct, I'd be near $0; however, the margin of error was quite excessive in my opinion that I question what was the point of all the Tax Planning prep (gathering docs) and sync (30m per sync) if there's no predictability during tax return season. Lastly, they wanted to charge an additional 10% of service fee to handle 2025 Tax Returns due to the BBB complexity. To me, I wasn't too happy with the service I had received so an extra 10% cost while perhaps warranted didn't seem worthwhile given the subpar service. For reference, my new CPA/EA has offered Tax Advice and Planning for about half the cost and has been providing me illustrations on some tax move considerations under various risk profiles and scenarios given current economic climate. I have also been requested to remove my last review of Ma Christina. I will leave that up as I think others should be aware that there has been a history of complete communication chain break down after paying for financial services. If the situation has truly been resolved, the review itself will be drowned out by positive reviews over time.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

My law firm hired Janie as our bookkeeper in December 2019. We have been working with her for over…read more5 years and she has been the best bookkeeper we have worked with. Prior to her, we worked with 2 others who did not suit our needs. Janie reconciles our accounts at the end of each month. I also asked Janie to start running payroll for us on ADP. Janie is great at collaborating with my employees. They often email her with questions, or ask her to amend or delete an invoice. She also sends us the necessary financial statements at the end of each month, and the 1099 amounts for our contractors to our tax accountant during tax season. She is very responsive to our requests and concerns. She usually responds within a few hours. Janie has a pleasant personality, she is very responsive, she is patient with my employees when they make mistakes entering client payments into Xero (sometimes they will enter payments into the wrong account and she re-enters them for us, which isn't within her scope of duties), and she always tries to help with any requests that we may have. Overall, I highly recommend Janie. She does a great job with the bookkeeping for our small business!

Janie, was a life saver when it came to doing my books. I first went to her panicked because my…read morebooks were a mess, and I mean a mess. She was able to do 3 years of back work and worked magic. I'm so grateful to her. I have since continued to use her reliable services and this is going on 5 years now. She's a phenomenal bookkeeper & is incredibly responsive, knowledgeable, and organized. I can't recommend her enough!!

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

We've been working with Elena for our tax filings for 2 years and highly recommend her services! We…read morefeel her price is fair and her communication is great.

Elena did awesome with my taxes! It was simple easy and straightforward and she was very…read moreresponsive! What a relief to get my taxes done this year!

For years I was struggling to find a good Tax person as I always have to pay every year. Due to…read morethat I always for years filed Extension until October. I called computTax in Santa Clara and was able to schedule an appointment with a Tax person Noel. Let me tell you, it was the best experience I ever had. Noel was great. Excellent customer service, takes his time explaining everything going on in your finance. Noel has the patience and time to make it happen. With an affordable price. I no longer file late Tax since I met Noel. He has my trust, Thank you Noel!

Have been using Noel's expertise for tax filling since 2022. Over the last three years, I have been…read moreable to always file taxes on time and without any errors or much rework. The documentation is available via the portal to access anytime and also makes it easier to securely upload files. Each year however, the charge for filling taxes with them has increased. Started with $140 for 2022, $200 for 2023 and $260 for 2024 even when all my accounts remained same but I think it's still valuable service, unless there's another hike next year. Overall, it's great value for money because Noel takes time to review the return before filling with IRS, either in person or over a call. I always go to his office and spend some time in understanding the return and all the things that he files on my behalf. Very honest, flexible and trustworthy person.

I had my taxes filed at the Santa Clara branch of Diwakar Taxes, and I truly loved the experience…read more What stood out most was their appointment-based process where your in-person presence is required. This makes a huge difference because you get the opportunity to sit face-to-face with experienced tax consultants and clarify every doubt in real time. I especially appreciated how thorough they were with foreign income reporting and other complex tax situations. Their team asks detailed questions to make sure nothing is missed--even in cases where you may forget to bring a document or may not even realize a certain form or income needs to be reported. That level of guidance gave me a lot of confidence that my return was being prepared accurately and completely. I've been to other tax firms before, and many of them mostly work remotely and simply file based only on the documents we provide. The problem is that as clients, we may not always know what all needs to be included, and not every firm takes the time to guide us. That's why I strongly feel Diwakar Taxes is an excellent choice, especially if you want careful preparation, experienced consultants, and confidence that your return is done right.

Diwakar Taxes has excellent CPAs who understand tax laws better than most. I have been filing my…read moretaxes with them for the past 10 years and highly recommend their expertise.

I always come to Silvia to do my taxes very friendly told and know what she doing. And remembers…read moreme all the time

always great service and prices. Have been with them for well over 15 years. Very nice and informed…read morestaff.

YIKES! This company has sure gone downhill quickly in the first two months of 2026. Inquiries take…read morea minimum of 48 hours to get answers and there doesn't seem to be anyone minding the store. If this keeps up we will be looking for a different payroll provider.

Great service! Pete has organized a wonderful staff that is always happy to help. Thank you for all…read morethe help! Amha.

My yearly taxes were more complicated than usual and I decided it was better to find a professional…read morethan to do my taxes with a program. I was lucky enough to work with Ann and she answered all my questions and help my situation. Highly recommend her and VieTax!

Another year waiting until the last minute and another year of Ann coming through for me My taxes…read morewere slightly more complicated this year and I went in thinking that Ann was going to help me file an extension but she knocked my taxes out like a champ and relieved 2 tons of stress off my shoulders. Her services are very affordable, based on what you need done and what forms you have. I don't recommend waiting until the last minute to have her do your taxes though. I just got lucky that even though they were complicated for me she knew what needed to be done. I highly recommend getting your taxes done early and have Ann do them. I will be coming back next year even though my taxes should be much easier. I will never use the big chain tax preparers again only VieTax Services for me!! Thank you Ann!!