I highly recommend Trupti Khatri for anyone looking for a knowledgeable and dedicated CPA. I have a complex tax situation and Trupti handled everything with incredible diligence. She took the time to ensure every deduction was captured and explained the nuances of my filing clearly. It's rare to find someone who puts in this much effort to get things right. She is a true professional. read more

Took a consultation with Sanjiv. Very unprofessional attitude. 1. He came 15 minutes late for the appointment and did not apologize either. We had to push out our other appointments. 2. We shared the list of questions beforehand but he did not read any of that. He asked the same info we stated in the documents we submitted. 3. His answers were one word at best, and he was judging and ridiculing some life decisions we were making. Dont waste your time and money. read more

I've found the Tax Preparation team at this practice to be exceptionally helpful and knowledgeable. A special thank you to Soumya Bhat, who took the time to understand my complex case in detail and provided outstanding support throughout the process. read more

Working with Soumya and Sanjiv has been a pleasure. Transparent and easy to work with. Quick responses and prompt clarifications !!

I am a small business and over the last two years I have struggled to find a good tax CPA. I have worked with tax CPAs in the past that are not responsive and I am the one hounding them and asking questions to find the right deductions for my business. With Kalpana at Sanjiv CPA, it was the exact opposite. And that was such a refreshing change as Kalpana was always available, communicated regularly, asked the right questions, served reminders and the list goes on. It was one less thing for me to worry about and I could focus on running my business. At the same time, she educated me on various tax deductions that my previous tax CPA had not told me about. I am thankful that I was referred to Sanjiv CPA by an associate. Now, I don't have to worry about my taxes any more as I know they are in good hands. Thanks again! read more

This company definitely surprised me. I called asking for quote. When I started explaining my request, the girl on the phone just hung up After that, my call just got cancelled. Not sure what is going on, looks they have a preference who to work with. read more

Prompt. Timely. Responsive. I reached out pretty late after a bad experience with a more popular online platform. I was very happy with the user interface and the offline experience with this team !! read more

Soumya is excellent, makes sure all the minute details are all in order. This is fourth year I have filed taxes through her and overall its 5 star, everything went extremely smooth within a week's time. Highly recommend her and Sanjiv Gupta CPA team for taxes. read more

Beat and affordable CPA always answer when you need them very helpful been with sanjiv gupta over a decade

Soumya Bhat at Sanjiv CPA has been doing my taxes for the past 4 years. She is very professional, approachable and has time even in the busiest of days. She is able to offer multiple tax saving solutions for cases like foreign income, property and cryptocurrency. I know for sure that she is the one I will always approach for doing my taxes in the US. read more

Highly qualified,always keep himself updated with different options of tax savings for individuals and business corporations. I has been to different CPAs in the Bay Area since 2012 but no one even close to his capabilities. Sanjiv Gupta and his staff especially Kalpana are highly professional,dedicated and patient.Always give the best advice based upon your tax needs. I highly recommend to the people looking for trusted CPA in the Bay Area. read more

I've been working closely with Kalpana out of the Pleasanton branch for a few months now. Kalpana, Trupti and Sanjiv are all fantastic. They are responsive and have helped guide us through our tax returns for multiple businesses. Very satisfied so far! read more

As always, filing my wife's and my 2022 Tax Joint Return was quick and easy, having Kalpana Vanga doing our Returns, from Tax Year 2017 and ourselves having understood the basic details that were required to be provided to her on our Indian income along with copies of our Indian Individual Tax Returns and other documents, in addition to the US income and US documents. A final walk through the draft Federal & CA State Returns and FBAR was quick and easy on a Zoom call, set up by her. Cheers.... read more

Soumya is our go to. She's been helping us for a few years now. We respect her guidance. We patiently wait for her if she is busy. Cos she's really done a great job with our taxes year over year. read more

Caution with other 5 star reviews, they seem internal employees rating them to keep their overall rating high. They only provide standard tax filing which anyone can do using TurboTax. Hiring a tax professional, one expects that they provide advise on how to save on taxes and gives you strategy for the following year. Here you pay $500 to file taxes and once filed they dissappear, multiple emails go unanswered and no courtesy of providing responses or tax saving strategies. I'd rather pay 80$ to turbo tax since they come up with the same numbers anyways with 0 value add for filling with them. read more

I have been filing my taxes with SanjivCPA for the last 4 years and I am impressed with their knowledge and professionalism Kalpana has done a great job, offering excellent customer service and handling all requests and questions promptly Sanjeev also conducts tax planning seminars which are very popular and informative on a voluntary basis for the benefit of the community read more

Thank you Kalpana for working with me on my taxes for year 2022. Thank you for helping me file my complex taxes due to international trades and money movement. Very happy with your quick turnaround based on my request to finish the filing as early as possible. Regards, Prashant read more

We have been doing our taxes with Sanjiv since 2016 for all our personal and business taxes. Extremely knowledgeable and is up to date with all the government rules and regulations. Kalpana is always there to answer our questions and provides us with any requested documents on time. Sanjiv and Kalpana are an awesome team to work with. Give them a call and bring your mind to ease. read more

I had a postive experience while working with Sanjiv Gupta's firm. Soumya was my main point of contact and she did a good job of getting my taxes filed for 2022 and filing SDOP. read more

After many years i changed my CPA and start working with Somya Bhat from Sanjiv CPA and it was great working with her. She is very accessible and have knowledge to answer all my questions. Process was smooth and very much automated. read more

I definitely recommend this CPA for tax filing. This is my first time filing with them and I'm satisfied. I had a plenty of questions and had to rework the return because of Additional info, but it was handled with patience and thoughtfulness. Also the website has MFA with google Authenticator option which makes it secure. Hope the backend is also secured appropriately. Thx a lot Kalpana for your assistance. You rock. read more

Kalpana is an exceptional tax professional with expert knowledge and is fantastic to work with. Highly recommended!!

Sumedha Vaingankar ("Su") was great to work with. Very thorough and responsive. Made the process very easy, and very reasonably priced!

Sanjiv Gupta and Kalpana did a fantastic job with filing my taxes. They are very competent at doing this and it has been a pleasure working with them. They also did this at a very competitive rate. I will definitely be coming back to them to do my taxes next year. read more

This is about Desi Wealth feedback.sanjivcpa.com doesn't exists, so I would like to write here. It was too commercialized that core things which are tax filing and Sanjiv himself was missing. Little bit converted to political place by mentioning about social media and spreading negative comments and shouting about something. which not what someone goes to a wealth summit. I would change my rating if team assure to be back to original next time, else I won't be joining this anymore. read more

I rarely write reviews, and i do it if i feel it is NOT just one another alternative. Last year, i came to know my tax filing was not correct with my foreign account holdings, and it really made me nervous. Talked to multiple CPA offices, and finally, when i spoke with Mr. Sanjiv, he explained every detail on what needs to be done with the compliance procedure, and i instantly decided to go with them. They really have the deep understanding on how the taxes work with the Indian accounts and in fact helped me how to get those details from Indian financial institutes. Next part is, Ms Kalpana from their Pleasanton office was so helpful in educating me as she was working on multiple IRS forms for the last few years. At one point, when their office was shut for visitors due to Covid, Kalpana went one step ahead, and scheduled a quick meet up outside our residence to get some forms signed. Big shout! Kudos! It didn't end there. This year, as some of my foreign tax forms reached me just a week ago prior to the deadline, she understood my situation, and was so patient in going through all the statements from several statements with multiple accounts, and finalized the return documents, which she is above to file. I can't think of any better alternative option for my tax filing going forward. She has lot of passion, and whenever i reached for some info, she was always there to help. No wonder, some times, i received her reply to my tax queries even after 11pm in the night. Overall, its really nice experience working with Sanjiv Gupta's office for my tax returns. read more

Will leave you hanging to deal with the IRS yourself. Don't go unless you are a full service client looking for them to run your payroll. 1) They screwed up my filing and the IRS and California FTB payments did not go on time, but no acknowledgement of the problem or what to do next. 2) Very unresponsive to several calls to their office. I ended up being charged and paying a hefty penalty of $1,333 and am left dealing directly with the IRS and CA FTB now since Sanjiv's office have been absolutely unresponsive. 3) Multiple calls to their Fremont office and the answer is that Sanjeev is out of office and we will get back to you. It's been months now and I have given up on them now. read more

This year I filed taxes with Sanjiv Gupta. It has been a hassle free experience filing taxes with SanjiV Gupta. Sumedha helped us to file taxes promptly without any delay. She was proactive and responded to my questions with patience. Having a branch open in Pleasanton was convenient for us. I surely recommend Sanjiv Gupta team to file tax returns. read more

My experience with Sanjiv Gupta has been very good. He and his team has been helping me and our firm since 4 years. Kalpana Vanga in Pleasanton office is an icing on the cake. Kalpana is very professional, very knowledgeable and also very understanding and flexible when it comes to work and clients. She is very dependable and so looking forward to work with the firm for many years to come. read more

Not at all happy with my video call, very eager to take your money ($150 for 30 mins) but came late, didn't answer anything properly or with any detail, rushed me to end the call early, Was constantly looking at the time. Rude and know-all but felt like knew nothing that I did not know and was not helpful and only eager to take cash. I will strongly recommend people to not go here. Seriously wonder how people liked his service. Please don't get cheated with other reviews. The mistake I made is I did not read the reviews before making the appointment. By the way, this is the first time I am writing a review and though people should know and don't get fooled read more

He has answers to every tax questions and needs you have. I have been using his firm for the last 6 years with Kalpana as our tax preparer.

We have had excellent experience working with Sanjiv Gupta's office (via Kalpana V) over several years. Kalpana has been very responsive and guided us well for our specific situation (rental property, business etc). I would continue working with Kalpana and recommend Sanjiv Gupta's office for filing taxes. read more

We have been getting our taxes done with Sanjiv CPA at their Pleasanton office for the past few years. They are highly professional, file returns on time. Never they miss to return calls. We work with Ms Kalpana and she does an amazing job. Whenever i call she answers if not with a client, or if i had to leave a message , returns call promptly. Even if i call multiple times for any doubts she dosen't mind to explain or find things out for me. This has been the best services i have received from any taxes service agency. I will continue to go for my tax services with Sanjiv CPA/Kalpana and would highly recommend their services for your tax services as well. read more

I am a returning client of Sanjiv Gupta, CPA, for my tax needs, and I will continue to go to Sanjiv Gupta in future, for filing my personal and business tax returns. Kalpana Vanga In Pleasanton is an excellent person to deal with. She is prompt, professional and knows the rapidly changing tax laws, in and out. I highly recommend Kalpana to both my Indian/Pakistani and American friends as well as colleagues. If you want to maximize your returns, see Kalpana. read more

Very professional, diligent, and knowledgable team. Highly recommended. I have a been a client of theirs for the past many years.

I've been using Sanjiv Gupta's services since 2017. Kalpana, who I've worked with, has been extremely helpful with all aspects of my tax filling. It has been a pleasure working with them, and I look forward to continuing to engage Sanjiv Gupta CPA for my tax filing needs in future. read more

I have been filing tax returns with Sanjiv Gupta for last 4 years. Kalpana at the Pleasanton office has been handling my filing. I find Kalpana extremely competent and an excellent person to work with. She is very accommodating and explains the tax rule's applicable including foreign accounts management. I highly recommended the firm for tax filing and Kalpana for making it easier to get it done. read more

Got our taxes done for the year 2020 from this team. The experience was really good. We were helped by Manasi Bedekar for filing our tax return. She gave us very detailed explanation of all steps in the tax return process and answered all our questions. She was very prompt in replying and understood all the details of our sales, etc. Will highly recommend. read more

I am very pleased with the services provided by the firm. My Tax Consultant for the last 6 years now has been Kalpana Vanga. She is very thorough, methodical and professional. I've used her services for India income, US returns and FBAR. She takes the time to explain exactly how the returns are computed and advises on potential ways to maximize savings. She is very prompt and communicates proactively keeping us updated on progress, filing status, etc. I would recommend the firm, and specifically Kalpana, for anyone that requires filing across India and US assets. read more

This guy has offices in 4 different cities of bay area, and charged me top dollar for a consultation. And all he did was waste the time while he was driving from one city to another (perhaps to his office). I heard the car and freeway sounds while he was talking to me. He could not focus on my consultation - Behaved just like how lawyers behave in india. All the information he told me was already known as it is easily available on web. Total waste of my time and money. Maybe he is better if he works on your case, but consultation would be a waste of your time and money. He does not dish out any useful information, but rather tries to get you as a client. read more