I've been working with Rupa Singh at Sanjiv Gupta's office for a few years, and she's been great. What stands out most is how accommodating she is. Even when I reached out with last-minute requests, she was always willing to make time amidst her busy schedule and help me out. Rupa handled my taxes with great accuracy and attention to detail. She's thorough, explains things clearly. If you're looking for a reliable and client-focused CPA in the Bay area, I'd recommend her. read more

Avoid this place like a plague. I hired them to do my taxes on March 19th and Sumathi Akilan was working on my taxes. After dragging her feet endlessly we did our first review on April 11. In that there were several issues including missing local taxes. After this instead of fixing these issues, she decided to ghost me. I sent repeated emails and called several times on 13th and 14th but go no response. Worried that taxes were due the next day, I went there in person where I was told that she wont be able to help. When I asked for help with extension, I was told she will call me on 15th as she was busy but I received no call, email or help even to file an extension on 15th. I had to hire a different CPA in the last minute and faced unnecessary stress about risk of penalties. Not to mention had to spend significant money for someone to even agree on the last day. The funny part is this firm writes integrity and professionalism as their values on their website. But in practice they will shamelessly abandon paid clients and demonstrate utter lack of work ethics and professionalism. While its possible to have a bad experience with one person, this also reflects poorly on the firm that they have no oversight on how their employees are behaving. I received no apology from Sumathi or this firm. The only half decent thing they did is to refund my advance. Not without asking though. 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

Sandhya was amazing! Three words to describe her work: Diligent, thorough and responsive. She made sure that I understood how to prepare the documents, and how the returns for my business was compiled. I highly recommend her and Sanjiv Gupta CPA services. read more

I was helped by Rupa Singh. She was very patient understood my situation and answered all my questions and helped me with my taxes.

Hassle free , timely manner filling. Staff is very proactive in response. Everything is virtual from sharing doc to signing so don't have to visit office and a zoom call enough to review and final the tax return read more

Each experience has been positive, personable, and I have felt supported from end to end. It has provided me with peace of mind and the confidence in knowing that my filings are well prepared. Thank you so much! read more

We have a positive experience with this firm in 2024, when our taxes were done by Sandhya. She answered all our questions patiently, and updated tax forms as we gathered additional information needed for filing. It was worth investing in tax preparation service after many years of DIY with Turbo Tax, as personal and professional commitments made it hard to justify the time investment. My wife and I also attended the firm's all-day Wealth Summit, packed with useful information. We are looking forward to utilizing their services this year. read more

Excellent and thorough work from Sandhya Srikrishnan. She was very responsive to our questions, provided detailed explanations, and turned around our returns quickly. I highly recommend her! read more

We have been working with them for the last few years and have appreciated their timely filing support. They are proactive in asking for missing details based on historical filing and have established a streamlined process that's super effective. read more

I have been going to Sanjiv Gupta CPA firm for last 2 yrs and CPA Rupa has been doing my taxes. She is very knowledgeable and very helpful. She is very thorough in what she does. Always goes above and beyond! Thanks for your services read more

I consulted with them to help understand the tax implications of buying our parent's house. We wanted to buy a property from our parents who are trying to create a retirement corpus for themselves. We needed to do this to allow them to feel the psychological safety of having a corpus, while trying to keep our family property. Sanjiv found the idea so absurd, and kept saying we should just inherit it and pay them sustenance. It's one thing to speak about the tax implications of doing one over the other. It's another to not have empathy for the problem at hand. This was absolutely substandard and waste of $150 for a grand total of 10 minutes with him. read more

I had a few questions about property sale and taxes in India + US. Sanjiv gave satisfactory answers to that. But overall it was an average experience because there are tax related points that I discovered later which Sanjiv should have covered in our conversation. Also, I didn't receive a call at the appointed hour and I had to call and check what was going on. Also, was rushed even though I had 9-10 minutes remaining in our 30-minute appointment. We finished 5 minutes early. I would have liked a more professional CPA. read more

Been doing taxes with them since many years now. Sanjiv helped me untangle a complicated situation with Indian real estate taxes. Since then, I haven't looked back. I've worked with both Sandhya and Swati, great experience. If you're a new customer, I recommend engaging early since it gets pretty busy during tax filing season. read more

I used the service for filing taxes in 2024. Sandhya made the process quick and easy and was always responsive whenever I had any questions or concerns. Would 100% recommend Sanjiv Gupta CPA for filing taxes. read more

I have been filing Taxes with this Team for 5 years now and have been very impressed with the team for their continued excellence. I take this opportunity to convey my explicit Thanks to Shikha Agrawal who has been handling my file/case for the last few years, for the very efficient handling of the complex aspects of my taxes involving PFIC Foreign Mutual Funds, adjustments for Foreign Taxes paid etc. Thank you Shikha Agrawal and SanjivGuptaCPATaxFirm in general. read more

Great tax return service by Sumathi and team. Overall experience was smooth and super responsive. I got one on one time to go through all the items and understand granular level details. This was my first time using Sanjiv Gupta CPA for tax purpose after using turbo tax for years. I am planning to use Sanjiv Gupta for next year as well. read more

Thorough and helpful, thanks to Shika for her expertise and help walking us through our forms and data. As a business owner and also new to filing jointly Sanjiv's firm has been so helpful. read more

Very thorough and helpful, thanks to Ms. Rupa Singh for her expertise and diligence. Even though it was literally last minute request to help, she patiently went through all the complexities and scrutinized every detail to ensure everything was complete and correct. Very pleased and relieved with the assurance that my taxes were done thoroughly and I look forward to engaging in tax planning for next year. read more

Filed tax returns twice with this group. Last year they miscalculated but luckily we were able to catch the mistake before submitting. This year we filed with them again and despite charging us 650 dollars, there were mistakes made. Very disappointing. read more

I worked with them for my 2020 taxes, Swati Gupta was very prompt and knowledgeable and it was a very smooth experience. Their portal is well designed to streamline the entire process. Highly recommend, will be going back to them next year. read more

This is the 2nd year we got our taxes done from Sanjiv Gupta CPA. Both times it was flawless. We were helped by Sujatha and she is excellent at it. She was detailed oriented, gave us a lot of information and took care of our FBAR as well. We are very happy that we did our taxes with Sanjiv Gupta CPA and glad that we worked with Sujatha. Definitely recommend them. read more

I have been filing my returns for last three years through them. They have better understanding of taking care of Indian income / Indian accounts / MFs than other CPAs. Sandhya Desai supports me for preparing my returns. Her attention to detail and patiently working on every detail is really great. Greatly appreciate her support. read more

Sandhya @ Sanjiv CPA is great at filing taxes and walking through the details, available to talk to, and submitted our taxes on time.

I have been filing my tax with Sanjiv Gupta CPA since 2018. I have worked with Sandhya Desai who is very professional and gives advice on not only just tax but even other things related to tax such as rental income tax, nanny tax, real-estate tax and much more. I highly rate her work and look forward to work with Sanjiv Gupta firm. read more

Great team. We have been doing business with them for five years and have received wonderful support. Shikha Agrawal is super nice and very thorough. She helps us understand the concepts and provides good guidance. read more

Find someone who cares for tax advice. This review is for personal advice session.. seems like he doesnt care. We went to get the advice for our real estate transaction and he answered the questions but not in a proper way. Just to check if everything was correct, we went to another tax advisor. Not only she explained it so well with correct information, she also didnt charge us. But Sanjeev charged us for 1 hour for half an hour session He may be great in tax filing but after this experience, we will stay away forever. We wouldn't put our finances in someones hand who doesnot seem to care even after paying so much. read more

We have been filing our taxes from Sanjiv Gupta's team for last couple of years and we are very happy with their service. This years taxes we did with Swati, Swati is very helpful, patient, and knowledgeable when it comes to filing taxes. Our tax return was very complicated and she did a great job in filing it in an efficient configuration. Highly recommend working with Swati and filing with Sanjiv Gupta's team for your taxes. read more

Sanjiv, I really wanted to give you a 5 star, but sadly I cannot. Looks like you have an agile marketing machinery, with radio spots, but unfortunately it looks like the front-desk staff that you have are not too keen or able to convert those leads. I have left message at your Sunnyvale office once with my number to call back, and before that spoke with a lady who said she will call me back, but no dice. But don't despair! Sanjay Tax Pro, is equally on par. Maybe you folks run a lottery system and I just can't make the cut :) Anyway, if interested, write back to me. I am looking for a CPA. read more

Swati was really meticulous and super helpful. I would really recommend working with her.

DO NOT BOTHER! He has no knowledge about anything. He gave us the wrong advice and charged $150 for it. Not only did he give us the wrong advice but asked us to leave after half an hour. He was least interested in providing service let alone good service. He is a very dodgy guy, I doubt whether he really is a CPA. HE IS A SCAM! read more

Hello Friends! I would like to highly recommend Sanjiv Gupta CPA's office for filing tax returns. They specialize in taxation rules. They co-ordinate via online secure-pro portal, which helps exchange documents seamlessly. I would like to put a special word for Neha Baijal. She is an expert when it comes to filing tax forms. She meticulously worked on my case. Thank you! I am sure to work with you on my next year's tax return. Keep up your great work and your efforts to bring awareness through the conferences you hold and information your spread on Radio. Kudos! read more

Very good experience for me. I've been filing my income tax for the last three years. I worked with Reshma on my filings. she is good in communication and explained me all the line items. read more

I went here again this year and worked with Meenakshi. I was happy with the service. All my taxes were taken care of in a short time and I was done ahead of time. This is definitely my go to place for taxes. read more

I had an highly unprofessional experience with this firm. May be they have good CPAs, but when as a firm you don't value your client's time and honor your appointments, I would prefer to stay from it. read more

I got letter from IRS stating, these guys filed my Business taxes without giving my business details to IRS. ***PLEASE STAY AWAY FROM THESE GUYS*** read more

We've been working with Sandhya from the firm over the past few months and she's amazing. Extremely patient, diligent, hard working and super responsive. I have had a really good experience working with her and recommend her to others. Will continue to work with her on my next years' returns and am delighted to be working with her (even though the process itself is complex and time-consuming, but that's due to the tax codes and Sandhya only makes it easier). read more

Having worked with other tax consultants in California, I can easily compare the difference and glad to have worked with Sanjiv Gupta and his team. This is the 2nd consecutive year we have used their services and pretty satisfied so far. Pros: Timely, Professional, Proactive Cons: A little expensive but I am ok to override it when I am receiving professional services. Tip: Usually March - April is the busiest time for any tax consultant so my personal advice is to start in February in order to save time. Will use them again! read more

I was referred to Reshma Agarwal. I received exceptional tax filing service. She was very responsive to my questions over phone and text. Very knowledgeable. My entire tax filing process was completed within a week. Highly recommend Reshma and Sanjiv Gupta CPA. read more

I started using Sanjiv's service from his Sunnyvale office from the year before last year. His office is very prompt answering any inquiry; easy to get an appointment for any discussion. They are extremely knowledgeable and responsible. I felt they care more about my return than me. Very professional and expert in finding gaps very quickly. Excellent follow up on reminding me to provide information on time to my benefit. They even found a mistake in one of my previous return done by another CPA saving me $$$. I felt the culture of the office has something unique with compare to any other CPA I tried before. After many years I finally feel I can depend on someone for my correct tax filing. read more