Belinda is amazing! I hate doing my taxes, every year…read morefinding the documents is a pain, uploading them, answering questions and all of that. With Belinda it was super quick, easy and not at all painful. I sent her the docs, answered a few simple questions, had a short meeting with her where she went over my tax return AND she gave us some free advice on how to best utilize our money. All in all, it was amazing, I really enjoyed the experience and would definitely come back next year!

Belinda is amazing. I've been working with her for over 5 years. She is extremely knowledgable and…read morepatient. I highly recommend her services 100%!

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

After my mom died, I needed to get CPA help, so I could get an estimate of how much of her estate…read moreto reserve for the next year's taxes. Most places I called didn't want to deal with me (too small potatoes I guess!) or charged too much. After finding Joe Collett (LPC Tax) online, I interviewed him in person, and he seemed a great guy! So I hired him to do the estimate, at a reasonable cost; he also got a reappraisal of mom's property to minimize taxes. The next year I hired him to do the estate taxes; more complicated than I thought, and he did a great and thorough job! Later he even wrote a letter to the IRS to cancel a penalty they had levied, so I got an unexpected refund. I highly recommend Joe Collett, as he is honest, straightforward, and highly competent; everything you want in a tax accountant.

I have been working with Joe for the last few years. I first used him when Turbo Tax advisory…read moreservice sent me for a tailspin. After seeing the error strewn tax return, called around at short notice and was not able to get anyone's time. Finally stumbled upon Joe's reviews on Yelp and decided to give it a shot. Was impressed with his knowledge on my first call and decided to give him a chance soon after. I have not been disappointed - Joe knows his stuff including stocks for startups and small business rules.

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

I needed help with a tax situation that I'm dealing with and had a call with Elina. She listened to…read morewhat I needed help with and patiently answered all the questions I had. She ended up telling me that she didn't feel she was right for the job and referred me to someone else who she thought could. Despite not using her services, I'm really thankful for her pointing me in the right direction, she comes off as a very kind person.

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

Roselyn is the best! She made my taxes very easy! She has a safe online portal to upload documents…read more I will never use HR Block again!!!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Ohana tax service is the best. Prior I was with a tax service for 33 years. I would have to go…read moreand drive to bring my documents to that tax service and confer with the agency. Ohana is refreshing because she is High tech. Bridget has a separate secure platform she emails you and responds and where you upload your documents. You can communicates via Zoom. She communicates effectively. She confirms to make sure you understood something, that you might of missed in the emails. She knows what's going on! Wonderful job. Highly recommended. Really transparent.

First time requiring the need of a tax professional and being a CPA myself, I thought Sophia…read moreprovided excellent service. Sophia and team provided detailed list of items and a safe portal to upload them, no more sending in paper receipts! I have heard horror stories of preparers ghosting their clients, not Sophia, she kept us informed all along the process. Efiled today- 15 days early! Taxes made simple!!

Amazing Customer service on getting our taxes done. Explained the entire year end taxes to us…read more Thank you Sophia!

Tania and Raul- this review is long overdue. Thank you so much for helping us prepare our taxes for…read moreour business since we opened the doors in 2015. We appreciate your help not only with preparing our taxes but also taking the time to answer questions throughout the year we've had about taxes and for helping us file the extensions we have needed to file. You're team is amazing and we appreciate for it!

Have been doing taxes with Miriam for the last 8 years and i think there is a reason why you stick…read moreon to something. Great service, good people and always greets you with a smile. I have tried turbo tax too and given i am naive and just following simple instructions i could see that my tax returns were somewhere around $1800 and when i did it with Miriam she told me a few things i could consider like always and i see the difference is almost $3000. Like i said, its better to let the professional do their job right for a nominal fee they charge you. (Atleast you know you havent done anything wrong to bite you back) The whole process was less than 15-20 mins.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

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.