I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

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!

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.

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

Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

We've been working with Mai for a while now, and I can't recommend her enough! She is incredibly…read moreresponsive, always quick to answer questions and explain things clearly -- even during the busy tax season. Her rates are very reasonable, but the quality of work is outstanding.

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

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%!

My wife and I worked with Belinda for the first time this year after a complex 2020 (got married,…read moremultiple W2s, a new mortgage, and capital gains / losses). I've not had great experiences working with CPAs in the past but Belinda came recommended via a colleague. Belinda is obviously doing well because her calendar was pretty full when we booked but we managed to find a slot in at the end of March. I'm glad we found some time with her because she's been the most professional and organised CPA we've worked with! What was good about the experience? + Data entry done well ahead of time, so our appointment was very time efficient + Belinda is very responsive to our questions + We didn't find a single error in our tax return - which unfortunately hasn't been true with other CPAs - She quickly identified overpaid tax in our 2019 return, which resulted in a nice refund We'll definitely work with Belinda again in coming years!

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.

Diwakar Taxes handled my tax filings for several years. Recently, I worked with another tax…read moreconsultant who identified multiple refunds and corrections that I was eligible for, which has now required me to amend returns across multiple years. When I discussed these issues with Diwakar Taxes, the concerns were largely dismissed rather than reviewed in detail. In one particular case involving a tax-advantaged expenditure, they refused to classify it as eligible even though my financial advisor and other CPAs later filed it correctly and helped me obtain additional refunds. For me, the primary expectation from a tax consultant is not just accurate filing and legal compliance, but also ensuring clients receive all legitimate deductions and refunds available to them. Unfortunately, that expectation was not met in my experience. Other aspects of the service: 1. Communication - OK 2. Responsiveness - Below average 3. Price - OK 4. Value - Not at all fine

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.

Screwed up taxes from stock option reporting. Avoid. Caused IRS audit. She makes up rules. Claimed…read moreit was a reporting mistake and I was naive enough to believe her.

Ling was very quick to response and generous with her answers. I really can't thank her enough for…read moreadvising me on an international tax quetion.