I had a tax preparer for 20 years who could no longer work. I searched the net to find a new tax…read morepreparer. I found Natalie on a Yelp rating where she was highly rated. I have to say I found a gem. From the moment I met Natalie I felt like I had known her for years. Natalie's professionalism was the highest. The whole process only took 9 days. Natalie will continue to be my tax perparer for the future. Robert

Natalie is quick. Fast response time. She is knowledgeable with very reasonable prices. We are very…read more satisfied with her service.

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

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.

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

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!

Did not answer. After a few weeks, I called and heard a message saying they are not accepting new…read moreclients

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.

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 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!

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

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.