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TaxBeats

5.0 (1 review)
Closed • 9:00 am - 5:00 pm

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Audit and conflict resolution support

Current year tax preparation and filing

Past year(s) tax preparation and filing

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Ameer N Khan, CPA

Ameer N Khan, CPA

(149 reviews)

I needed to find a new CPA for the 2025 tax year and decided to retain Ameer N. Khan, CPA, A…read moreProfessional Corporation. I chose this firm because their website was professional, their fees were clearly outlined, and all communication is handled through a secure client portal -- something I really appreciate. They also had excellent reviews and are local. From my first contact with the office through securely uploading our documents, the quick turnaround, and the electronic filing of our return, everything was handled with professionalism and efficiency. I had a couple of questions during the process and was pleasantly surprised to receive answers on a Sunday afternoon -- far beyond what I expected. Six months after filing, we received a letter from the FTB claiming our refund was issued in error and demanding repayment within 30 days. I reached out to the CPA office, and within two days they had investigated the issue, contacted multiple departments at the FTB, and confirmed the notice was sent in error. They even double‑checked both spouse Social Security numbers as an added precaution. This level of thoroughness and care was incredibly reassuring. I highly recommend this firm for both individual and business returns. Professional, fair pricing, and truly exceptional service.

I appreciate that he's prompt in assessing whether he can help me & gave me recommendations of…read moreother professionals who are more suitable. Thank you so much.

TriNet

TriNet

(189 reviews)

I had previously given them a bad review, because of how they handled the debit card to my FSA…read moreaccount. Basically, they shouldn't cancel the card when you leave that employer. They should keep the card active until the balance drops to zero. A small hassle to get my money, but I did. This update is for that I'm doing my 2019 taxes now, yes, I took advantage of the extension from April 15 to July 15. :-) That employer did not send me a W-2 form. Ugh. But, I logged in using my old Trinet account everything was still there, and a few mouse clicks later, I had my W-2. Cool. :-) A small additional note is that using TurboTax, you can auto download the W-2 info too, so that is a small time saver. Thanks.

I've got to agree with what everyone else is saying. TriNet is terrible. Every single thing you…read moreneed to do requires a support ticket. Their fees are INSANELY expensive compared to virtually any other PEO. Their processing platform is not keeping up with the times and is super outdated. Their reports are minimal at best and, again, many are blocked and you need a support ticket. Their fees go up every year, they just fired their CFO last year, and you're going to get hit with random "innovation fees" throughout the year that have no explanation. They control your pay dates and make it nearly IMPOSSIBLE to move payroll processing dates.. for example they'll demand payroll be due on the final day of a pay period, despite having hourly employees who have barely started the day, and it's due by 10am. Any request to change that payroll processing date (because, you know, that's kind of illegal), is met with... "oh, sorry, the team says a week isn't enough advance notice". And no matter how many times you remind them HEY, we have HOURLY EMPLOYEES, we need payroll to be processed AFTER the pay period ENDS, they will continue to schedule and demand it that way... but only sometimes!!!... and it's not relevant to any holidays or weekends etc. It's just random. Sooo many road blocks, a VERY outdated processing system, very unfriendly user interface, they gatekeep nearly every permission in the entire system, and you don't have full access to your own company or employee data. The staff will pretty much always be passive aggressive or annoyed with your requests, and the layout is horrible. They're like the boss that nobody likes because they micromanage everything and don't give any of their staff a single ounce of autonomy, then get mad when the turnover rate is sky high. 0/10. Do not recommend.

Payroll Systems - Occasionally we have opportunities to volunteer at our local charities as well.

Payroll Systems

(17 reviews)

PHENOMENAL service. I worked with PS the first time back in the early 2000s and was so impressed…read morethat I took them with me to 3 other employers since. Currently they're handling payroll for my non-profit Reading Partners in Oakland. We're in several states, and have a very complex payroll with AmeriCorps members who are SUI-exempt. ADP couldn't get it right and numerous other vendors told us they had no idea how to handle that complexity. Payroll Systems' Tony Bowden sat in the demo and when we asked how that would be handled he said "I'll need to think on that one because it's a bit unusual" and about 10 minutes later he said "I've got it...we'll handle it by pay code." Done. Not a single issue since go-live, no vendor errors, no vendor-created tax amendments. With ADP we had, on average, 6 tax amendments each year, all due to ADP's system limitations. Great software, great people, accurate processing of all transactions; then top it off with phenomenal customer service. Call and guess what? You're not a "case number" or a "company code" or a "ticket number". You're a person with a name and usually the person who answers the phone knows you by voice. You get a dedicated rep, quick response time, and the benefits administration piece our employees love because the response is quick and accurate. Make the move - you won't regret it!

Have used Payroll Systems for about 4 years. Have had no mistakes, and service is responsive and…read morefriendly.

TaxBeats - taxservices - Updated October 2026

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