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!

Roslyn did a great job with my taxes. She prepared them very quickly and took time to go over…read moreeverything with me to make sure I understood it fully. She also helped me verify my W4 in the off season so I'm in good shape for the next tax season. I definitely recommend her

Lina and her team of tax professionals are the best in business. They go above and beyond of what…read moreis expected or even asked for. I came to Lina's tax firm in 2012 after leaving a low cost, budget tax preparer. I complained to her about the shoddy work my previous tax preparer was doing and she immediately became suspicious. Without my request and to my surprise she offered to review my previous 2 years tax returns. The tax amendments resulted in a return of over $3,500! Ever since then I have relied on Lina's every tax year. If you are looking for a budget tax preparer then Lina's Tax Team may not be the right fit for you. However, if you're looking for tax expertise and knowledge then look no further. She is just as compassionate as she is knowledgeable. She takes the time to understand your personal situation and goals. She understands that when you're exposing your entire financials that it becomes personal and not just a business transaction.

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

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.

Thai is a very dishonest person, in 2023 I contacted him to get my business taxes done. This was my…read morefirst mistake as he had no experience working with a property management company. He marked my business revenue as over $1 million when my business only made around 200,000 that year and I was forced to pay an astronomical amount of taxes which I needed to hire a new CPA to fix in the following years not only this I did not decide to continue with his services and he did not contact me for two years then randomly one day he decided to send me a bill of over $14,000 claiming that for the past two Years he had been reconciling my books keep in mind there was zero communication between the two of us for over two years and then randomly out of nowhere he sends me an invoice for $14,000 and threatened to sue me. If I do not pay, I refuse to pay since there were no services provided and now he decided to file a claim in small claims court, but is only suing me for $6000 I offered to reimburse him for a QuickBooks subscription that he had on my behalf but he did not accept and is asking me to pay him over $500 per month for reconciliation services on a bank account that has zero transactions monthly. Please avoid this CPA at all cost. There are much better options in the Bay Area.

Very friendly and transparent CPA. She was able to answer my questions and explaing strategies that…read moretailor to my income streams.

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'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

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.

Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .

I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.

I used Martin to help complete a very complex tax return this year. He was fantastic to work with…read moreand I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

We enjoyed working with Martin for our small business taxes. He was very professional, thorough,…read moreand fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions. We have already referred him out. So lucky to find a CPA this responsible and reliable. Thank you Martin

She is an excellent person to do taxes. I have been her customer for the past 15 years. Fernanda is…read morevery knowledgeable and professional and trustworthy.

Working with her for 10 years, helping us with our tax returns. We have a side business and some…read moreinvestments and I feel much more confident having Fernanda work out the details than doing it myself.

We are a small Non-Profit that ran into difficulties with delayed tax reports. We are a volunteer…read morerun organization, and volunteers sometimes don't have the background or knowledge to complete all tasks. IRS and California Attorney Generals offices can sometimes be a gauntlet to try to get ahold of someone to ask questions or get help. Thankfully, I contacted Harry to get some advice and assistance to help us through our difficulties. He was calm and knowledgeable. We hope to bring him on to file our annual tax returns.

I'm so grateful to have found Harry for my tax services. He is excellent and I highly recommend…read morehim for any of your tax needs. He is prompt and was able to help me through the sale and purchase of my home. He also helped me with the IRS not returning some money owed to me. If you are looking for an honest, hard working person, Harry is your man. you won't be disappointed. Eleanor in San Jose

Deep expertise, talented and responsive team, excellent customer service, always reliable, and…read morewarmly engaging. Chan CPA has been doing our taxes for more than 20 years. They have breadth and versatility in their range of services and been able to do our taxes and advise whether we've worked in startups, founded our own small businesses, consulted as 1099s or served full time within organizations. I have a high bar and they meet and exceed it in what and how they consistently deliver time and again. For us, they've been amazing.

Horrible service! I was recommended to this firm from the next door app which I will be posting…read morethere too. I was in dire need of getting my 1099 for my small business completed. I was already 6 days behind completing them. Melissa -the daughter of the owner- knows how to swindle you especially when you are desperate for help. I was told when I came in to pay $350 up front which they never told me that was just a deposit. To my knowledge it was to perform the work. All the work. And she also had said she could do it in a few days (3). Ok so I paid and I put my credit card down for them to keep. Big mistake. Never leave your card for a vendor to keep! After the 4th day I was wondering what was the hold up. They needed two more ein that Melissa never emailed on. I had to reach out and she finally responded after a day. Then she preceded to tell me since she just gotten the new ein number it would take another 5 business days! After two weeks I was asking when they will be done. I know they were slammed and trying to buy time or charge me for that time. I was right when they finally called that they were ready after 2.5 weeks they said my invoice was $1900!! They processed twenty-eight 1099s for me. I was flabbergasted. I said to the front lady Patty which I am sure she is use to swindling people for the Chan's that I was not told it would be more. She said oh yes sweetie we charge by the hour. When the invoice finally came in there were no hours listed!! It was just a straight preparing and rechecking etc all for $1900. I said I'm not paying. I ended up doing my own 1099 through a phone call with Intuit. How long did it take me less than 2 hours! And I'm a novice with QuickBooks. If I can figure it out anyone can. The only advice I can give is to do your due diligence on this firm! This mother daughter team is a modern day Bonnie and Clyde! **Update** see forms below. A picture is worth a thousand words! Do you see deposit or hourly rates listed on them?