It's just all of it: The high turnover, the multiple errors, the lack of reliable systems, the poor internal communications, and the awful customer service. To their credit, one person admitted to some of the mistakes. But they left. So, for the past two years, I was stuck with paying another firm to try to make sense of this Henry Levy Group mess. read more

We were referred to Beth by a colleague and business partner of ours after getting a sense that our CPA and his in-house bookkeeper were making mistakes and not paying attention to our intricacies. Beth and her team exceeded our expectations, revealed the errors that we assumed were there (to the time of roughly $200k), and did so with finesse, professionalism, thoroughness, competence, and meticulousness. I refer everyone I know to them! read more

I wish I would have read these reviews before engaging with HLG. We have a small business that worked with these folks for a little over a year. The only benefit we received from HLG was moving our Quickbooks system to the Online program. We could have done that. Then last December, they simply told us they were splitting the firm and we would be sent to another accountant. No explanation, no nothing. Now, 6 months later, they sent us a bill, said they were going to a collection agent for payment, and our accountant just found out we paid them long ago! They can't even keep their own accounting in order! Stay away! Bad news... read more

Really wanted to like this local company, but ultimately was disappointed on every level with the appalling oversight, lack of communication, and ultimate incompetence of this firm. I worked primarily with Anthony, who was super nice and perhaps was not fully to blame for all the errors that occurred with my very simple, straightforward tax filing. Andrew and Jake were also helping along the way, so it's hard to say exactly where things went wrong. Anyway, here were my issues with Henry Levy: -they listed my occupation incorrectly, which, had I not caught the mistake, would have been a violation of my Canadian work permit -they sent me my tax return to sign to the wrong address (whoever copied the address from the return to the envelope missed a number in my address and mistook an "S" for a "5"), which would have been merely annoying except they waited until the very last day for me to file to send it to me while I was out of the country -thank goodness the delivery person had the correct number for me and called me to say the documents were undeliverable due to the non-existent address -due to the above situation, I had to leave work early, borrow a car from a friend, and drive to the location where the delivery person had left my tax returns *in a completely different city* -absolutely no acknowledgement of their error on Henry Levy's part -the procrastination was a pattern with Henry Levy filing tax returns year after year, with either waiting till days before a deadline to remind me something needed to be filed or mailing me documents at the very last minute - this only added to the stress of filing taxes, rather than alleviate it (the whole reason I hired them in the first place) -they don't follow their own policies - I received an email from Henry Levy describing packages with included services, the most basic being getting return calls -the *one time* I called Anthony, ever, and left a message to ask about my tax return, I never got a call back Well, I could honestly go on and on, but the list of complaints seems to be quite long enough as it is. While I do appreciate the efforts of Henry Levy, ultimately they only made my taxes a bigger headache and made more than one nearly fatal errors in my, again, very simple returns. It's nice to see that some people have had positive experiences, so perhaps I was just unlucky. My only advice would be to avoid Henry Levy if you're not local, as it's hard to get hold of them from abroad (can't just walk in), and mail makes things a bit slower/more stressful. I have since found a new CPA who is meticulous, happens to charge a fraction of the cost of what I was paying to Henry Levy, and comes with more personalized and practical advice. Sometimes higher cost doesn't equate to better service. The long and short of it: Henry Levy provided careless, sloppy service and is now, nearly a year after I told them I would no longer be in need of their services, just sending me a letter to tell me they've terminated our professional working relationship and to download digital copies of my previous years returns, as in the case that I might need copies of paper files in their possession in the future, they will provide them at their discretion and charge me for the copies. Good to know. Try at your own risk - hopefully your experience will be better than mine! read more

I hate to say it, but we've had problems with the Henry Levy Group ever since our old accountant, Ryan Van Valer, left. Ryan was great. However in 2014, we had to deal with vaguely explained delays in our return, we had to keep pestering them each month on the status of our return, there was an opaque billing process, and worst of all, a massive unexpected and unexplained jump in the amount of our invoice - from $1175 to over $2000, after being told that additional fees would be "minimal". An $800 increase to an $1175 bill is not "minimal" by anyone's standards. Timeline of events: In June, we received an original invoice for $1175. in July, we asked our accountant, Henry Chen, how much it would cost to file separately rather than jointly. His reply was that "It doesn't take much more work to do filing separate so the additional fee is minimal". Based on that response, we decided to go ahead with the work and believed it would be done shortly. In August, we checked in and were told there were small corrections that needed to be made. In September, we checked in again and were told there was another delay, this time with our accountant's manager. Shortly after this, our original invoice was destroyed from their system (I kept a copy) and a new invoice was issued for $2000, without explanation. In October, we checked in again, and the return was filed barely before the October IRS deadline. Now we're being told that the change from a $1200 invoice to a $2000 one is not an accounting error but was intended. How is that a "minimal" difference, as we were told? We never would have agreed to the work based on that amount. This was not explained to use beforehand. All in all, an unsatisfying experience. read more

Henry Levy Group failed to file both my personal and business taxes on time. They then lied to me about the consequences. The net cost to me will be well in excess of $50,000. Let me repeat that: doing business with Henry Levy Group will cost me well over $50,000. That's not getting into the fact that as a consequence of their incompetence and dishonesty I will likely face years of audits. Henry Levy Group refuses to compensate me for the direct results of their clear and unmistakable failure to perform. An absolute disaster of a firm. I have filed complaints with the Accounting board and with BBB. I am in the process of retaining a tax litigator. read more

I've been a client of the practice for almost two decades, and I have a relationship with my accountant that most would envy. The firm provides excellent advice, creates thorough tax returns, is willing to discuss fees in an open and honest manner, and truly cares about its clients. I'm happy to recommend it to others and, in fact, have served as a reference for potential new clients. read more

I have been a personal client of the Henry Levy Group since 2009 and more recently a non-profit client. I have always appreciated their professionalism and responsiveness. They have always been very thorough and kept my best interests in mind. read more

I have been an HLG client since 2011. During this time I have had the same tax advisors assigned to my account, which I greatly appreciate. I find the staff to be both professional and personable. I feel very comfortable working with them. In addition to providing me with tax services, they have also been able to connect me with other professionals (an attorney and a financial advisor). They are always willing to help even when my request falls outside of their standard services! read more

I went to their Pleasanton office to handle some complicated taxes that were way to confusing to handle myself. Beth was very very knowledgeable and quick to respond and saved me literally thousands of dollars! She was able to find all available deductions and knew soooo much about tax law and options. They were also very good and accomodatiting dealing with myself and my ex-wife separately regarding the return. I will definitely continue using them! read more

The Henry Levy Group handled our tax returns with professionalism and patience. Our situation was complicated and they got us the best possible return. We truly appreciate their hard work! read more

This is my first time using this type of service. Over the past year I drove for Uber and Lyft. I was absolutely dreading the time when I would have to file my own taxes. I was referred to The Henry Levy Group by a family member. I was not sure what to expect but the entire process was absolutely painless! I worked with Anthony, and he is incredible. Anthony is an extremely nice fellow who will get you all of your money back. He took the time to learn my situation and explain what my best options where. Additionally, I am a student and it was very nice to be treated as a client versus "just a student" or "someone" who doesn't really matter. I could tell that the people who work at The Henry Levy group care about their jobs and are very well acquainted with the tax code. Thanks Anthony! read more

I love the Henry Levy Group!! I have worked with Beth at the Pleasanton offices for two years now on my personal taxes and she has made it a breeze. Taxes completely overwhelm me and she has walked me through every step and been so amazing through the whole process. Their whole team is professional, kind and show great attention to detail in making sure they cover all things in my write offs, expenses etc. I can't thank you enough Beth for being so wonderful!! read more

Best accountant I have ever worked with. Fast, fair and always responsive to our needs.