- Very honest*** Almost non-existent in today's practices…read more - Knowledgeable - Direct - Responsive! Absolutely recommend! Thank you Alex.

Tax Helpers is very honest and helpful. They will give you options with your specific situation, no…read morematter if the information is good or bad. Don't trust random companies giving you fake hope and promises.

James provided thoughtful and neutral estate planning advice. I would highly recommend him.read more

We recently worked with James Stein, upon the recommendation of friends, to create our estate plan,…read moretrusts, etc. He was a delight to work with. Very thorough, excellent at explaining the "whys" of what we were doing together, and fun to work with - even working through thorny topics! We received a huge estate plan binder from him once the plan was finalized and some further instructions for making any necessary changes to deeds and accounts to add the trust and avoid any problems in the future. I would not hesitate to recommend him to others.

I scheduled a call with Oscar, who was a great help! He patiently and thoroughly responded to all…read moremy questions and provided necessary resources for after the call. I greatly appreciate his time and knowledge!

They have taken care of our taxes accurately for the last seven years. Would not go anywhere…read moreelse.

Very very quick to respond and answer all my questions. No slight of hand no double talk . Straight…read moreup prompt , straight forward pricing.

Eric was very prompt and knowledgeable. He gave me good action steps to follow for working…read morethrough tax issues. Definitely recommend his service.

Tony Kim helped me so much with my tax case. I owed the IRS a significant amount of money due to an…read moreerror on my part as well as some unforseen circumstances. Tony listened to me and the details of my case. He was wonderful to work with and frequently updated me on the progression of my case. Tony ultimately saved me THOUSANDS of dollars by negotiating with the IRS. On top of that, he's just a very compassionate person and really showed that each time that we spoke. I highly recommended Tony to handle any IRS case. He worked as an IRS attorney and now he represents tax payers so he really knows how to navigate the IRS for the best possible outcomes for his clients.

Tony Kim is a compassionate and communicative attorney. He expertly navigated the IRS and got them…read moreto agree that we didn't owe the large sum the IRS thought we owed. Before we got started, he told us what he was going to do, what to expect and he kept us informed every step of the way. I highly highly highly recommend him!

No one else I would feel comfortable with for planning. Her office is on it and is very responsiveread more

Nancy, Julianne, Mia & Anthony - This group was very professional, responsive, patient, supportive,…read moresensitive & kind to our family during a difficult loss & navigating us through our parents trust. We are forever grateful to have had them. Thank you so much!! Dana D.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

I'm so glad I found Nerisha on Yelp because she's the only one that I felt was perfect do my living…read moretrust with. Including all the 5 star reviews as proof. I had a video consultation with her where she told me the process and procedures for a living trust for a single individual. She answered all my questions and made it easy to understand. Stress and confusion drastically faded as we moved closer to the finish line. It took almost 3 months to complete, but that's a real good timeframe. Especially when I'm busy with my kids, I had to find the right time to schedule our meetings. I had one consultation via zoom, two zoom meetings, then in person signing. I really like how Nerisha made the process very simple and educated me on everything that was included in the living trust package. The price was fair, if you need to get a living trust done-- do it now! Don't wait like I did because it'll only get more expensive. She's a very sweet and knowledgeable woman. I love how professional she is while being a friendly face with empathy. I will definitely recommend her to all my friends! I can't wait to receive everything in the mail and officially be done adulting!

My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA