Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Price is extremely unreasonable and communication is subpar. She does not care about answering your…read morequestions and working with you. She just wants to get on with filing of the taxes quickly.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

Called to ask whether they are able to assist with form 709 for tax return. The representative…read moreasked if we were an existing customer. As soon as we said we are not, they just said no and hung up. No explanation whether they just do not do Form 709 or they are not accepting new customers at this time... very unprofessional...

Jhon and his team have been our tax accountants for over 5 years. The whole team has always made it…read moreeasy and accommodating for us to schedule appointments, answer questions and give us advice. John manages my small business as well as our family complicated taxes. We have never had any problems with our taxes and he has always made everything efficiently. I highly recommend John and his team to manage anything you need for your business or personal finances.

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.

Jatinder and Gurjit crushed it here. My first time using their services, of likely many future…read moreyears to come. These two operate a great shop, are kind people, and above all else - professional. Special kudos to Kajal who customer serviced and filed that return - really appreciate the responsiveness and great attitude. If you want it done right (and at reasonable price!), trust your return with Pioneer!

if I talk about service , no body matches him as since I was living in US and had gone through 2 or…read more3 more CPA's to file my taxes besides him but I found out him to be-perfect and best of knowledge about the taxes and always provide me the best advice before filing my taxes.. and I being a client since 8 years I have never been into trouble with IRS being a business holder!! At an end I would like to say he value your assets..

Excellent timely service. Complicated financial filings handled remotely, expediently, and…read moreflawlessly. Extremely reasonable fees on top of all of that.

I was 1st a client of her mom's business then Grandfathered over as Kim got involved…read more I Knew from day one that she was a perfect fit as she took the business and began to grow I would definitely recommend anyone searching for these services to Talk with them

We have been working with Michelle and her colleagues at X-Act Payroll for over 30 years for my…read morewife's medical practice and infusion services. As a result of my excellent rapport with them and great service, I started using them for 2 other startups I was involved with, and recommended them to a whole bunch of others in the Bay area. All in all they are simply awesome - the best in the Bay Are ...excellent service, very responsive, by the books but flexible when needed, accurate, prompt filings ... do I need to say any more. I highly, highly recommend them with no reservations whatsoever for any startups, and small and medium sized business.

My company has used X-Act Computer Service for our payroll for over 25 years. My staff size has…read moreranged between 10 to 18 employees during this time period. Having X-Act do my payroll gives me, a small business owner, peace of mind. They know what they're doing! And they are personable; whenever I call X-Act I know that whatever payroll question or need I have that X-Act can answer my question and take care of what is needed (or guide me in the right direction). As a 25-year client, I wholeheartedly recommend X-Act Computer Service for payroll service (and great customer service).

Hoori has helped my clients' bookkeeping services for a few years, and I must say she is very…read moreprofessional, knowledgeable in accounting and also responsive whenever the clients have questions regarding the transactions. Her prompt response is a key success factor, especially during the busy tax season. I highly recommend Hoori because of her integrity, strong work ethics, and of course, expertise in Quickbooks.

I have worked with Hoori for two years. I'm the treasurer of a small non-profit. Hoori has been…read moreextremely helpful as the bookkeeper for the non-profit. Every month, she prepares the financial reports I have to present during board meeting. Hoori communicates well, delivers to the needs of the non-profit in a timely manner, and she asks questions if anything is unclear. During a time of unusual hardship, Hoori helped the non-profit with expert advice. Hoori has been a great asset to our small organization, with her professionalism, pleasant personality, and common sense.

After finding this place, I never looked back. Hank and Karyn are very helpful and always try to…read moreget you the most money back! Karyn helped me with my ooooopsies and I've been getting money back for the last few years!!! Thank you Hank and Karyn!!! See you guys soon when the time comes for tax season!

I've been using H&K for my taxes for about a decade now and I can't even imagine going back to…read moreTurboTax or even worse HandR Block, they actually know me and work to make sure I'm getting the best service possible. The price is fair, the service is personable, honestly I can't imagine going anywhere else at this point.

I sent my parents to get a document notarized. Leslie told them there was something wrong with…read moretheir certification form and charged them an extra $15 to use her own document. The certification form was perfectly fine and the same template has since been notarized by two other notaries. If you can't trust a business for something as simple as notarizing a document, I definitely wouldn't do anything more complicated. Even if there was something wrong with the certification form, printing out another one or grabbing a preprinted copy for $15 is a total scam. Updating to 3 stars for the owner responding quickly and being available on the weekend.

Very profession, easy to schedule, and speedy service. Highly recommend for any type of notary and…read moremobile notary services.