I filed my 2017 taxes on my own, but something worried me. I had a rental property burn down and…read morereceived a large payout from my insurance company. What I didn't realize when I filed was that the payout was taxable! Matthew and Jennifer diligently reviewed my filing and identified that my purchase of another property could be used as a like-kind exchange. They filed an amendment and, instead of owing money, I ended up with a refund! I went to them with concerns. I left with peace of mind.

I recommend looking elsewhere. An error they made on our return led to a substantial IRS fee (they…read moremixed up my W2 and my husbands), and they informed me that I am fully responsible for the fee.

Just thought I would add one more experience. When covid came and we were all struggling, I lost…read moreall my work, my employees bailed and when I asked for a discount on their services, I was ignored. I am sure they got PPP money to pay their employees, but the thought of paying it forward was completely lost on them.

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?

All the reviews on this page tell a consistent story, evident to the same experience my family…read morereceived: LMGW was a great firm to work with, but as it merged with Wheeler Accountants the firm de-prioritized smaller clients and changed its entire business model to only extract the most amount of money from its clients. After 20+ years of using them for accounting services, they cut ties with us with a poorly written email full of assumptions. Their thesis was that since they were prioritizing higher billing clients, we would not want to pay their increased rates and therefore needed to find new CPAs. There was never a consideration of offering us the increased rates: a clear sign that they are no longer interested in working with small businesses.

I came to Yelp to write a 1-star review, and found that really, it's hardly necessary. Everyone in…read morethe 1-star camp is on point: - Poor (or no) communication - Clear lack of interest in the "small" clients - Unresponsive - even to inquiries that they initiated (they called me to see if I still wanted to be a client this year ... to which I said yes ... then they ghosted me anyway - ignoring both phone and e-mail attempts to confirm) One thing that's been left out - through all the mergers and acquisitions, they've had an obviously high-rate of staff churn. In 2 years, I had 3 different people on my account (well, OK, only 2 got assigned - after the second left the firm, instead of being handed off to the 3rd ... they simply ignored me altogether - resulting in me having to figure out my own quarterly estimates last year). Luckily, I was able to find another firm to cover me for 2023 returns - but that wasn't easy! If you're an individual, family, or small business - keep looking. This one isn't worth the headache.

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!

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

WARNING: **AVOID AT ALL COSTS!**…read more Before having David's team prepare my tax return, it was agreed upon and confirmed in email with his team that I would pay the same amount as last year for my tax return. I was surprised to find out that shortly before my return was due, they decided to raise the cost of my tax return significantly, despite the agreed upon price set by his colleague. His team failed to communicate any increase in price or additional services rendered in all my communications with them. I strongly recommend going to another CPA if you want confidence your return will be prepared without issue.

Best CPA firm out there in the greater Bay Area. Koehler and team are always patient, sincere, and…read morecaring when it came to my GF's taxes and her financial situation. Without their help, we wouldn't be where we are today :) Thank you!

they made a mistake when filing our return, as a result we paid $26000 more tax.... AND the mistake…read moreis found by ourselves because we usually get return on state tax..... They are so unprofessional, and it's october we haven't get our money back!!! AVOID THEM AT ALL COST.

Rita filed my tax with lots of mistakes. Very regretted to let them file my tax for two years.read more

Abe is not great…read more We filed with him this year because we are new to the area and wanted someone local. Initially he seemed reasonable, if a little frazzled. My wife and I did both our personal and business taxes with him. As tax season progressed he became less and less communicative and eventually cut off contact entirely. He filed our taxes months later and finally got them completed near the end of June. This was after months of near daily texts, calls and emails. None of which were responded to. We just got a notice that we owe more than $3100!!! because he failed file a form correctly and did not communicate with us regarding it. We will NOT be using him going forward and a number of my wife's colleagues who also did their taxes through him will be moving on as well because they had similar issues with him. I don't know if he overextended himself or what, but in the end his actions cost us thousands in unnecessary penalties and we hope to save you the same financial pain, headache and frustration of dealing with him and his company.

Contacted them about a week and a half prior to the deadline to see if they could take care of my…read morepersonal and small business taxes after a referral from a good friend of mine. Spoke to Abe, a real piece of $#!+ and unprofessional manager. Told me he would take care of both and that despite it being late, I didn't mind paying any penalties incurred. Several days prior to the deadline I reach out via phone and email numerous times. Its been over a week and not a damn peep. Screw Aegean and the whole team. If you couldn't handle the workload why accept the work? Or at least have the decency to let a client know that prior to the damn due date. Now I'm pissed, assed out and penalized for my personal taxes after not hearing from anyone and going to handle it myself.

Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

We've been working with Mai for a while now, and I can't recommend her enough! She is incredibly…read moreresponsive, always quick to answer questions and explain things clearly -- even during the busy tax season. Her rates are very reasonable, but the quality of work is outstanding.