These folks were responsive and use this really good online software https://basecamp.com/ This enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly. read more

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm was in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor. read more

I'm spending so much time writing this because I am insulted and want to make sure no-one else gets exposed to this behavior. After two years of working with Stephanie and her team for our bookkeepings, the other day I sent a message on their portal to get some clarification on the $5k tax penalty, as well as the most recent invoice from them ($720 vs regularly $280-$300). I am beyond shocked and sorry to see such an impolite and unprofessional behavior in response - screenshots attached, so you can read and judge for yourself. She first shut me down on both questions, and said that I should be grateful! Once I replied and asked for clarification, she called me absurd, and archived our account! This sudden change of behavior is done within an hour after raising a concern with them! The day to day interaction with an accounting team is simple. It's the behavior when there is a concern, which determines if you are getting a professional service or not. Stephanie was extremely unprofessional, impulsive and impolite in relying to my messages. I have never seem such a behavior and advise the readers to stay away from this business. To be fair, her employees were helpful and also were conscious enough to write and call separately and apologize for what they called her "impulsive behavior". It turned out that the jump to $720 was due to a phone call to help them figure out how to clear a warning from the QBO account. We talked on the phone for 10-15 mins, and I got charged for 1hour:45minutes at $95/hour + another 45mins at $95/hour that they called Intuit to learn how to remove the error. The error was never removed, and I was charged over $200 extra so that they can learn their job. I wasn't told this is extra cost, that's why I asked for clarification. I did pay the full invoice as the last transaction, cause I am not a type of person who'd keep someone's money. But be aware, if she is having a bad day, chances are that you'll be insulted!! read more

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I used this firm for approximately the last 5 years. But this was the last year. This year the accountant I had previously worked with wasn't there, and this year they changed all their systems apparently. Instead of simply sending my documents and answering their standard questions I had to sign up for a new service called basecamp. I wasn't familiar with this so it was a bit of hassle, but fine. What's not fine is that I had to drive a lot of the process, asking them if they needed info from me, and prodding multiple steps of the process along. Overall it took more than a month to complete my simple return and they didn't even help me schedule a payment to the IRS, so once again after *I inquired with them* on status I had to scramble and make my payment online manually for the first time. Very unprofessional in my opinion. Left me stressed and confused at the same time as paying them and the IRS thousands of dollars. read more

Presents itself as a personal, local small biz. But phone interactions (three) made me look for another biz.

Apparently hires out to third party CPA's that can't keep commitments and blow you off when called on it. No response when asked for a local CPA vs one hundreds of miles away. I can't afford to waste any more time. Good Riddance. I hold Yelp accountable for an excessively good rating that is apparently not earned. read more

The person they assign to do your taxes really matters. The CPA that did mine was very slow in following up and took days and sometimes weeks to get back to me after each correspondence. I tried to be as patient as possible, but the last straw happened when after they said they would set up direct payment for my returns, but never did. So, for the first time in the past 10+ yrs I've used a CPA, I got a letter from the IRS saying that my payment was never made. Any other agency would have taken care of it before it would even occur to you that this would be an issue, but somehow I got the one who couldn't do that part for me. read more

Stephanie & Bernard kindly offered valuable insights during my consultations. Accounteam is a good resource if you're looking for a local bookkeeper, CPA, and/or tax expert. They don't overcomplicate things. read more

ThankYou Rudulf!! From when I requested a quote to every step in the process of searching for a new tax person/company, you went beyond to help! More than 5 stars for your quick response, affordable rates and for your outstanding customer service! See you next year and the one after that... read more

these folks make uncle sam's tax team quake in ther fruity cowboy boots. . u se them immediately. like save money as of yesterday - here's how! read more

Accounteam - Artiste expensive & unknown. But signed. - Accountants Near Me - San Jose, California

I worked with Angela this year and will definitely be using Accounteam in the future. The portal leaves something to be desired, but Angela was awesome. read more

In response to your posting of my email to you guys that was from my phone and I was so frustrated I didn't check everything on there before I sent it voice to text tends to make a lot of typos. As for the word game there was no game. What I was trying to say in that message, was that I had originally spoken to someone on the phone and made an appointment. At that time I shouldn't have had to do anything else other than show up and meet your accountant. Now I understand that some companies like to confirm via email to make sure they're not wasting their time but in this situation the accountant not showing up because they didn't have a confirmation via email even though we confirmed over the phone wasted my time and was not very good customer service. If your company requires a confirmation via email the accountant over the phone should have said so to begin with. I have a dentist that uses the very same system and even though you don't necessarily confirm over email they will not cancel your appointment. As they understand that you may not check your email every single day but you did confirm over the phone. You shouldn't have to confirm over email if you already confirmed over the phone necessarily and if you guys were concerned about not getting a response back wouldn't it be better to call the customer to verify why they have not responded back, other than not show up at their appointment. Now I did receive the email couple days before and I clicked yes on to the response and it flipped to another page I thought it had sent you a response but apparently not so regardless I confirmed over the phone I tried to confirm over the Internet and when I showed up you guys weren't there. you can try to spin it how you want but that's bad customer service. You know what they say about assumptions it makes an ass out of you and me, so perhaps a better business practice is not to assume that the person canceled the appointment they made over the phone instead just give them a call and verify. read more

Wonderful service. Very professional. I'm so grateful to have this wonderful team that has my back and takes care of the part of my business I'm not the best at. Stephanie is sweet patient and always do the best for her clients. read more

I was desperately looking for a tax preparer to work with me on revising my taxes because I converted an IRA to a Roth IRA. After discovering the huge tax bill I was responsible for I re-characterized the ROTH back to a standard IRA. The tax service I went to originally filed my taxes electronically so there was no way to make the change. The tax service told me that they could not do anything until next year when Fidelity would send out the 1099R form, whereas Fidelity told me that was not true and all I had to do was to follow the instructions on Form 8606 and write a statement to the IRS explaining what occurred. I was getting two differing stories so I wanted to contact another tax preparer in my area (San Jose) for a 2nd opinion. I was not sure how to proceed because this process was very confusing, so after an exhaustive search online for a good dependable firm that specializes in tax services I selected Accounteam because of the favorable reviews on Yelp and I figured they would have more time for me AFTER April 18, so I contact Accounteam to arrange for a consultation to reclaim the tax payment I made to the government. I called and left a message on their voice mail. No one returned my call. I went on Yelp and clicked on a link where I filled out a form with my information expecting to hear back from them. The message on Yelp stated that this company responds within 1 hour. Two weeks go by and still no answer! After April 15 these people must take off on a long, long, long vacation because no one ever got back to me or maybe they only have ONE person dealing with tax preparation. This is not the type of business you want to be responsible for your taxes. When you need them, they are nowhere to be found and you are stuck with no support during off season. Too bad. I was depending on Accounteam to become my tax preparer now and into the future, but I can't afford to be ignored when the issue concerns taxes. I found someone else where they actually had people there and responded to my inquiries. read more

Stephanie is very responsive and ready to help people right away. We had exact opposite experience with another company. I really appreciate Stephanie's professionalism. read more

Rudulf did a great job with my taxes. It was not an easy job as part of my income was taxed in two countries, but he made it look easy. Will hire him again next year if he is available. Because of the complexity I actually hired two accountants for tax returns so I could compare the results. I can recommend this approach if your taxes are complicated and you want to get them correct. Rudulf seemed to have got it right, while the other guy was off by thousands. read more

Great team working diligently with every client. Every dollar spend on their services worth five for you and your business. Stephanie and her team are well trusted professionals delivering great results every time. read more

After my second appointment with Stephanie I realized that I had found an exceptional professional. I own a small thriving business and I do all the background work and I knew that I needed help. I found Stephanie and when she walked into my home office I knew she could help me with all the accounting questions and problems that I was having. Stephanie's knowledge and thoroughness was a breath of fresh air. She knew what she was doing with Quickbooks and found that a lot of my systems were antiquated and needed updating. Stephanie kept telling me that I need not work so hard and her easy to follow systems would make an impact on my business and personal life. I told Stephanie that she was a godsend and I would recommend her to anyone! read more

Stephanie and her team are amazing. They provide excellent accounting and bookkeeping services to small businesses. If I could describe Accounteam in 3 words: proactive, reliable and knowledgeable. You can tell she loves her job and knows what she is doing. Whether you are a dentist or have a cleaning company or starting your own small business: she is the person that can help you with accounting and payroll. Their packages are clear and you can expect quality work to be done. read more

I was very fortunate to meet Stephanie and have her take over my accounting needs. Her team reacted very promptly to my requests, clarified in minute detail the next steps, and - ultimately - took care of everything for me. It could not have been more painless and efficient. I will continue to use them for my future needs. read more

I have been working with Rudulf Ly at Accounteam for 3 years since 2017. He's very nice and patient. He literally answers all of my questions regardless times of the day. I have never had to wait so long to get an answer from him. He works very hard to make sure all of my issues are addressed and guide me through all the steps of getting my tax filing done right and properly. I referred my family to work with him because he is a very trustworthy and reliable tax accountant. read more

We are extremely happy Accounteam--our main interface has been with Anna (bookkeeper), but Stephanie, Svetlana, and tax-guru Rudulf have all been excellent. They are great communicators, very customer oriented, and good at their jobs. They helped us get up and running on QB Online and catch up on long overdue tax returns (not an easy task). Also, they use a free tool called Basecamp which has really been great to facilitate a group effort with document handling. read more

We started a new yoga company and met with Stephanie at Accounteam  She fixed all of our bank account records and books for our business which assisted us in filing our company income tax return in a timely manner then she helped us with filing our sales tax Professional company and team read more

First time doing my taxes myself so I messaged them through yelp and I got a quick response from the business right of the bat. And as a first timer I would say that Rudulf (seems like a really down to earth guy) made it really easy and comfortable enough for me to be dealing with this tax stuff. read more

The absolute best in town! Responsive and knowledgable, would highly recommend them to anyone. Rudulf helped me work through a complex return and I will gladly go back in future years. read more

Stephanie's Accouteam services are simply wonderful and excellent. Her team is very professional, responsive, and has enduring patience with customers who are not so adept with numbers :). Her prices are extremely competitive, and they are prompt and punctual. I am so deeply grateful to Accounteam for helping us grow our small but mighty charity! :) read more

Stephanie and Rudulf helped me clear up $3500 in tax debt for the first year of my small business (2014) this year (in 2017)... I was seriously stressed out this year because I never owed the IRS before and don't know how to do my own taxes so was completely lost as to what went wrong. Back in 2014 I paid someone other than Stephanie/Rudulf to do my taxes and they clearly didn't do them right even though I gave them all my proper info.. Long Story Short, Rudulf fixed everything for an extremely reasonable price. IRS ended up owing me $80 from 2014 and cleared up the $3500. I'm BEYOND Happy their service!!! I'm a single dad so I had to take my 4year old daughter in there with me and to do my taxes and they were very polite/accommodating and my daughter was safe/happy playing on the iPad next to me. I already recommended/sent friends to them this year to get their taxes done and I will 100% for sure be a repeat customer!! Thank You Stephanie/Rudulf for your help!!!! read more

Stephanie and Rudulf are rock stars. They helped me save over $2000 over the last 2 years. They a pleasure to work with, very fast and responsive and can turn things around very quickly. I'm doing y taxes again with them this year! read more

Stephanie answers every call or responds almost immediately. All my books are well taken care of throughout the year. Come tax time everything is a breeze. There is no one better than Stephanie's team. read more

We have been using accounteam for a little over 6 months now and we are extremely happy. It is the first time we have felt that a bookkeeper was knowledgeable, Stephanie is really on top of things, keeping our records up to date, and more importantly ensuring their accuracy. She is doing our month end closing, bank reconciliations and P&L. I would have no hesitation referring accounteam to anyone. CKB Consulting read more

I stumbled onto Accounteam last year to do my company's taxes, and I am super happy I did. Stephanie's team is quick, responsive, and get things done--all for a reasonable price. They got me set-up with new accounting software, cleaned up my books, and got my tax filings done quickly. I'm using them again this year for sure! Highly recommended. read more

Rudolf is fantastic! He went out of his way to get our taxes done in a very timely manner. I am very impressed by the quick turn around and the knowledge that he demonstrated while completing our taxes. I highly recommend using Accounteam for your taxes if you want top notch service! read more

Stephanie & Rudulf helped me for the past 3 years with my tax return & every year saved me around $3K which I'm very pleased with. They are very responsive & trustworthy. I don't even shop around for the best price anymore because I know they offer me the most competitive price out there. I have referred a friend to them and he is very happy with them too. Thank you Stephanie! Keep up the good job... read more

I've now worked with Stephanie and her team for 4 months. They are quick, responsive and hard working. I appreciate the way they communicate and work with me on my many needs when I started my company. read more

Accounteam has provided excellent service to our small business for two years. Ludmila Bekker is our current accounting technician and she is skillful, efficient and pleasant. We had only one glitch where a substitute technician made an appointment then failed to notice it had been cancelled. She then wanted to bill us for travel time for attempting to come to the appointment. However, that person left Accounteam soon after and Stephanie cancelled all the charges. Very good outfit and highly recommended for small business using Quickbooks online version. They also support QB desktop version but the online version support is preferred. read more

Rudolf prepared my personal taxes. Because of my busy schedule, he came to my house so I could sign my return. Top service, friendly team. I paid $50 for a basic return! Thank you so much! read more

Launched a new company in the US 1 year ago. Needed an affordable and trustable CPA. They always are available to answer my questions and doubts. I warmly recommend! read more

I have been using Accounteam for over a year now and absolute love the team. Always available and quick answers make my books cleaner but when I screw them up they get fixed fast. read more

Stephanie and her team has helped my small business with my bookkeeping for a few years now and have been as happy now as I was day 1. Her team is very professional, patient, and responsive. I have even referred them to close friends with their bookkeeping needs as well. Thank you all! read more

We have used Accounteam for AR work and they have been very professional and diligent with managing our complex receivables processes.