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.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

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.

The firm has a really talented team and excellent customer services. For many years, the firm has…read morecontributed a lot to the community.

I've been coming to this location and personally known Christopher and Bin for years. They're high…read moreethic professionals with positive attitudes, also highly knowledgeable of what they do. Friendly staff and cool environment. :)

I wrote this company a review 6 years ago. Now I just saw Cindy's response to my review 6 years…read morelater. Her response is totally untrue. What a terrible person she is! Not only didn't she acknowledge her bad behaviors and the impact to her client's tax filing due to her delay and mistakes, but also she lied on Yelp. Several months after she saw the bad reviews posted, she sent an email to me and my husband, apologized about her bad service and also offered free tax services, but at the same time she posted untrue responses on Yelp to defend herself. This is very inappropriate and is another example of her dishonesty and bad behaviors. She was playing games. Please take all the one star reviews about this company seriously, because people are nice and reasonable and won't post bad reviews if they have to.

Cindy's team didn't really know what they were doing and ended up making mistakes on my tax return…read more On top of that, their service was pretty bad--they kept making excuses and delaying things instead of helping me out. What happened to me is that I hired Cindy in 2024 to file my 2023 taxes, but because of the errors her team made, I still haven't received my 2023 tax refund as of April 2025. Even though I followed up multiple times, they kept saying they were too busy and never helped me file the amendment.

I liked Nupur a lot - she is direct, professional, and efficient. Would definitely engage her next…read moreyear.

We've worked with Nupur for our family tax filing for years. I love that all we have to do is…read moreupload all the forms and she does the rest. Everything is so much easier than before when we used tax prep software. Spot checks on her outputs always look good. She even finds a bunch of foreign tax credits from our various investments which partially covers her fees. We'll definitely be working with Nupur for every tax season!

I recently became an "employer" when I hired two employees as home caregivers for my mother in law…read more We came to Laural at X-act Computer Services to help with payroll. Before I was officially a client, she answered all of my questions and she walked me what the process of payroll entails. I really appreciated this fact because I was overwhelmed with the process of hiring private caregivers (something my I really figuring out as I went along). I have now officially been her client for approximately 6 weeks (three pay periods). The process has been easy and effortless. I still have many questions as I'm navigating this process but she has been graciously repeating information, running numbers for comparisons, and providing me with different financial scenarios which allows me to make the best financial decisions. My wife and I work full time, we have 2 kids and The added responsibility of being an employer had not been part of the plan and added quite a bit of stress. Having Laural and her team on my side has taken the stress of payroll off my plate has been a huge relief. Thank you Laural!

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.