Belinda is amazing. I've been working with her for over 5 years. She is extremely knowledgable and…read morepatient. I highly recommend her services 100%!

My wife and I worked with Belinda for the first time this year after a complex 2020 (got married,…read moremultiple W2s, a new mortgage, and capital gains / losses). I've not had great experiences working with CPAs in the past but Belinda came recommended via a colleague. Belinda is obviously doing well because her calendar was pretty full when we booked but we managed to find a slot in at the end of March. I'm glad we found some time with her because she's been the most professional and organised CPA we've worked with! What was good about the experience? + Data entry done well ahead of time, so our appointment was very time efficient + Belinda is very responsive to our questions + We didn't find a single error in our tax return - which unfortunately hasn't been true with other CPAs - She quickly identified overpaid tax in our 2019 return, which resulted in a nice refund We'll definitely work with Belinda again in coming years!

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.

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

I needed assistance and decided to call this business at 1 650 238 9281 The response time was…read moredecent and the person on the line tried to help as much as possible. I had to be transferred once, but the second representative handled things better and gave me the correct information. It wasn't perfect, but it was still a workable experience. I'm leaving this review to share how things went for me personally.

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.

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128

I've been working with Rupa Singh at Sanjiv Gupta's office for a few years, and she's been great…read more What stands out most is how accommodating she is. Even when I reached out with last-minute requests, she was always willing to make time amidst her busy schedule and help me out. Rupa handled my taxes with great accuracy and attention to detail. She's thorough, explains things clearly. If you're looking for a reliable and client-focused CPA in the Bay area, I'd recommend her.

Avoid this place like a plague. I hired them to do my taxes on March 19th and Sumathi Akilan was…read moreworking on my taxes. After dragging her feet endlessly we did our first review on April 11. In that there were several issues including missing local taxes. After this instead of fixing these issues, she decided to ghost me. I sent repeated emails and called several times on 13th and 14th but go no response. Worried that taxes were due the next day, I went there in person where I was told that she wont be able to help. When I asked for help with extension, I was told she will call me on 15th as she was busy but I received no call, email or help even to file an extension on 15th. I had to hire a different CPA in the last minute and faced unnecessary stress about risk of penalties. Not to mention had to spend significant money for someone to even agree on the last day. The funny part is this firm writes integrity and professionalism as their values on their website. But in practice they will shamelessly abandon paid clients and demonstrate utter lack of work ethics and professionalism. While its possible to have a bad experience with one person, this also reflects poorly on the firm that they have no oversight on how their employees are behaving. I received no apology from Sumathi or this firm. The only half decent thing they did is to refund my advance. Not without asking though.

I needed assistance and decided to call this business at 1 650 238 9281 The response time was…read moredecent and the person on the line tried to help as much as possible. I had to be transferred once, but the second representative handled things better and gave me the correct information. It wasn't perfect, but it was still a workable experience. I'm leaving this review to share how things went for me personally.

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

Ellen have been very helpful in helping me file my business tax returns. Great accountants and very…read moreinformative on tax rules and regulations. Outstanding customer service and are very prompt with appointments scheduled! Help you understand what rules we should know as clients. Thanks Ellen!!

I left a voicemail message, and have not heard back from them for over 24 hours. Shame really,…read morebecause their office is about four blocks away. Ended up getting someone else to do my taxes

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.