Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

Lina's Tax Team is amazing! The team goes above and beyond in every way. We have so much trust and…read morerespect for them and HIGHLY RECOMMEND! Lina's team will go over everything with a fine-tooth comb and do it in a friendly and professional manner. We really appreciate and thank them during tax year and all year when we have questions or concerns. Lina's Tax Team is truly FABULOUS!

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

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 did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

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!

I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.

We have worked with B and R Accounting for many years now. Bobby and his team are great partners…read morewhen it comes to not only filing our tax returns, but helping me strategize about my business as well. We brought family members over from their previous tax preparers and they are very happy with B and R Accounting as well. We cannot recommend Bobby and his company enough.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis 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.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas 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.

We are a small Non-Profit that ran into difficulties with delayed tax reports. We are a volunteer…read morerun organization, and volunteers sometimes don't have the background or knowledge to complete all tasks. IRS and California Attorney Generals offices can sometimes be a gauntlet to try to get ahold of someone to ask questions or get help. Thankfully, I contacted Harry to get some advice and assistance to help us through our difficulties. He was calm and knowledgeable. We hope to bring him on to file our annual tax returns.

I'm so grateful to have found Harry for my tax services. He is excellent and I highly recommend…read morehim for any of your tax needs. He is prompt and was able to help me through the sale and purchase of my home. He also helped me with the IRS not returning some money owed to me. If you are looking for an honest, hard working person, Harry is your man. you won't be disappointed. Eleanor in San Jose

She is an excellent person to do taxes. I have been her customer for the past 15 years. Fernanda is…read morevery knowledgeable and professional and trustworthy.

Working with her for 10 years, helping us with our tax returns. We have a side business and some…read moreinvestments and I feel much more confident having Fernanda work out the details than doing it myself.

Zero Stars! I chose…read moreSarada Majumder, CPA after seeing her highly recommended with excellent ratings on Yelp and Google. Many clients rave about her professionalism, thoroughness, and reliability over the years. Sadly, my experience was the complete opposite and one of the most frustrating and costly I've ever had with a tax professional. We hired her specifically because of those glowing reviews, but she completely ghosted us throughout the entire process. We sent all requested documents promptly and followed up repeatedly via email, often with no response for weeks. When she did finally reply, it was only with excuse after excuse: she was out of the country, then claimed she never received our documents (despite our delivery confirmations), followed by more vague delays and no progress. She explicitly promised to provide regular updates during the process so we would know where things stood. She never once followed through on that promise. As a result, she did not complete any of the agreed upon work, our tax return was never filed on time, and we were hit with extra IRS penalties and interest that we could have easily avoided with a reliable preparer. Worse, I've seen a troubling pattern in some of her other reviews: when clients raise similar issues about poor communication, delays, or unfinished work, her responses show a clear pattern of lying, downplaying legitimate complaints, making excuses, or outright denying problems instead of owning up to them. Do not trust Sarada Majumder with your taxes or accounting. What appears to be a highly recommended professional based on online reviews can turn into a nightmare of unresponsiveness, broken promises, and financial consequences. This was an expensive and stressful mistake. Save yourself the hassle, penalties, and frustration by choosing someone who actually communicates and delivers on their commitments. I fully expect her to respond to this review with more lies, made up justifications, and rationalizations for her unethical practices, just as she has done with other negative reviews. I will be filing IRS Form 14157 A (Tax Return Preparer Fraud or Misconduct Affidavit) along with Form 14157 to report her misconduct to the IRS Return Preparer Office. This includes her failure to file the return, unresponsiveness, broken promises for updates, provision of false excuses, and causing us direct financial harm through avoidable IRS penalties and interest.

I have been going to Sarada for my taxes for the past 4 years. She was responsive and did a great…read morejob at first and then all of a sudden she stopped returning my phone calls and responding to my emails. I still don't have completed tax return for 2023! This is horrible customer service! I have already contacted the BBB. If I have to pay a penalty to the IRS I will be livid! Lawyer up Sarada!

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?

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.