I have been a customer of Tax Vista since 2016. I have worked with Anand and Shiva and both are…read moreextremely knowledgeable about all kinds of taxes. They handled very complex tax situations for me . Some examples include ITIN, K1's from syndicates , alternate investments , FBAR (india income), Gift taxes and many more. You can throw any complex investment or gain/loss and they will do the right thing and take care of it appropriately. They are very responsive via email and are also really excellent at following up with IRS directly incase any issue arises. Their pricing is also fair and flat (based on your tax situation) and will take care of any number of issues or surprises that can come up during the tax filing process. I have recommended to my friends and strongly recommend to anyone who wants to sleep well at night by handing off the complex tax issues to them.

Anand, helped us file a slightly complicated tax return. The turnaround from submitting our…read moredocuments to having the returns files was very quick and seamless. All the questions were answered and issues were corrected promptly and in a secure manner. Thank you team

My previous accountant of 25+ years retired about seven years ago and I interviewed 5 or 6…read moreaccountants on the peninsula with dissappointing results before a friend recommended Mary Anne Payne. Her knowledge and thorough explanation of accounting standards made her the clear winner. After seven years of working with her, I am completely satisfied and very glad I got the recommendation.

I needed help evaluating and completing the purchase of a medical practice. Maryanne guided me…read moreeach step of the way. She made the whole transition process painless and I continue to use her for the accounting of the medical practice. She referred to other professionals for services she could not provide, such as legal and investment issues. We received a dreaded "audit" notice by the IRS and she walked me through each step of the way.

This is my first year filing with a profession tax person and I must say I am extremely pleased…read morewith the results. Victoria was very professional and patient with all of my questions and concerns and even made suggestions on how I can maximize my return for everyone in my household so that we can all receive the best returns possible. I would completely recommend Victoria to anyone looking for someone new to file their taxes. Will be returning next year!

Victoria has been so helpful and is so knowledgeable. She's great with tax planning in walking me…read morethrough the steps needed to get tax savings. She provided a summary report of what I can do to save on taxes and explained it clearly. I definitely recommend her and her work.

Did not support work done for me as a client. Disowned our relationship to the IRS. Can't rely on…read morethem.

I have been doing my taxes with Kim Kastl for the past three years, and I must say she is an…read moreabsolute expert in the field. She is extremely thorough, knowledgeable and professional. She has helped make my complicated tax return extremely easy to file and by ensuring that I take full advantage of all the tax benefits that I am eligible for. She has literally saved me thousands of dollars! Not to mention her staff is always very kind and courteous. It is always a pleasure doing business with a tax professional who has your best interests in mind. Kim is that person.

Avoid at all costs. Cannot stress this strongly enough, find anyone else. Yikes…read more I don't even know where to begin. We used Imtiaz Ahmad for several years to file taxes. The very first year, we had a lot of issues with communication. We would be told one thing via email, another thing via phone, and different things from different people. This led to our business being incorrectly filed, and we were on the hook for thousands in taxes. The second year, they recognized the mistake after multiple appointments to discuss. They corrected their mistake, we were charged again. Again, there were communication issues. While initially they acknowledged their mistake via email, over the phone they were defensive and blamed the IRS. The third year... well, we're still digging ourselves out of this mess. It was rocky from the beginning. Started out by having to file a correction for a mistake the made the previous year. Had an appointment to go over the next year's taxes, he mixed up which year we were filing. We caught it. Taxes filed. A few months later, we got a notice from the state threatening to claim our business and billing us for thousands of dollars. They suggested ways that we could look into hiding our business so the IRS couldn't take it, which didn't provide much reassurance. They again blamed the IRS, but acknowledged they left something out of our filing. We were told not to worry about paying the money, that it was resolved. Several months later, another notice from the IRS stating that we were now overdue on our payment. We contacted them to look into it, they said we had to pay the bill. They acknowledged their mistake, but again blamed the IRS. They filed another correction, and we were on the hook for thousands of dollars, despite being assured we didn't owe and would not be "out of pocket" any additional money. Who knows if that's the end of the problems. We were regularly treated very rudely and dismissively. When we'd discuss the frequent mistakes that were being made on our taxes, we'd be told how busy they were and that they had too many clients with a lot more money and more complicated taxes. I'm not sure what we were supposed to take from that, if it meant that we were unimportant because we didn't make enough for them to care or if it meant that they couldn't do our simpler taxes because they were spending too much time taking care of their more complicated cases. Either way, it made it clear we were not a priority for them. Getting straight answers from them always seemed to be a problem.

We have done business with his CPA firm for well over 30 plus years! He is always very…read moreknowledgeable and professional. The most important thing is he is trustworthy and a good man- that is why we keep doing our taxes with him! He makes doing your taxes painless and is quick, organized and efficient. It is a little far for us, but we come all the way here because when you find someone good and you trust him, you don't want to go anywhere else! This is important especially when it comes to your taxes- you want to make sure it is done right and he knows what he is doing! I question some of those pop up tax preparers that set up shop in stores like Jackson Hewitt, H and R Block, etc. that only work when tax time comes- would you trust them to do it right, know the new regulations each year and back you up if audited?! No, I want the BEST and Imtiaz Ahmad is the best CPA that I have met! It also helps his daughter, Sophia, is a tax lawyer as well in his office. So a great team, and honestly, Imtiaz is so knowledgeable that he probably could also be a tax lawyer and knows more than some of them I bet- lol! Besides taxes, he also is a real estate and business broker. He is very knowledgeable about corporations and LLC and all things related as we had to get advice for opening one and tax implications. He does payroll for companies and bookkeeping so all in one place to serve you! Staff is great and professional too!

Very professional and thorough tax preparer. I have used East Bay tax matters for more than 15…read moreyears.

Similar experience to what other reviewers have said. We found out from another tax professional…read morethat she didn't know some basic tax rules that resulted in errors in our return. When we pointed out the mistake she just refused to acknowledge it or fix it. So she lacks some knowledge she should have, more the bigger issue is that she is unwilling to learn from her mistakes.

Myself and partners have worked with Pam for years on US and multi-state taxes for personal and…read morebusiness purposes. She made an error over multiple years that ended up costing us over $100k, including penalties and interest that was discovered by a taxing authority. We contacted Pam to get the situation rectified, she said she would contact her insurance company and get back to us. She never did. I tried to reach her multiple times but she's completely ignored us ever since. Shameful that someone who is supposed to be a financial fiduciary is shirking her responsibility, especially after all those years of business. We are now forced to pursue legal and regulatory remedies.

Marion is the BEST! We've been using this tax service for YEARS. Excellent communication and prompt…read moreservice.

My mom, may she rest in peace, was a bit scattered when it came to getting taxes done. My mom even…read moreused to work for H&R Block to help with taxes, but she always relied on the best to do her taxes. Until my mom's passing, she had been going to see Marion for her taxes. Marion was always available to my mom - even though my mom probably waited until 11:59pm on 4/14 to provide all her records to Marion. Marion always did them without issue. When my mom passed away, I didn't have to think who I wanted to hire to work on the taxes for my mom's estate. I chose Marion and Pallesen and Butler. Taxes were always done without issue. Come the final year of taxes for the estate, and everything had been progressing to the point that I forgot all about the taxes. I contacted Marion the week before taxes were due and she still accepted taking care of them for me. I guess I am my mother's son. Thank you Marion for everything, for helping my mom, and helping to close the final chapter of her life. It's been a ride for me, but glad you had me covered on the tax front. Taxes were done professionally, consistently accurate, at for a reasonable price.