We've been their clients for over 5 years for business and personal taxes. The team is responsive, friendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience! read more

I was able to get a consultation the next day after contacting this business, during the last few days of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable. read more

BHARMAL has been doing our taxes for four years now they do a great job fair price very personable highly recommend

Very happy with the Tax return services that the Bharmal & Associates team has helped us with the last 2 years. Waqar was very thorough with his review and provided detailed instructions on exactly what was needed. He was quick with his turn around, and did an overall awesome job. Will be using again! read more

Bharmal & Associates team has helped us with this last year's tax returns for our personal taxes and business taxes. Waqar and his team provided us with clear instructions on what was needed and advised us on our returns. We are considering doing our tax returns for our other two businesses after a debriefing of this past year's filings. read more

Excellent service. Very helpful and very responsive! 10/10 recommend. Got my taxes done extremely quick and explained the process throughout which was great because I know very little about taxes. read more

I've been using their services for many years so I'm a repeat customer. This year, Linh helped me out and walked me through the return process, including various credits, deductions and was extremely responsive and thorough throughout. She's amazing and I would highly recommend her! read more

Waqar and team were amazing, we had a very difficult situation with a deceased family members trust and missing documents and they went above and beyond to help guide us through what was needed. Thank you thank you!!! read more

I too was hopeful that they may be the accounting service that I was looking for. But their response time is disappointing. If you are going to make your potential clients wait and make them remind of you what you should have done or sent as an initial proposal, then either you are overwhelmed with clients that you already have or something worse. Number one thing for me is I don't want to chase my accountant for the work that needs to be done by them. I was hoping for a better relation with this accounting service, but I was unfortunately not impressed with the timely service. All the best for the ones who do like their service. read more

Pradip and the team at Bharmal and Associates are terrific. They are on top of it and have been very patient and thorough. Would definitely recommend. read more

My spouse and I have had a very positive experience filing with Bharmal and Associates the past few years. We do everything remotely, which is a big plus for two millennials with our own demanding jobs. (I believe they do offer face-to-face consultations if that is something you want though.) This past year's experience was the best yet - they dramatically updated their document upload system, and the new portal is extremely clear and easy to use. Both the tax professionals and the office management staff have always been responsive to questions or concerns that we have raised, and we always get return emails within a maximum of one working day. As far as I can tell, their prices are also fair. read more

My husband and I had a smooth and efficient experience filing our personal income taxes here. They answered all of our questions, and we were able to do everything remotely. Linh in particular was extremely helpful. Would highly recommend! read more

The team at Bharmal is great, they handle both our family tax and accounting needs as well as my business tax and accounting needs. Always professional, quick to respond, and great follow-up. We couldn't be more happy with them, and with their multiple office locations, it is very convenient for in-person meetings. read more

We have been using this firm for a few years and highly recommend their team. Waqar did our taxes and he was responsive and always took the time to answer my questions. read more

Thank you again, Bharmal Associates, each of you proved even during a pandemic, you all worked hard and helped my family and me with our personal and business accounts. This year was very tough, but with your professional guidance, everything worked out. We like to say thank you and Happy Holidays to each of you. We are forward to doing business in 2022. Thank you Highly recommended please give them a call, you will not be disappointed. read more

Bharmal and Associates - Congratulations on being top five accounting firm in Los Angeles - Accountants Near Me - Irvine, California

I am a science person not a numbers person, so I really appreciate all of the great assistance (and thorough explanation and attention) this company gave me, specifically Joe Gustaff (and Mary Ann!). I highly recommend Bharmal and Associates for your tax/accounting needs. read more

I reached out via the message service on Yelp as a saw a 40 minute response time. After not hearing from them for a few hours, I called and made an appointment for Monday. Explaining that I was in need of an account for my newly formed LLC and that I had some time sensitive documents that needed to be filed. Once the appointment was booked I stopped my search and was confident that I would be in good hands and that I had secured the help that was needed to file the documents. Two days later I received a call and was told they couldn't help me and canceled my appointment. No real explanation was given, only that they wouldn't be able to help file documents or take me on as a client for tax preparation going forward. So, having lost three days, again, time sensitive, I had to start the search again. I would stay away from them, doesn't appear they are interested in your business just interested in wasting your time. In reply to the business owner. Of course you don't see an appointment booked for me, that's because you canceled it. It was for Monday the 21st at 11 AM. I'm including a screenshot from when I was called from your office at 1:05 PM yesterday. And the 26 hours it took you to respond to a message on yelp. read more

Bharmal and Associates - Proof of an incoming call from their office yesterday canceling, two days after my appointment was booked. - Accountants Near Me - Irvine, California

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I was late with my documents, didn't have it all together and I took forever to sign. I'm not the ideal tax client, and it does not make the Bharmal teams life easier, but they were patient, never rude, and easy to work with. Costs were comparable and acceptable. Assuming they will take me back for the 2024 year, I'll be a returning client. We'll organized ! read more

I had a very nice phone consultation with Shoaib. They are very very nice and knowledgeable. I couldn't go into my stuff in too much depth (it was just a consultation) but whatever I did ask, I got a nice response from Shoaib. Their story is amazing and I an happy to know they will be potentially representing me in the future. I do have a CPA currently, but I will be giving him another go and hope that since he knows my story better, it can help. I have Bharmal and associates on my radar for sure! I would suggest you call them for a consultation. It's a great introduction into who they are. I really appreciated Shohaibs care, time and service. Super friendly guy read more

Very helpful, kind and supportive! Patiently answered to all my questions and walked through everything. Highly recommend.

The owners of Bharmal and Associates are highly knowledgeable and helpful anything related to financial management, book keeping , accounting and payroll management, they're a one stop shop! Always answer and make sure they get the best information they pertaining to my needs as a local restaurant owner . Thank you guys for always providing great service. read more

My first time with this firm. I got reminder emails and timely responses to my questions and concerns. They completed my corporate and individual tax returns. The team took good care of my tax filings. read more

We are self-employed professionals. We interviewed three CPAs and chose Bharmal Associates to file our 2019 and 2020 taxes because they responded promptly, seemed pleasant, and were organized with a web-based client portal. Due to COVID-19, all our interactions were by phone and email. They prefer expenses to be presented using a template format. Emails were pleasant and prompt. They reported our charitable donations in line-by-line detail on a form, instead of just keeping the scanned receipts; other CPAs did not do that. They have recommended that we donate quarterly to reduce the tax paperwork. Each year, we had to pay half the fee upfront and half before they filed taxes. Our tax refunds were comparable to previous years. We recommend them to others. read more

Shoaib and team were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us. His team was great at getting payment and paperwork to us in a timely manner. They made the process very smooth and efficient. The portal used for documents has a solid user interface and it's easy to upload documents. I would recommend. read more

We read multiple Yelp reviews before we contacted this firm. However, this was really a bad experience. My wife contacted them Thursday (8/20/20) and was arranged by Katherine for a Google Meet for Friday afternoon (8/21/20). Since this meeting was set for 5 PM, we cancelled other appointment to attend this meeting. Believe or not, even until 5:05 PM, the meeting was not initiated. What a big disappointment! Then my wife called the office and was answered by Katherine again. She told my wife this should be a phone call instead of google meet but she did not explain why she sent an email invitation for a google meet. The fact is no one called or contacted us at 5 PM either! From what they handled the potential customers and how disorganized they were, I am not going to use this company for sure. What a waste of time to contact them. read more

Amazing team - we inherited many complicated issues with taxes/bookkeeping from a family member, they helped clean us up! Shoaib and the entire Bharmal & Associates team we can trust with our business bookkeeping, tax preparation, and tax planning. They are phenomenal to work with and most importantly they have experience and are industry experts, they know exactly what they are doing. It was hard to find a new CPA out there you can trust when you start from scratch. However, after working with this team I am confident in their ability to get the job done and get it done the right way. We are grateful for them helping us get a mess cleaned up initially, since then they have been with us every step of the way through our recent growth. A business relies heavily on a good CPA, we feel lucky to have found one. It's such a relief to know we can work with someone we can trust, so we can focus our energy on running the business and not get caught up in wondering if our books are clean and accurate, or if our taxes are done properly. If you need a CPA my honest opinion is don't waste your time looking any further - this team knows what they are doing, has the experience, and are personable and actually nice to work with. I can't imagine what else one would need. Thank you for all you do - cannot recommend them highly enough! read more

Shoaib and his team was recommended to me since this year my tax case became more complicated than what I could handle by myself or with the typical pro advice you will normally find in the mainstream tax preparers like H&R Block. Shoaib did not disappoint. His team (specifically Eric L. who was the CPA handling my case) not only found all relevant information pertinent to my case, they were very responsive and always had a very detailed answer to my questions. They have been handling multi-state cases (one case had more than 40 states in one tax year, mine had "only" two), cases with rental income, self-employment cases and more. It made me very confident to see that my "unique" tax situations were something common for them to the point my case that I thought was difficult was a walk in the park for his team. One thing that amazed me was their communication and punctuality. I engaged them a bit late in the process for the 2022 tax year. Exactly when they were the most busy. However, they were upfront in mentioning a timeline on when I will get the first draft of my tax return and they delivered it exactly on the day and time they said they would. Any follow-up questions I had were answered within 24 hours with all the details required to make me realize I had made the right choice to trust them with my case. Their price is worth it for the peace of mind you get! read more

I've had an incredible experience working with Shoaib and his team for my business's accounting needs. They are knowledgeable, responsive, and truly care about providing the best possible service for their clients. I highly recommend Bharmal & Associates to anyone looking for an outstanding Accountant. read more

Been using this firm for 2 years now for personal taxes and they've always been timely with responses and helpful going through my detailed questions. They are on top of all filings and try to understand your specific circumstances. read more

I found Bharmal associates through yelp and scheduled the Virtual appointment with them. I spoke to Shoaib , he is a very professional and answered all my questions and cleared all my doubts. I greatly recommend him for all tax related services thank you read more

I was very happy with taxes last year. They made an estimate and were able to complete and submit our taxes very quickly. Will use them again this year. read more

Bharmal and Associates is the perfect combination of accountability you expect from a big chain and personalized service you receive from a smaller firm. I'm very pleased with the financial planning that I've been receiving from Schoaib. You can tell simply from the way they speak that they are experts in their craft, I feel so lucky to have been recommended their services by a friend. From simple questions to complex scenarios, Shoaib is able to communicate everything in a way that a young person like me (who has very little experience with such matters) can understand. I'm so grateful for the extra time and effort they put in for their customers, I feel that they truly care about my financial well being and future which is difficult to come by nowadays. Would highly recommend!! read more

As a young person recently graduated and just beginning my career, I thought financial planning was premature conceit for me. I am so lucky that I discovered this devoted team because they have showed me that with some thoughtful preparation I can increase my individual wealth later on. Shoaib and Ismail's team exceeded my expectations and gave me the peace of mind that I am not alone in facing such daunting tasks. They are both excellent teachers and your own financial cheerleaders: the perfect combination of diligence, meticulousness, and passion. I'm absolutely thrilled with their services. It's so clear that they want you to thrive! My favorite thing about my experience with this team is the homey yet professional environment they create. They are absolute professionals with over 35+ years of experience and yet, it feels like you are talking to a friend who you've known for years. Please consider them for your accounting, tax, or business needs: you will NOT regret it. This team will make sure you succeed. read more

I recently had an experience in leaving a Limited Liability Partnership, causing me to encounter complex tax issues that I never anticipated. I found Bharmal and Associates because they kept popping to the top of my different online searches. They had a large number of VERY satisfied customers....more than almost any other on Yelp or Google. When you read the accolades from those reviews, you would be foolish NOT to give them a call. I called and spoke to a person named Katherine. She is very friendly, easy to talk to, and yet professional and knowledgeable. She explained that they were offering a free (NO COST) 30 minute phone consultation to discuss your needs. They would propose a course of action and give you an estimate of the costs. She set up a phone meeting for me the very next day. I took the initiative to send her some bullet points on my situation to make the best use of the 30 minute free consultation. (time is money) Ismail Bharmal called me at the precise time of the meeting. He was also very friendly and informative. He had looked over those bullet points I sent, so he was already up to speed about what I needed and proposed a plan to meet my needs. We did spend all 30 minutes discussing his company, the expertise of his staff, and my project. Most of all, you could just tell the pride and personal concern he has for his customers' satisfaction. That is unique and sealed the deal for me. Bottom line, they finished the work within a couple of business days, and I am absolutely thrilled at their results....I don't write reviews unless someone exceeds my expectations....they did...BIG time! (AND......for a free 30 minute consultation......what do you have to lose?) read more

My wife and l have been using them for 2 years now. They are efficient, accurate, meticulous and very helpful in finding all the tax deductions. Always available for your questions. We highly recommend them. read more

I wanted to update my review because long-lasting relationships are important. Shoaib Bharmal has worked with me from the start of my small business in 2013 and has helped me every step of the way as my business has grown over the years. He's professional, efficient, and always provides sound and practical advice. Gotta find someone you trust when it comes to money matters...Shoaib's team is excellent. read more

My experience with this firm was so incredibly disappointing that it actually compelled me to create a Yelp account just so I could review them. Details are below, but in summary I strongly recommend you look elsewhere if you're seeking qualified, professional tax prep. I wouldn't wish this firm's apathy and indifference upon my worst enemy. Here's the story. I first contacted Bharmal & Associates in August of 2020. I was in the process of incorporating two holding companies, and I needed a qualified tax preparer to guide me through my first return under my new structure. I contacted the firm and spoke to Ismail and Katherine, and during our conversation I described the business structure in detail, the underlying investment holdings, as well as my employment/personal situation. I was told this tax return would be no problem for Bharmal & Associates, and I was encouraged to get back in touch towards tax time and they'd be able to help me. Overall, a very favorable first impression. I reached out again in late January, and spoke once more to Ismail and Katherine. I gave them a refresher on the business structure and my personal situation, and once again was told no problem. They quoted me $1,125 for a federal return, state return, and two 568 returns for the LLCs. Whatever. Great. I signed an engagement letter, paid, uploaded my support, and we were off to the races. What happened next completely defies all positive feedback mentioned on this site. Upon engagement, I was passed along to Bota, one of their associates, who prepared my tax return. After two weeks, I was notified that my draft tax return was ready. What was provided was a confusing amalgam of incomplete and/or incorrect information, including: · Completely incorrect depiction of the business structure. Not only had I described this structure to them twice over the phone, I also described it in the footnotes to the financial statements, and additionally provided an org chart showing the structure visually. To this day, I don't know how it's possible they got this wrong. · Incorrect expenses listed on the return. I tried tying out to their expenses from my original financial statements I provided to them and couldn't even get close. · Incorrect spelling of the LLC entity names (seriously, how does this even happen)? · Mixup between the LLCs EINs and my own SSN · A North Carolina state income tax return. HUH? I don't live in North Carolina...never have.... To rectify these issues, it took not one but THREE additional drafts of the tax return, which took Bharmal & Associates over three additional weeks to prepare when all was said and done. Each new turn had issues that frankly could have been caught with a minor proofread, which led me to believe that nobody checked the work prior to sending it out to me. Once they finally got these issues fixed, I was offered a call with Shoiab to run through the return together for a final review, which was appreciated. Shoiab is a nice guy, and to his credit, he was apologetic for the situation despite the fact he didn't directly work on my return. I appreciated that. Unfortunately, our "final" review identified another issue that Shoiab caught - the two separate Schedule C's needed to be consolidated into one. Back to the drawing board.... As of today, six weeks have elapsed since I first began working with Bharmal & Associates. I was excited this morning when I was sent my signature packet for the efiling authorizations (we believe the tax returns are finally complete and correct). However, because nothing is ever easy with this company, I noticed in the efiliing authorization that they incorrectly listed me as a member of an LLC which I am not, so I'm not even sure if I'll be filing today as I had hoped. And to think I paid $1,125 for this "expertise"! In summary, please avoid this firm if you are seeking professional accounting and/or tax services. I also work in financial services, and if I ever treated an employer, client, or transactional counterpart with the same level of incompetence, indifference, and apathy that Bharmal & Associates treated me, I'd be fired in three weeks. No joke. This company is not a professional establishment. read more

I have been working with Shoaib for over 5 years now and he has made our tax season the most stress free. He finds every way to help us, asks us many questions to get the most refund and best of all, he is SO on top of it. It's not just him but I've now worked with other team members and his whole team is very responsive and knows each case is priority. Ive already recommended them to my family and friends in the valley and they love them. I recommend them for any CPA service! read more

A few years ago, I found Bharmal and Associates when looking for a local CPA for annual tax services. Shoaib and his team are easy to work with, and I highly recommend them! They are friendly, patient when answering questions and they provide thorough explanations. I have always received timely responses to any questions I may have, answered professionally and in a manner that makes me feel appreciated as a client. Their services are reasonably priced, and each year I can count on Shoaib's group proactively sending out tax preparation reminders well enough in advance to keep me from waiting until the last minute. Their processing is timely, so if you are searching for a CPA, this is the team to go to. read more

Bharmal and Associates is a father-son collaboration backed by a decent sized team of men and women. I came here to expand my understanding of the tax code, if you're looking to do the same then I recommend this to you. It's important to state that service here is not cheap. I imagine those with the greatest potential to benefit from Bharmal's services are people with their own business, various income-streams/investments, or those looking to branch out into new financial ventures. I learned a lot about taxes over the last several years from various tax preparers, however, the amount that I learned here has surpassed all those and more. Furthermore, I feel there's integrity in the process such that we're not playing with fire when it comes to my tax returns. In order words, I'm not expecting the IRS to knock on my door anytime soon. Lastly, and likely most important, Shoaib takes the time to listen to my ideas and responds with a detailed and informative expert opinion. It's an opinion I've come to trust and, thus, has earned my highest recommendation. read more