Abe is not great…read more We filed with him this year because we are new to the area and wanted someone local. Initially he seemed reasonable, if a little frazzled. My wife and I did both our personal and business taxes with him. As tax season progressed he became less and less communicative and eventually cut off contact entirely. He filed our taxes months later and finally got them completed near the end of June. This was after months of near daily texts, calls and emails. None of which were responded to. We just got a notice that we owe more than $3100!!! because he failed file a form correctly and did not communicate with us regarding it. We will NOT be using him going forward and a number of my wife's colleagues who also did their taxes through him will be moving on as well because they had similar issues with him. I don't know if he overextended himself or what, but in the end his actions cost us thousands in unnecessary penalties and we hope to save you the same financial pain, headache and frustration of dealing with him and his company.

Contacted them about a week and a half prior to the deadline to see if they could take care of my…read morepersonal and small business taxes after a referral from a good friend of mine. Spoke to Abe, a real piece of $#!+ and unprofessional manager. Told me he would take care of both and that despite it being late, I didn't mind paying any penalties incurred. Several days prior to the deadline I reach out via phone and email numerous times. Its been over a week and not a damn peep. Screw Aegean and the whole team. If you couldn't handle the workload why accept the work? Or at least have the decency to let a client know that prior to the damn due date. Now I'm pissed, assed out and penalized for my personal taxes after not hearing from anyone and going to handle it myself.

I am writing this review in regards to a Consultation for a small business in San Jose. We had our…read moreconsultation with Robert. I went there with a list of questions to ask but not really sure where to start. But after our meeting, I had a clearer picture of what I needed to do to get my business on the right track. Robert was very attentive, listened to my concerns, and gave us the advice that we needed. In short, I felt safe and definitely would consider him when it comes to tax season this coming year.

So I went to TaxHelpCo for my taxes this year. I provided all my records on 1.27.12. Supposedly…read morean email was sent to me on 1.31.12, however I did not receive one. On 2.19.12 I called to receive an update/status on my taxes (this is 3 weeks from my file drop off date mind you) and I was told they hadn't even started on my Loss/Profit portion of my taxes. Another email was supposedly sent to me again on 2.19.12...which I also did not receive. So I gave them a call today, 2.28.12 and received an update via email a few hours later and was asked to confirm the receipt of the email. So....I did: I'll be in tomorrow to pick them up. First I want to say thank you and I appreciate your firm handling my taxes as well as the profit and loss report. I do want to say, however, that the level of customer service I received I thought was extremely poor. Not only did I not receive an update on an eta that I had requested, but not one person from your firm even attempted to follow up with me when there was no return of information. Since my communications with Laura have all had quick turnarounds, I would have thought that my non-response would have been an indicator that I didn't receive the request for info. If I hadn't once again called to get a status report, I don't believe there would have been resolve anytime soon. Taxes are an already stressful situation, but this experience really did make it worse. My apologies for the scathing email and I don't usually write them, but I feel I have to be honest about this situation. Sincerely, Michelle To which I received this LAME email response: Hi Michelle, I am in receipt of your email. Sometimes it's good to get some feedback rather than none. So I appreciate your thoughtful response. As for your comment that we never attempted to follow up, this is not true. I personally emailed you January 31 and February 19. It is only today that I learned that those emails did not reach you. Today I determined the email addresses came from the questionnaire you completed. The new client questionnaire was the source and admittedly was a bit difficult to ready. I will shoot you a copy. On my end I think that we need to do a better job of reading email addresses. Again thanks so much for your comments Michelle. The good news is that we have your correct email now. All the best, EXCUSE ME! Did you not think it strange that you sent an email to your client and never heard back from them for 3 weeks to which you decide another email should be sent...and you still did not receive a response???? I had to flipping call you after 3 weeks I get a ridiculous update and then I have to call you yet again 9 days later to find out what the status is on my taxes???!!!!!! WTH! I guess TaxHelpCo is just booming and really can't be bothered with the Latina with a small business! Well don't worry...you wont have to help me again. Have a great day!

Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .

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.

I have had Jessica prepare my taxes for several years now. She is always very efficient in her turn…read morearound time and has my taxes done in a matter of a few days if not the next day! I appreciate that she always very prompt in getting back to you and getting an appointment with her is never a problem. She is flexible in how you can meet with her to review your completed return whether it be in person or remotely. She is very thorough in explaining the completed return and knows the latest changes in tax laws. Her fees are also reasonable. I would highly recommend her services.

Jessica is very prompt , thorough and professional and great customer service! Turn around time is…read moreimpressive!

We enjoyed working with Martin for our small business taxes. He was very professional, thorough,…read moreand fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions. We have already referred him out. So lucky to find a CPA this responsible and reliable. Thank you Martin

I used Martin to help complete a very complex tax return this year. He was fantastic to work with…read moreand I am confident that this years return is spot on. After the initial conversation with Martin we filled out a questionnaire and then uploaded the relevant documentation he would need. After the upload, even though it was close to the filing date Martin returned our completed form quickly. We worked through a few areas and I was glad to get our tax posted ahead of schedule. As long as he has capacity I will be filing with Martin again next year.

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.

Another year waiting until the last minute and another year of Ann coming through for me My taxes…read morewere slightly more complicated this year and I went in thinking that Ann was going to help me file an extension but she knocked my taxes out like a champ and relieved 2 tons of stress off my shoulders. Her services are very affordable, based on what you need done and what forms you have. I don't recommend waiting until the last minute to have her do your taxes though. I just got lucky that even though they were complicated for me she knew what needed to be done. I highly recommend getting your taxes done early and have Ann do them. I will be coming back next year even though my taxes should be much easier. I will never use the big chain tax preparers again only VieTax Services for me!! Thank you Ann!!

My yearly taxes were more complicated than usual and I decided it was better to find a professional…read morethan to do my taxes with a program. I was lucky enough to work with Ann and she answered all my questions and help my situation. Highly recommend her and VieTax!