Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

Ameer is incredibly informed, generous with his time and provides completely though-out responses…read more Couldn't recommend a better CPA in the bay than him.

Highly recommend Jenny. Very quick to respond and took time to address all my questions and…read moreconcerns. I will definitely come back for her services.

10/10 she definitely knows her stuff. I was using turbotax before finding her. Safe to say i will…read morebe going through her indefinitely

Awesome!! Been going there for years. Professional- on top of it and the best !! My taxes are done…read morecorrectly and promptly. Highly recommend. Please give it a try if u need a tax person .

If you want highly professional accounting services at an affordable price, try Prestige. I was…read moreable to meet with Leena Faiz, one of the partners, at my convenience on a Saturday. She spent time with me explaining my federal and state tax returns to me and giving me valuable advice on how to minimize my tax burden next year. She even let me bring my chihuahua buddy into the office! Really can't recommend her and this company enough.

This business could not have been more unprofessional. Responses were very delayed. Our scheduled…read morecall was first cancelled at the last minute, and no one showed up on our rescheduled call. My husband and I were just left waiting and there were no apologies. I wouldn't recommend them to anyone.

Nidhi Jain did a fantastic job preparing our taxes. She is calm, thoughtful, and knowledgeable. I…read moreliked her attention to detail and desire to add value at every step of the tax preparation process. She and her office are very responsive and went above and beyond in providing excellent customer service. I strongly recommend her.

Pavandeep is awesome! She was upfront and transparent with me. This was something that my…read moreprevious tax accountant failed to do. I strongly believe that communication is the key. She delivered. I also admire her dedication to her work. I am very happy to have her as my tax accountant and I wish I found her sooner. Pavandeep, thank you for doing an awesome job with the 2018 taxes. I will be back next year for the 2019 taxes.

My husband found Tax Bears to do our taxes and Pavan was super helpful. We uploaded our documents…read moreto Google Drive and she took care of the rest. She set up a zoom meeting to review our taxes. The whole process was super easy and had her file my mom's taxes as well. We will definitely use her for filing taxes going forward.

I searched for a new tax preparer since my regular tax preparer consolidated her office to Lake…read moreCounty. Alex contacted me after Yelp sent out a request for personal tax preparers. I arranged to meet Alex at his office on a Sunday. Alex responded promptly when I confirmed our meeting Sunday morning, was on time and professional. Alex looked over my previous year tax return and asked me some questions about my finances. Alex said he would have them done by Tuesday for my review and was good on his word. Alex's fees were very reasonable. I would recommend Alex Yang for personal tax return preparation.

I have had experiences with several business accountants in my life and I can say that from my…read moreexperience, Alex is by far the most knowledgeable, professional, reliable, and accessible. But what makes him really stand out is what a kind and thoughtful person he is.

Silvia is FAST. Like "blink and your W-2 is already entered" fast. On top of that, she is insanely…read morefriendly -- the kind of friendly that makes you forget you're talking about taxes and not winning a small lottery. I walked in stressed, confused, and fully prepared for emotional damage. I walked out calm, informed, and weirdly happy??? Who has that experience doing taxes?? Silvia explained everything clearly, moved with purpose, and treated me like a human instead of a number. No nonsense, no attitude, no wasted time -- just competence and good vibes. If you want your taxes done right, quick, and without questioning your life choices afterward, this is the place. I would give 6 stars if Yelp wasn't scared of greatness.

While there are some positive reviews now but don't get surprised by IRS letters a few years later…read more(see the photo), I had a very different and costly experience. Despite being told my 2019 tax returns were handled and filed by Jonathan (See photo), I discovered in 2024 via an IRS letter that they were never actually filed. After confirming this with the IRS, I had to hire a CPA to resolve the issue, resulting in significant penalties and interest. Also spending time and effort for this mess. I spent a lot of time speaking with the IRS many times. Avoid this company at all costs. I dealt with Jonathan, Samantha, Silvia, and Mason, all of whom were unresponsive and unprofessional. After dozens of calls and emails, they finally refunded my filing fee ($1500) but refused to cover the heavy penalties and interest their negligence and obvious fault caused me. I hired the lawyer to file lawsuit and will also report them to the IRS. I am also in contact with other victims of not filing (listed below) to join my lawsuit. My lawyer told me that they had multiple businesses with bad reviews and reputations in LA before they started business in Norand California. Don't let them scam you too. AVOID HERE. I will post my progress of my actions. Please see reviews from these people Jessie S review from Jun 13 2024. Zhang D from May 08 2023 Susan M from Oct 2 2022 Nunya S from Apr 24, 2021

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

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.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.