I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

Honest, reliable, high quality. Highly recommend. We have used many different tax preparers and…read morePeggy and Stephen are the best.

I asked Peggy Hall to have a look at my tax return that I already filled with Turbo Tax, to just…read morecheck for errors, she spent on the zoom with me at most 15 minutes , asked if I adjust the base points when reporting stock sales and advised on charitable contributions reporting. Then she said that the price for the session was $295.00! Not for preparing or filing taxes, but just for a 15 minutes of her time. She did not disclose the price of the service at any time before the conversation. If I knew of how much it would have costed me, I would surely not have agreed to that this. I think this was not professional to not state the price of the service before we started talking as I thought that conversation was not yet part of the service. And the value I received from that was not much at all.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Ted Chen is knowledgeable, efficient, and helpful in preparing taxes. Have used him for many years…read moreand am very happy with my interactions and experience with Ted.

Ted Chen was my CPA for a few years before we moved out of state in 2019. I am STILL receiving…read morenotices from the IRS regarding forms and returns which were improperly filed for my APS in California. Needless to say, this is causing a continual headache and a lot of work for my current (more scrupuous) CPA. Find another CPA if you live in California and have a professional corportation.

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.

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.

Jeffery Rondini is very rude. I called his office explaining I was trying to upload my father's…read moretaxes to the portal. I simply followed all instructions to register for an account. The next step was to wait, to receive an email with further instructions. I never received the email, so I decided to call. He was rude from the start. I simply told him sir I did everything I was suppose to do. He was very adamant that I had to a mistake which I didn't. He didn't even try to look into the problem or see who I was filling for. I'm going to make sure my father save his $400 dollars from now on!

I've been going to Mt Diablo Tax Pros for about 5 years now. They are absolutely the best! Very…read moreinformative and helpful. It's so much better going to them, than trying to work through turbo tax and make guesses. I turned in my documents about a week ago and they already finished all my taxes and should be getting a return in a couple of weeks!

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

Such an elite team here at Flex Tax and Couslting! Alex and Will helped me on the establishment of…read moremy non-profit organization. They are efficient on the process and gave me all the advices that I've missed! I learned so much from them! They provided top-notch experience that I've never had with other consulting group! The price I paid for definitely worth it as they pointed out things I need to pay attention on and avoid pricy mistake.

I spoke to someone over the phone. I was trying to make an appointment. Then he started asking a…read morelot of questions. He then said I needed to sign a declaration and I had to pay $500+ in advance. Never in my years of filing taxes I've been asked for this. I suggest people do their research before getting caught with scammers. Ask before you act.

I am lucky to find Michelle as my CPA helping me file the tax return. My tax is complicated since I…read morehave oversea incomes and tax. However, she has took care all. Michelle is professional, kind, easy to communicate, and the response time is just so fast. I would recommend her to anyone who need help for tax return.

Let me start by saying it is a pleasure to know and have Michelle as my tax person, she is very…read moreprofessional, friendly, thorough, I recommend her services to anyone who is looking for a great tax assistant....