My wife and I have just begun the process of converting our sole proprietorship to an LLC and Shay…read morePerera has been tremendously helpful. He came highly recommended by a local attorney and now I can see why. We've contacted many local tax professionals and unfortunately many of them have not even bothered to respond, which blows my mind as a small business owner. We scheduled an initial consultation with Shay and right from the start it was clear that he was both knowledgable and personable and the type of person we would want to work with. He has answered all of our questions about the potential tax benefits of this move, how much we should declare as income, how to get set up, and many others. Looking forward to working with Shay in the future!

Bennet is great. I'm guessing he's one of the partners of that firm, and he's the one I always…read morework with. He's prepared corporate 1120 and state tax returns for a few companies I've worked with, and he is friendly, knowledgable, and professional, always did excellent work, on-time and on-budget. The office is in a weird spot, up a narrow staircase, at the back of that Safeway strip mall, between Rite-Aid and that Ariake Sushi. Bennet has a broad knowledge base in business in general, international business, finance, and of course tax is his core expertise.

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.

We have filed our taxes with Kathy for the last few years, but this year's experience was so poor…read morewe will not be returning. Her communication was non-existent, such that we had heard nothing two days prior to the filing deadline, even though we provided all of our documents over a month ahead of time with confirmation of their receipt. After reaching out for an update on the status, we were told they would not be done in time and we'd need to file for an extension. As a result, we overpaid by a substantial sum, which we won't see until next year's filing. If we had not reached out, it's certainly possible we wouldn't have even been able to get the extension submitted in time. Very poor professionalism, and it's clear that not all clients are treated equally. Would not recommend to anyone.

Do not use Kathy for your taxes…read more Not only did Kathy miss the deadline for filing our taxes, she failed to provide communication, and most importantly lost us money. When the deadline for tax filing was 2 days away, I noticed we had heard nothing from Kathy. I reached out and after 24 hours finally managed to get a response which stated they were very busy and we'd have to file an extension. The onus was completely on me to remind my accountant that my taxes weren't filed. It was an inconvenience to say the least and we had to scramble to get the extension filed on time. Had we been on vacation or had extraneous life events we would have been financially penalized. Secondly, I had other family employ Kathy and they also had the same experience (lack of communication and taxes filed late) -- so it was not just us. And finally, Kathy had us overpay our taxes by nearly $11,000! Instead of having that money returned in our accounts, she assumed we'd want it applied at a 2022 tax credit. When I called and said that's not what I wanted and didn't realize that's what the paperwork was, she rudely stated, "rule number one: know what you are signing". If I understood taxes on a legal level I wouldn't hire an accountant - I explained this to Kathy and I said that's what I hired her for -- to understand and clarify the legal language for me. She again, rudely told me, "Rule number one: know what you are signing". Given this level of service and extreme incompetence, coupled with flat out rude behavior, I would never recommend her. Kathy's an incompetent accountant who I would not trust to do anyone's taxes after this experience.

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.

I guess it is time to update my review for the 2025 Tax Planning (not return) season. During my…read morelast review, after ccing as many contacts I had, Arvee Flores reached out and connected me with Michael Dacuma. They offered me a discount to resume Tax Planning and Return service for 2024 (return) + 2025 (planning). I obliged to see as I suspected it was a one time issue with the particular person I got transferred to. Let me go over the process one more time. You get an email to schedule when you want to start uploading documents via a secure portal. The process is roughly the same regardless of tax returns or tax planning. The portal is a check list of sorts in which you upload each key item like your paystub, w2, etc. and mark them as checked off as you acquire them through various online portals. I think this was a great way to help you iteratively step through your accounts and get each required doc. Once all the steps are completed, you'll get an email from AlphaB saying they'll start working on your file. Usually in about 1-2 weeks, you will get the result and an opportunity to schedule a walkthrough. If it is a Tax Return, the process is relatively straight forward. I think the return filing were often trying to minimize my lost to taxes. The planning part. Overall, was much better than when I was assigned to Ma Christina. At least I was not ghosted and I did get a response back to my question. The quality of the response could improve as several times I had to follow up on to clarify my question even further to understand how to process the Tax Plan recommendation or how it relates with the BBB changes. At some points, I wondered if they even read the extra context I had provided or just fed it to AI to give me some response. It was kind of a minor issue but one you hopefully wouldn't have to deal with given the asking price of service. As for the tax plan itself, it was so-so. Perhaps I have exhausted most of my options but I often got the same advice like "consider starting a business." I mean sure but that isn't the easiest and most actionable advice. A simple, "you are doing a great job and you more or less have maximized all tax efficient opportunities..." before bringing up advice to just start a business would be motivating and great preface. Why a 3*? I had 2 requirements for 2025: - Help me plan which lot to sell my stocks - For tax year 2025, to ensure I had near $0 or owe up to $2000. The former was to help with building some down payment funds for a potential home purchase which I had stated would be estimated early 2026 at best or even later. The latter was simply a preference on how I wanted to handle taxes. The first point, I brought this up early in the year and got some formulation on what to sell in 2025 to reach some allocation. I do think they had forgotten to consider stocks vested via ESPP and completely avoided the question when I asked in a follow up. I executed the stock at the cost of later finding out the BBB and SALT cap changes. It would have been great to hear some advise like "here's some calculations on how to be tax efficient with the current price but something to consider is the BBB and rumored SALT cap adjustments you would be losing out..." and proceed to suggest an alternative strategy to best maximize. I'm paying for Tax Planning and personalized advice so I'd hope to have received these "btw" considerations when making moves. Overall, I had about 6 Tax Planning meetings for the Tax Year 2025. These all provided coordination on if we are on the right trajectory to achieve my desired range of owe/receive $0 or owe up to $2000. As a validation experiment, I had requested another CPA/EA (so equivalent credentials) compute my tax returns for 2025. If all the tax planning was correct, I'd be near $0; however, the margin of error was quite excessive in my opinion that I question what was the point of all the Tax Planning prep (gathering docs) and sync (30m per sync) if there's no predictability during tax return season. Lastly, they wanted to charge an additional 10% of service fee to handle 2025 Tax Returns due to the BBB complexity. To me, I wasn't too happy with the service I had received so an extra 10% cost while perhaps warranted didn't seem worthwhile given the subpar service. For reference, my new CPA/EA has offered Tax Advice and Planning for about half the cost and has been providing me illustrations on some tax move considerations under various risk profiles and scenarios given current economic climate. I have also been requested to remove my last review of Ma Christina. I will leave that up as I think others should be aware that there has been a history of complete communication chain break down after paying for financial services. If the situation has truly been resolved, the review itself will be drowned out by positive reviews over time.

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.

This company is more interested in sending bills than servicing their clients. It took them over 2…read moremonths to file a EIN # for my mom's trust after her death. Then when it came time to file her year end taxes. They filed a extention and 3 months later told me they could not do her taxes. This was after I payed a deposit. I never received a return deposit. Just today I received an outstanding bill for services never processed. To add to this frustration I had to constantly follow up with several emails before they would reply. STAY FAR AWAY.

All the reviews on this page tell a consistent story, evident to the same experience my family…read morereceived: LMGW was a great firm to work with, but as it merged with Wheeler Accountants the firm de-prioritized smaller clients and changed its entire business model to only extract the most amount of money from its clients. After 20+ years of using them for accounting services, they cut ties with us with a poorly written email full of assumptions. Their thesis was that since they were prioritizing higher billing clients, we would not want to pay their increased rates and therefore needed to find new CPAs. There was never a consideration of offering us the increased rates: a clear sign that they are no longer interested in working with small businesses.

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.

they made a mistake when filing our return, as a result we paid $26000 more tax.... AND the mistake…read moreis found by ourselves because we usually get return on state tax..... They are so unprofessional, and it's october we haven't get our money back!!! AVOID THEM AT ALL COST.

Rita filed my tax with lots of mistakes. Very regretted to let them file my tax for two years.read more