These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

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.

I cannot begin to explain how much help the team at Bains Financial has been. I recently switched…read morefrom an llc to an s corp and had no idea what i was doing. They were able to get me back on track and pointed in the right direction. They were very patient and very easy to communicate with! Highly recommend!

As a travel nurse juggling contracts in multiple states, taxes used to be a nightmare. Bains…read moreFinancial Services made everything so much easier. They knew exactly how to handle my multi-state 1099 income, travel stipends, and licensing costs and they identified deductions I wasn't even aware of. I actually got money back this year--and I finally feel confident about my finances. Super responsive, super kind, and totally worth it. I've already sent two coworkers their way!

Leaving two stars (instead of one) because early on they did a good job. I was a client of Kevin's…read morefor over 10 years and was generally happy. Then something changed, no longer the same level of service. I needed some copies of prior year filings. Reached to the Kevin for copies. No response. Reached out to his assistant (Michael), no response. I called and left messages, emailed multiple times and never once heard back. Never received the documents I was requesting. I was pretty shocked considering the history we had. Hock left me high and dry in a time when I needed them the most. Certainly do not recommend at this time.

Used to be awesome. Responsive, great to work with, bringing suggestions and prompt planning…read more Something has changed in the firm. Everyone seems overwhelmed, unresponsive, and dropped serious balls - like not filing taxes on time even after everything is completed. Cannot recommend anymore.

My husband had been filing the taxes with them for the last 6 years and I also did my taxes with…read morehim. I appreciate their service and the five-star for Farisha Ali who helped me in explaining what paperwork is needed for tax filing smoothly without any problem.

Have been with Neeka for the last 6 Years…read more Subra Ramanan and his staff have given us Really great service. They've helped us set up and get our quickbooks running and filed our company and personal taxes. IRS queries are handled and the accountants are super helpful. Would definitely recommend this Accounting firm for all your business and personal tax needs.

Horrible service! I was recommended to this firm from the next door app which I will be posting…read morethere too. I was in dire need of getting my 1099 for my small business completed. I was already 6 days behind completing them. Melissa -the daughter of the owner- knows how to swindle you especially when you are desperate for help. I was told when I came in to pay $350 up front which they never told me that was just a deposit. To my knowledge it was to perform the work. All the work. And she also had said she could do it in a few days (3). Ok so I paid and I put my credit card down for them to keep. Big mistake. Never leave your card for a vendor to keep! After the 4th day I was wondering what was the hold up. They needed two more ein that Melissa never emailed on. I had to reach out and she finally responded after a day. Then she preceded to tell me since she just gotten the new ein number it would take another 5 business days! After two weeks I was asking when they will be done. I know they were slammed and trying to buy time or charge me for that time. I was right when they finally called that they were ready after 2.5 weeks they said my invoice was $1900!! They processed twenty-eight 1099s for me. I was flabbergasted. I said to the front lady Patty which I am sure she is use to swindling people for the Chan's that I was not told it would be more. She said oh yes sweetie we charge by the hour. When the invoice finally came in there were no hours listed!! It was just a straight preparing and rechecking etc all for $1900. I said I'm not paying. I ended up doing my own 1099 through a phone call with Intuit. How long did it take me less than 2 hours! And I'm a novice with QuickBooks. If I can figure it out anyone can. The only advice I can give is to do your due diligence on this firm! This mother daughter team is a modern day Bonnie and Clyde! **Update** see forms below. A picture is worth a thousand words! Do you see deposit or hourly rates listed on them?

Just thought I would add one more experience. When covid came and we were all struggling, I lost…read moreall my work, my employees bailed and when I asked for a discount on their services, I was ignored. I am sure they got PPP money to pay their employees, but the thought of paying it forward was completely lost on them.

Ryan is extremely responsive, knowledgeable, and easy to work with. He took the time to understand…read moremy situation, explained everything clearly, and identified opportunities I would have otherwise missed. Thanks to his guidance, I was able to save an additional $$$ on my taxes this year. Highly recommend Ryan to anyone looking for a trustworthy and skilled tax professional.

another update. this past june, Marcelle went above and beyond for my wife this time. Rose had…read moresome back filing issues she wanted to resolve before going through her upcoming citizenship appointment. Marcelle did an emergency preparation and we got things sorted out in time. Rose is now a citizen. thanks, Marcelle ;^)

WARNING: **AVOID AT ALL COSTS!**…read more Before having David's team prepare my tax return, it was agreed upon and confirmed in email with his team that I would pay the same amount as last year for my tax return. I was surprised to find out that shortly before my return was due, they decided to raise the cost of my tax return significantly, despite the agreed upon price set by his colleague. His team failed to communicate any increase in price or additional services rendered in all my communications with them. I strongly recommend going to another CPA if you want confidence your return will be prepared without issue.

Best CPA firm out there in the greater Bay Area. Koehler and team are always patient, sincere, and…read morecaring when it came to my GF's taxes and her financial situation. Without their help, we wouldn't be where we are today :) Thank you!