Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

As a fellow financial professional, I've known Chris for over 35 years, and I can assure you that…read morehe and Tara will get the job done correctly, promptly and for the stated upfront fee. Like other high quality professionals, the firm's service structure reflects its commitment to comprehensive care and integration of both financial and tax disciplines, so clients know that their financial matters are intelligently established for their sustainable financial future. Their values and work ethic are further testimony to the team's commitment to excellence and superior client service. This CPA firm is an exemplary choice for discerning clients who appreciate the engagement of a seasoned, sensible professional team who will always maintain the commitment to serving their client's best interests.

I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

Sep 2026 update: Continuing to update this as things evolve. Tyler has continued to be extremely…read moreresponsive and personally engaged since taking over our account. We recently worked through a fairly complicated 2026 tax projection, and he was quick to respond to questions, make corrections where needed, and explain the different options to us. It has been a very different experience from what led me to write the original review, and I really appreciate the level of ownership and follow-through. I'm keeping this at 3 stars for now because the original experience was still significant and the real test will be how next year's tax return goes, but Tyler has absolutely restored a lot of my confidence in the firm.

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.

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

I've just completed tax year number 2 with My Books and Taxes and intend to return next year…read more Company staff communicates quickly, keeping tax return prep moving along. Karla, Karlie, Cristina, and Luz have worked hard to earn our business, and we've recommended them to friends as a trusted service provider.

This is an excellent way to get your taxes done. They are responsive and reasonable and…read morepainstaking. It is all "virtual" with a zoom meeting to start you off. They have a "secure" portal for you to upload your documents to.

He didn't have the space for a new client, but answered my questions and probably spent 10 minutes…read moreon the phone helping me just to be kind. It was much appreciated.

Chris has helped us with our tax returns the last couple years. I don't know how many clients he…read morehas, but he's made us feel like a top priority. He responds quickly with consistently helpful tax advice and has maximized our refunds. He has a personal touch that has made tax season smooth and stress free.

I have been a client of Jutta and Reyna for about 10 years. I may have found her thru Yelp, lol. My…read moreprevious tax accountant retired a bit over 10 years ago and I needed someone with international experience. Jutta has been a pleasure to work with. She and her team are very knowledgeable in international tax laws, and they are always responsive and cordial. Several of my immediately family members have been utilizing her firm. Highly recommended.

Jutta and Reyna have been preparing my personal taxes for the last 10+ years. They have been…read moreaccurate, efficient, and on time ever since we started working together. I appreciate their knowledge, expertise, and suggestions on how to be most prudent with my tax liability. I highly recommend them to anyone looking for a reliable and knowledgeable professional.

Austin has helped my father and I with our taxes during the pandemic. He took the time to explain…read moreall pages and answered all my questions. A very thorough person that genuinely wants to help you make the best of your tax situation. I would not hesitate to reach out to Austin and the team at Tax Break-ers for all your tax needs!

How do I love Brian Odo? Let me count the ways. He is so super knowledgeable, very professional in…read morehis guidance, fast and very effective at what he knows best. There is so much expertise in his brain. Plus he's a nice guy, who has emotional intelligence, trustworthiness and empathy for his clients. I followed him from his prior place and I'll happily follow him to his next place too. My wife and I feel so lucky to be his long term clients. F yeah, Brian Odo!