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!

I made a tax appointment on April 1 for May 6. When I scheduled it, I told the office it was to…read moreprepare 2025 taxes for my mother and for a trust she has. When I arrived today, I met with a man named Oscar. I told him I was there to file taxes for my mother and for her trust. For some reason, Oscar asked me when my mother died -- she's still alive. Then he told me he couldn't do a trust return. When I asked why they'd booked an appointment for a trust return if they don't handle trust returns, Oscar blamed his assistant. This is despite the fact that "trust income tax preparation" is listed as a specialty on this very Yelp page. So now I have to start from scratch -- find a new tax professional and book another appointment, probably a month out. This is incredibly inconvenient, and it was easily avoidable. The worst part is that it's going to cost me real money. The delay between when the trust taxes should have been filed and when they actually will be filed is going to increase late payment fees and penalties. Will Robert Abbott Tax Services cover that cost? I left 1 star because 0 stars wasn't an option.​​​​​​​​​​​​​​​​

I scheduled a call with Oscar, who was a great help! He patiently and thoroughly responded to all…read moremy questions and provided necessary resources for after the call. I greatly appreciate his time and knowledge!

I had a great experience with Lisa, who helped my husband and me complete our tax filings and…read moreplanning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules.

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work…read morewith, and super friendly. and caring.

I can't say enough good things about John Mao at Argus CPA. When our CPA unexpectedly retired and…read moreour corporate return was due on March 15, John came to the rescue. He was calm, detail-oriented, and genuinely caring about getting it right. He turned a stressful moment into a relief. I wish I could give him more than five stars!

John, you are just amazing! Our business has income tax…read moreissues and John helped us resolve them. Not only is he very knowledgeable (and you can tell from others who cannot answer your questions; they just keep on talking.), he is very kind, considerate of what our challenges are. (again; others including our recent tax attorney just reciting the tax laws that do not even apply to our conditions.) He listens, focuses on the issues, and able to answer the tax questions we have. Terrific!

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

I came to Mary for some advice on how to best fund a large charitable contribution I am planning to…read moremake. Mary checked out my recipient to make sure they were legit. She looked over my tax return. She then gave me some very practical advice on how the taxes might or might not flow from my funding sources. She introduced me to the concept of a Qualified Charitable Contribution from my IRA - something I had never known about and which will be extremely useful in my planned charitable giving. Mary more than earned her fee for the consultation.

Charlie consistently demonstrates a deep understanding of tax regulations, meticulous attention to…read moredetail, and a strong commitment to delivering accurate, reliable results. I confidently recommend Charlie to anyone seeking a knowledgeable and dependable tax‑preparation professional. H. Berisha

Charlie was so helpful, honest and great to work with…read more I enjoyed meeting him and his no-nonsense attitude. Couple this with his kindness and knowledge, you got a great partner when working on IRS docs. I would recommend anyone go to Charlie and team for their tax support.

As a new first time homebuyer, the KPR team was instrumental in answering my questions and…read moreproviding me the guidance I needed to make the right financial decisions throughout my homebuying process. They were kind, courteous, followed up with me on my open asks and were able to explain all the rules and guidelines to me in an easy to understand way. I won't hesitate to come back for future help!

Ken is extremely knowledgable in the area of equity P&L/compensation and helped me navigate through…read morethe quagmire of tax implications of ISO, RSU, ESPP, and both short/long term holding implications. He helped us sort out a mess the IRS years back with relation to ISO stock and AMT (pre-Tax and Jobs Act) that we are forever grateful for and have been going to him since. From a cost perspective, KPR is reasonable for a seasoned professional in the upper level with a service touch. On the service side, Annabelle has been amazing in providing that extra care and attention to details to remind us of milestones.

Just want to thank you for spending some time on the phone with my daughter and me yesterday,…read moreregarding our New Mexico property and the solar farm being built on it. We really appreciated your advice! Lark H.

I really hoped that I could give Joel a 5 stars review and return every year for my tax filing. My…read morehusband and I had an initial consultation with Joel to discuss about filing our tax for 2018 (W2 jobs and Property rental). Joel was a warm and welcoming person when we met and we really liked him. I remember leaving his office that day and told my husband, I think we found ourselves a good CPA where we can go back each year and don't have to hop from one place to another when tax season approaches. However, we were promised that we'd hear back within a few days. Nothing. My husband called and was told our file was in a queue. Indeed we understand that it is tax season - the busiest of all for CPAs. But the quality of service is also as important. We did not hear back as promised and after calling their office 5-6 times, my husband got really tired so we decided to go there. When we arrived, Joel came out from his office and saw us (was on the phone), but went back inside. His colleague next door greeted us and went to Joel after he got off the phone. He told his colleague to tell us to leave a message. That was pretty rude. For the price range of $1000-$1500, we deserve better treatment than this. Perhaps Joel overbooked his clients and couldn't handle or $1500 did not worth his while? We'll take our business elsewhere and you should too!

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!

Our 2022 taxes had become incredibly complicated and I didn't feel comfortable trusting my tax…read moresoftware any more. After searching for a local professional and then double checking on Yelp, I reached out to Effective Tax & Accounting Services and had the pleasure of connecting with Belinda Tarlach. From our first phone call, I knew we found the right fit. Each complicated question was smoothed out with a thoughtful conversation and next steps where needed. She has set up a great process for all our work to be done online. I was very comforted by the clear checklists, timelines, and expectations for us and her. We moved this year and the process didn't change. We wholeheartedly recommend her services. She is an excellent partner for this very stressful and unfortunately necessary task. We have trusted her for the last three tax seasons and we will continue to do so as long as she'll have us as clients.

I had, what I thought was a quick tax question, and called and talked to her about my situation…read more Belinda advised I contact my brokerage for the answer I needed. To my pleasant surprise, she later gave me a call back to follow up and gave me some advice. For her to look into it after my call and to follow up as a courtesy shows her level of commitment. Thank you Belinda!