Daniel worked with my wife and I on our taxes this year, and he helped explain the new tax codes…read moreand what they may mean for us. Tax preparation was a breeze and he completed it before we arrived at the office. He's very friendly and was a pleasure to talk to, and we look forward to working more with him!

This was my first time working with Daniel and my first time filing taxes as a small business…read moreowner. Daniel was meticulous. He went through and corrected things that my book keeper had done incorrectly, went through the forms line by line and made sure I understood exactly where the numbers came from. As a small business owner with very little exposure to taxes, Daniel was heaven sent. I plan on working with him for years to come.

Didn't get tax return finished in a timely manner, even though worksheet and meeting was more than…read morea month and a half ahead.. ; waited to the last minute. Didn't list expenses correctly from my worksheet.. I finally went to another tax preparer and had a totally different experience. This was from a few years ago. I hope it has improved.

Darren, Maria and Jessica are great. They have been helping me with my taxes for years. They are…read moreresponsive, knowledgeable and professional. I recommend !

I sold a property in 2019 and unfortunately I filed my own taxes for that tax year and did not…read moreclaim an exemption so the IRS was convinced that I owed them over $60,000. I sent them supporting documentation for months but the IRS refused to respond or acknowledge that the documents were ever received while I continued to get letters stating I now owed interest along with the original principal amount so I contacted Bill to help with this issue. He was able to get it resolved in a few months after showing proof that I did qualify for an exemption and filed an amended tax return. Today I owe the IRS absolutely nothing! This office is very professional and very responsive and I would highly recommend. (I also recommend not doing your own taxes once you become a home/ business lawyer.)

I hired Hartsock in the summer of 2021 to dissolve a small scorp. My consult with him was the cost…read morewould not exceed 5000 and no longer than 18 months. After 3 years I found that Hartsock never filed the paper work he agreed to do in 2021 and the cost had risen to close to 10K. All in all he did not get the corp dissolved as promised and today called me to say he is retiring this 9th of Feb 2025. Hee got paid double his proposal and did not complete the task. Many lies along the way and as of last week he told me there was only one more task to complete but he bailed. I am long distance so maybe he is better when someone is on his doorstep.

Orlando is great! ! I worked with him on a bookkeeping audit for my business and he completed it…read moreefficiently and professionally. His communication and responsiveness throughout the project with excellent. I found Orlando through an online search so I felt I needed to be cautious but he quickly built my confidence that he would do solid work. I was not disappointed. I highly recommend!

Orlando Javien of I AM Bookkeeper has been my bookkeeper of choice for the past 7 months. He…read moreassisted me through a myriad of difficulties to get my Quickbooks properly reconciled and caught up. Orlando was a real miracle worker during tax season. Orlando regularly reaches out to me regarding the status of my books, and is very timely in his delivery. He has never missed a deadline, and he has gone above and beyond for me in the past to get things done quickly and efficiently. His rates are extremely competitive and reasonable. I highly recommend using I AM Bookkeeper. I have gone through a number of bookkeeping professionals in the past in order to find someone that does a great job and stays engaged. It's tough to do if you're not paying for an external CFO -- Orlando just goes above and beyond. A+

My husband and I are still genuinely confused about how our relatively simple tax return was…read morehandled so poorly. We chose Max based on the positive reviews. We had recently gotten married and filed jointly for the first time. Our return consisted of four W-2s and a gifted property deed. We uploaded everything requested, and Max confirmed he had all the necessary documents and should have our numbers finalized by our first meeting scheduled the following week. At our first meeting, we were shown a large refund amount, which surprised us since we typically owe significant taxes individually. A few days later, Max admitted he failed to include all four W-2s in the calculations. Once corrected, the outcome changed dramatically and we owed money instead. To his credit, he refunded his preparation fee and offered to file an amendment at no charge. However, the amended return numbers did not match the revised figures we reviewed. Shortly after, we received federal and California refunds that also did not align with the submitted amounts. Months later, the IRS notified us the return was processed incorrectly and requested repayment. We immediately paid it back and are still waiting to see what happens with the California Franchise Tax Board. What makes this especially frustrating is that this was not a highly complex return. It was four W-2s and a property deed. We later consulted another reputable tax professional who was also confused by how these errors occurred. After revisiting prior reviews more carefully, we noticed similar complaints involving incorrect calculations and filing inconsistencies. Based on our personal experience, we strongly encourage others to carefully review all submitted figures and consider obtaining a second opinion before filing. This review reflects only our personal experience. Also, there is no need for a public response from the firm. Multiple apologies do not resolve the stress, confusion, or time spent dealing with these issues.

My wife and I chose Max to perform our taxes, a filing that on paper should be pretty cut and dry…read more 4 W-2's between the 2 of us and that's it. Nothing complicated. Apparently Max thought the same thing and became complacent, causing him to miss one of the 4 W-2's we provided, causing it to go from us getting a sizable return to now owing money. This resulted in him having to file an amendment which took way longer to be processed, and having the CA FTB and the IRS sending the incorrect refunds which I ultimately had to pay back. My problem is not that we owed money. I get that part. But the fact that this filing should have been a walk in the park yet was turned into a situation where I had to deal with the IRS directly for the first time in my life because Max and his shoot-from-the-hip cowboy BS thought that this was too easy to fail and thought he was making an easy over 500(!) dollars. Granted, we were rightfully refunded the outrageous sum that Max charged us for the filing but it does beg the question, where do you people get off charging over 500 dollars for a simple tax filing? It's not as if we had multiple businesses, dependents and assets to work with. He already had the numbers filled when we say into his office so this was obviously an easy close, yet he still screwed it up. I could have taken this to Turbo Tax or H&R Block and they would have done it for less that half of what Max charges and they wouldn't have made such a novice mistake. Max, you caused my wife and I a lot of trouble during a time where we should have been celebrating. This was our first year filing taxes together and were in the middle of a move to another town entirely so this burden was something we definitely did not need. But no worries. I am going to make sure that knowledge your incompetence is spread on any forum I can find, and any organization that fields complaints from hacks like you will have you on their radar. Let's see if I can't create problems in your life as you have with mine.

I started a new business two years ago and tax season never fails to be a headache of numbers,…read morewrite-offs, and complex laws that don't make sense. Since I started working with Michael and his team they have truly been a lifesaver. My old CPA did a good job with my taxes but he never helped me make sense of it as much as they did. They told me exactly what I was doing wrong, what I was doing right and were super patient with me even though I'm absolutely clueless about finances. The most painful thing is compiling all your paperwork; everything else is a walk in the park!

Aaron is the best CPA I have worked with, and I worked with a few before him, which were always a…read moredisaster after another. But once I was referred to Aaron, it changed everything. He is kind, patient and very knowledgeable and priced reasonably. Everything is filed correctly, and explained properly. I could not recommend him enough!

After having a terrible experience with our previous tax preparer, we asked a friend who was also…read moreself-employed for a recommendation, he told us about Aaron. We have now been coming to Aaron for several years for year-end tax planning as well as tax preparation. He is very knowledgeable and detail oriented. He has offered us suggestions that, over the years, have saved us a lot of money. He is also down to earth and can relate with people, not just numbers -like some accountants!

Angie Gallo presents as a professional, knowledgeable, friendly bookkeeper. While she is on the…read moremore expensive end for pricing, you get what you pay for -- or so you would think. Unfortunately, it's smoke and mirrors. What will take your CPA 3 hours to accomplish (simple 1 month reconciliation for several accounts), Angie will charge $10,000 over 1 month (May 7 to June 9), and not deliver a single promised result (...not an exaggeration). She will then inform you that she does not do refunds, after acknowledging that this is NOT stated anywhere in her contract nor mentioned in conversation. Do not make the same mistake we did.

The accountant quoted a price for a job that was off by more than 30 percent for a job that was not…read morecompleted to my satisfaction. The accountant over complicated the job and never delivered what was promised. The accountaint destroyed my records without even giving me an option to have them returned. Atrocious and mean spirited.