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.

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!

Great CPA I've been…read moreusing George Shannon and Michael Nose 15 years. Never an issue. I would recommend them

Been working with George and team for years. They answer any complex question, are very honest,…read moresuper responsive, and we value what they have done to make our lives easier. Would recommend them any day! My friends who have started working with them from our referrals are happy too.

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!

Have been using Noel's expertise for tax filling since 2022. Over the last three years, I have been…read moreable to always file taxes on time and without any errors or much rework. The documentation is available via the portal to access anytime and also makes it easier to securely upload files. Each year however, the charge for filling taxes with them has increased. Started with $140 for 2022, $200 for 2023 and $260 for 2024 even when all my accounts remained same but I think it's still valuable service, unless there's another hike next year. Overall, it's great value for money because Noel takes time to review the return before filling with IRS, either in person or over a call. I always go to his office and spend some time in understanding the return and all the things that he files on my behalf. Very honest, flexible and trustworthy person.

For years I was struggling to find a good Tax person as I always have to pay every year. Due to…read morethat I always for years filed Extension until October. I called computTax in Santa Clara and was able to schedule an appointment with a Tax person Noel. Let me tell you, it was the best experience I ever had. Noel was great. Excellent customer service, takes his time explaining everything going on in your finance. Noel has the patience and time to make it happen. With an affordable price. I no longer file late Tax since I met Noel. He has my trust, Thank you Noel!

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.

Very friendly staff. I have been coming here for years. My taxes are always done quickly and…read moreefficiently.

Helped with my business taxes and was very helpful. Easy communication and straightforward.read more