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    Financial Equations

    5.0 (1 review)
    Open 8:30 am - 5:30 pm

    Services - Financial Equations

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

    Accountants

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    8 years ago

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    Waldman Tax & Financial Services - Phat Ngo, Tax Specialist

    Waldman Tax & Financial Services

    (23 reviews)

    I went here last year for tax services. I was not impressed. First Phat told me my previous year…read morewas prepared wrong, which after a very worried few minutes he realized that he had made the mistake. Then he told me my IRA contribution didn't count. Which I had to argue the point while telling him the tax law, which he kept telling me I was wrong. I sited several sources and it wasn't until after that that he realized he again was making a mistake. Even after all of that I didn't write a bad review. It wasn't until I just now got a tax bill from the State of Ca charging me because my last year's return wasn't sent electronically, when it was supposed to be. So again, I am paying for a mistake that this tax office made.

    I really like Mark-he's quick-minded, direct, and adept. He has a heart and a sense of humour to…read moreadapt or accept the idiosyncracies of people and life. He's also got patience-people tend to run from carefully organizing and gathering their tax info in a complete manner. This year we taped a large zip-lock to the hallway wall and put every document as it came in-in the zip-lock. Rudimentary, but this really helped us keep all our mailed docs. in one place, like pre-herding greased pigs-it made it easy on us-and Mark I hope. Mark is a great fit, over the past many years we haven't had any after filing issues, which our temporary/ seasonal tax guys and other "professionals" have given us grief with years ago. Thanks Mark.

    Tsang & Associates - Attorney Joseph attends AILA's National Day of Action in Washington DC

    Tsang & Associates

    (98 reviews)

    The team at Tsang and Associates were absolutely incredible for me and my family member during our…read moreimmigration process. From day one, our case manager, Margaret, made everything feel simple and manageable. What we thought would be a stressful and confusing experience turned into something we could actually handle, thanks to how patient and clear she was. Margaret helped us put together all the documents, organize our evidence, and made sure everything we submitted was solid. She explained each step, told us what to expect, and even prepped us for our interviews so we felt confident walking in. The part that meant the most was how involved they stayed the whole way through. They didn't just tell us what to do, they actually sent an attorney with us when we had to meet with an immigration officer, which took a huge weight off our shoulders. Because of their help, everything got approved way faster than we expected. The whole process felt smooth, professional, and honestly just a lot easier than we thought it would be. If you need an immigration law firm that actually cares and knows what they're doing, Tsang and Associates is the one. We're really grateful for them.

    I want to express my greatest gratitude toward Joseph, Andy, Giselle, Stephanie, and Son…read more We are an immigration legal tech startup from Stanford and other big accelerators like Z-Fellow. Since day one, Joseph has been a really supportive and enthusiastic with our collaborations. Not only was he very involved with his clients, but was also a leader in the development of this industry as a whole. The team that he leads also embodies his ideal, as they were welcoming and generous with their time, giving us a firsthand look at how the firm runs. Having seen firsthand how they work, we'd happily refer anyone to Joseph and his team.

    Financial Equations - taxservices - Updated June 2026

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