This tax accountant passed away recently. I have been unable to get my documents to have my taxes…read moreprepared by another person. There is nobody who really answers your questions, just an operator who takes your messages. Does anybody know any other way to contact a family member or an associate? I am very concerned at this point because I don't have a copy of all my documents. Any helpful information will be appreciated. If this preparer knew how poorly his loyal customers are being ignored, he would pass away again out of embarrassment. Gabriela G

I have been using Robert's Tax services for 15 years. Always…read moregreat service and will use him for the next 15 years.. Thanks Robert!! Lisa-Ann Ingham

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!

I got ghosted! Just like a bunch of others on here. He is VERY difficult to get a response from and…read morehas communications issues. I contacted him to do my 2019 taxes and he responded that it wouldn't be an issue at all (if it was I would have just done them myself via TurboTax)! If he was too busy to do it he should just be open and honest and tell me and that would have been OK. Trust is SUPER important when dealing with personal financials... I had to practically chase Robert down on multiple occasions/channels (via text, cell, AND email....) to find out if he did my taxes and submitted them for me. He assured me that he submitted them for me electronically and would send me a confirmation. This was in early October 2020. I contacted him in late October 2020, no response. I contacted in him in November 2020, no response. I contacted him in December 2020, no response.... you see the pattern here. I followed up with the IRS and found that my taxes were NEVER submitted. Contacted Robert again... no response (are you surprised?). I ended up having to do my taxes myself (via TurboTax) in December 2020. It is now February 2021 and the IRS is still processing mail-in returns due to COVID delays. Basically, due to Robert's lack of communication and lack of accuracy my 2019 tax returns still have yet to be filed by the IRS. Thanks Robert!... Once again, if you were just open and honest from the start I could have had this all taken care of electronically and be done with it. Work on your communication skills, do what you say you will do, and improve your accuracy and then maybe you can keep your clients....

Like many others here, Robert ghosted me…read more I signed to work with him and had a hard time reaching him - couple weeks to get responses over email and he no-showed for video meetings. He sent me preliminary returns filled with errors and then stopped responding to my messages. I still hadn't gotten replies by the filing deadline so I worked with someone else instead, filed late, and paid penalties. I would not work with him again.

Based upon the 5 stars on Yelp I contacted Wasi and set up an appointment to engage a new CPA to…read morehandle my taxes. The office is in a temporary Regus Office complex in down town Palo Alto, this is where I met with Wasi in person two times. I usually do not like to deal with people that do business as I personally encountered too many vaporware outfits that use these temporary offices and are easily used as a disposbile front. But based upon the great reviews on Yelp I thought I was dealing with someone with integrity. Boy was I wrong! Red flag number one. When I met with Wasi at this locatoin verbally quoted me $350 to handle my taxes for 2014. I wish I had got that in writing or on video on my iphone while I was sitting with him. When I contacted him at this number he only replied once, then I never got a reply to my many calls again to this location or the Newark office. Apparently he does this to a lot of clients if your read the 'other' reviews on Yelp. I did some further investigation on line and found this was only satellite office of his firm in Newark. Read the similar poor review about Wasi and his bait and switch tactics! http://www.yelp.com/biz/tax-and-financial-services-newark-2 He did leave me in a very bad way by abandoning me as I did not know if he was going to handle my 2014 taxes for the longest time after saying I was his client. It is not like filing taxes is an optional thing. I complained with the State and IRS. https://www.cba.ca.gov/forms/complaint/ http://www.irs.gov/pub/irs-pdf/f14157.pdf I would encourage anyone else that has had similar experience to do so as well. Wasi probably did me a favor by dumping me after I read these terrible reviews from the Newark (real) office!

Dahlin' it's that time of the year again. Yup! Tax season baby!…read more I have been using Wasi's services for 5years in a row now and usually I go to his office in Newark. Thank God that they decided to open another location close to work. The new location is right where the Bank of America on Lytton Ave is. Since I have no time to squeeze coming in to their office, Wasi was kind enough to offer to pick up my documents at my work. He took it with him, process it and BAM! It was done in no time. Since I forgot that I had an appointment with him to pick it up and sign my tax refund on that day that we agreed upon, he took the liberty of dropping it off to my work instead. How freaking awesome is that? I don't think any accountant will do that. Customer Service at it's finest!!! Obviously, I have been very happy with his services that I do not consider taking my business somewhere else. He is very professional and dependable and definitely takes pride in what he does. He cares about his clients and make sure that you are happy with their services. I suggest calling them to make an appointment. They normally do not do walk ins just because they want to make sure that someone at the office will be available to help you out. Great Job Wasi!!! Keep it up!!!

If you ask a competent tax professional if two married people should file jointly when one of them…read moreowns a business and the other works a regular job, the answer is that business tax liability should be isolated from personal tax liability. Robert did two things that are still affecting my life: he counseled my (almost) ex-wife, who owns a business, to file our taxes jointly, and he put me as the primary tax ID number, all while watching her accumulate $100,000 in debt because she wasn't paying her business tax. I received each year a single sheet to sign with no amounts shown and only found out about this debacle after 3 years! Needless to say, this led to the end of our marriage. 20 years together, 3 kids, done. I am almost finished paying off her 2018 tax debt now, in 2023. This is a 100% true story. This happened. Whatever this means to you, it happened in my life.

Bob has been doing my taxes and general financial planning for 3 years, and my wife's for about 8…read more We schedule early for tax season, and also see him mid year to plan for the next. Easy to talk to, and not afraid to tell you things you don't want to hear, but are really the right thing to do.

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.

Absolute professionalism. Crystal clear and knowledgeable. Even offers advice! Got audited by IRS…read moreand Imad handled everything smoothly, and got refunds back. Highly recommend! My company has this list of recommended CPA's compiled by coworkers - ones they have personally used and recommends, and that's where I found him. So he's vouched for by people I know already and my experience justifies this!

Imad is really great at what he does. He previously worked many years for the IRS and knows all the…read moreins and outs of the process. He explains all options patiently so that the client can choose whats best. I've already referred several colleagues to him.

If you're looking for a qualified CPA who truly knows his stuff, then Raymond Young is the one!…read more Before Raymond, I was constantly owing over $100,000 in taxes every year and knew something just wasn't right. My marketing director recommended Raymond and thank God he did! Raymond went in, completely reworked the mess I was in, and when everything was done, I only owed the IRS $8,100. I literally cried -- I knew God had led me to the right person. Raymond has been my angel! My experience has been nothing short of amazing. I just wish I had found him 10 years ago... but now he's my CPA for life. -- Robin Anthony

Raymond Young is legit. He has been preparing my taxes for the past three years. I worked as a…read moresuccessful real estate agent. I was referred to him by a colleague. He is responsive and very detail-oriented. I am now a full-time certified massage therapist at the Healing Arts Center at Cavallo Point Lodge in Sausalito, and I also have a private practice in San Francisco. When I transitioned to these careers, he still made my taxes stress-free and came in at a high return. Highly recommend!