Ted has been very instrumental in providing me solid, good financial advice. He had nothing to gain…read moreby giving me this free advice. He gave me such great advice a few months ago that I contacted him again and he was so encouraging, it gave me the confidence I needed to move my finances in the right direction to create stability. Thank you Ted!

If you're looking for a firm who geeks out over small business success, cares about a job done…read moreright, and have a deeper understanding of what is happening for you financially, look no further. Ted and OPS is the place to be to getting insight into your financial health so you can build a strategy to scale appropriately. He is not only super friendly and willing to get to know you on a 1:1 basis (which included my business goals and personal goals) but he tries his best to help you understand a language foreign to most of us.... intuit navigation and taxes in general. After a terrible year with another firm, Ted has given me peace of mind after a grueling pandemic year for most businesses. I am only a year old, working for myself, and my big dreams require all the peace and help I can get. Thank you for being there and getting me on the right path.

My tax was simple, I gave them all my information in Feb but they didn't tell me until the day…read morebefore deadline that they had file extension. Absolutely nightmare. They are selectively "friendly" to certain customers. If you bring in a lot of tax revenue to them they will treat you well. In my case, the owner pretty much told me I was nothing to their business, they would not accept me as a customer because my tax was too simple and cheap to do. Probably also why they deprioritized my tax filing till after the deadline. What a disgrace

Andrew Tong was a senior accountant at Zhou Agency that we had the pleasure of working with for our…read more2024 business and personal tax filings! Andrew was EXCELLENT to work with! He was very, very patient and thorough to go over all of our taxes, explain patiently each filings, instruct us on what to do. He even helped save an additional $10K by advising to file an abatement! Though tax preparation is expensive, we still plan to utilize Andrew's help in 2025 for our businesses b/c of the complexities! I would HIGHLY advise and recommend seeking Andrew's expertise and services within Zhou Agency! I also am so grateful to Justine for her compassion for our family and business life! She has supported us these past 3 years with the care I'd hope anyone would want from a person helping with tax filings! Thank you, Justine and Andrew for all of your help with our tax filings! See you in 2026 for our next tax filings!

Best of the best!!! John is always easy to work with. I would highly recommend using John!read more

I have used JH Brand for 4 or 5 years - he has been responsive to my questions and when an issue…read morecame up (I omitted an investment statement accidently) he contacted IRS and everything was corrected with no penalties. he has been great -always fitting me in. I typically met John in person but 2020 everything was remote with electronic files and a client portal - seemless.

I spoke with Mr. Ro a year or so ago and he was very helpful and knowledgeable. Unfortunately, I…read morewasn't positioned to afford his services and had splurged on the consult. This year, I decided to fully invest in professional services and officially set up a business so I reached out to him. Sadly, he said he was already booked up for the season. I am glad that he was upfront about that and isn't trying to overbook and under deliver. I appreciate his professionalism and will try to get my bid in early for next year.

I write this review on 4/19, with my taxes still not filed by John and no response to my emails…read more  Admittedly, I came to John with a mess of current and previous taxes. He accepted this mess graciously and I paid him $700 for his services. This was on February 15th. Since then, I have followed up with him several times over a span of several weeks, with a CC to his assistant, and have either received assurance that my taxes would be completed prior to the due date or simply no response at all.  I took a leap by trusting someone that I came across on the internet with good reviews but as I sit here filled with anxiety, I'm realizing that was a huge error in judgement.  Learn from my mistake and don't simply trust the good reviews. Do your homework and maybe stick with the larger corporations where you know the work will get done. UPDATE based on John's response: The dates provided by John are correct, however, they do not excuse an Accountant hired to complete taxes prior to the April 18th deadline failing to file said taxes. John, check your emails and you will see that all information, including the information you asked for most recently, was absolutely completed and uploaded to Dropbox. The fact that you are accepting no blame for not responding to multiple requests from a client in addition to not filing taxes by the due date is appalling considering that it's exactly what you were hired for. Regardless to any amount of refund, you didn't alert me to this until April 21st, three days after taxes were due and I had already told you that I was taking my services elsewhere. As mentioned in my final email to you, I strongly advise assessing your workload prior to accepting new clients. You knew exactly what you were agreeing to 2 months prior to the tax deadline and assured me that my taxes would be filed. Lastly, for anyone who has read this far. I am attaching a copy of John's list of excuses as to why the taxes weren't filed on time.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

We have used her services for our condominium association and personally for…read moreyears. Tamara is very knowledgeable, efficient and reasonably priced. High recommended.

Very quick and efficient services! She looked into a few instances that had been submitted…read moreincorrectly from the past and fixed them for me. Highly recommend!

I have been using TaxCentric over the years and they have literally saved me thousands of dollars…read morein taxes. They know how to take advantage of the tax laws to get you the biggest refund possible. Their prices are also very reasonable and they have always been willing to answer any questions or concerns I may have. Best of all I feel like they are on my side when I go see them and they take the time to do things right!

Tax Centric caught several critical things on a previous filings that only an experienced person…read morewould recognize; tried to help me think of things I can claim on my taxes; and I was able to make an appointment on short notice! Most importantly, I received more money back than expected. Very knowledgeable and friendly - Outstanding service!

Philip and his team deserves the best accountant title in the 60616 area…read more Philip is an exceptional tax advisor whose strategic foresight, responsiveness, and meticulous attention to detail are second to none. He brings a profound command of advanced tax planning that gives me absolute confidence in the long-term impact of his guidance. What truly sets Philip apart is his masterclass approach to tax arbitrage. When optimizing my consulting income, he didn't just set up a standard Solo 401(k); he structured a sophisticated multi-state tax arbitrage strategy. By precisely timing and sizing my Roth conversions, he perfectly captured the spread between high-tax state liabilities and my future retirement state destination, saving me thousands in unnecessary state taxes. I have been with different accountants in the neighborhood, such as H&R Block, Liberty tax, and the accountants in the Chinatown square. When he mentioned his Roth strategy to me, I did not believe it as I have consulted so many times with different accountant and Philip showed me the state law which all my previous accountants have no knowledge on it. That moment, I knew I was wrong and so were my former accountants. I was so glad to have Philip. His strategy saves me thousands of dollar every year. Proactive, sharp, and deeply principled, Philip is the exact professional I would highly recommend to any high-earner or entrepreneur looking for elite tax architecture.

From the owner: Primera Accounting Services is your one stop shop for all your accounting needs. We have many years…read moreof experience, we offer tax resolution services such as back taxes owed, bank levy, IRS audit representation, liens, penalty, interest abatement, and much more. We also do tax reporting services for commercial business. We can do it all and we can service nationwide. Give us a call today and schedule your consultation.