I hired this firm to help me with corporate and personal income tax. I did file late…read more Unfortunately he did not automatically apply for extensions as my previous CPA did resulting in large penalties. He also didn't appeal the penalties. While I had established an s corp to help reduce my taxable income, he didn't achieve that or find any deductions I can see as my previous accountants did. After paying a very large tax bill and then later thousands in penalties the irs wanted to review the entire tax year he prepared, As well as set up a payment plan for still more funds for some unknown reason . Mr Ha refused to do this so I'm spending hours on the phone trying to reach the irs to find out what's gone wrong. I thought tax preparers were required to defend their work because they always have previously I don't think any of this is criminal or reaches the level of malpractice, but it's certainly the worst outcome and service I've encountered from a tax preparer in my life

Vincent is very great. He is very responsive and hard working and has done my taxes for small…read morebusiness and personal for the last few years. Would highly recommend.

I love my current CPA, but I am switching to Mengali because of how easy it is to work with Janine…read moreJohnson. Today I had been scrambling to figure out how to do my 1099s and my old CPA is on vacation so Janine showed me how to file it on my own in a couple of simple steps. How amazing is it to have someone just show you how to do something and there goes all the stress in like 5 minutes. It would have helped if my old CPA had done the same, but little tips like this to help enrich my knowledge and help earn my business. Thank you Janine, your help is greatly appreciated.

Janine is an excellent CPA. I cannot recommend her enough, her hourly rate is reasonable. She is…read moreprompt to return calls & emails and really knows her stuff. She really helped me pull through my taxes and helped me maximize my return all while saving me money. Who on earth would e-file when they could go see Janine!!!

Not thrilled. Used Nataly for several years until there was a misunderstanding about the rate which…read morehad been the same every year. When they tried to charge me more the in last year I used them, even after she indicated the rate would remain the same, I questioned it. I was told that her time was too valuable not to charge the new rate. Fine, but then don't indicate the rate would remain unchanged. Even so, I tried contacting them last year to re-engage and received no reply. It's too bad because I can bring them good business, esp. since they have relocated again to a closer location to my home. I'll keep looking. Edit: as for the absurd comment that I ever spoke to her staff in a disrespectful manner, that simply did not occur. I stand by my review and will keep looking.

I had the feeling like my taxes weren't being filed appropriately by my tax preparers that I had…read morebeen going to so I looked to yelp to see who was the highest rated tax preparers available. I found TaxAce and to say I'm impressed just doesn't do it justice. They have just gone over one of my past 3 years so far and have saved me a bunch of money already! I can't thank them enough for catching the mistakes. I will be going to them for my tax needs from here on.

I've been using Viet Tax Services for my filings two years in a row, and they've always handled…read moreeverything promptly and efficiently. I particularly appreciate the pre-filing questionnaire-which helps make gathering documents and preparation a breeze. The Tax Dome App is incredibly convenient for uploading files on the go. Viet and Clare stands out for their excellent communication, meticulous organization and deep expertise. I'm thrilled I discovered them on Yelp and definitely will be hearing from us next year! Best, Ngoc and Jose

I wanted to edit this review, because it made me sound like I reviewed while mad/upset…read more I have been working with this company for 5+ years, & I used to file single. Once I was married & we had complicated things to add, we made sure to go to Viet. I used to get to make an appointment with him in person & he answered any & all of my questions, before I filed. But sadly COVID hit & things changed to online. My husband & I have changed careers several times since 2022, & we had a baby, so there are several things to add into your taxes. This year, we spent over $15k in medical expenses, had our first child, & hoped we would get some kind of a tax refund. But unfortunately that didn't happen. When I asked about adding money to our IRAs, or why we didn't get to file itemized, or how else we can reduce our tax bracket, we were told it was a "paid question that required a paid appointment". Anyway, I think you can get your own taxes done for free or less than you're charged by this guy. He can't help you with basic questions without requiring money so... stay aware & ask questions!

Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

Ameer was efficient, proactive and very informative with the services i needed. Ameer's process…read moremakes it easier on the client in re: to tax service needed and turned a headache into a quick and stress-free solution. Ameer guidance and expertise supported everything i was looking for and more. Ameer made the process very fluid and was able to assist promptly. very responsive and helpful throughout. definitely using Ameer's guidance and services for future tax services/solutions

Ameer is incredibly informed, generous with his time and provides completely though-out responses…read more Couldn't recommend a better CPA in the bay than him.

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

UPDATE (July 2026): After posting my original review, the…read morefirm reached out to discuss my experience in detail. We had several conversations, and I appreciated that they took the time to listen to my concerns and work toward a resolution that I felt was fair. My original review still reflects my experience during the engagement, and I stand by the concerns I raised regarding communication, continuity, and quality control. However, I also believe it's important that my review reflects the complete experience. Because the firm took my concerns seriously and made a genuine effort to address them, I'm updating both my written review and my star rating. I've also agreed to a future tax planning consultation and will evaluate whether to continue working with the firm next year. If I do, I requested that my engagement be handled by the tax professional who ultimately finalized my return after it was escalated, or someone with a similar level of experience, and the firm agreed to honor that request. I'll update this review again after that experience so future clients can see how it compares. ORIGINAL (June 2026): I hired Dimov because I wanted more than tax preparation, I wanted a long-term CPA relationship for my growing business. During my initial consultation, I clearly explained my two priorities: evaluating our R&D expenses and discussing an inventory write-off strategy. Those were the primary reasons I hired the firm. George was very responsive before payment. After I became a client, however, I was handed off repeatedly. Over the course of my engagement, I worked with EIGHT different team members and had to continually re-explain my business, priorities, and previously submitted information. It felt like no one truly owned my engagement from beginning to end. The process took over three months to complete. Just to name a few issues: - My return was placed on extension without anyone proactively informing me that the original filing deadline would not be met. - The two primary issues I hired the firm to evaluate, R&D and inventory, were both initially overlooked. - I paid separately for an R&D consultation, yet the R&D analysis was not included in my draft return. - After I questioned why the R&D was missing, it was added to the return. However, when I reviewed the revised return, I questioned the analysis itself. The preparer assigned to it acknowledged he wasn't experienced with the R&D credit, and the matter had to be escalated to someone with more expertise before it was completed correctly. - A California LLC tax payment I had already made, and previously notified the firm about, was omitted until I caught it. - I spent weeks following up for updates and often received little or no meaningful response. When communication broke down, I copied George on multiple emails and also reached out to him directly. I never received a response, which was disappointing since he was the person I initially engaged with and who understood my goals. To the firm's credit, every issue I raised was eventually corrected. However, those corrections came only after I identified the problems myself. Had I simply signed the original drafts, several important items would have been omitted or reflected incorrectly. If you're looking for basic tax preparation and are comfortable reviewing every detail yourself, your experience may be different. I was looking for proactive tax planning, guidance, and confidence that my return had been thoroughly reviewed. Unfortunately, I didn't receive that experience.

Dave did an outstanding job on our return!…read more We used them for several years. Dimov tax did great work.