Great experience! Very knowledgeable, helpful and friendly. Highly recommend to anyone looking to get their taxes done right

Jackie is one of the best CPAs in the business! She's super smart, professional, and knows what she's doing (which is obviously crucial when dealing with taxes!) We've been working with Jackie for years! And after a couple of years working with other tax services ( a costly mistake, btw), we're back and happy again. I highly recommend Jackie to everyone and anyone needing a CPA or looking to switch to a new one. Oh, and she's also a Certified Financial Planner (in case you need something extra ) read more

Perhaps it was covid or the growth of this firm, but I was not able to talk with Jackie on the phone or zoom despite my attempts to schedule with her. Her office told me she would try to fit me in but I never got a followup call. So the only way to communicate was through email, and then she seemed to miss some important details. Then my tax efile was rejected because someone was fraudulently claiming my son on their taxes. I just got a quick call from the office telling me that they would send me all documents to my house and I would need to mail out on my own with supporting documentation (no further details provided). That I would need to call the IRS to get more information and that was the extent of their help. In fact, I had to go search for the website and government IRS document that listed all items I would need to submit. I am disappointed and her firm abandoned me when I needed their help the most. That's really too bad because I like her and she was very dependable and communicative 2 yrs ago before her firm became too busy. read more

After getting a hold of and resolving the issues on our tax return with Jacqueline, she tripled check to make sure everything was correct and even had our amendment hand delivered to our home the very next day. We really appreciated the gesture and it really showed she cared. Weeks later, I called to ask a few questions and she responded within hours even though she was no longer our CPA. Although we didn't have a great experience overall, I think it's important to see how a company treats unhappy customers and handles issues. For that, we're grateful to have had her as our CPA. Thank you, Jacqueline, for doing your best. read more

This was my second year using Jacqueline and I was as happy this year as last year. She is great to work with, helpful navigating through having a rental house in a different state, a side business and my regular job. She also does a great job of making sure all things are taken into consideration and I've been very happy with the results (return). Having found her last year on Yelp, it's always tough to know if going to someone new for taxes is going to work out, but this was a great find. As for recommending her to others, a co-worker of mine decided to see her this year and was also extremely happy with her. read more

If I could give Jacqueline 10 stars, I would! Jacqueline is awesome. Contacted me right away, set up the appointment for me (even sent me an email invite reminder that day) and helped me thru 2 years of un-filed taxes, As a small business owner I was dreading doing my taxes, especially "back taxes". Jacqueline helped alleviate that stress by being very personable, honest, and answering every question I asked in detail. I never felt rushed, or confused during the entire process. Being a Family owned and operated business myself I really appreciated the feeling I got from Jacqueline that she is also a Family owned practice. Her prices are very reasonable compared to others. Jacqueline also does financial planning and has referrals and knowledge in regards to Corporations....What a great find!! read more

After looking for CPAs online, I stumbled upon Jackie. Her reviews seemed honest and thoughtful, so I decided to schedule an appointment. Even though Ted season is in full swing Jackie's responses were quick and accommodating. My experience was great, and I highly recommend Jackie to anyone looking for a CPA! read more

I was referred to Jacqueline by a friend of mine, and a happy customer of course. Jacqueline is professional and well rounded. I am so happy to be working with Jacqueline now. Great service!!! Thank you so much Jacqueline read more

So very pleased with "my" new CPA. Life has gotten more complicated and I needed someone to help me with my finances and especially tax planning. Ms Zweig is not only professional and diligent, intelligent and artful in her approach to tax preparation, she is also amazingly personable and caring. Ingredients hard to find in people. My impression was profoundly positive. She has my vote. I hope she'll have yours. I'll be referring my friends and family. I hope who ever reads this knows this comes from the heart read more

I decided to reach out to Jacqueline Zweig because she had good ratings on Yelp with 4.5 stars. I shared with her my tax situation and requested a quote. She said that it would be about $150/hour which I thought was a reasonable price compared to other places where it was more than $200/hour. Taxes can be confusing and overwhelming but she was very helpful and thorough over email. She was able to walk me through my whole situation via email. You could tell by her long response that she did her due diligence to provide me feedback about my situation. She responded to my emails early in the morning which I appreciated. It was nice to know that I was able to get resolved quickly. She also provided me additional advice on what I can do to avoid my tax situation and how I can save more money next time. I recommend her if you want a quick response and a reasonable cost for consulting. read more

Most professional and very empathetic for her clients needs. Always looking ahead for her clients futures no matter what stage of their lives they are currently in This is where her CPA / financial planning comes in to play Can't get the whole package from just any CPA. read more

Ya know what happens when you put "THE" in front of the word IRS? It spells THEIRS. I had a bizarre tax situation crop up in my business, and, honestly, the thought of messing up my taxes so badly I go to IRS Jail just freaks me out. I had a massive anxiety attack, then called Jacqueline and set up a consultation. Best check I've ever written, hands down! I walked out feeling calm, organized, with a plan of action. I knew exactly what to do to keep safe, and was able to sleep way better at night. I recommend her highly--she's smart, funny, knowledgeable. I like that she's young, because it means she's up to date with trends and current case law. She's also always learning something--still hungry to prove herself after a DECADE plus in the industry. Quite sharp. I also recommend you value the opinion of a current client of Jacqueline's as opposed to the opinion of a disgruntled ex - employee (kind of like taking someone's ex - spouse's opinion of them... might be a bit biased, no?) Some people, sheesh. You get what you ask for--I personally like and want a CPA for my business who can tell me both the letter of the law AND the "thinking outside the box" option. It gives me the ability to choose to be conservative...or not... Feel free to contact me if you need further glowing remarks. Thymeandfreedom@gmail.com read more

Before I met Jacqueline, I was going to my cousin, who was the only CPA I trusted for many, many years, until he unexpectedly passed away a few years ago. I was not able to find a new CPA who would be as personable, trustworthy, knowledgeable and efficient until I found Jackie. As a small business owner, it is especially important that I have someone who knows the best way to handle my accounting and do the taxes. Personally, she has also helped me with some financial planning and gave me some wonderful advice, and set me up so maybe I won't have to work right up until the day I die! I have also referred others to Jackie because I am so impressed with her knowledge, efficiency, PATIENCE, and that she looks at the big picture, not just my taxes! They are equally as happy with her services! read more

With my last CPA I thought I had the best CPA ever... and then I met Jacqueline. After paying a fortune in taxes I was expecting a larger return so I made an appointment with Jacqueline and right in front of me she analyzed my return and poked some holes in it that saved me an additional $7,000. She is passionate about helping people and is a valueble resource to other professionals whenever I need a referral. I highly recommend Jacqueline as a CPA. read more

The best CPA! Jacqueline goes above and beyond when it comes to Taxes! She makes sure it's done right the first time and is very knowledgeable! Any questions we have to ask her, she's got the answers! I have and will continue to recommend her to my friends and family! read more

I came to yelp looking for a new tax person as my last one was HORRIBLE. Due to a very complicated divorce I was sitting with a $40k federal tax bill and a $4k California bill. I needed to find out if my taxes were done correctly. I don't make a lot of money, so this all seemed unsurmountable. I saw all the wonderful reviews on Jacqueline and thought I would contact her. She responded to my email right away and after explaining the situation, she had me send all my paperwork. She did a ton of research without charging me a dime. Low and behold, my previous tax guy (whom I later discovered was working for my ex as well) had really messed up. Jackie re-did my taxes for the 2 states I was living in and federal taxes and discovered that I only really owed $19k federal and nothing for California! What an absolute relief! AND Jackie charged me only a fraction of my last tax guy! I know this is long winded, but it is rare to receive such wonderful customer service these days. Jacqueline is very knowledgeable of the California and Federal tax codes and is thorough in her analysis. I highly recommend Jacqueline and look forward to working with her for many years to come. All these stars are DEFINITELY earned!!! read more

I found Jacqueline last week by searching for an accountant on yelp, and boy am I glad I did! It's only been 7 days and everything is done, and filed. I had some back taxes from 13, 14, and 15 that I trusted someone else to file, but it never happened. Thankfully, I found Jacqueline and with a few email exchanges, and a POA she was able to contact the IRS, get my entire tax history, and then help me to submit, and work out an affordable way to pay my taxes. She found all sorts of write offs that I didn't know were available. She was kind, courteous and extremely personable, as most of our conversation went to fun and exciting discussions like travel, and past history instead of just sticky old boring numbers, which was really pleasant. She was also able to help me figure out the letter my fiance received from the IRS stating he owed a refund from 2014, and we're able to get that taken care of now. I highly highly recommend Jacqueline to anyone looking for a quick and easygoing experience, and will continue to work with her for my taxes in the future. read more

Jacqueline is amazing. She came highly referred to me and definitely met and exceeded my expectations. Between helping me more effectively leverage tax incentives, and some short term financial planning, I have much more clarity with my finances and how to achieve my goals. read more

Excellent services !! Jacqueline is the best !! Very knowledgeable in the tax world !! Will see her again !!

I was in a pretty bad situation since my mom told me I was doing my taxes this year for the first time with only a couple weeks till the deadline. I reached out to many CPAs because I have a portfolio and therefore my taxes are a little more difficult to complete. Jacqueline was the only one who got back to me. She helped me file an extension and then helped me get my taxes done a week after the deadline passed. She answered all of my questions and broke down my refund in very simple terms. I'd definitely recommend Jacqueline to anyone who needs a CPA for help with their taxes! read more

Jacqueline is the best. She was willing to help with my 593 form when my own CPA that I have been going for 10+ years wasn't willing to help. I highly recommend her is you hg Ave and tax related services. A+ service and work. read more

Excellent CPA! Very knowledgeable! Was able to come up with cost saving ideas on our personal AND business taxes. Would highly recommend and use again! read more

This was my first year filing taxes as a new business owner. As much as the past year has been a terrifying roller coaster nothing scared me more than having to file my taxes! Jacqueline was absolutely amazing!!!! Not only did I feel confident in her knowledge and ability but I felt comfortable laying it all out there. She is patient, kind and kicks buns at being a CPA! I cant recommend her enough, I hope she didn't mind me because now I'll be visiting her every year for life! read more

I found Jacqueline thru yelp. I sent her an email via her website and I had a prompt response. I told her I needed some back taxes and my S-Corp organized. She was great at getting a meeting within a few weeks. After meeting her at her office for our free consultation, I am thrilled to take the next steps with having her do my personal and corp taxes going forward. Jackie will be a reliable, responsible account and business guide. I'll update as things go! All is great so far! read more

Found Jaqueline on yelp based on reviews. She is great! Very personable and helpful! As she was giving me tax advice, she uncovered a HUGE error in my W-2 that I did not notice NOR did my employer!! Had it not been for her expertise, I would not have received the error would probably never been caught! Thank you, Jacqueline! read more

Great tax adviser! After filing my taxes myself in 2012, I dreaded the upcoming filing season. I found Jacqueline on line and wasn't sure what to expect when we met to discuss my personal and business taxes. She just dug right in, assessed my prior filings, and gave me terrific advice about my taxes and how to get the return I was due. Afterwards, she was very responsive to each email I sent, answering all my questions. I am truly impressed with her knowledge, patience, thoroughness and eagerness to ensure I have peace of mind regarding my taxes. I would HIGHLY recommend Jacqueline for your personal and professional tax needs...I feel very fortunate to have found her. read more

Jackie has done my fiancé's taxes for three years now and this year filed mine as well. My fiancé has always been happy with his returns as Jackie covers all possible bases to save him money, this year no different. She is knowledgable, reliable, and thorough when handling her client's returns-- Go see Jackie! read more

We moved from FL to CA in April 2015. Needed help to first time complete CA income tax. Jacqueliine was excellent.

This is my first year using Jacqueline. I am typically anxious around tax time so I got my appointment early. Jacqueline is so easy to understand and has a professional demeanor that made me feel confident in her abilities. She handled my business and personal taxes and answered all of my questions with ease. Thank you Jacqueline! read more

Linda Serafica has been doing my insurance and has been giving me financial advice for over 20 years. When she told me she was starting a partnership with a "young and brilliant" CPA, I knew once again she was doing the best thing for her clients. Linda has taken the time to get to know me, my business and my family and now on the brink of possible retirement, I am looking to her and her new partner, Jacqueline for more direction. She has also referred me to an attorney to make sure my estate plan will be sound for me, my wife and the next few generations. I cannot recommend Linda enough Linda to others and her services. My business and personal life have gone through many ups and downs and she has always been there to offer the proper financial strategies. She also wished me "Happy Father's Day" to me today. Good luck to your new partnership, Linda and Jacqueline! read more

I had used Jackie after being a client of her dad's for several years. I felt like I was in decent hands and trusted my taxes were being handled not only in accordance to IRS standards, but I believed Jackie and her team were also following their own standards to ensure their client's tax obligations were being handled properly. At the advice of Jackie, I filed for an S Corp 2 years ago. She assured me that she would guide me thru procedures and how to handle expenses, taxes, etc. for my small business...she assured me they would even handle payroll for me. THIS WASN'T THE CASE! Not only was her team unresponsive when I began receiving notices in the mail from the IRS and EDD, but for months I had to follow up on the monthly payroll that wasn't properly setup. At the end of the day, I found a new CPA who has spent hours upon hours unwinding the mess that was created because this firm did NOT follow thru with what they agreed to perform with regard to handling my taxes. Additionally, after my new CPA began cleaning up the mess, we discovered that the payroll taxes they said they had set up to pay (thru my account) had in fact never been paid. An entire year worth of payroll taxes were never paid and are now delinquent and my w2s were never filed like they said they were. read more

Great CPA! My husband and I got married a year and a half ago, and right after our wedding, I started a new job and my husband opened his first business. Jacqueline does both our personal and business taxes, as well as book-keeping for the business, and we have been very pleased with her services. She is always friendly and professional, and she has provided us with a lot of helpful advice as we adjusted to becoming business owners. Taxes are never fun, but she makes the process easy, and is always quick to respond to any questions or concerns! read more

I've been using Jackie for 4 years now and she's truly amazing. She really knows her numbers. She's been saving me money every year. Excellent service highly recommend her!! read more

Jacqueline has been assisting me with my taxes for several years now, and each year I am more and more impressed with her knowledge. Even in the height of tax season, she's always very responsive to my questions and concerms. I have recommended her to friends and clients without hesitation and only heard positive things back from them as well, so I know my experience isn't unique. read more

Jackie has been doing our tax for past 4 years. We love her. She response to all my texts and emails right away. She goes beyond her professional duty to take care of you. I saw the negative review. Nope she doesn't treat her clients like the way that person was described. read more