James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and thorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed. read more

I had a disappointing experience with this accountant. Throughout the process, I felt rushed and didn't feel like my questions or concerns were given proper attention. It seemed like there was little interest in actually helping or providing thoughtful guidance. Given the level of service, the pricing felt quite high and didn't reflect the value I received. Unfortunately, I would not recommend their services based on my experience. read more

I appreciate James. He's very professional, always courteous and responsive. Completed our returns in a very timely manner. Thank you, James! read more

James has been my tax preparer for a few years. Super easy to work with. Just email him your tax docs and questions. He is quick to respond and handles my tax filing in no time. Professional, stress-free and fairly price. Highly recommend! read more

He's amazing! I've been going to James for over 8 years now, and he's always been incredibly helpful. He takes the time to explain everything in detail, which I really appreciate. If you're unsure of who to trust with your taxes, look no further James is the one! He really understands all the new rules and regulations, which made me feel reassured that I was submitting everything accurately. On top of that, his rates are very fair for the level of care and professionalism he provides it's absolutely worth it. read more

James is amazing, very detail-oriented, easy to work with, and cares about doing a good job.

James is the best around quick fast and in a hurry gets the job done usually get my refund within 2 weeks let him know Lino G sent ya!

Do not request help thru yelp they will message you and confirm you and then know nothing about your appointment when you get there.

We've been going to James for the past several years to do our income taxes. James is responsive, courteous and extremely knowledgeable. Since going to him, we've recommended our parents and he has been doing their taxes as well. I highly recommend him. read more

Another year working with James and I cannot be happier & give out a huge sigh of relief. Last year we were new to the business game, newly married, new parents - everything was a blur and hard to gather but he helped us with our taxes. When we moved, we were stressed to find another person to help us out with our taxes but when I yelped for a tax place - I found out James moved his office out here to the same city! Messaged him and he was able to see us and help us out. I appreciate him for helping us since our case was still a mess this year and we did everything super last minute but he still helped us out & got us going. Super nice and big office, tons of parking spaces. Definitely check James out for all your tax needs! read more

We have met with Mr. Chu twice to file our taxes. We moved from another state and were nervous about filing. We found him on Yelp and due to the awesome reviews decided to schedule an appointment. He is professional, extremely efficient and fast! Both times we were so surprised to get money back, since we had been going to HR Block for over 20 years and would always dread getting our taxes done. Plans to continue to see him FOREVER. LOL read more

I was recommended of him by a friend and I'm so glad we came into contact, literally a week BEFORE taxes were due. As a content creator this was my first time filling taxes related to the blogging sphere and he was super accommodating which I needed. He had an organizer and he was concise and answer all my questions. We went back and forth on email, I was a big procrastinator so I kept having to put off paying my taxes. He even helped filing a tax extension, which I didn't actually need because I was able to finish organizing my files sooner. He got it done SUPER fast and I made the deadline. Thank you so much James!!! read more

Had a question about real estate taxes and they were happily answered through chat. Super helpful!

James is probably the fastest accountant I've ever met. He is very responsive, smart and knows his craft. He has been doing my taxes for the past 3 years and on my first year working with him, he helped me with a very complicated recharacterization I had to get done. It totally saved me from a big headache in the future. I've recommended him to a bunch of friends with the same outcome. Very good cpa! read more

TLDR: James Chu is the gold standard for accounting and customer service excellence. Back in 2020, I was looking for an accountant for the 1st time in my life because as we all know, as we grow in life, our circumstances become trickier. It was to the point where I refused to do it on my own. I called multiple accountants and they all gave me the runaround of you have to come in and was very vague about pricing. Then I met James... James Chu answered the phone with a friendly tone and listened to all of my concerns. He recommended that for ease of convenience that I can upload my docs via DropBox and he would handle the rest. After a few days, he reached out and we hopped on a phone call and he explained all the terminology as well as breakdown by line item why he did what he did. It gave me assurance that he was knowledgable, patient, and was able to communicate effectively. Fast forward to 2023, I had the exact same experience and he even gave me some pointers. You want James as your accountant because just like life, he will grow with you and adjust to whatever life throws at you. I will say that as a disclaimer, everyones situation is different and mine happened to be the more typical straightforward W2, mortgage, and some credits. If you have more non-standard situations, that's on you to brief James on what it is you are trying to achieve. James is an honest man and he will never do illegal things just so that you can get "more refund money." His purpose is to be ethical and educate people like us how to navigate choices with better decision making. Thank you James for all that you do and I look forward to many more years of Taxes with you. To everyone who made it this far reading, do not hesitate in giving this man your business! read more

I hired James to do my taxes this year and I was disappointed. I do not recommend this CPA at all for the following reasons. - When I sat down with him to go over my taxes back in Feb/March, I didn't get the feeling he was at all interested in learning about my tax situation. He basically took the information from me and entered them into the computer. I felt like I just went to one of those chain tax preparation places. If you want to truly understand your tax situation, you have to ask him the same question in multiple ways as most of the time, his answers are short and do not really explain anything. - James also made a mistake on my federal return where he incorrectly entered $500 for the child tax credit when the paperwork I gave him showed I had a child tax credit of $1750. I don't know how he got the $500 child tax credit figure. This mistake resulted in a letter from the IRS asking for more money with additional interest/penalty. I do have to give credit where credit is due - he is quick in responding to your emails. Based on my recent experience with him, I can't in honesty recommend this CPA. read more

James is a rare gem. He is someone you can trust and that looks out for you. He is extremely knowledgeable and a pleasure to communicate with. read more

Found James on Yelp a few years ago after our finances got complicated and have been coming back ever since. Very knowledgeable and efficient and fee is reasonable. Now we just email in our docs every year before taxes are due and sit back. Easy peasy! read more

I can't say enough good things about the guy who took on my last-minute appointment and saved me from having to find a replacement. I was able to save time and money as a result. read more

I would not recommend James as an accountant. He made a couple of mistakes on my returns that resulted in my paying much higher taxes. He made basic mistakes such as categorizing my long-term captain gains from stocks as short-term captain gains. He also depreciated my rental property by lower than it could have been depreciated. I asked for an amendment and he says he doesn't have time. read more

Fast service. James totally gets it! I needed some payroll services and he got them done right away for me. read more

It was truly a blessing to be able to talk to & work with James. He is an outstanding CPA. He has helped my family and me for years. He is professional, intelligent, insightful and a dedicated hard worker. If you need anything ask for the service you are looking for assistance with. Thanks James for everything! Look forward to many more prosperous years working together. read more

James is THE BEST!! He is quick to respond and sincerely helpful. Filing taxes is no fun so I'm happy I get to work with James and he makes things so easy. read more

James was so great! He helped with my taxes in a timely manner, was flexible in booking an appointment either in person or virtual, and he patiently answered all my questions. I will be coming back next year for my taxes, I even got my sister to come. Definitely recommend him. read more

There's a lot of things that can be said about this accountant's accounting practice. I can sum it in three words: sloppy, disorganized, and incompetent. I had the displeasure of working with James Chu this tax season 2022, and the experience was very negative. James Chu eff'ed up my taxes, and I had to re-file my taxes via an amendment with another tax preparer who knew stock investing, employer restricted stock units, and cryptocurrency better than this guy (James Chu). James Chu spent less than 10 minutes on my personal income taxes, and my personal income taxes in 2022 had a lot of complicated tax events. In the end, using James Chu left me me paying double to correct his mistakes with another accountant. James Chu charged me around $300 to do my taxes, but I ended up spending $3,000 on top of what I paid James Chu to correct his incompetence. To add salt to injury, when I emailed him to ask if he can correct his errors on my tax returns, he refused to correct those errors and stated it was done correctly. For anyone who has a complicated tax matter that included trading stocks, had employer granted stock units, Roth IRAs, Traditional IRAs, 401ks, HSAs, real estate, multiple state taxation, and cryptocurrency, I'd advise to stay away from James Chu. He has not kept up with recent tax laws. To quote one of the things he said in our encounter, "Isn't the recent Roth IRA contribution income cutoff $80,000? I don't know. I haven't checked." He's better off doing general "book accounting" for his business pals and NOT tax accounting for the rest of us. For the average Joe (including you and I) and those taxes, me thinks not! Run. Added more information: I'm very disappointed in James very juvenile behavior/response and revealing my personal tax information including the "wash sales" issue on the Internet, and on this platform. I never revealed any in-depth details about my tax situation than a surface level/overview for James' quality of service in my Yelp review, but wash sales is a topic that dives right into the heart of my tax returns. To have James divulge this kind of very sensitive information Yelp s definitely concerning. To potential future clients, this is the kind of the stuff he will be doing to YOU. To James, you are breaking the law and violating section 7216 of the Internal Revenue Code. Revealing a client's tax information in a public forum without any prior consent is illegal. read more

I gain a lot of insight from James , he is very knowledgeable regarding business entities and helped advice me on my tax planing with my current situation. Highly recommend ! read more

James is the best cpa I've ever worked with. He takes all my calls and questions throughout the year (I've offered to pay him but he declines). James is clearly a passionate and caring human being who just so happens to be incredibly knowledgeable in taxes. I think his reviews reflect his prioritization of helping the community out above all else. James's experience and kindness make coming to him a no brainer. He really doesn't have to sell himself. I highly recommend if you want someone who always has your back. read more

The best accountant that I've been to. Been working with him for 2-3 years and should have been there sooner. Very knowledgeable on accounting topics and make the complicated things simple. Really great guy. read more

I've been to James twice in a row for my taxes now and twice in a row, he made magic happen! I usually do them wrong myself, I guess, because I always owe. My uncle tried doing them for me for a few years, but he always came back with the same results- me owing money. James was able to get me refunds (and a good amount!) twice in a row and I was baffled. I'm going to go to him for as long as he's in a good radius from me! He also has a great personality and he does his job quickly! In and out in just a few minutes! I 100% recommend going to him and seeing what he can do for you come tax season! read more

Searched for a CPA and so glad I found James. He was efficient and knew all the answers to my questions. I revived my return within a week after he filed for me. He doesn't over charge you either. Very trustworthy and easy to work with. read more

My husband and I went James and he is very knowledgeable on personal income and corporate accounting, which was the services we were looking for. His understanding on taxes and accounting was extensive and gave us great advice on better practices for our own business and personal income. Really great guy and very easy to talk with. Schedule a consultation with him! read more

Great CPA that's very responsive and helpful. James is very knowledgeable and professional. I highly recommend him. His prices for taxes were fair and he was responding to my calls and emails before our appointment and after our appointment too. read more

I can't say enough how lucky I am to have found James Chu to be my accountant. I have an S-Corp with payroll which makes things complicated, but the moment I spoke with James he understood what needed to be done to automate and make everything as easy as possible. My previous accountants were unresponsive or hard to communicate with, and I was really desperate for help. After searching for over 4 months for a good accountant, all it took was a little over a week with James and my taxes were filed and payroll setup! It's amazing. read more

Wow! I am so impressed with James Chu. I was calling around to find a CPA to file taxes for my parents' trust. Some CPA firms told me that they didn't do trust returns. From our first conversation I knew that he was knowledgeable and that it would be a good fit. James was easy to communicate with over the phone and via email and texts. I was amazed at how quickly he completed the taxes. Yesterday and today I sent him the information to do the taxes for me and for my adult son. He finished both of the returns by this afternoon. I told him that he is now my family's Uber-CPA! Kudos! read more

I would have give him a zero if there's this option. He messed up both my friend and mine tax return. Had to call IRS to make the adjustments afterwards. He is pretty quick but his work is so sloppy. He missed several important information just to rushes through my case. Plus, it's not cheap either. DON'T work with him if you have any other options. And yet blaming me for not providing enough information. Isn't it your job to go through all the information you need with me if you don't know the whole picture? This only proves your incompetency. read more

I normally have a family friend do my taxes for me, but this year was different. I was in search of a new tax preparer and stumbled across James. His office was difficult to identify, it was actually UNIDENTIFIABLE, from the outside, it appears to be a retail wholesale place. Fortunately, I called and was told to step inside to the first door on the left. I walked in and briefly chatted with him (no appt) and dropped off my paperwork. In a matter of days he called to let me know the status. After he filed, I received my refund in a weeks time! so IMPRESSED!! Reasonably priced service, and definitely trustworthy, and reliable! I have found my new tax guy!! Thank you for listening to my questions and providing great responses and feedback! read more

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Phenomenal accountant! Extremely knowledgeable and personable. Helped me save so much money on my personal and business taxes!!! Thank you James for serving our community! read more

James is the best! Super chill and very efficient in his job. James helped me with my taxes and also helped me with any questions regarding investments and retirement funds!!! I'm gonna recommend all my friends and family here! read more

First time going to James. I lost my old accountant due to Covid business closures. James was detailed, timely, and got me my tax refund quickly and communicated well through email the entire time. Answered all my questions, and was very patient. Would definitely recommend! read more

Great guy! He's very helpful and helps me every year with my taxes. I highly recommend his services!