Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

They definitely expressed over the phone how well they know their stuff and with use of QBO. Fast…read moreforward 3 years down the road, where I have always had questions on my business like "hey I wish all of that money was in my account because I sure look good on paper and on my P&L?" I was able to find areas like I know that I paid $80k in workers comp and the P&L only showed $20K. But that was the extent of where I could help when they were off and they always assured me everything was CORRECT. I paid both workers comp premiums on their assurances as well as my yearly taxes. I finally gave up and terminated services and found another bookkeeper and boy, have they found significant errors such as payroll wages being under reported, W3's not matching. Wages for out of state workers not being reported and members of Cal Savers stuck in limbo and not receiving their funds. I have tried to personally reach out to both the owner and my bookkeeper but both have not taken the matter seriously. I am up to about $10,000.00 so far in reconcile and need to amend returns and pay for those also. Please, please, steer clear from this company. They are deceitful, incompetent and lack common courtesy when you have an issue. Now to find out even worse that they will cost you so much in the long run. I am writing this to hopefully help others when believing and trusting in firms to keep your books straight. A lot can go very wrong. Choose wisely.

This business provides competent bookkeeping services, but my experience was that they were not up…read moreto speed with technology, such as Zoom meetings, securely uploading and downloading information. In addition, although they were able to download Quickbooks data from financial institutions, they advised that they still entered the data manually, as the bookkeeper believed that this was faster. Since they bill by the hour, this was problematic from my point of view. The owner seemed to be a bit intense, and with the billing in particular. They seemed to expect that invoices be paid within 10 days of mailing. Starting on the 11th day, they would send dunning emails and letters, for relatively small invoices. It was a curious experience, and a bit frustrating. They seemed like nice people, but they did not meet my expectations.

We are a small Non-Profit that ran into difficulties with delayed tax reports. We are a volunteer…read morerun organization, and volunteers sometimes don't have the background or knowledge to complete all tasks. IRS and California Attorney Generals offices can sometimes be a gauntlet to try to get ahold of someone to ask questions or get help. Thankfully, I contacted Harry to get some advice and assistance to help us through our difficulties. He was calm and knowledgeable. We hope to bring him on to file our annual tax returns.

I'm so grateful to have found Harry for my tax services. He is excellent and I highly recommend…read morehim for any of your tax needs. He is prompt and was able to help me through the sale and purchase of my home. He also helped me with the IRS not returning some money owed to me. If you are looking for an honest, hard working person, Harry is your man. you won't be disappointed. Eleanor in San Jose

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

I wish I came here first! Easy parking, clear signs to direct me. As soon as I walked in there was…read morenice calming music playing, a few seats were available for me to sit and wait. I was greeted by Frances I believe and she was very kind and gentle. She answered all the questions I had and explained things very thoroughly which was helpful. She helped me out right away and the process was quick and easy. If I ever need to get fingerprinting done in the future for work I know exactly where to go.

I received Fast and friendly service. I highly recommend this business. No wait time with an…read moreappointment.

Marianne is by far the BEST bookkeeper I have yet to find in this area! When meeting her she was…read moreextremely pleasant..right off the bat I knew she would be the right Bookkeeper for our company. She is very educated and dedicated to her work/clients. She was not hesitant to give me references of current clients, who highly recommended her. Not once has she not answered my questions/concerns. Also another skill I was in need of was someone familiar with QuickBooks, and to find out she is a QuickBooks ProAdvisor too I was sold. What an expert! She is efficient, professional, honest, patient, hardworking, and better yet friendly to say the least!!

Learning QuickBooks on my own was not going well, so I hired Marianne to help me learn the…read moresoftware. I am SO glad I did. Marianne broke down the training into small manageable sessions so that it was not too overwhelming. She was very knowledgeable in Quickbooks, and if she didn't know the answer to a question, she would research it. Not only did she show me the basics of QuickBooks, but she also showed me more advanced tools and how to maximize the reporting features for my business. Marianne is a very patient, easy to work with and makes the process fun. Her training and expertise saved me time, money and a lot of frustration. I am so thankful that I hired her! I highly recommend her for your QuickBooks training needs!