I've had Hahn as my accountant for several years. I'm single with house, stocks, and an LLC. Not trivial, but not excessively complicated. They started by charging me $800 to do my taxes, and it kept going up, eventually to $1500 this year. Then they suddenly dropped me with some vague excuse of COVID and lacking resources. Maybe they didn't like that I was frequently last minute with itemizations, but so what? I'm paying for their time, and they work for me. Now I have to find someone else for this year's taxes, and get them up to speed. A year's notice would have been much less unprofessional. read more

I had used Karen for 4 years & had always been happy. This year I decided to consolidate my returns in one office that the family uses. Two months later I get a notice from the FTB that I owed on an investment that was not exempt for 2019. Three other years are involved. Not only did Karen refuse to make this right, she refused to forward information to my new firm (I understand this is the norm) - she is retiring and selling the firm. I feel a company should stand behind its product. This was stated in instruction letters I received in the past. read more

I had Lori handle my case and she was awesome. I received the super scary CP2000 from that IRS that said I owed some life ending amounts of money to them. Luckily Lori and Lee were able to help me sort it out. They answered all my small questions along the way (because who wants to mess up when paying the IRS and FTB). Everything was done smoothly through email which is a plus during these times 10/10 would use again for any future tax issues. read more

This is the 4th CPA I've gone with and has been an amazing experience. I am very clueless to taxes for both personal and business so I needed someone who was educational in each step of the process. Previous experience have shared little to no context/information as to what and why they need or want something and assumed I know what to do afterwards. I've been working with Lee in this office. She's been amazing in keeping my wife and myself informed/educated with everything that goes into taxes, calling out any errors to fix/adjust, and simplifying things enough for us to understand. Very educational and helpful in every step of the experience here. read more

I was initially very impressed with Karen. When I emailed her she was very responsive and agreed to meet in person. After the in person meeting I was prepared to hire her as the CPA for my company. I asked her if she can provide references for business she currently serves at the interview which she asked if she can have a couple of days to reach out to the references. I said no problem. A couple of weeks went by and I didn't hear from her. I reached out to her about 3 weeks after we met checking in. She informed me she had a family manner that she was dealing with last week and will provide the references the next day. I didn't hear from her again for almost a week with the references. By that time I had already found another CPA and had spoken to their references. I really like Karen as she's a compassionate person and gave me tips for my company. I just wish she would have communicated with me more after we met. read more

This year I received a CP2000 from IRS telling me that my returns for previous year was not filed correctly and now I owe them something along with penalties and fees. Clearly there was a mistake from IRS side but as I was unaware of how to respond to that notice, I contacted Karen CPA and worked with Lee. After my first meeting with Lee, I became quite satisfied as she answered all my questions in a very professional way. Not only she responded to that IRS notice with detailed explanation but also filed my federal and state amendments for that year and in the end I have to owe IRS nothing. 5 stars for Lee. read more

Got a notice from state & don't know the right choice to make. Trying quite a few tax prep firms. Most of them are asking me to fill in some new client forms & didn't get me back once form submitted. Karen's team is very different. They got into the issue directly & I got very quick & profession advice without any cost. Very professional & trustable team. Highly recommended. read more

I cannot speak to the competence of the principal, Karen Hahn, but Lee Assaf, who handled my CP2000, worked with me more personably, honestly, and competently than I had any right to expect. She was willing to accept payment for services on an installment plan, acted as a contact person for the IRS, and knew just the right questions to ask. She saved me not only stress and days of reading, but about three times her modest fee in taxes. Most importantly, though, Lee knew exactly what to do when I received the panic-inducing notice, asked the right questions, and prevented me from just paying everything outright. Remember, don't trust yelp profiles with just one review, whether positive or negative. One person's perspective is often not enough to make a decision to suit your unique needs. UPDATE (4-stars to 5-stars) : The office not only faxed in my updated return twice, but called me before mailing it in during the government shutdown. Updated my review to five stars, pending the completion of my CP2000 dispute. Update: The IRS's request was resolved in my favor. Update 2018: I'm on the cusp of setting up my own business and, potentially, using Bitcoin more as part of my work. Definitely talking to Lee about the potential tax weirdness involved, since IRS, FINCEN, SEC, and bears, oh my.* *using my best Dorothy voice here read more

Karen and her team are fantastic. I have been going here for years. They have always been very helpful in helping me understand the most complicated tax law. I would highly recommend anyone that needs a new CPA. read more

With one phone call Karen made $12,000 in IRS penalties disappear! Karen is personable, competent, knowledgeable and professional.

I tried calling this office over the course of 2 days. The receptionists are the only nice thing I can say about them. Finally reached some idiot named Lee today who couldn't care less that I was interested in hiring them to do my taxes for my 3 businesses. She said she tried calling 3 times and didn't get a dial tone. I confirmed the number and there was no log of one incoming missed call. All I wanted to ask was if they were available to do my taxes, get a quote and see if they were familiar with some various laws (ie backdoor Roth, etc). Lee was the rudest, most apathetic individual ever. She just said "yeah we're busy". I should've known not to pursue a CPA with "Karen" in it. Trashy customer service. read more

Karen and her team really delivered on our taxes. Her and her staff were very proactive in answering all our questions and ensuring we understood what was needed. She had a professional attitude and kept us us informed during the entire process. We recommend her and her firm highly. read more

Karen is extremely knowledgeable. She has been in that same office for over 10 years which leads me to believe she has a proven track record of success. I trust her expertise and her pricing of services appears more than fair. read more

Karen, Lee and Marcia are part of a great team. They have handled my taxes in a quick and honest manner (Easy form) for the past 6 years. They also helped me figure out how to file past tax returns that I never filed. They also made me aware of my employer taking out too much taxes in one area and how to fix the problem. HIghly recommend Karen and the whole office for tax purposes! read more

This team has been helping me with my tax documents for many years now. They are very organized and patient with my questions. They give solid advice and take the stress out of tax season. I trust my taxes in their capable hands. read more

We've been using Karen Hahn to do our taxes for over 20 years. She takes the time to get to know your individual situations and has always offered us good advice. We recently moved from California to Florida and we still use Karen because we trust her and appreciate the great service, even from the opposite coast! Karen, Marcia and the rest of her team are extremely helpful. I highly recommend them. read more

I had given a problem that I had with the IRS Over a week ago with oil royalties with Northern Trust. I gave her all the phone numbers and all the information that she needed. I had two weeks to get this figured out before I was to owe over $15,000. I barely heard a word. I finally called today with less than a week to go and ask " what the hell was going on". The assistant hung up on me and told me that my language was uncalled for. Then Karen called and without even given me a chance started screaming at me like I have never been screamed at before. I told her that I didn't say that. But she didn't listen to a word. Mind you she knows that I am handicapped with a broken back and struggle. &15,000 is a lot of money. She said that I was the only client that she was working on, but if that was the trusty I have been home the entire time, and I got in touch with Northern Trust first thing. I believe she is unstable and does not tell the truth. She should NEVER YELL AT ANYONE WHO IS HANDICAPPED LET ALONE SOMEONE LIKE ME WAS TRYING TO TELL HER WHAT HAPPENED. SHE HANDLED THE SITUATION BY HANGING UP ON ME WHEN I NEVER RAISED MY VOICE TO HER WHATSOEVER. IT WAS SO SAD. read more