Tax Helpers is very honest and helpful. They will give you options with your specific situation, no…read morematter if the information is good or bad. Don't trust random companies giving you fake hope and promises.

- Very honest*** Almost non-existent in today's practices…read more - Knowledgeable - Direct - Responsive! Absolutely recommend! Thank you Alex.

James provided thoughtful and neutral estate planning advice. I would highly recommend him.read more

James was incredibly responsive, pleasant to work with, and showed great attention to detail. He…read morecame across as very trustworthy and took excellent care of our family trust

They have taken care of our taxes accurately for the last seven years. Would not go anywhere…read moreelse.

I made a tax appointment on April 1 for May 6. When I scheduled it, I told the office it was to…read moreprepare 2025 taxes for my mother and for a trust she has. When I arrived today, I met with a man named Oscar. I told him I was there to file taxes for my mother and for her trust. For some reason, Oscar asked me when my mother died -- she's still alive. Then he told me he couldn't do a trust return. When I asked why they'd booked an appointment for a trust return if they don't handle trust returns, Oscar blamed his assistant. This is despite the fact that "trust income tax preparation" is listed as a specialty on this very Yelp page. So now I have to start from scratch -- find a new tax professional and book another appointment, probably a month out. This is incredibly inconvenient, and it was easily avoidable. The worst part is that it's going to cost me real money. The delay between when the trust taxes should have been filed and when they actually will be filed is going to increase late payment fees and penalties. Will Robert Abbott Tax Services cover that cost? I left 1 star because 0 stars wasn't an option.​​​​​​​​​​​​​​​​

Very very quick to respond and answer all my questions. No slight of hand no double talk . Straight…read moreup prompt , straight forward pricing.

Eric was very prompt and knowledgeable. He gave me good action steps to follow for working…read morethrough tax issues. Definitely recommend his service.

No one else I would feel comfortable with for planning. Her office is on it and is very responsiveread more

Nancy, Julianne, Mia & Anthony - This group was very professional, responsive, patient, supportive,…read moresensitive & kind to our family during a difficult loss & navigating us through our parents trust. We are forever grateful to have had them. Thank you so much!! Dana D.

Very pleased with the tax return service provided by Joe Wu and his firm. Submitting data was…read moreclearly explained and easy to follow. Everything was handled on-line, efficiently. Looking forward to a good working relationship in the future.

This is the third year Joe has helped prepare my taxes and each time the process has been…read morecompletely stress free. He is on top of his work and I truly recommend him to anyone I come across. Thank you Joe, for being great at what you do!

My wife and I recently completed our estate plan with Nerisha and the experience exceeded every…read moreexpectation. As a working couple with two young daughters, we had been putting this off for years -- partly out of complexity and partly not knowing where to start. Nerisha made the entire process feel manageable, thoughtful, and thorough. She prepared a comprehensive estate plan including a revocable living trust, wills, durable powers of attorney, and advance health care directives for both of us. What stood out was how carefully she tailored everything to our specific situation -- we have assets across multiple financial institutions, employer stock plans, retirement accounts, and a home with a mortgage, and she addressed every piece with clear, practical guidance. Nerisha didn't just hand us documents -- she provided a detailed cover letter explaining exactly what each document does, how to fund the trust, what beneficiary designations to update, and the precise wording to use at each financial institution. Months later, when we were actually executing on all those steps, that guidance proved invaluable. When we ran into a specific technical limitation on a beneficiary field at one of our brokerages, she responded the same day with exactly the right wording -- no back and forth, no ambiguity. Her notary work was flawless, documents were delivered with scanned digital copies, and her office was responsive every single time we reached out. The peace of mind we now have -- knowing our family is protected no matter what happens -- is something we cannot put a price on. If you are a family with complex finances or simply someone who has been putting off estate planning, I cannot recommend Nerisha highly enough. She is professional, knowledgeable, and genuinely cares about her clients. -- Ninad K., San Ramon, CA

Nerisha talked us through all the intricate details of creating our estate plan and will, making…read moreeverything clear and understandable. We feel so grateful to have had her assistance. We have an estate plan that eases our minds and gives us confidence about our future and our children's. Nerisha was an absolute pleasure to work with. Patient and thoroughly conversant in all the legal and financial issues we might face. We looked forward to our meetings with her!

My wife and I have been working with Natalya the past 5 years and she's been awesome and great to…read morework with. It was important to me to establish a relationship, and not just a "transaction" - so I value the professional relationship we have had with Natalya over the years. Natalya has worked on our personal tax returns and the ups and downs of multiple business tax returns over the years. As needed, I've also reached out to Natalya (she's also a Lawyer along with being a CPA) regarding topics that require a lawyer - and she always refers me to another lawyer in her network accordingly if it's not within her area.

My husband and I needed a accountant/tax lawyer to help us with a tax return that was flagged by…read morethe IRS. I found Natalya on YELP and called her office. Within 24 hours her office set up a ZOOM call with Natalya. She explained her process and fees upfront. She was able to find the mistakes that were made and is now reviewing another return to make sure we don't receive anymore letters. Her work ethic is amazing and she is both professional and friendly. I 100% recommend her for any tax needs.