Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

We've been working with Mai for a while now, and I can't recommend her enough! She is incredibly…read moreresponsive, always quick to answer questions and explain things clearly -- even during the busy tax season. Her rates are very reasonable, but the quality of work is outstanding.

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.

I have been a returning client every year in regards to Jocelyn tending to my taxes I used to go…read morethru H&R Block until I met Jocelyn not only was it cheaper but she managed to get me a greater return I look forward to dealing with her every year so big thanks to Jocelyn going on our sixth filing year anniversary lol

From the owner: I'm here to help individual taxpayers and small businesses. Call Jocelyn to make an appointment!read more

My husband and I had our taxes done by the same CPA who has retired. Since we got hit with a big…read moretax bill for 2025, we needed a new tax expert to provide proactive tax planning advice. Thru a seasoned financial specialist, I got Moontree Tax Service's contact info, interviewed Brandy and Larry and sent last year's tax return (via secured encrypted way). I asked Brandy to review the S Corp and personal tax returns and wanted to know his thoughts. In less than a week, he had a list of mistakes made on the S Corp and our personal returns pointing out which ones would trigger an IRS audit. He also listed three Tax Planning Improvements that would save us thousands of dollars. From the first time we talked through presenting his findings, Brandy was impressive with his in-depth tax knowledge on how to save on taxes. We are using them for tax planning this year! I highly recommend them!

David is very rude…read more On our call, I clarified what I was looking for (which was not what he was able to provide, which is fine since that's why I wanted to call), but he then said out of the blue: "I get a sense you're difficult to make happy and I'm getting frustrated." Took me by surprise since we had only been speaking for about 5 minutes at this point. Seemed like because he couldn't provide me with the information he got angry at me.

From the owner: The Tax Law Office of David W. Klasing is a boutique California law tax firm comprised of…read moreaward-winning, nationally recognized dual licensed Tax Attorneys and CPAs. We combine nearly 30 years of tax & business experience, drawing upon a diverse range of professional backgrounds in tax and business law and accounting, to help individual taxpayers and business entities resolve even the most complex of California, Federal, and international tax issues. We understand how stressful it is for taxpayers to deal with agencies like the IRS, which is why we emphasize clear, frequent communication with our clients. Our goal is to obtain the best possible outcome from your case, no matter how high the stakes - and we will work diligently to achieve favorable results. Handling civil, criminal, domestic, and international tax matters, we serve clients from all U.S. and International Locations from our main staffed office in Irvine California. We have unmanned satellite offices throughout Northern California and Southern California, including Bakersfield, Carlsbad, Irvine, Los Angeles, Oakland, Oxnard, Panorama City, Sacramento, San Bernardino, San Diego, San Francisco, San Jose, and Santa Barbara. We also have offices in Utah, Nevada, Arizona, Texas, New Mexico, New York, Miami, Washington D.C., and Hawaii. For a reduced-rate consultation, contact us online, or call (800) 681-1295 today.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

6 month follow-up update…read more. I know you may have been waiting with bated breath, so I'll try my best to keep this short. After 20+ additional emails (between both parties), we were finally able to receive our federal and state abatements from 2024. While this is good news and we are pleased with the outcome, it does not negate the unpleasant experience. After the last review, they took note and designated someone to call the IRS on our behalf, instead of repeatedly sending papers in the mail that the IRS would never receive. After receiving the federal abatement, we then had to ask them to help with the state abatement. In case you aren't aware (since I was initially not educated on this matter), you are allowed a 1-time federal and state abatement. Meaning, if you are in good standing, they will erase your fines, but not the interest. Some additional notes: 1. They are a global team, as their new name implies (Unified Global). This means that your team may be located in various time zones and countries. 2. Their software is straightforward and simple to follow, which I did appreciate. 3. Their timelines for filing, in my opinion, do not include a sufficient buffer if you have additional questions and/or corrections. We were asked several times to remove the last review, and after some thought, I have chosen to amend it. Similar to prior Yelpers, I believe that it they have improved their services, my initial review will just be background noise as the one off.

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!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

Belinda is amazing. I've been working with her for over 5 years. She is extremely knowledgable and…read morepatient. I highly recommend her services 100%!

My wife and I worked with Belinda for the first time this year after a complex 2020 (got married,…read moremultiple W2s, a new mortgage, and capital gains / losses). I've not had great experiences working with CPAs in the past but Belinda came recommended via a colleague. Belinda is obviously doing well because her calendar was pretty full when we booked but we managed to find a slot in at the end of March. I'm glad we found some time with her because she's been the most professional and organised CPA we've worked with! What was good about the experience? + Data entry done well ahead of time, so our appointment was very time efficient + Belinda is very responsive to our questions + We didn't find a single error in our tax return - which unfortunately hasn't been true with other CPAs - She quickly identified overpaid tax in our 2019 return, which resulted in a nice refund We'll definitely work with Belinda again in coming years!