My daughter and I met with Jim about three weeks ago because we were looking for somebody to handle…read morethe bookkeeping for our new small business. Jim seemed very personable, and we both liked him and so we decided to take him up on his offer which the only downside of was that he couldn't get started until after his "busy" season which lasted until Oct 15th. We had an appointment with him for next week, but just Today out of the blue after collecting mine, and my partner's personal information Jim informed my daughter that he was "too busy" to work with us. I find this to be VERY suspicious and will definitely be reporting this business to the BBB and anyone who will listen! VERY ODD and in my opinion, VERY SHADY!

For 2.5 months James Eggers (Jim) assured us on the phone and over email he would file our 2018…read moretaxes. Then two weeks before the deadline, only after we asked him for an update, he went back on his word. Being a professional means being able to estimate your available time and follow through on your word. Jim does not consistently do this for his clients. We spoke with Jim in January and he assured my wife and I he would be able to file our taxes. We sent him all our files Feb 27. He assured us again on March 5th he would start our file on March 15 after completing his corporate client work. On March 30th we asked for an update only to be told he was too busy to finish our file after stringing us along for months. This left us scrambling last minute to find another accountant shortly before the deadline.

Excellent legal advice and trust planning. I was very pleased with the guidance I received and the…read moreprofessional way everything unfolded.

Ms. Haas came highly recommended but was an intense disappointment. I found her communication…read morestyle consistently unclear, she frequently appeared to forget the details of the case during our meetings, she pushed for an agenda that I disagreed with, and on more than one occasion she would suddenly make a suggestion while I was on the way out of the office, as though she was making things up as she went along... Due to a miscommunication between us, I had no representation at an important hearing out of state, which has proven a significant setback... I found (with the help of her staff) a suitable replacement, and during the course of the phone consultation in which we were getting him up to speed on the case she made seemingly off-handed pronouncements (insisting that I was "naive" to want to minimize conflict with a family member). I don't believe there was anything actionable in her conduct, and of course any miscommunication involves both sides, but I find it telling that a) at our first meeting she was happy to have me record the conversation, but after the hearing fiasco she refused to be recorded, and b) I have not had a moment's difficulty with her replacement, who has been clear, efficient, effective, and respectful of my wishes. If you do engage her, I recommend ensuring that all significant communications are in writing, and that you keep copious notes and a complete paper trail in case of misunderstandings.

I am writing this review in regards to a Consultation for a small business in San Jose. We had our…read moreconsultation with Robert. I went there with a list of questions to ask but not really sure where to start. But after our meeting, I had a clearer picture of what I needed to do to get my business on the right track. Robert was very attentive, listened to my concerns, and gave us the advice that we needed. In short, I felt safe and definitely would consider him when it comes to tax season this coming year.

So I went to TaxHelpCo for my taxes this year. I provided all my records on 1.27.12. Supposedly…read morean email was sent to me on 1.31.12, however I did not receive one. On 2.19.12 I called to receive an update/status on my taxes (this is 3 weeks from my file drop off date mind you) and I was told they hadn't even started on my Loss/Profit portion of my taxes. Another email was supposedly sent to me again on 2.19.12...which I also did not receive. So I gave them a call today, 2.28.12 and received an update via email a few hours later and was asked to confirm the receipt of the email. So....I did: I'll be in tomorrow to pick them up. First I want to say thank you and I appreciate your firm handling my taxes as well as the profit and loss report. I do want to say, however, that the level of customer service I received I thought was extremely poor. Not only did I not receive an update on an eta that I had requested, but not one person from your firm even attempted to follow up with me when there was no return of information. Since my communications with Laura have all had quick turnarounds, I would have thought that my non-response would have been an indicator that I didn't receive the request for info. If I hadn't once again called to get a status report, I don't believe there would have been resolve anytime soon. Taxes are an already stressful situation, but this experience really did make it worse. My apologies for the scathing email and I don't usually write them, but I feel I have to be honest about this situation. Sincerely, Michelle To which I received this LAME email response: Hi Michelle, I am in receipt of your email. Sometimes it's good to get some feedback rather than none. So I appreciate your thoughtful response. As for your comment that we never attempted to follow up, this is not true. I personally emailed you January 31 and February 19. It is only today that I learned that those emails did not reach you. Today I determined the email addresses came from the questionnaire you completed. The new client questionnaire was the source and admittedly was a bit difficult to ready. I will shoot you a copy. On my end I think that we need to do a better job of reading email addresses. Again thanks so much for your comments Michelle. The good news is that we have your correct email now. All the best, EXCUSE ME! Did you not think it strange that you sent an email to your client and never heard back from them for 3 weeks to which you decide another email should be sent...and you still did not receive a response???? I had to flipping call you after 3 weeks I get a ridiculous update and then I have to call you yet again 9 days later to find out what the status is on my taxes???!!!!!! WTH! I guess TaxHelpCo is just booming and really can't be bothered with the Latina with a small business! Well don't worry...you wont have to help me again. Have a great day!

GROCO cost us $70,000…read more Before purchasing a second home in 2011, we met with our GROCO CPA Scott Howard to discuss tax implications and strategy. We intended to rent out the home first, then move into it after we retired. Mr. Howard said as long as we lived in it for at least two years before selling, we could exclude all capital gains (up to the $500,000 limit). The problem is, the law had changed TWO YEARS EARLIER. Had GROCO given us up-to-date information, we could have avoided paying capital gains tax by simply moving into the new home and renting the other. We lived in the (second) home for five years before selling this year. That's when we learned we owed $70k in taxes that could have been avoided (or even deferred, but we weren't eligible for a 1031 exchange because the home was now a personal residence). When we reached out to GROCO they did not respond.

Best CPA firm! I've been using Groco and Alan as my…read moreaccountant for many years now and have received superb services from them. The first year I used Groco to prepare my tax return I was very surprised how big of a return they were able to get for me. They were timely in getting my return filed and very easy to work with. Highly recommend!

If you ask a competent tax professional if two married people should file jointly when one of them…read moreowns a business and the other works a regular job, the answer is that business tax liability should be isolated from personal tax liability. Robert did two things that are still affecting my life: he counseled my (almost) ex-wife, who owns a business, to file our taxes jointly, and he put me as the primary tax ID number, all while watching her accumulate $100,000 in debt because she wasn't paying her business tax. I received each year a single sheet to sign with no amounts shown and only found out about this debacle after 3 years! Needless to say, this led to the end of our marriage. 20 years together, 3 kids, done. I am almost finished paying off her 2018 tax debt now, in 2023. This is a 100% true story. This happened. Whatever this means to you, it happened in my life.

Bob has been doing my taxes and general financial planning for 3 years, and my wife's for about 8…read more We schedule early for tax season, and also see him mid year to plan for the next. Easy to talk to, and not afraid to tell you things you don't want to hear, but are really the right thing to do.

Wonderful, wonderful, wonderful! Been having taxes done here for years! Highly recommend! Quite…read moreknowledgeable about taxes and all the changes to the codes. Friendl, efficient service.

My wife and I sent all information to Lalitha Manohari (http://www.taxchampion.com/ourteam.php) in…read more2016. However, she never responded to us. Unprofessional!!

Mr. Minh Q. Steven Dovan provided me with superb service. I became unemployed because of a…read moresituation that took place many years ago in California. I was feeling very stressed because of my unemployment and the responsibilities that I need to take care of here in Washington. I am nearly 60 years old and my body isn't as strong as it use to be. Thinking that I needed to drive all the way to California (I am unable to fly because of my status and the case), I was stressing out every day. Mr. Dovan assured me that he could handle it in California and I did not need to travel there to go to court. When my court date approached, Mr. Dovan handled all of my court affairs and took care of business quickly. As soon as Mr. Dovan was able to, I received my documents from Mr. Dovan that allowed me to return to work. I am very happy and very satisfied with the quality of service that Mr. Dovan gave to me. Mr. Dovan is professional, responsible, and cares about his clients. I highly recommend Mr. Dovan to you if you're looking for someone that gets jobs done AND is also detail oriented. T. Willson

I got in a car accident last year and Mr. Dovan represented me in the claim against the insurance…read morecompany for the other party. All I expected was for the responsible party to compensate for my injuries and medical expenses. I would have accepted the low settlement amount the insurance company offered at first, but Mr. Dovan advised against it. He had worked so hard on my case that the settlement Mr. Dovan obtained for me was beyond my expectations. I am glad that I chose Mr. Dovan to represent me in my case.

Pretty bad experience. Broken promises, self-serving attitude, unresponsiveness. Don't recommend…read more Edit: Sadly the games around personal life issue to justify slow responses were also played on me. Also inflated billing in retrospect. I was not only overbilled but they charged my credit card for more than they billed.

I wish i have read the reviews before wasting my time and money. Triple charging even for a simple…read morephone call. Asking question that shows that neither him nor his team have ever read anything of the papers i sent, just charging money for reading time which never happened.