Diwakar Taxes handled my tax filings for several years. Recently, I worked with another tax…read moreconsultant who identified multiple refunds and corrections that I was eligible for, which has now required me to amend returns across multiple years. When I discussed these issues with Diwakar Taxes, the concerns were largely dismissed rather than reviewed in detail. In one particular case involving a tax-advantaged expenditure, they refused to classify it as eligible even though my financial advisor and other CPAs later filed it correctly and helped me obtain additional refunds. For me, the primary expectation from a tax consultant is not just accurate filing and legal compliance, but also ensuring clients receive all legitimate deductions and refunds available to them. Unfortunately, that expectation was not met in my experience. Other aspects of the service: 1. Communication - OK 2. Responsiveness - Below average 3. Price - OK 4. Value - Not at all fine

I had my taxes filed at the Santa Clara branch of Diwakar Taxes, and I truly loved the experience…read more What stood out most was their appointment-based process where your in-person presence is required. This makes a huge difference because you get the opportunity to sit face-to-face with experienced tax consultants and clarify every doubt in real time. I especially appreciated how thorough they were with foreign income reporting and other complex tax situations. Their team asks detailed questions to make sure nothing is missed--even in cases where you may forget to bring a document or may not even realize a certain form or income needs to be reported. That level of guidance gave me a lot of confidence that my return was being prepared accurately and completely. I've been to other tax firms before, and many of them mostly work remotely and simply file based only on the documents we provide. The problem is that as clients, we may not always know what all needs to be included, and not every firm takes the time to guide us. That's why I strongly feel Diwakar Taxes is an excellent choice, especially if you want careful preparation, experienced consultants, and confidence that your return is done right.

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.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Called to setup an initial consultation. They asked me to send all the information and documents…read moreover email (to a gmail address). I told them I am not really comfortable sending it over email and would prefer an in-person appointment. They said I would have to drop in at their home. When I asked what I should bring they said I should know myself what I should bring and "I am in the middle of something so I cannot talk to you, bye!". Yeah, hard pass.

Needed consul about a specific tax circumstance, found San Jose TS on yelp. I don't rely on yelp…read morefor looking up business food or non food related, the app does not work properly, learned that first hand.... I do my taxes and have for the last 5 years, thought to hire someone for the 2020 season.... Although I do feel that the person over the phone was professional and counsel me with do's and don'ts, I do think that they were not helpful and could of as least offered an in person appointment. This place is not helpful to me and will not use them for the 2020 tax season. No thanks hard and swift pass zero stars. Enso forever. +- Not worth the time. Did not feel the need to use their tax services. Null explanations. _"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." -Dr. Seuss 2021 yelp/12

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

Lina's Tax Team is amazing! The team goes above and beyond in every way. We have so much trust and…read morerespect for them and HIGHLY RECOMMEND! Lina's team will go over everything with a fine-tooth comb and do it in a friendly and professional manner. We really appreciate and thank them during tax year and all year when we have questions or concerns. Lina's Tax Team is truly FABULOUS!

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Abe is not great…read more We filed with him this year because we are new to the area and wanted someone local. Initially he seemed reasonable, if a little frazzled. My wife and I did both our personal and business taxes with him. As tax season progressed he became less and less communicative and eventually cut off contact entirely. He filed our taxes months later and finally got them completed near the end of June. This was after months of near daily texts, calls and emails. None of which were responded to. We just got a notice that we owe more than $3100!!! because he failed file a form correctly and did not communicate with us regarding it. We will NOT be using him going forward and a number of my wife's colleagues who also did their taxes through him will be moving on as well because they had similar issues with him. I don't know if he overextended himself or what, but in the end his actions cost us thousands in unnecessary penalties and we hope to save you the same financial pain, headache and frustration of dealing with him and his company.

Contacted them about a week and a half prior to the deadline to see if they could take care of my…read morepersonal and small business taxes after a referral from a good friend of mine. Spoke to Abe, a real piece of $#!+ and unprofessional manager. Told me he would take care of both and that despite it being late, I didn't mind paying any penalties incurred. Several days prior to the deadline I reach out via phone and email numerous times. Its been over a week and not a damn peep. Screw Aegean and the whole team. If you couldn't handle the workload why accept the work? Or at least have the decency to let a client know that prior to the damn due date. Now I'm pissed, assed out and penalized for my personal taxes after not hearing from anyone and going to handle it myself.

Ryan is extremely responsive, knowledgeable, and easy to work with. He took the time to understand…read moremy situation, explained everything clearly, and identified opportunities I would have otherwise missed. Thanks to his guidance, I was able to save an additional $$$ on my taxes this year. Highly recommend Ryan to anyone looking for a trustworthy and skilled tax professional.

another update. this past june, Marcelle went above and beyond for my wife this time. Rose had…read moresome back filing issues she wanted to resolve before going through her upcoming citizenship appointment. Marcelle did an emergency preparation and we got things sorted out in time. Rose is now a citizen. thanks, Marcelle ;^)

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.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!