Mudra Tax Services

(100 reviews)

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!

RC Blackwell's Tax Service

(162 reviews)

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.

Yan Song CPA

(21 reviews)

I did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

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!

Alpha B Tax & Bookkeeping Services

(182 reviews)

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.

ABC Tax and Accounting

(12 reviews)

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128

Sanjiv Gupta, CPA

4.2

(73 reviews)

I've been working with Rupa Singh at Sanjiv Gupta's office for a few years, and she's been great…read more What stands out most is how accommodating she is. Even when I reached out with last-minute requests, she was always willing to make time amidst her busy schedule and help me out. Rupa handled my taxes with great accuracy and attention to detail. She's thorough, explains things clearly. If you're looking for a reliable and client-focused CPA in the Bay area, I'd recommend her.

Avoid this place like a plague. I hired them to do my taxes on March 19th and Sumathi Akilan was…read moreworking on my taxes. After dragging her feet endlessly we did our first review on April 11. In that there were several issues including missing local taxes. After this instead of fixing these issues, she decided to ghost me. I sent repeated emails and called several times on 13th and 14th but go no response. Worried that taxes were due the next day, I went there in person where I was told that she wont be able to help. When I asked for help with extension, I was told she will call me on 15th as she was busy but I received no call, email or help even to file an extension on 15th. I had to hire a different CPA in the last minute and faced unnecessary stress about risk of penalties. Not to mention had to spend significant money for someone to even agree on the last day. The funny part is this firm writes integrity and professionalism as their values on their website. But in practice they will shamelessly abandon paid clients and demonstrate utter lack of work ethics and professionalism. While its possible to have a bad experience with one person, this also reflects poorly on the firm that they have no oversight on how their employees are behaving. I received no apology from Sumathi or this firm. The only half decent thing they did is to refund my advance. Not without asking though.

Fractions - Tax Services and Bookkeeping Services

(41 reviews)

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

Bonnie Li Accounting & Tax Service

(44 reviews)

I just realized i was massively cheated by this organization. Last year she charged me 7k to do…read moretaxes and slyly made me sign something that will allow her to do bookkeeping and accounting misc as well. On top of that, i owed taxes to both fed and state.This year all i had to pay was 1 k to my tax guy and he even got me refunds from the state and fed. Went 3 years with Bonnie and been ripped off all 3 times paying 4-7 k only to have to also pay taxes back. Worst investment ever.

As a daughter of immigrants getting my family to think more like a "rich dad" and prepare for taxes…read moreis so challenging. I contacted Bonnie for a free 30 minute consultation and we are very happy with the answers we received for our questions. She is patient and knowledgeable.

Keystone Tax and Accounting

4.6

(18 reviews)

Ellen have been very helpful in helping me file my business tax returns. Great accountants and very…read moreinformative on tax rules and regulations. Outstanding customer service and are very prompt with appointments scheduled! Help you understand what rules we should know as clients. Thanks Ellen!!

I left a voicemail message, and have not heard back from them for over 24 hours. Shame really,…read morebecause their office is about four blocks away. Ended up getting someone else to do my taxes

Ngoc Tran, CPA

(38 reviews)

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.

Alpha B Tax & Bookkeeping Services

(182 reviews)

Prosper Bookkeeping

(43 reviews)

This review is observation and insight from my spouse who does the bookkeeping for my home based…read morecontracting business, so far as I'm concerned if she's happy and the books balance, I'm happy: In January 2026 our older software program suddenly stopped recognizing the turnover to a new year. Kind of like what was feared in Y2K, but really real -- "this date is invalid" it said for the new year entries -- Nightmare Land. Looking for an alternative program to migrate to I heard a lot about QuickBooks, but am rather 'old-school' and was trying to avoid putting our business accounting in the cloud and having a direct link from online bookkeeping to our checking account. As I had never used any other accounting program, and have no formal training, switching felt daunting. I found Prosper Bookkeeping on Yelp and reached out to Daniel Lin for a free consultation. He explained that I could use QBO without linking our checking account directly or utilizing AI features if I did not want to. So I decided to work with Daniel -- he patiently went through the steps to set up our books for the beginning of the year and coached me in bringing all entries for the year up to date. It was helpful for me to learn the new program UI through hands on instruction via Zoom, and then later review the videos Daniel provided of our training sessions. Daniel is a consummate professional - a non-judgmental and patient listener who is extremely knowledgeable and has a knack for quickly parsing through numbers. After using the program for a full quarter, I found that I had made several errors and could not reconcile our bank statements with QBO -- Daniel found the issues for me and fixed them in minutes. Like Magic! I'm very happy that I went with Daniel and Prosper Bookkeeping, FIVE stars!

We've been working with Prosper Bookkeeping for our small business and couldn't be happier with the…read moreexperience. From day one, they took the time to truly understand our operations and financial goals -- not just the numbers, but the bigger picture. The team is responsive, organized, and incredibly thorough. Month-end closes are timely, our books are always clean, and any questions we have are answered promptly and clearly. They've helped us catch discrepancies we would have easily missed and kept us compliant without any stress on our end. What really sets Prosper apart is that they feel like a genuine partner in our business, not just a vendor. If you're a small business owner looking for a bookkeeping team you can actually trust, look no further.

RC Blackwell's Tax Service

(162 reviews)

Yan Song CPA

See more unrecommended reviews

(21 reviews)

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Karthik C.

9 years ago

I had an amazing experience with Mudra Tax Services. Extremely good service. My case was handled by Priyanka. It was an extremely smooth process from start to finish. I had joint filing this year, and my wife needed an ITIN. Priyanka clearly explained the whole process and walked me through all the steps. This helped me setup an appointment with the IRS while they were working on my taxes. Majority of the communication was through email and phone and Priyanka was very prompt and provided detailed responses to all my queries. Once they finished working on my file, they called me to schedule an in-person appointment. I met with Priyanka and she did a very detailed walk through of my file and clarified all my doubts. They charge a very reasonable price which depends on how complex your case is and take care of it in a very professional manner. I would highly recommend Mudra Tax Services for anyone looking for a very friendly and expert tax preparation. read more

Raviraj I.

9 years ago

In 2015 and 2016, I used e-file.com to file my taxes. This year I was considering TurboTax to file my taxes. I was almost ready to file but less confident because of some complexity. So I decided to file my taxes for 2017 with the help of Mudra Tax Services. They were always prompt when it comes to email communication, phone calls. My tax situation this year was bit complicated compared to last year. Kusum one of their CPA discussed my situation, and unlike other tax firms, she spent lot more time than expected trying to understand my tax situation and tried her best to save every single penny. I'm more than happy that I chose Mudra Tax Services and I don't mind using them every year now onwards. P.S. - Cherry on the cake was tax vouchers for advanced tax payment for 2017 and revised W4 based on estimated income. Thank you Mudra and especially Kusum for helping file my taxes. All the best. read more

Yogesh B.

11 years ago

I have been a regular customer with mudra tax services for my tax returns since 2011. I would rate them as one of the best so far in my experience with other tax services. The staff is very friendly and attentive to your needs. They study your case very thoroughly and give you the best advice possible keeping in view of all the taxation rules. They always keep in touch and update you with the proceedings for your case. I had bad experiences in the past with other tax services who haven't returned my calls nor been so patient in answering my questions. Mudra tax services is customer- friendly tax service provider with a passion to deliver the best service to its clients. I highly recommend them to anyone who wants a trustworthy tax service provider. YBaliyara, Miami, FL read more

Rocky W.

6 years ago

I have been consulting with Mudra Tax for the past two years ever since I moved back to US. A very close friend of mine has referred and had all good words about them. Their passion, dedication and expertise deserves double thumbs up. They are truly professional and handle the records and details with utmost secrecy. I wouldnt worry/compare about their pricing. For me, its all about getting the filing done with very minimal involvement of mine. Before filing, they go over and discuss the everything to make us comfortable. Everything they do is strictly within the the books and IRS guidelines by maximizing the refunds within the guidelines and possibilities of my case. I would recommend them not only for their expertise, added to that, its true women empowerment :-) read more

Karthik P.

9 years ago

I've been seeking their service for two years now and would undoubtedly recommend them to anyone who needs help to file their taxes. They are easy to contact and can communicate through phone/email/skype which makes it very convenient. Quick response and the convenience of filing my taxes without having to go down to their office is what I like the most about them. They patiently explain the process to you and make sure you are aware of what you are filing. I wasn't familiar with the process of filing my taxes and I didn't have to worry about it after seeking their services. Long story short: If you are not sure how to file your taxes and if you are looking for help, I would recommend contacting Mudra and they'll take care of it. read more

Ram S.

5 years ago

I must say I am quite satisfied with their services. Once you provide them with all necessary tax documents and related info, they are generally quick to file the returns. This is my 5th year of using their service to file tax returns. Staff are quite friendly (Thank you, Priyanka) and the filing fees they charge is reasonable. This year, for the first time, I used the secure file upload on their website. I always have questions during the tax season and Team Mudra patiently answers them and provide me with useful tips. I trust Team Mudra and definitely recommend their services! read more

Rajan V.

9 years ago

This was my first year with Mudra Tax Services. I live in Sacramento and over the past 8 years I have been with a local agent in Sacramento. I met Priyanka garu at once of the events in bay area and tried Mudra Tax Services for filing my 2016 tax returns. I am very happy with the services they provided. They are very professional, explained me all the items in details. Will definitely recommend their services to all my friends and family. They even took time to answer my questions related to starting a business with free of cost. read more

E R.

9 years ago

You guys have given excellent service, beyond I could expect and compare to what I have got previous from others. I have dealt with several tax service providers in the past and you guys have taken the whole experience to a totally different level by taking the time out to listen to me so patiently and had so much empathy it just blew my mind. See you guys soon for other corp services I will need. Special thanks to Priyanka and team at Mudra Tax Services. read more

Axel S.

5 years ago

I am very happy with the service I received at Team Mudra. They have prepared my personal and business (s-corporation) tax returns since 2018, and they are extremely professional and reliable in their work. Especially during the pandemic, it is very convenient that the whole process can be done online without visiting their office. They always reply to emails and my questions quickly, and the preparation fees are reasonable. I am happy to recommend them. read more

Samrat H.

5 years ago

I used their service to file my return this year. Due to Covid all the interactions were through email and the process was smooth. They answered all my questions promptly with patience and completed the whole process within 5 days. Overall, I am very much satisfied with the experience and looking forward to use Mudra to file my return in the coming years as well. I would recommend Mudra to anyone who wants to avoid all the hassles filing their taxes. read more

Harshit P.

8 years ago

I got to know about Mudra Tax Services through one of my colleague in office. We have been getting our taxes filed through them since last 3 years. They are very friendly, helpful and knowledgeable. They provide all the necessary relevant details as well as a lot of additional information to help us with our tax savings. Also, they always promptly reply to our queries on emails. I would definitely recommend their services to everyone. read more

Gowtham S.

5 years ago

I have been using Mudra tax services for the past 5 years and have been having a smooth experience. They are prompt in answering all questions and concerns. Once all the needed documents are sent to them, they hardly take 5 to 7 days to process and file your taxes. Most communications are through emails and they make sure to get back within 24hours. Overall they provide exceptional service to their customers. Highly satisfied. read more

Sam V.

8 years ago

This is the second time i'm filing my taxes with Mudra Tax Services. They respond very well. I interacted with Priyanka and she was very friendly and helpful. Though I did not file in person, they responded promptly to my emails. Answered all my questions and helped through out the filing period. I have referred few of my friends as well and they are happy about the filing. I would recommend filing the taxes with Mudra. read more

Pandu C.

10 years ago

It was a feel-good experience while filing my tax with this Team. Their CPA advocates you on primary pros and cons in a very detailed fashion which helps every one to be more cognizant about their tax filings. You are ought to know "How and Why" you are doing the filing this way and it's Mudra that helps you do so. I realized how important some details are during tax filing. Great co-ordination and Team work! read more

Kishore D.

9 years ago

I have been filing my taxes with Mudra from 2 years now. Their response time, customer service and filing process is awesome! Their CPA spends enough time to explain tax situation and advise accordingly. On top of it, the prices are very reasonable compared to other tax offices in Bay area. Best part, they provide remote service which saves commute time. I would highly recommend them to my friends! read more

Raman K.

10 years ago

I have been filing my business taxes through Mudra since 3 years now. Their CPA is very knowledgeable and will answer all questions related to individual and business taxes. Also provides hassle free payroll service. I always appreciate their timely service. No long waiting. They make sure to attend you during the appointment slot given. I definitely recommend Mudra for best Tax Services. read more

Chiranjeevi Raju K.

6 years ago

My 4th year of tax filing through Mudra. They are passionate,enthusiastic and hard working team. Quick to respond even during their peak season, all of my enquirers were answered almost immediately even via email. Easy to deal with process and gets better year by year. Pretty welcoming and excellent services. Recommend to bunch of friends and got extremely good feedback from everyone. read more

Archana P.

8 years ago

I had multi-state tax filing. I had filed the returns myself, and it was all messed up. I consulted Mudra Tax Services, they were very responsive and made sure all the amendments are submitted correctly. They give enough time to the clients to understand each case carefully. Pricing is moderate, and I would recommend the service. read more

Anand Reddy Y.

8 years ago

I'm giving 5 stars. Because their service was exceptional, staff was very polite and they are absolutely 100% professionals in financial advising and filing the taxes. I would definitely recommend Mudra Tax Services to my friends and colleagues. Thank you so much Team Mudra for your quick and outstanding service. read more

Joel S.

6 years ago

Amazing group. The owners are onsite and attentive to every detail. My returns were a mess and they were able to sort out my personal and business expenses to make sense of it all. Prices were less than others for my situation and everything stayed in-house. I will definitely sleep better now thanks to them! read more

Mudra Tax Services - taxservices - Updated July 2026

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