Fast service. Helpful accounting services. Sean is very responsive to questions. I would recommend.read more

Sean is super quick, responsive, and helpful. I would highly recommend his service. With this…read morequarantine and extension for tax filing, somehow it slipped my mind that taxes were almost due. I greatly appreciated the fact that you could request a consultation through Yelp. I filled out the "First-Time Client Form & Quote" online, answered some questions, and got a quote shortly after submitting it. Just a FYI, minimum preparation fee if $400. But we've messed up doing our own taxes before on Turbo Tax and had to pay a hefty interest fee for our error. For that reason, I have been willing to pay more to make sure that doesn't ever happen again. My husband and I have multiple properties which is why we just don't even try to do taxes on our own anymore. With this quarantine, everything was done online and was quick. We had a meeting online, Sean set up a cloud folder for us to drop our files, and he had our tax return ready within ONE DAY! SUPER FAST! We were able to sign everything off with DocuSign. If you're tech savvy and want someone who is quick, responsive, and thorough, Sean is your guy!

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

"I love my money where I can see it... In my closet!" -Carrie Bradshaw…read moreCarrie Bradshaw said it best! It will be 11 years getting my Taxes done with this place! I'm obviously satisfied, otherwise I would not come back. He charges me a fair amount considering, we sat down for 4 hours together... and made sure we looked through everything to get my max refund. You get what you pay for!! It's the quality, and the bloody IRS hasn't come for me. Chris is amazing, he is certified through the State, and he has a BA through St. Mary's. Chris can also look through your pervious years, and see if IRS owes your more money. We all work hard for this. Are you getting the max refund possible? Also on a side note: 1. He does taxes for all 50 states 2. You do NOT have to drive to him. 3 You can do everything over the phone

Kaazim is one of the most knowledgeable and professional tax preparer I've come across. I received…read moretax strategies that help me tremendously. Thank you so much!

I'm saddened by the fact that Jim retired earlier this year. I had spent over 15 years with Pease…read moreTax and found them to be a great partner. The biggest disappointment is the new owner (aardvark.tax). Zero communicates, zero customer service and to top it off if you provide feedback to help them better their service they drop you as a customer. Guess it's a wonderful problem to have too many customers that you can treat them badly. Feedback is a gift. Especially from a 15 year customer.

Jim is an exceptionally knowledgeable, helpful, and diligent CPA who I highly recommend for your…read morebusiness and personal taxes. He's very professional and has an abundance of knowledge to keep you in the know when it comes to taxes.

I searched for a new tax preparer since my regular tax preparer consolidated her office to Lake…read moreCounty. Alex contacted me after Yelp sent out a request for personal tax preparers. I arranged to meet Alex at his office on a Sunday. Alex responded promptly when I confirmed our meeting Sunday morning, was on time and professional. Alex looked over my previous year tax return and asked me some questions about my finances. Alex said he would have them done by Tuesday for my review and was good on his word. Alex's fees were very reasonable. I would recommend Alex Yang for personal tax return preparation.

I have had experiences with several business accountants in my life and I can say that from my…read moreexperience, Alex is by far the most knowledgeable, professional, reliable, and accessible. But what makes him really stand out is what a kind and thoughtful person he is.

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.

I do not recommend the use of ATMS tax services. Bob is NOT responsive to email messages and…read moremakes commitments to prepare and return a tax return and he does not fulfill his commitment. I sent ATMS my paperwork to prepare my federal and state tax return on March 6, 2022 and have confirmation the email was received. I contacted Bob and ATMS tax services at least 3 time from March 6 thru April 28, 2022 regarding the tax return. I was advised the first week in May 2022 via a telephone call that Bob was very busy and he was working on the return. He also advised that he did not have anyone helping him with tax returns this year and was behind. I was tired of waiting for my return and had another company prepare the 2021 return. I am extremely disappointed in ATMS tax services and the lack of commitments from Bob. I will not use ATMS in the future

We recently switched over our tax preparation and consulting services to Bob and his staff at AMTS…read morewho have been nothing short of spectacular. Bob is extremely easy to work with, professional and offers sound advice that you can rely upon for tricky IRS problems or past due taxes. I would highly recommend his services to anyone needing a trustworthy tax professional who can get your tax issues resolved, once and for all.

Ameer is incredibly informed, generous with his time and provides completely though-out responses…read more Couldn't recommend a better CPA in the bay than him.

Ameer provided us with our 2025 tax returns after our former accountant retired. It is always…read morestressful to change accountants, but Ameer's practice is very clear and thorough in explaining the process and getting me set up. I uploaded all my documents to a secure "vault" and filled out a brief questionnaire. They did all the rest and processed my return very quickly. I was impressed with the communication and their rate is very reasonable. We have found a good partner for our tax preparation.