Stella took over from my last cpa. She works hard and we came on a Saturday around noon for our…read moretax appointment. She is friendly and makes it easy to get our taxes done correctly.

Stella has helped with my taxes for the past 3 years and has taken such good care of me. I will be…read moreworking with her again for my 2025 taxes.

From my point of view, Anne Griffith Tax & Financial Service should be recommended to anyone that…read morewants to LEGITIMATELY handle their taxes. No tricks, no scams. Anne's greatest strengths are an in-depth knowledge of the tax code, an amazing work ethic, and a genuine desire to help people. We could not be happier with Anne. We brought some extremely complicated and difficult tax issues to her, and from the very beginning we knew she was the right person for the job. The best thing about working with Anne is how well she demonstrates her knowledge of the tax laws and procedures, and how you can trust that she will follow the letter of the law exactly and still find legitimate ways to ensure you get the highest possible return. When we walked into Anne's office, we were sure we would be owing a huge sum of money to both the IRS and the state. Anne and her amazing assistant Kristen were able to sort out the enormous mess of paperwork we gave them, organize all of the documents, and ultimately get us to a break even situation between all of the taxes we had already paid and the taxes we owed. Fantastic work!

Talk about a tax preparer who not only listens to you but really takes the time to do a very…read morethorough job. She takes the time to make sure you get the best customer service and as first time clients she treated us as long time friends. She amended last years returns and found out we overpaid the government by a whomping 3000. dollars. Our last years preparer was in a hurry and didn't listen that we were not business owners and we owed 4,000 to IRS. Yikes. Won't be back to that Walnut Creek office. Anne is great and got us both filings in a very timely matter and her fees are very reasonable. I highly recommend Anne.

I have been working with Nidhi Jain for tax preparation for few years now. Nidhi is incredibly…read moreknowledgeable and thorough in handling of taxes.Not only did she complete my taxes promptly, but she also went above and beyond to answer all of my questions and address any concerns I had. Her dedication to providing excellent customer service truly sets her apart. Thanks to Nidhi and her team, I had a smooth and hassle-free tax filing experience. I highly recommend their services to anyone in need of a reliable and knowledgeable tax preparer.

This business could not have been more unprofessional. Responses were very delayed. Our scheduled…read morecall was first cancelled at the last minute, and no one showed up on our rescheduled call. My husband and I were just left waiting and there were no apologies. I wouldn't recommend them to anyone.

If you are looking for an accountant with a lack of security, controls, and communication then API…read moreis the choice for you. We went to API in February and hoped to hire them as our long term accountant for personal taxes. We dropped off our tax documents and from there the lack of communication started. We were never provided instructions on what the process is, no quote on how much the service was going to cost before work was to be done - even though we were new clients (we were just provided a range). Our taxes should not be that complicated - married couple with no kids and one rental condo property. With no forewarning, our paperwork was passed off to a different accountant (Tim Mulgew) than the initial person we engaged with. Then we were provided a bill for 2.5x the original quoted range with no explanation except they considered the tax scenario to be complicated. If our individual tax circumstances are complicated, I would hate to see how API handles taxes for businesses. Ignoring all of the above, that is not even that big of a deal until we realized all of our personal and financial information was leaked. 1. API sent us an email with a PDF tax summary including but not limited to SSN, address, date-of-birth, employer information, phone number, bank information, and other financial details unsecured. No password protection on the document - nothing. 2. They sent out this email to the wrong email address, not once, but multiple times even after we informed them they sent it to the wrong party. 3. After realizing this blunder they provided us no steps or guidance to mitigate the situation. I promptly requested a call back from Tim, but never got one. I was informed by the initial person we engaged with that Tim was visiting his brother. Ok, not getting a call back for one day, or even one week is understandable. Not getting ANY calls or emails back from Tim, speaks volumes on reliability. I had to go out on my own to do research wasting many hours, contact the appropriate institutions, and purchase identity theft protection to safe guard my information. API said they would reimburse me for the identity theft protection but never did. I also question the accounting practices of API. I submitted our exact same tax paperwork for the year to two other accounting firms to validate (one local accountant and the other is one of the largest accounting firms in the country.) The two other accounting firm's calculations are quite close, but API's return was thousands of dollars off! If Tim and/or the owner of API reads this post feel free to reply and give us an excuse.

I always did our own taxes and was very reluctant to hire an accountant and a tax preparer. Boy,…read morewas I naive! There are so many tax laws, regulations and strategies that I was (and most people are) unaware of. Coming to API not only educated me on how to reduce my taxes with proper tax planning and smart financial investments, but they also recouped tens of thousands of dollars in prior taxes that we overpaid. They also have a superstar person on staff dedicated to help with those scary IRS notices. I've never heard of any other tax firms that have this. This is a great tax firm with lots of experience and friendly people. It's a real hidden gem. API's Yelp score does not do them justice but then again people usually only leave reviews when they are upset. Only 5 negative reviews in 20 years? I think that's a fairly good track record. And it's pretty obvious that API doesn't rely on or request their clients to write or post online reviews for business. Most, if not all, of their clients seem to be taken by referral. If they've been in business this long and still going strong, they must be doing something right.

My wife and I have been with Tomren Financial Management for close to 20 years. We have received…read moreexcellent service from Michael and his team. When I retired from AT&T in 2021 with 42 years of service, I placed my entire 401K and lump sum retirement package with Michael, and the results have been amazing. In addition, Michael has managed my wife's investments and IRA's with solid returns throughout the years. We have complete trust in Michael and his team, and this has allowed us a very comfortable retirement.

If you are looking for a financial advisor you can trust and invest your money with, look no…read morefurther then Tomren Financial Management. We've been with them now for over 20 years and we always have received excellent service. Michael Tomren's staff is a delight to deal with when we have any questions. When we moved to Oregon, we have continued to stay in contact using Zoom, with our planned yearly reviews. However, this year we received a surprise visit from Michael at our Oregon home, what a surprise that was. They really care about the success of our money investments and we are extremely satisfied with them.

I was looking for a tax accountant in the Bay Area, having had one I worked remotely with in India…read morefor several years. I like services I can learn from as I go. The background and depth of Jay, Ganesh, Adish and the members of the Focus Your Finance team is what first drew me in. Their efficiency and quality of service is what has kept me coming back for the second year in a row. Ganesh is prompt and precise in his communication. Adish will take the time to explain nuances of withholding vs voluntary tax contributions and help me understand the details of my tax form. It's a tightly run ship and priced well. Highly recommended!

Thank You For Your Service. Best, Reliable best of the best CPA Firm. Thank You Adish for Doing my…read moreTax and Registration of my Company. 5star and above.

What a nice, respectable, honest, and effective tax service center! TaxPath truly had mine and my…read morefamily's best interests in mind. We came in with a lot to sift through in regards to our taxes and after a good four hours, one power outage, a couple cups of coffee, and a few laughs, we were able to complete our 2019 taxes. Their prices are reasonable and the employee that helped us, Saima, exhibited the upmost professionalism and respect I have ever seen. Her intelligence was astounding. She took the time and care to explain and answer any questions or concerns that arose. The owner himself was incredibly helpful and kind. The prices are VERY reasonable and actually the best prices I have seen for these services around the local area. I 100% recommend TaxPath to anyone and my family and I will definitely be going to them for years to come!

We have been using their services for years and have always felt very confident that we were in the…read morebest hands Mr Aziz and staff are very easy to work with....Highly recommended!

Very positive experience working with Baljit on my tax preparation. She was incredibly…read moreprofessional, thorough, and highly organized throughout the entire process. Before getting started, we spoke over the phone so she could understand the complexity of my filing. I was initially a bit unsure about the process, but it turned out to be pretty easy and straightforward--even for this old-school, semi tech-savvy gal. Communication was great. She was super responsive, which I thought really highlighted her knowledge, professionalism, and dedication to her clients. Pricing was also fair and transparent, with no surprises. Very quick turnaround and I am just relieved its all done! Yay! Thank you, Baljit!

Bal was professional efficient helpful and patient. A pleasant experience along helpful tips for…read morenext tax season. Thank you for your help