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    Private Accountant

    4.7 (15 reviews)

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    Review Highlights - Private Accountant

    In 1990, I started my small electrolysis business & found Ninous who was just opening his business in La Palma.

    Mentioned in 12 reviews

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    Waldman Tax & Financial Services - Phat Ngo, Tax Specialist

    Waldman Tax & Financial Services

    (23 reviews)

    I went here last year for tax services. I was not impressed. First Phat told me my previous year…read morewas prepared wrong, which after a very worried few minutes he realized that he had made the mistake. Then he told me my IRA contribution didn't count. Which I had to argue the point while telling him the tax law, which he kept telling me I was wrong. I sited several sources and it wasn't until after that that he realized he again was making a mistake. Even after all of that I didn't write a bad review. It wasn't until I just now got a tax bill from the State of Ca charging me because my last year's return wasn't sent electronically, when it was supposed to be. So again, I am paying for a mistake that this tax office made.

    I really like Mark-he's quick-minded, direct, and adept. He has a heart and a sense of humour to…read moreadapt or accept the idiosyncracies of people and life. He's also got patience-people tend to run from carefully organizing and gathering their tax info in a complete manner. This year we taped a large zip-lock to the hallway wall and put every document as it came in-in the zip-lock. Rudimentary, but this really helped us keep all our mailed docs. in one place, like pre-herding greased pigs-it made it easy on us-and Mark I hope. Mark is a great fit, over the past many years we haven't had any after filing issues, which our temporary/ seasonal tax guys and other "professionals" have given us grief with years ago. Thanks Mark.

    Tsang & Associates - Attorney Joseph attends AILA's National Day of Action in Washington DC

    Tsang & Associates

    (98 reviews)

    The team at Tsang and Associates were absolutely incredible for me and my family member during our…read moreimmigration process. From day one, our case manager, Margaret, made everything feel simple and manageable. What we thought would be a stressful and confusing experience turned into something we could actually handle, thanks to how patient and clear she was. Margaret helped us put together all the documents, organize our evidence, and made sure everything we submitted was solid. She explained each step, told us what to expect, and even prepped us for our interviews so we felt confident walking in. The part that meant the most was how involved they stayed the whole way through. They didn't just tell us what to do, they actually sent an attorney with us when we had to meet with an immigration officer, which took a huge weight off our shoulders. Because of their help, everything got approved way faster than we expected. The whole process felt smooth, professional, and honestly just a lot easier than we thought it would be. If you need an immigration law firm that actually cares and knows what they're doing, Tsang and Associates is the one. We're really grateful for them.

    I want to express my greatest gratitude toward Joseph, Andy, Giselle, Stephanie, and Son…read more We are an immigration legal tech startup from Stanford and other big accelerators like Z-Fellow. Since day one, Joseph has been a really supportive and enthusiastic with our collaborations. Not only was he very involved with his clients, but was also a leader in the development of this industry as a whole. The team that he leads also embodies his ideal, as they were welcoming and generous with their time, giving us a firsthand look at how the firm runs. Having seen firsthand how they work, we'd happily refer anyone to Joseph and his team.

    KDA

    KDA

    (69 reviews)

    I was selling a rental property I owned by myself and one that I owned with a partner.  I paid a…read morelot in taxes last year so I was looking to make some changes to my tax strategy.  I talked to a few accounting firms, but finally settled on Karla Dennis & Associates.  I have seen Karla speak at Trade shows and on television so I felt confident in my decision.  I signed the engagement agreement, and I completed the very detailed questionaire.   To date, I've had 3 calls.  The first call was really informative.  Karla walked me through my tax returns from the previous year.  The second call included consultation on a sale and 1031 exchange I was conducting.  We also went through "what if" scenarios.  During the 3rd call, my tax strategy was outlined and the savings for each strategy was shared.  Each element of the plan was thoroughly explained, and I was given the flexibility to implement the strategies I wanted.  Now, I have a plan that I can reference and share when necessary.  I highly recommend this firm.

    Super aggressive sales tactics. First offer was $10,000 for them to do a detailed review of my…read morepersonal and business tax returns for opportunities to save. When I said too expensive, a second less detailed review tier was offer for only $5,000. The salesman named Mark, called me 4 times in less than 24 hours even though from the first discussion I asked for a week to review the contract with my husband. Then, after his 4th call (and me not answering for a second time), my proposal was promptly canceled by KDA without warning so I couldn't even review what was to be provided for this $5,000 bill. Super aggressive and feels very slimy. I highly encourage others to find somewhere else for tax strategy assistance. Anyone pushing this hard for me to give them my money and then remove the opportunity to review what they offered doesn't feel right.

    Private Accountant - accountants - Updated June 2026

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