Bridget truly saved me after having some terrible experiences with previous tax services. She is…read moreincredibly thorough, knowledgeable, and patient. She took the time to explain everything clearly and made what initially felt like a very stressful and overwhelming tax situation feel manageable. I really appreciated how she put me at ease and made sure I understood what was going on every step of the way. It's clear that she genuinely cares about her clients and takes pride in doing things correctly. I'm so grateful I found Bridget and would highly recommend her to anyone looking for a knowledgeable, trustworthy, and caring tax professional!

This tax from is just wonderful to work with. We have used the service this past 2 years. We will…read morecontinue using them. Bridget is so knowledgeable. Whenever I've sent her a message she gets back to me in a timely manner. If anyone out there is looking for tax preparation or financial services contact this fi you won't regret it.

Price is extremely unreasonable and communication is subpar. She does not care about answering your…read morequestions and working with you. She just wants to get on with filing of the taxes quickly.

I tried TRM Tax Solutions for the first time last year with Lynette as my tax preparer. I was so…read morehappy with her service that I returned for another year. My wife and I were so grateful for her support and diligence to every detail to making sure we were comfortable with our filing. Lynette is extremely professional, detailed and very fast. I would highly recommend her to anyone who is seeking a tax professional that understands the complexities of today but can walk you through it and have that needed financial confidence.

Called to ask whether they are able to assist with form 709 for tax return. The representative…read moreasked if we were an existing customer. As soon as we said we are not, they just said no and hung up. No explanation whether they just do not do Form 709 or they are not accepting new customers at this time... very unprofessional...

Jhon and his team have been our tax accountants for over 5 years. The whole team has always made it…read moreeasy and accommodating for us to schedule appointments, answer questions and give us advice. John manages my small business as well as our family complicated taxes. We have never had any problems with our taxes and he has always made everything efficiently. I highly recommend John and his team to manage anything you need for your business or personal finances.

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.

I guess it is time to update my review for the 2025 Tax Planning (not return) season. During my…read morelast review, after ccing as many contacts I had, Arvee Flores reached out and connected me with Michael Dacuma. They offered me a discount to resume Tax Planning and Return service for 2024 (return) + 2025 (planning). I obliged to see as I suspected it was a one time issue with the particular person I got transferred to. Let me go over the process one more time. You get an email to schedule when you want to start uploading documents via a secure portal. The process is roughly the same regardless of tax returns or tax planning. The portal is a check list of sorts in which you upload each key item like your paystub, w2, etc. and mark them as checked off as you acquire them through various online portals. I think this was a great way to help you iteratively step through your accounts and get each required doc. Once all the steps are completed, you'll get an email from AlphaB saying they'll start working on your file. Usually in about 1-2 weeks, you will get the result and an opportunity to schedule a walkthrough. If it is a Tax Return, the process is relatively straight forward. I think the return filing were often trying to minimize my lost to taxes. The planning part. Overall, was much better than when I was assigned to Ma Christina. At least I was not ghosted and I did get a response back to my question. The quality of the response could improve as several times I had to follow up on to clarify my question even further to understand how to process the Tax Plan recommendation or how it relates with the BBB changes. At some points, I wondered if they even read the extra context I had provided or just fed it to AI to give me some response. It was kind of a minor issue but one you hopefully wouldn't have to deal with given the asking price of service. As for the tax plan itself, it was so-so. Perhaps I have exhausted most of my options but I often got the same advice like "consider starting a business." I mean sure but that isn't the easiest and most actionable advice. A simple, "you are doing a great job and you more or less have maximized all tax efficient opportunities..." before bringing up advice to just start a business would be motivating and great preface. Why a 3*? I had 2 requirements for 2025: - Help me plan which lot to sell my stocks - For tax year 2025, to ensure I had near $0 or owe up to $2000. The former was to help with building some down payment funds for a potential home purchase which I had stated would be estimated early 2026 at best or even later. The latter was simply a preference on how I wanted to handle taxes. The first point, I brought this up early in the year and got some formulation on what to sell in 2025 to reach some allocation. I do think they had forgotten to consider stocks vested via ESPP and completely avoided the question when I asked in a follow up. I executed the stock at the cost of later finding out the BBB and SALT cap changes. It would have been great to hear some advise like "here's some calculations on how to be tax efficient with the current price but something to consider is the BBB and rumored SALT cap adjustments you would be losing out..." and proceed to suggest an alternative strategy to best maximize. I'm paying for Tax Planning and personalized advice so I'd hope to have received these "btw" considerations when making moves. Overall, I had about 6 Tax Planning meetings for the Tax Year 2025. These all provided coordination on if we are on the right trajectory to achieve my desired range of owe/receive $0 or owe up to $2000. As a validation experiment, I had requested another CPA/EA (so equivalent credentials) compute my tax returns for 2025. If all the tax planning was correct, I'd be near $0; however, the margin of error was quite excessive in my opinion that I question what was the point of all the Tax Planning prep (gathering docs) and sync (30m per sync) if there's no predictability during tax return season. Lastly, they wanted to charge an additional 10% of service fee to handle 2025 Tax Returns due to the BBB complexity. To me, I wasn't too happy with the service I had received so an extra 10% cost while perhaps warranted didn't seem worthwhile given the subpar service. For reference, my new CPA/EA has offered Tax Advice and Planning for about half the cost and has been providing me illustrations on some tax move considerations under various risk profiles and scenarios given current economic climate. I have also been requested to remove my last review of Ma Christina. I will leave that up as I think others should be aware that there has been a history of complete communication chain break down after paying for financial services. If the situation has truly been resolved, the review itself will be drowned out by positive reviews over time.

Excellent! Christopher Huang and his team have done my taxes for the last two years in a row. I've…read morehad a good experience with Kevin Thai. Highly recommend!

Chris Huang CPAs is one of the best TAX preparation firms in California. I have been a customer…read morewith them for 10 years. They are super efficient, dedicated, easy to work with and always provide the best recommendations to fully support customers. Hannah Huang, Chris Huang, Jack Zhu and many other forks there are all the best! As a customer, I fully appreciate all their great efforts and help in the past 10 years! They are the firm you can always fully trust. Thanks Chris Huang CPAs!

Cindy and her team (Coral, Zoe, Sonia etc) helped me to file my 2021 tax federal and CA state tax…read morereturns. They worked very hard to finish my returns by the due date. When I had concerns about my tax returns, they answered my concerns patiently and quickly even during the busiest time of the year. I'm very grateful for their help to answer all my questions. In addition, the team members are located in both US and China, so the service covers 24 hours. If you have hard tax situations like me, you can let them help you. They're doing a faithful business.

I wrote this company a review 6 years ago. Now I just saw Cindy's response to my review 6 years…read morelater. Her response is totally untrue. What a terrible person she is! Not only didn't she acknowledge her bad behaviors and the impact to her client's tax filing due to her delay and mistakes, but also she lied on Yelp. Several months after she saw the bad reviews posted, she sent an email to me and my husband, apologized about her bad service and also offered free tax services, but at the same time she posted untrue responses on Yelp to defend herself. This is very inappropriate and is another example of her dishonesty and bad behaviors. She was playing games. Please take all the one star reviews about this company seriously, because people are nice and reasonable and won't post bad reviews if they have to.

Great communication via phone and office! I have using Michael for 5 years now and he is very…read morethorough. The office staff is amazing!! K

This review is long overdue, Mike and Benjamin at ABS are fantastic, they're both really…read moreknowledgable, honest, friendly and fair. They provided payroll services for my small business 8 to 9 years ago and as of recent, are taking care of my quarterly payroll taxes for my incorporated small business. They get the job done in a timely manner for a competitive price, what more could you ask for? A couple of hardworking, straight shooters from Fremont, yeah buddy! Thanks for holding it down for me all this time guys, keep up the good work, it's much appreciated!

I liked Nupur a lot - she is direct, professional, and efficient. Would definitely engage her next…read moreyear.

I have been working with Nupur for years in tax filing for my self and family. She is very prompt,…read moreprofessional, very efficient. This year she did my foreign tax related work as well, Very good customer service experience in working with her and I strongly recommend Nupur, which I did refer to my friends as well.

We have been working with Michelle and her colleagues at X-Act Payroll for over 30 years for my…read morewife's medical practice and infusion services. As a result of my excellent rapport with them and great service, I started using them for 2 other startups I was involved with, and recommended them to a whole bunch of others in the Bay area. All in all they are simply awesome - the best in the Bay Are ...excellent service, very responsive, by the books but flexible when needed, accurate, prompt filings ... do I need to say any more. I highly, highly recommend them with no reservations whatsoever for any startups, and small and medium sized business.

My company has used X-Act Computer Service for our payroll for over 25 years. My staff size has…read moreranged between 10 to 18 employees during this time period. Having X-Act do my payroll gives me, a small business owner, peace of mind. They know what they're doing! And they are personable; whenever I call X-Act I know that whatever payroll question or need I have that X-Act can answer my question and take care of what is needed (or guide me in the right direction). As a 25-year client, I wholeheartedly recommend X-Act Computer Service for payroll service (and great customer service).

They turned me away because I didn't file with them last year but I went with them for 5 years…read morebefore that!

Over the last 15 years, my spouse and I have worked with countless tax preparers and CPAs. However,…read morewe have never encountered anyone as experienced and organized as Dan Hollenback. He is extremely knowledgeable and efficient in how he handles both our business and personal tax returns. I admit filing our taxes is a real pain-in-the-butt due to all the complicated issues, needed clarification and back & forth stuff but Dan handles the pressure well. (Which would seem like a "no brainer" in this industry but I have seen some tax professionals crack). Every time I've emailed Dan, he responds quickly with helpful advice. No question is silly or dumb; I feel he really cares about his clients and how to best help them. I am so glad we found A&L Financial Services! We will surely be using them for many years to come.