WARNING: **AVOID AT ALL COSTS!**…read more Before having David's team prepare my tax return, it was agreed upon and confirmed in email with his team that I would pay the same amount as last year for my tax return. I was surprised to find out that shortly before my return was due, they decided to raise the cost of my tax return significantly, despite the agreed upon price set by his colleague. His team failed to communicate any increase in price or additional services rendered in all my communications with them. I strongly recommend going to another CPA if you want confidence your return will be prepared without issue.

Best CPA firm out there in the greater Bay Area. Koehler and team are always patient, sincere, and…read morecaring when it came to my GF's taxes and her financial situation. Without their help, we wouldn't be where we are today :) Thank you!

I had my taxes filed at the Santa Clara branch of Diwakar Taxes, and I truly loved the experience…read more What stood out most was their appointment-based process where your in-person presence is required. This makes a huge difference because you get the opportunity to sit face-to-face with experienced tax consultants and clarify every doubt in real time. I especially appreciated how thorough they were with foreign income reporting and other complex tax situations. Their team asks detailed questions to make sure nothing is missed--even in cases where you may forget to bring a document or may not even realize a certain form or income needs to be reported. That level of guidance gave me a lot of confidence that my return was being prepared accurately and completely. I've been to other tax firms before, and many of them mostly work remotely and simply file based only on the documents we provide. The problem is that as clients, we may not always know what all needs to be included, and not every firm takes the time to guide us. That's why I strongly feel Diwakar Taxes is an excellent choice, especially if you want careful preparation, experienced consultants, and confidence that your return is done right.

Diwakar Taxes handled my tax filings for several years. Recently, I worked with another tax…read moreconsultant who identified multiple refunds and corrections that I was eligible for, which has now required me to amend returns across multiple years. When I discussed these issues with Diwakar Taxes, the concerns were largely dismissed rather than reviewed in detail. In one particular case involving a tax-advantaged expenditure, they refused to classify it as eligible even though my financial advisor and other CPAs later filed it correctly and helped me obtain additional refunds. For me, the primary expectation from a tax consultant is not just accurate filing and legal compliance, but also ensuring clients receive all legitimate deductions and refunds available to them. Unfortunately, that expectation was not met in my experience. Other aspects of the service: 1. Communication - OK 2. Responsiveness - Below average 3. Price - OK 4. Value - Not at all fine

This is our second year now working with Jaclyn Skull and she's done wonderful work for us twice…read more So glad that we've found our CPA! I've found that anything beyond single-source income makes taxes get really complicated, really fast. Trying to save a buck, I tried my hand at Turbo Tax for a few years to manage a home business alongside investments, but I ended up with a lot of questions and a lot of dead ends... which cost me a lot of money to the government, money that I now suspect I may not have really owed. But I digress. Hiring Jaclyn went against every penny-pinching bone in my body, but I manned up and decided to see what a real CPA could do with my mess. Boy am I glad I did! Two years in a row now she's made it really simple and has more than paid for herself. She knows the tax code inside and out, so I just feed her my information and she puts it in every place it belongs. We had an initial consultation where I explained our entire situation, then I gave her the docs and everything went quiet. Come a few days before the deadline, in came a form, my wife and I signed, and the refunds appeared like magic in our bank account a few days later. "Refund??" my wife exclaimed, in disbelief. "I know!" I replied, scooping my jaw from the floor. Jaclyn makes it taxes on your own terms. I can't recommend her highly enough. Pro tip: the tax software seems really intimidating, but just do your best and don't stress about it too much. They'll catch whatever you miss, as long as they more or less know what to look for. Think of it as a digital filing cabinet, just with some pre-defined structure.

This company is more interested in sending bills than servicing their clients. It took them over 2…read moremonths to file a EIN # for my mom's trust after her death. Then when it came time to file her year end taxes. They filed a extention and 3 months later told me they could not do her taxes. This was after I payed a deposit. I never received a return deposit. Just today I received an outstanding bill for services never processed. To add to this frustration I had to constantly follow up with several emails before they would reply. STAY FAR AWAY.

Been his client since he bought the practice decades ago. For the last five years they can't give…read moreme the time of day because I'm older and on a fixed income. George doesn't have time to do my taxes. I have my son or daughter drop off the paperwork for me since I don't drive and they don't have time to fit me in to their schedule. This year the receptionist was especially rude when my daughter dropped off my envelope. They told her they couldn't get my taxes done in time for the 15th and she said that's fine and to call her husband when it's ready to pick up. My daughter sent in the extension form to the IRS on the 15th for me. I can't hear- so back in 2020 I had them change my contact phone number to my son-in-law to make things easier for them to communicate with me. On the 17th, I received a voicemail on my old landline that my taxes were ready and I owed money. My daughter called first thing in the morning to arrange picking up the forms and was yelled at by the receptionist. I had her ask if they calculated the late fees for the IRS since my taxes were late and she said we don't do that here. They liked doing business with my husband and I when we had a business and they made a lot of money from us. But now we are yesterday's trash to them. Thanks for nothing.

I had my taxes done here this year…read more Sabrina, George Jr and George made me feel important and welcome. They did miss some things on my return which I pointed out and they corrected. I think the fees are reasonable. I am keen on going back to them for more of my accounting needs.

(Incluye evaluacion en Espanol ) I have been getting my…read moretaxes done by Maria every year for the past seven years and every time she goes above all my expectations. As the tax laws change every year, Maria has always help me get the most out my deductions (self employed) and credits. I've seen other tax offices advertising to get you the biggest refund compared to anybody else but Maria explains that is just a marketing strategy and a blatant lie. The IRS already sets your tax bracket so Maria ensures you benefit from all the deductions and credits available for each situation. That's where the secret is to get the amount of money rightfully mine =) I notice that she also focuses on business bookkeeping, accounting, tax preparation and payroll but she has made me feel just as important as her business client. I've also used her office to get some documents notarized. Once when I sold my car and another time when I needed to send some notarized documents overseas. Her rates to prepare my taxes are modest and very competitive. In addition to the great services, great prices, professionalism and knowledge; Maria also offers specials. I dont know if they are seasonal promotions or if they are all year round but she gave me a gift certificate simply for referring my cousin to her office. I definitely recommend Maria to any one. BTW: my cousin has also become a loyal customer since. -Mis taxes me los ha preparado Maria por los ultimos siete anos y cada vez sobrepasa mis expectaciones. Como las leyes de impuestos cambian, Maria me ayuda con mis deduciones y creditos. He visto que otras officinas ofrecen darme el reembolso mas alto que cualquier otra oficina per Maria me explico que eso es una mentira y solo una manera de anunciarse. El IRS ya te pone en una escala de impuestos entonces Maria se asegura que tenga todas las deduciones y creditos disponibles para cada situacion. Eso es el secreto de obtener el reembolso de todo el dinero que me pueden dar. Veo que se enfoca en servicios de contabilidad, impuestos, payroll para negocios pero me ha hecho sentir tan importante como sus clientes de negocios. Tambien he ido a sus oficinas para notarizar documentos. Una vez cuando vendi mi carro y otro cuando necesitaba enviar documentos. Los precios son modestos y competitivos. En adicion al buen servicios, buenos precios, profesionalismo y conocimiento; Maria ofrece especiales ofertas. No se si son solo durante la epoca de preparar impuestos o todo el ano per yo he recivido un gift certificate solo por referir a mi primo a su oficina. Se los recomeniendo mucho a Maria. PS: Mi prio ahora es un cliente leal tambien =)

I have been doing my taxes for several years at De la Puente Bookkeeping & tax Services and I have…read morehad a great experience doing them there, they helped me with any questions or concern I've had. I would definitely recommend they're service!!!

Quality and service at its best. Excellent final product. Makes it easy with the docs.read more

I did taxes with them for two years and it was a pretty subpar experience. The CPAs are good but…read morethe front line person that I worked with asked me what a backdoor roth IRA was. I had to explain to her what it was which was pretty frustrating. I would have expected them to have known that. The CPAs and the partners were able to catch it and were knowledgeable but time with them was far and few between.

I had his dad prepare my tax returns and then his son Scott took over when he retired. After 20…read moreplus years of Scott doing my returns I complained last year about their errors and he said he has more business than he wants and I can take my business elsewhere. It still hurts.

I have spoken to Scott several times to get my tax situation in order and at first glance it's…read moreseems as though he is very helpful and can actually lend you a hand with any tax issues, wait until the follow up conversation to realize that he is either lost in what he is doing or is just simply incompetent and doesn't know where to start. Somehow he got the nerve to essentially call me a liar when I repeated what he directly told me just days before. Very much unprofessional and full of himself. He can talk a good game but the service and reliability is very bad.

Beverly is an absolute dream to work with. She makes the entire…read moreprocess very simple and not time consuming. She is very efficient and asks the right questions to make it easy. She also helps with your future financial planning. The BEST! Steve O

Beverly was extremely helpful. I wish I had taken her advise last year. She accomodated me just a…read moreday before final tax day and although she was busy with several tasks, spent necessary time to ensure my docs and filing is line..