After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble responding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating! read more

Sumeet was bright and very knowledgeable when we finally spoke on the phone. I was looking forward to working with her, however, she never called back or responded to my email after our initial conversation. Her prices were comparable to others but I wasted time trying to reach her by phone (it took 2 tries) and ultimately I had to find another CPA. read more

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue, very happy with the service I received. She is very helpful and responds quickly. read more

Very honest, friendly and reliable CPA. We're retired She prepared our tax filing this year and she deliver on time very dependable best we ever had. We recommend her highly. read more

Sumeet is lovely. I highly recommend her services.. she is so knowledgeable and bright, thoughtful and kind and a joy to work with.

Sumeet was very personable and professional all at the same time. She handled my case with expertise and I would highly recommend her.

I provided 1 star for being able to reach Sumeet herself. But deducted 4 stars based on her rudeness and tone. I was looking for a CPA who could not only file for us but also help us with tax planning and explain to us what they did in our returns. Specifically, I was looking for someone who could walk us through and explain in detail as part of our services, and she was not that person. First off, she cut me off multiple times as I tried to ask her for a ballpark price. She didn't even let me finish my sentence on overall what the shape of our tax return should be, even going ahead and lecturing me that there was no way she can ballpark the general cost of my work (without letting me finish my sentence) and tha personal returns start at something in the mid 400's range BTW, this was what I was going to ask her, what her general fees for personal W2 returns were for a joint couple, 2 rental properties, and a C corp business filing. But when I finally squeezed it out, she cut me off and lectured me on how it's like a mechanic and she can't give an answer without seeing the car. All the while starting each sentence with a very aggressive "Mam-". I don't have information on how good her work is, but the call with her was very aggressive, she didn't listen, and seemed far from someone who would make taxes feel better and clearer. Heck H&R Block and Turbotax had much more respectful and kinder attitude then her. read more

I received efficient, clear guidance on a somewhat complicated return. I will definitely depend on services from Ms. Bedi in the future.

She is dropping her clients last minute. Not reliable if you want your taxes to be filed.

I have never hired anyone for tax help as my taxes have always been pretty straightforward, but I had a situation this year that necessitated an amendment to last year's return. I reached out to Sumeet for assistance, and she responded to me very quickly. She was able to complete my amended return within a couple of days. I would definitely recommend her services! read more

Excellent tax preparer - She's done my taxes for over 10 years...always accurate and on time....you won't find a better CPA for any financial advice. read more

After getting an unexpected letter from the IRS, I needed fast, expert help to fix a few things on a prior year's tax filing. Sumeet was truly awesome. She took me on as a new client, worked quickly to meet the deadline the IRS set (the work was actually done early), and was super communicative throughout the process. Her explanations were easy to understand and I felt more informed than ever! She helped resolve my problem and significantly decreased the tax bill I owed, and even found a few new opportunities to improve my tax situation. We're definitely going to return to Sumeet with any tax prep or questions we have in the future!! read more

needed some help on my taxes and some scenario modeling. Sumeet was great to work with, was prepared and skilled at communicating. She didn't just bombard us with complicated terms, but took the time and made sure we had a clear understanding of the actions we should take. Highly recommneded! read more

It is so comforting having Sumeet for our tax preparation. So professional and easy to work with. And is very patient with my lack of computer skills! Thank you Sumeet! read more

Sumeet is so helpful , professional , as well as caring . She helped me with my 2019 taxes, she did not stop until there was a result. I am so grateful. If I can give more than 5 stars I will. She is sincere , honest and a person of integrity. I will recommend her to anybody that needs assistance with their taxes. Her reviews show her competency and accuracy. Thank you for all you do, You are one in a million because I know that people do not work the same way you do, you give your heart to every work you accept. Your guidance and work ethics is admirable. I am blessed that I was able to find her , the peace of mind she gave me is immeasurable. - GC read more

She were very helpful even with the small questions and no money upfront Many thanks Highly recommend read more

Great to work with and answered all of my questions . Thank you for being so helpful throughout the process!

Sumeet is such a wonderful person to work with, she makes filing taxes so easy and answers any questions I have. 10/10 never using anyone else besides her. read more

Amazing Sumeet came into our life in 2015. We walked into her office owing nearly $20k, due to capital gains. With her help and guidance that year, we ended up finding enough deductions to owe nothing and instead get a $700 refund! She walked us through every step. We were also dealing with an audit due to a mistake on a previous year's taxes involving some rental income. I knew nothing beyond basic Turbo Tax prep, but with Sumeet's guidance we got through both the audit and capital gains situation. She even looked over our past few tax years and amended them to get us more money! When it came time to pay her, we were shocked at how little she charged for her services. We would have gladly payed much more for how much she helped us. In addition to this, Sumeet did a lot of research into my husband's unique job situation and advised us on all the work related expenses he could be claiming. She truly went above and beyond for us. The last few years, our taxes have been much simpler, and we could realistically do them ourselves, but we feel so much better having her advising us. She keeps up to date on all the current tax laws, so we don't have to. Anytime we have a question during the year, she's always there to answer. And always replies very quickly. I HIGHLY recommend Sumeet for any tax situation, complicated or simple. The peace of mind you will feel in her capable hands is worth every penny! read more

Sumeet did a wonderful job at helping me to do my taxes. It was difficult after moving from Colorado to Washington so when I had to do my taxes I was concerned that I wouldn't do them properly. Sumeet helped me get them done and it was worry and hassle free. I would definitely recommend her. Thank you very much. read more

Sumeet is very pleasant to work with. She is quick but detailed in her filing. I would most highly recommend her.

Sumeet has been really great to my family. Her quality of work is exceptional. On top of that, she's genuinely a very good person. For that, she has us as loyal clients for life. She won't rip you off and won't be lazy like other folks I've seen out there. The only "negative" I have to say which really isn't bad is that she gets flooded with so many clients because that's how much in demand she is. We're lucky to have been with her. If you want to get in with Sumeet, you best contact her by early fall to check if she can accept you as a new client. Thank you Sumeet for all you do for us! read more

Sumeet knows her stuff and is very organized, thorough and knowledgeable. Excellent communication skills, timely and cares about her clients. Cannot recommend her highly enough. read more

We have trusted Sumeet to handle our out of state and federal income taxes of a complicated nature for the past 10 years. She has saved us a lot of $ over the years whereas before we were overpaying! She goes the extra step and explains everything so we can understand, and have peace if mind that our taxes were done in accordance with federal and state statutes. She is professional and personable. read more

I highly recommend Sumeet! She has helped me immensely and always demonstrates the highest levels of professionalism, integrity, and accuracy. I trust Sumeet so much that I have recommended her to many other people for their annual tax needs as well. I am so grateful to have her services! read more

Sumeet is very very professional, organized, knowledgeable. We engaged her for our 2021 taxes during challenging life events and she completed them quickly and saved us money as well. Sumeet was caring and very helpful with tax advice. We will continue using her tax expertise. Highly recommend!! read more

Sumeet Bedi has served as our only CPA for many years. She's reliable, consistent, and she always reviews our tax return with us before filing it. She answers all of our questions, and discusses thoroughly with us anything she sees that's even slightly out of the ordinary. Over the years, she's given us great advice about estate planning and on RMD distributions. She's calm, knowledgeable and a pleasure with which to do business. She you next year, Sumeet! read more

Sumeet did out taxes for the fist time and we were so impressed. We have an airbnb and I work construction. We had remodeled for the airbnb and she was very knowledgeable about what can be written off a d how to do our taxes. We highly recommend her and are so glad to have found her. Thank you!! read more

Over the years I've worked with good CPAs and bad CPAs. I interviewed 5 CPAs late last year to select a new person to prepare my tax forms. Based on her availability, friendly demeanor, and ability to discuss tax matters from what she knew (not what she could look up), I chose Sumeet. So, this is my first year working with her. She just completed our joint 2020 federal tax forms. I am so happy with how this went. She is exceedingly efficient and competent. I wish I would have found her years ago, and I wish her a long and prosperous life (so that I don't have to ever again look for a new CPA). read more

Excellent communicator great CPA. Really explains what is needed on clear and concise terms.

Out of this world professionalism! I contacted Sumeet in the hope of hiring a CPA for my newly established business. She screened my needs in order to know whether her office would be a great fit for me, which I highly appreciated it because it is time saving. After screening, she told me that her office wouldn't be a good fit because of the the specific aspects of my practice. She referred me to a CPA who might be able to help, and she explained some basic notions to me along the way. She was extremely nice and professional. I highly recommend her! read more

We met Sumeet by accident at an appointment with Thomas for some financial paperwork.Sumeet was working with him. She is also a family friend.But the service she gave was beyond words. She helped us do our taxes with accuracy and suggesting better ways and very clear about her suggestions to save money. She will answer my call anytime of the day and anywhere, and suggest alternatives on how things should be so they are beneficial to the client. I would recommend her at a heart beat.Thank you Sumeet. Keep up the excellent work. read more

Sumeet provided great advice on how to move forward with a complicated situation. Even though she did not have time to do my return for me she took 15 minutes out of an extremely busy day to point out what the best way for me to handle the situation would be. read more

Not sure why a reviewer commented that there was a lack of communication and a rudeness about this company, but I can say quite the opposite and I am sorry that there was a bad experience. This team was awesome!! Thomas was warm and inviting from the get go. Sumeet was very good with her communication, honesty and I felt very comfortable. She was very thorough and really took the time to check things over and over to make sure we were getting the most credits and breaks that we could. Thanks to her, we went from what we thought was going to be a 223 refund to a 1500 refund. I should also note the cost was very reasonable. I was having some Turbo Tax issues last year, so in a pinch went to a chain place (H and R). The gent was lovely, but at the end, I received a surprise when I got the bill. I phoned and explained this to Sumeet and shared by concerns and she asked me to bring it in and she would give me a quote. It was way less than last year and no nickle and dime for this form or that form or the direct deposit. After years of DIY taxes, I am now a believer that it is worth the time and cost to see a CPA and if you are looking for a great one, Sumeet Bedi is the one for you. Great pricing, great customer service, great communication, and no rush rush feeling. If I could give 10 stars for my experience, I would. Thanks again for making taxes so easy and painless. :) read more

We have had Sumeet do our 2020 tax, and are extremely satisfied. She was very detailed and thorough. Sumeet provided excellent advice on how to move forward with our complicated situation. One of most important was she was able to finish our tax return before deadlines in a short period. I highly recommend Sumeet for any tax situation, simple or complicated. read more

We came to Sumeet after reading the overwhelmingly positive comments on Yelp and we were very impressed. Sumeet is the ultimate professional and is genuinely interested in her client's financial well-being. Sumeet worked hard to find us every possible tax savings and was careful to help us understand everything she had done to prepare our return. We will certainly be using Sumeet for our future tax guidance and retirement planning. read more

I discovered Sumeet years ago and could not be happier as she is very through and thoughtful and a great account. She always does a great job and I always feel confident with her work. You could not find anyone better. She really knows her stuff. read more

Sumeet Bedi has been a pleasure to work with over the last two years. She couldn't make filing my taxes any easier or faster, and always makes sure to check the details to get me back as much as possible. I thought I was getting a $900 tax return this year, but Sumeet checked to see if I qualified for a higher college tax credit, and I did! That little detail got me a $2,500 tax return instead of just $900!!! I would highly recommend Sumeet to anyone! read more

We have had Sumeet do our taxes for the past few years, and are extremely satisfied. I can't speak to the service of the other employees, because we always deal with Sumeet. Last year when we ended up owing money on our taxes, Sumeet gave suggestions on how to better manage our contributions and investments. When we made our appointment this year she remembered us and our conversation from the previous year. She is very helpful via phone, email, and in person, and always makes sure that we have provided all of the information to make sure our tax return is accurate. The cost for the tax return is reasonable and worth the piece of mind. read more

I needed tax help this year & these folks were recommended, specifically Sumeet Bedi, CPA. She was not only very knowledgeable but very courteous. There was much I did not know about my 2013 tax situation. I left feeling wiser & relieved. Definitely coming back next year. read more