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.

Super nice and helpful. They take time to answer all my taxes questions. Very knowledgeable.read more

We've been working with Mai for a while now, and I can't recommend her enough! She is incredibly…read moreresponsive, always quick to answer questions and explain things clearly -- even during the busy tax season. Her rates are very reasonable, but the quality of work is outstanding.

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.

I have gotten very useful advice from the team. For present operation and furure planning in my…read morebusiness.

Worst place!! Don't waste your time and money in their services. Nobody in their office understand…read morewhat they are doing and I ended up paying hell lot of IRS penalties. Unprofessional people to work with.

I hired this firm to prepare my mother's 2022 federal tax return. The return was prepared by Joy…read moreQiu, who has since left the firm. When my mother received an FTB enforcement notice in 2026 for a missing 2022 California state return, I contacted the firm for help. I spoke with Hannah Huang, who was unhelpful, raised her voice on the phone, and dismissed the issue by saying it was 'too long ago.' No accountability was taken for the missed California filing obligation. I would not recommend this firm to anyone.

I have used this CPA service for over five years. Some of their CPAs are very junior and…read moreunprofessional. They once reported an incorrect amount of more than $10,000. Additionally, I feel they do not respect their clients, not even their boss. Over the past five years, my experience with them has been poor, but I was too busy to switch. This year, I decided to use a different CPA, and I just realized how bad Chris Huang CPA really was. Their price also 30% higher than market average. Hi Hannah, My feedback was real, I just used a alias name for comments, because I just don't wanna dispute with your company , it's tired. Actually my colleague recommended this CPAs to me years ago. But the experience was poor, I just realized how bad it was when I chose a new CPA company this year. Hope you do better, I will leave this comments for at least one year.

Meenal has helped us file our taxes for this year and it was one of the smoothest tax filing…read moreexperiences I have had. She is very responsive, and diligent and has a very good understanding of the tax rules/laws.

I found Meenal through yelp based on other 5-star reviews. She did a great job in doing my taxes…read more She is very professional and knowledgeable in handling international transactions as well. She explained me everything in a detailed manner and was able to turn things around very quickly. I would highly recommend her to anyone for their taxes.

Highly recommended for someone like me, who doesn't know much about those tax terms and forms. For…read morepeople speak Mandarin, they also have WeChat account. They have a clear chart showing the itemized fees. I think their charges are very reasonable. Meiru and Shirley are super friendly and responsive, patiently answered all my questions and sent me references to clear my doubts. Everything is done electrically: upload your documents to their Dropbox; review and sign contract; they will file online for you, and all you need to do is waiting for the money comes to your bank account. I have already received my state and federal refund for 2021, within two weeks.

Great service! Boey is very professional and helpful. She answers all my questions with patient and…read moreshe does the best for help us to register my company. Definitely recommend her!

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.