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    Tax Professional Associates

    4.6 (16 reviews)
    Closed Closed

    Services - Tax Professional Associates

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    13 years ago

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    10 years ago

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    Shay P.

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    8 years ago

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    12 years ago

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    11 years ago

    Shey Perera was very clear and helpful regarding my LLC tax questions and issues. I'm looking forward to working with him in the future.

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    Review Highlights - Tax Professional Associates

    Shay provided great services at a reasonable price when I had to do my S corp return and personal return.

    Mentioned in 10 reviews

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    Fidelity Investments

    Fidelity Investments

    2.6
    (40 reviews)

    Fidelity Investments in Sunnyvale, CA has provided me excellent customer service and advice and…read morecontinues to help me. Ian Bushell helped my husband and me change the registrations on our many accounts. Priya is my fiduciary financial advisor who has provided me helpful financial investing advice and continues to do so. I have also had the pleasure of being helped by Fidelity associates Ken, Tim, and Brendan. All the Sunnyvale Fidelity employees are welcoming, pleasant and helpful to work with!

    Avoid PRIYA SAGAR like the plague…read more Someone at Fidelity referred me to Priya Sagar for help with broader financial strategy. We met in her office to review my portfolio and discuss where Fidelity might add value. Priya spoke at length about her managing money for clients with portfolios exceeding $100 million, and emphasized how dedicated she was to her work. We agreed on clear next steps: she would send me materials to review and a link through which I could share my portfolio details ahead of a follow-up discussion. Unfortunately, none of that happened. Her office scheduled a follow-up call, but Priya never sent the promised information. I reminded her office that I was waiting on those materials so the meeting could be productive, and they said they would follow up with her. Still, nothing came through. At that point, I decided not to continue. To me, credibility starts with doing what you say you will do. In my experience, the claims made in the meeting were not matched by the follow-through. A lot of confidence, but very little substance is just hubris.

    Tax Professional Associates - accountants - Updated August 2026

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