I am so incredibly livid with this company. We went to them for our 2022 and 2023 and 2025 taxes…read more The first year was great. The second year, they filed our taxes late so we received penalties and they never took ownership so we went to someone else for our 2024 taxes. This year we decided we'd try them again... big mistake. We submitted our tax information through their app and I sent them a message requesting they file an extension for us. I didn't receive any confirmation but assumed, since we signed the form stating they were going to be our tax preparer, that they filed the extension. I have spent WEEKS trying to get a hold of them. Through their app, their email, and phone with no response. I just got off the phone with the IRS and an extension was never filed so now we have until the end of the month to file.

I was referred here by a friend who filed her taxes here. She said they were very friendly and…read morequick to respond, however that was NOT that case with me. I inquired for their services on last day of January. They told me where to send all of my information which would be through an app so I did. I had some questions about certain things so I directly messaged Vincent via the app and I received no answer. There was little to no response through the month of Feb besides telling me to schedule a zoom meeting to discuss all my paperwork which was actually a great call. My call was March 6 and Vincent was very helpful with all my questions, but turned out I needed to gather a few more things before filing my taxes. I submitted them about 6 days after that zoom meeting. March 18 I receive a message from someone stating that they're updating my paperwork. March 28th, I reached out to ask for an update and no response. I called the office twice and two different people picked up to leave messages for Vincent and nothing. I tried to give the benefit of the doubt and just be patient but I think waiting 2 whole months for poor communication and no movement in my case is kind of ridiculous. Especially when I know my friend had her taxes filed pretty quickly. I wish things worked out or someone would at least COMMUNICATE with me what was happening. Now I have to scramble and find someone else to do it for me before the deadline. Don't take on new clients if you don't have the time of day to communicate.

This review is long overdue…read more I've been working with Amanda, Cathy, and her team since 2019. Starting my small business, they were there to help me at tax time and complete the whole process of becoming an S-Corp. Ok, first of all - YES I'm beyond excited about what Amanda and her team were able to do for my small business taxes. The pricing is fair and you're getting top-notch attention. I like their new portal for organizing all your files online. Last, I'm amazed that her team was able to help me this 2022 tax year because this family has been through a direct loss in the family, Neil. I'm sorry about the news. However, Amanda and the team have always been there to give me insight and get the job done. Thank you, ladies! You're amazing.

We have been going to Leiman & Associates for a handful of years now. Last year we owed taxes (our…read moreown personal doing). Amanda and her team made sure to set up quarterly touchpoints with us to review our W2 and tax liability to ensure next tax season would be more favorable. She really worked with us to ensure we were utilizing all the pre-tax benefits to set us up for a good position next tax year. I appreciate the follow through and treating us kindly when it comes to the uncomfortable discussion about money.

Grant is the most knowledgeable CPA. I have appreciated working with him as a client of the firm…read more He has great insight into various matters that have required his expertise. Grant's professionalism is evident in his communication style, which he seemingly accomplishes with ease. it is a pleasure working with Grant.

Immaculate conception - helping people who are challenged in all things tax and monetary. Tom came…read morein as friendly as always, He herded my sheep into the right pens. I got my refund fast. It's a simple one-stop shopping experience.

Another 5 Star review for John 8 years later since I started using him. I've since moved out of…read morethe area and we handle almost everything via e-mail now!

Been with Kim for 30 years! That's all that needs to be said. No fuss, perfect records, quality and…read morededication. Thank you TFM and esp KIM!

We started working with Jessica several years ago and it was the best decision we've made! We work…read morein the private sector and Jessica has a lot of experience with these kinds of compensation packages (stocks/RSUs etc.) something I've had issues in the past with others. I refer all my friends to her. She's also very personable and patient :)

Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've…read morebeen blessed to have Kyle do my taxes for at least 20 years.

Uhart has exceeded our expectations! Their depth of knowledge and understanding of the tax code is…read morelike nothing I've ever seen. We will chose them year after year.

Uhart has been a breath of fresh air. We've used them for 2 years. We'd been using another service…read morefor years and we were growing increasingly unhappy - poor communication, fee's that didn't make sense, lack of basic account provisioning at tax time... etc. Uhart staff have been kind, understanding, use a more modern system, and are fairly quick to respond. I'd definitely recommend!

This is a long overdue post. I was severely let down by my long time CPA last year and needed to…read morefind a new one. After receiving and interviewing several referrals, I decided to go with Mike Batson, because he took the time to really understand my business and tax situation, walked me through strategy to correct errors from my previous CPA, and gave me guidance on accounting and recordkeeping best practices going forward --- and all of this was in our initial "free consultation"! Mike answered all my questions and was clearly knowledgeable in GAAP and taxes. Since that initial meeting Mike has answered questions quickly by email and phone and reviewed my accounting. I finally insisted on prepaying towards my tax returns, which he reluctantly accepted. In a world often focused on "billable hours", it's refreshing to meet someone responsive, honest, trustworthy and committed like Mike. I am excited to have found a CPA who truly cares and have already referred him to several people.

Mike Batson is amazing. I actually look forward to doing my taxes every year! He is very well…read moreeducated in all the old and new tax laws, and changes, that happen for California and Nationally. His sense of humor makes the appointment go by quickly and painlessly. But even with that, he is very professional. I recommend him to anyone I meet! As a Realtor, he has helped me plan for each year too. I would recommend him over anyone you may use. Never thought I'd say I love a CPA, but he is awesome!

I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.