I just talked to him regarding to my parents tax questions. He is very knowledgeable and friendly…read more He was able to answer my questions right away! Highly recommended!!

I would not recommend using Ed for your taxes. I've been using him for years, even though he was…read moreabout twice as much as most other tax preparers. He does not follow through when he says he's gonna call. He has made several mistakes on my tax returns, he doesn't take the time to actually read the paperwork I've sent him, instead just filling in the information with what he thinks it is, when I've asked him to call me before preparing the return so I can explain things, he has not had them ready on time and forced me to get an extension on several occasions, he always makes me feel rushed when I have questions and when I confronted him about this, he just said he was too busy and had 420 other clients to deal with So I have gone someplace else now and I'm saving so much money and the results are the same.

We use Ken & Jaspreet for our business taxes, and they are wonderful. Jaspreet is one of the most…read morehelpful, patient, and knowledgeable people I've ever worked with. I am looking forward to potentially hiring them to do my personal taxes. Thanks, Jaspreet!

Ken, Jaspreet, and Danielle are amazing! Jaspreet does our personal and business taxes and is very…read moreprompt and communicative. Working with the entire team via email and short phone calls has been very efficient. Throughout the year, Ken has always been very helpful to advise what will best optimize our tax returns. They also are fine working with your financial advisor and attorney together. We are very impressed by Ken, Jaspreet, and Danielle and very happy customers. Highly recommend.

A wonderful partner for all things tax related. I like that he's there for you all year, not just…read moreto file your taxes in spring. He communicates things clearly, and will take the time on the phone to chat things through and provide advice. I trust him and have recommended him to friends. Great job Bobby!

I have been working with Bobby and his team for past 10 plus years. Highly recommend B & R…read more Accounting! They were organized, professional and very easy to work with. I uploaded my documents, and they efficiently handled my tax returns, including filings from the past 10+ years. Great communication and excellent service throughout the process.

Eric has been doing my taxes for year. He does an exceptional job and is always timely. He is very…read moregracious and always takes my calls.

Wow, Professional, nice and worked hard for us. I would highly recommend TJO…read more Brian is who helped us and he was very knowledgeable and made it easy for uS to understand what was going on.

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!

Hired this firm for our taxes last year because we just felt something was not right. The process…read morewith Linda and Jon, just seamless. Jon listens, looks, and provides insights that we have been missing. Just recently filed again ..obviously, and again just easy. Hated filing taxes and now look forward to future conversations with the team. Great work and thank you!!!

Dunham Associates continues to impress me with their attention to detail and impressive…read moreresponsiveness. Rick has provided customized recommendations based on my current situation. He has provided sound direction and has given me the sense of personal interest that my financial goals are met. I only wished that I connected 20yrs ago. I strongly recommend Dunham Associates!

Don is very professional as well as accurate. He did a 5 star job with a complicated tax return. I…read morerecommend him 100 percent.

I used Sutherland Tax Services last year and simply dropped off my tax documents. I had no…read morecomplaints about the tax preparation itself. This year, I wanted to ask a few questions about my taxes before moving forward, so I asked if I could schedule a brief meeting. Dan immediately told me, "No, that's not how I operate." It wasn't just the answer that bothered me--it was the way he said it. He came across as abrupt and rude, making me feel like my questions weren't welcome. As a client, I think it's reasonable to want to understand my tax situation and ask a few questions before having my return prepared. I was essentially told that if I wanted him to do my taxes, I needed to simply drop off my paperwork and that was it. There are many tax professionals who not only do quality work but also take the time to communicate with their clients and answer questions. Because of my experience with Dan's attitude and lack of customer service, I won't be returning, and I can't recommend Sutherland Tax Services.

Horrible service! I was recommended to this firm from the next door app which I will be posting…read morethere too. I was in dire need of getting my 1099 for my small business completed. I was already 6 days behind completing them. Melissa -the daughter of the owner- knows how to swindle you especially when you are desperate for help. I was told when I came in to pay $350 up front which they never told me that was just a deposit. To my knowledge it was to perform the work. All the work. And she also had said she could do it in a few days (3). Ok so I paid and I put my credit card down for them to keep. Big mistake. Never leave your card for a vendor to keep! After the 4th day I was wondering what was the hold up. They needed two more ein that Melissa never emailed on. I had to reach out and she finally responded after a day. Then she preceded to tell me since she just gotten the new ein number it would take another 5 business days! After two weeks I was asking when they will be done. I know they were slammed and trying to buy time or charge me for that time. I was right when they finally called that they were ready after 2.5 weeks they said my invoice was $1900!! They processed twenty-eight 1099s for me. I was flabbergasted. I said to the front lady Patty which I am sure she is use to swindling people for the Chan's that I was not told it would be more. She said oh yes sweetie we charge by the hour. When the invoice finally came in there were no hours listed!! It was just a straight preparing and rechecking etc all for $1900. I said I'm not paying. I ended up doing my own 1099 through a phone call with Intuit. How long did it take me less than 2 hours! And I'm a novice with QuickBooks. If I can figure it out anyone can. The only advice I can give is to do your due diligence on this firm! This mother daughter team is a modern day Bonnie and Clyde! **Update** see forms below. A picture is worth a thousand words! Do you see deposit or hourly rates listed on them?

Just thought I would add one more experience. When covid came and we were all struggling, I lost…read moreall my work, my employees bailed and when I asked for a discount on their services, I was ignored. I am sure they got PPP money to pay their employees, but the thought of paying it forward was completely lost on them.