My law firm hired Janie as our bookkeeper in December 2019. We have been working with her for over…read more5 years and she has been the best bookkeeper we have worked with. Prior to her, we worked with 2 others who did not suit our needs. Janie reconciles our accounts at the end of each month. I also asked Janie to start running payroll for us on ADP. Janie is great at collaborating with my employees. They often email her with questions, or ask her to amend or delete an invoice. She also sends us the necessary financial statements at the end of each month, and the 1099 amounts for our contractors to our tax accountant during tax season. She is very responsive to our requests and concerns. She usually responds within a few hours. Janie has a pleasant personality, she is very responsive, she is patient with my employees when they make mistakes entering client payments into Xero (sometimes they will enter payments into the wrong account and she re-enters them for us, which isn't within her scope of duties), and she always tries to help with any requests that we may have. Overall, I highly recommend Janie. She does a great job with the bookkeeping for our small business!

Janie, was a life saver when it came to doing my books. I first went to her panicked because my…read morebooks were a mess, and I mean a mess. She was able to do 3 years of back work and worked magic. I'm so grateful to her. I have since continued to use her reliable services and this is going on 5 years now. She's a phenomenal bookkeeper & is incredibly responsive, knowledgeable, and organized. I can't recommend her enough!!

I had a great experience using this Fractions service. Ruby was incredibly easy to talk to and made…read morethe entire process feel simple and stress-free. From the start, she took the time to answer my questions clearly and made sure I understood everything. What really stood out was how fast and efficient the service was without sacrificing quality. She handled everything professionally and accurately, and I felt confident that my taxes were done right. I highly recommend her services to anyone looking for a reliable, friendly, and efficient tax professional. Best in the business! Thank you again Ruby!

I want to thank Ruby for her great service in filing my tax return. Careful, patient, and…read moreprofessional.

It was a very challenging season because of all the new tax stuff here and there. I was very…read moreanxious, but the team really helped my family and me with all our tax concerns. The service is just top-notch - I appreciate how they were able to answer all our concerns easily. Totally, getting them again in the next season because they give value to our time and resources.

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 did not have any experience with doing taxes for the quarterly deadline, but Yan was very helpful…read moreand answered a lot of my questions, helping me through all the steps of the way. If you need help, make sure it isn't right before the deadlines, giving time to prepare what is needed. Will definitely be going back to Yan even if it isn't about the end of year tax deadline. Thank you so much Yan!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

If you are looking for top-tier tax planning and preparation, Roslyn and her team are absolutely…read morephenomenal. I came to them with a pretty overwhelming and highly complex tax situation that required digging through multiple years of past transcripts. Roslyn didn't just handle it; she completely took the stress out of the process. She was incredibly thorough--catching missing documents, identifying potential deductions I would have never known about, and actually taking the time to outline a solid tax strategy for my future filings. What truly makes Roslyn different from other CPAs I've encountered is her patience. She has this amazing ability to take complicated tax jargon and break it down so it actually makes sense. Her experience and track record speak for themselves, but it's her personable approach to getting the work done that makes her the best in the industry. I couldn't be happier with the results and highly recommend her to anyone!

I've been going to Roslyn Blackwell for about 10 years now, and I honestly wouldn't trust anyone…read moreelse with my taxes. She has always made the entire process simple, clear, and stress free. Taxes can be overwhelming, but Roslyn has a way of explaining everything so it actually makes sense. She is always friendly, polite, and extremely knowledgeable. You can tell she truly cares about her clients and takes pride in what she does. Every year she is consistent, professional, and efficient, and I always leave feeling confident that everything was handled properly. It's rare to find someone this reliable and easy to work with. I'm very grateful to have found her, and I will continue coming to Roslyn for many years to come. I highly recommend her to anyone looking for someone trustworthy and excellent at what they do.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

After my accountant of 25+ years retired, I wanted to find someone I could rely on for many years…read moreto come. Luckily, I found ABC Tax. This is my second year coming here, and Kathy handles my taxes. I'm very happy with her service, her knowledge, and her fair prices. They recently moved to a new location at 1275 S Winchester Blvd, Suite F, San Jose, CA. The office is on the second floor of the building, located behind the Comerica Bank on Winchester.

I've worked with Kathy for years! She helps tax illiterate people like myself. She is very…read morepatient, and very flexible. I look forward to seeing her every March! The new location is now 1275 S Winchester Blvd, Ste F. 2nd FL San Jose, CA 95128