I've used TurboTax Online for several years and have always trusted it to get us the right answer…read more This year, after several life changes (getting married, buying a house, etc.) I just didn't believe TurboTax (or didn't want to since it was saying I owed a significant amount). After reading these reviews, my wife and I decided to have Kristin do our taxes in hopes that she could review our taxes and provide tax guidance for future years. Here are the interactions that transpired: 3/23 - My wife contacts Kristin, tells her our situation and sets up an appointment. 3/26 - We meet Kristin at our first appointment. We bring all the paperwork we believe will be needed, and I explain that I've already done our taxes on TurboTax and provide her with the estimates to compare to. At this point, Kristin says she should have our taxes completed by 3/31 at the latest. Given that it's already 3/26, we're elated to find out she'll be able to get it done so quickly. 3/26 - Kristin emails us asking for a few other pieces that she needs to complete our return. We email her back the same night with all the documentation. 4/4 - Having not heard from Kristin, I call the office and leave a message asking what the status of our return is. Jonathan from Kristin's office calls us back saying she's running a little behind and our return should be completed by 4/6. 4/8 - Kristin emails asking for one more piece of information. We had already provided it at the consultation on 3/26; nonetheless, I respond immediately with what she needs. 4/11 - Feeling a sense of urgency with 4/15 looming, I call Kristin's office again to find out if they've completed our return. 4/13 - Jonathan emails us saying our return is almost finished. He says she doesn't want to speed through the return so she'll be filing an extension today and asks for one more piece of information. I get right back to him with the info they need. I still don't know how much I owe and payments are supposed to be submitted with extensions ... 4/15 - Kristin emails our payment vouchers. She then tells me the electronic filing of the extension is failing because of my wife's info. She says she'll try it again and worst case will mail the extension. I have to rush to get the money together and mail a check off to the IRS. Ridiculous. Between 4/15 and 5/28 I called 3 times to figure out if she had completed our return. 3 times! The last time I say we just want our stuff back and I'll file myself. 5/28 - Kristin emails us saying they had problems with their voicemail system. She says she understands our frustration and we're welcome to take our stuff and file through some other means. This whole thing was ridiculous. Why did she take us if she didn't think she could finish. Why did she keep promising it would be done each weekend? Why did they wait until the 15th and make me run around? Why were we the people calling her? Wouldn't she be expected to complete the review in 1.5 months after the filing date? There were no apologies or attempts to rectify the situation. She basically made us spin our wheels for months and didn't provide any service at all. If you can't trust your accountant to be thorough and punctual, how can you trust them to do your taxes? I would never recommend her over TurboTax. Oh and by the way, TurboTax only costs $80.

I am using Kristin's Servies for over 5 years now…read more After a bad experience with my former CPA who's only interest was ripping me off I found Kristin Shaffer and since that I am a loyal client to her. She's a very experienced and professional CPA and with her, all goes smooth. I can only recommend Kristin. For us, she does the bookkeeping, tax roll and of course all the reports and balances. I am very satisfied with her and so will you!

I have had Jessica prepare my taxes for several years now. She is always very efficient in her turn…read morearound time and has my taxes done in a matter of a few days if not the next day! I appreciate that she always very prompt in getting back to you and getting an appointment with her is never a problem. She is flexible in how you can meet with her to review your completed return whether it be in person or remotely. She is very thorough in explaining the completed return and knows the latest changes in tax laws. Her fees are also reasonable. I would highly recommend her services.

Jessica is very prompt , thorough and professional and great customer service! Turn around time is…read moreimpressive!

You need Virgina as your accountant for your business. If you have a small business or multiple…read moresources of personal income she is EXCELLENT. She talks to me in plain english, not accounting jargon, so that I can understand everything that is happening with my financials and tax returns. Virginia spent significant time showing me how Quickbooks worked for my bookkeeping, explained how some of the tax code works, and generally helped me get confident and informed about my business's financial health. She is extremely diligent and patient with bookkeeping in Quickbooks and proactive about taxes at the end of the year. Virginia is also a good human, during a difficult period in my business she was conservative abut how much time she spent on our books to keep our costs low. She is direct and to the point. A valuable asset that I am very grateful for!

Finding the right CPA is like dating. You have to wade through the sea of options available, sift…read morethrough the bullshit, sometimes get burned - but I tell you now, it's well worth it when you find the right person. I wanted to find a person with the full package: experience, energy, resiliency, flexibility, and humor (although, I did initially imagine a Ben Affleck-esque accountant coming to save me with guns a blazing). My friends and family and colleagues said nothing - verbally. They just stared. It probably didn't help that March 15 was creeping up and my QBO was a mess. I was an utter mess of anxiety with the shakes. I'm not a praying person. But I prayed for a miracle. Cimmer agreed to meet with me and look over what I would need in order to complete all the required tax forms (I had a vague idea of what those were). In that short time, I knew she was going to be my Baywatch red floaty. And it was just like in the show!! She sprinted in with the red floaty in tow, hair whirling and all, to save me from drowning. The best part? She didn't just pull me out, she taught me how to swim! She gave me the tools I needed to clean up my books, showed me what my spreadsheets and numbers should look like, and translated the jargons of QBO/accounting/finance/numbers. She set me on track and pro'd through the taxes. I cannot put into words how much gratitude and appreciation I have for Cimmer. She is exceptional with so much knowledge and experience. I needed a person, not to do the grind work (that's what I needed to learn), but to have solutions with plans and execute processes and improvements. She's my rock star and I am ecstatic to have her in my corner.

We contacted Carla at a time when we didn't know what we were going to do. A year into our business…read moreand a manual bookkeeping system needed to be organized and converted into a legible Quickbooks file (does that even make sense? See why I need Carla?!). Carla came into our disorganized and panicky situation and calmly, efficiently, and professionally organized our books into beautiful, coherent data. We are now wrapping up our second year and Carla has us on track to - wait for it - turn in our taxes to our CPA early! Yes, she can create these kinds of miracles for you, too. In addition to being a Quickbooks wiz, Carla Nespole is also extremely trustworthy, reliable, punctual and smart. Do yourself and your business a favor and reach out to Carla immediately.

I can't believe I am the first to review, but glad to break the ice…read more I've been through a few bookkeeper/Quickbooks specialists, and through no fault of theirs, they just could not help me the way I needed to be helped. As a result my books were a mess and tax-time was a nightmare. Carla instantly "got" that I wasn't ever going to be organized the way most people are organized, and helped me work out a few simple systems that even a creative type like me can live with. She's also the first to really wrap her head around what is going on with my quirky business on a day-to-day basis. She's methodical, prompt, focused, and professional, but at the same time curious and extremely flexible and willing to adapt to how I work. I really, really REALLY appreciate that. We meet monthly, go over the books, and I actually enjoy the process, whereas before (and I am not exaggerating) I would have rather had a root-canal. Seriously. Also, I no longer dread tax-time (well, I do... but a lot less) and have completely released all of my bookkeeping-based anxiety. Ahh!

Very efficient. She helped me get things straightened out. I'd highly recommend Joanne.read more

I called and made a appointment to file my taxes with Joann,she seemed professional until I was 5…read moremin late to our follow up appointment where she got a little personal over the phone and stated how she I obviously didn't respect her time and that she drove far to meet me,mind you I live 10 min away and I was only 5 min late,she said she had a 2pm appointment so I'm not sure how I wasted her time by her driving down when it was only 105pm and she had a 2pm anyway. She then hung up on me but befor she hung up she said well call me back when you make up your mind while I was mid sentence explained how I did respect her time and I made a mistake and was having a bad morning. I came and waited for her 2pm to be over but she left I guess early. I received a email from her stating she's fully booked till oct 15th which is he cut off date to file taxes for 2018 if you filed a extension today is oct 7th so she totally is trying to ruin my life because I was late to a appointment. Super unprofessional you don't treat your customers bad because they are late.

Marianne is by far the BEST bookkeeper I have yet to find in this area! When meeting her she was…read moreextremely pleasant..right off the bat I knew she would be the right Bookkeeper for our company. She is very educated and dedicated to her work/clients. She was not hesitant to give me references of current clients, who highly recommended her. Not once has she not answered my questions/concerns. Also another skill I was in need of was someone familiar with QuickBooks, and to find out she is a QuickBooks ProAdvisor too I was sold. What an expert! She is efficient, professional, honest, patient, hardworking, and better yet friendly to say the least!!

Learning QuickBooks on my own was not going well, so I hired Marianne to help me learn the…read moresoftware. I am SO glad I did. Marianne broke down the training into small manageable sessions so that it was not too overwhelming. She was very knowledgeable in Quickbooks, and if she didn't know the answer to a question, she would research it. Not only did she show me the basics of QuickBooks, but she also showed me more advanced tools and how to maximize the reporting features for my business. Marianne is a very patient, easy to work with and makes the process fun. Her training and expertise saved me time, money and a lot of frustration. I am so thankful that I hired her! I highly recommend her for your QuickBooks training needs!

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

I have worked with Rebecca twice, and found her services to be truly high quality, and at the same…read moretime personable. She is amazing with her knowledge and experience. She presents with confidence, and I felt from the beginning that I was in good hands. As a lawyer in the Santa Cruz area for over a decade, I take notice when a professional such as Rebecca Rounds, works for me, and delivers. She did, and I took notice. You will not be disappointed if you need her services. Aaron J. Lodge Attorney

I found Onepoint Services on Yelp. Rebecca responded quickly and I knew I was in good hands. I…read morehad Rebecca handle my taxes and over the course of two face-to-face meetings, she proved highly competent and detailed in assembling my tax package. During the meetings, I came to realize that Rebecca can also help me and my family in many other aspects of potential business and financial matters and aspirations. We will use her services again.