Accountants near Cupertino

“Marcelle, Su, Debra, and Nathan were fantastic during the entire process I hired them for. They always answered the phone or emails promptly and answered all of my many questions. In addition to their excellent customer care, they were able to get me the best desired outcome and I could not be more thrilled. I believe my fees were about 10% of my total and well worth it. Thank you a million times to the Cupertino Team!“

“Stellar, competent representation. They always research thoughtfully before coming back with an answer. They provide a very high level of service to me as a client and I always feel I'm in good hands.“

“I used this firm for a divorce case, for the forensic accounting, Megan Thompson was excellent, the fees were completely reasonable, she went above and beyond what she was hired to do. I highly recommend them.“

“Sam has been doing me and my parents' tax returns for as far back as I can remember. He's always very friendly, professional, and very knowledgeable about current tax issues. He's also very responsive if you have any questions that may come up. Would highly recommend.“

“We did our tax with Kalyan this year, we are happy with his service, highly recommend!!“

“Mike Destro understands taxes the IRS. He can explain complicated returns and tax questions in an incredibly helpful way. He has a great deal of work experience, training and expertise in his field. Mike is trustworthy and honest. He has a strong sense of ethics and integrity.“

“We had used Sanjay’s tax services for almost 3 year now. Sanjay is a highly knowledgeable CPA, a thorough professional and responds promptly to all the tax queries. For one of the years (I suspected that I overpaid for a tax return that was filed with a different CPA) where I had to file an amendment, he was on a call with me walking through the tax return and was able to locate the root cause within a few minutes. He then helped me with the amendment return and I was able to get a significant refund amount. Sanjay and his team are experts on all the tax rules and do a fabulous job every single time. With some of my other earlier CPAs, I had to do some hand holding and the draft tax return had to be corrected a few times before making it final; sometimes even missing some deductions and tax categories. Sanjay has a template he uses where all data for all the tax categories is collected upfront and does a fantastic job! I highly recommend Sanjay for anyone that needs a reliable CPA. With Sanjay, I feel you are in good hands.“

“George was very responsive and did a great job figuring out our rather complex returns despite receiving some documents very close to the deadline. I highly recommend him!“

“Beverly is an absolute dream to work with. She makes the entire process very simple and not time consuming. She is very efficient and asks the right questions to make it easy. She also helps with your future financial planning. The BEST! Steve O“

“Been working with Zachary and his team for several years for both personal and small business accounting and book keeping.. I recommend them to my friends.“

“I have had my taxes done at this firm for over 10 years. First, Doris Lord, then when she retired, transitioned to Jerry White himself. Service and care is 100%. I'm not a number. Very patient tax accountant professional and lovely front of office - available for "hand holding" and "reassurance". Kept up to speed on return status progress. I appreciate this office.“

“My mother used Fujikawa & Associate CPA for 15 or more years. I took over my mom's dealings due to Alzheimer's eight years ago and working with Derek Fujikawa has been a true blessing. The Client Summary was such a big help knowing what was claimed the prior year. We loved this set-up so much my husband and I switched our business to Fujikawa & Associate CPA. We have our home and two rental properties and it's been great knowing they have our back. I highly recommend them!“

“Working with Manuel and his team at Synqmine has been a great experience. I appreciate his light humor and straight forward approach to tax planning. He talks finance in a way I can understand it. I enjoy the partnership and look forward to our interactions.“

“I recently had the pleasure of working with "PCG" to prepare my small business tax and I cannot recommend their services highly enough. From start to finish, the process was seamless and stress-free.Miss Ho was incredibly knowledgeable and professional, answering all my questions in a way that was easy to understand.What impressed me most was Miss Ho attention to detail. She took the time to review all my past year documents thoroughly and made sure that every deduction and credit was accounted for. As a result, I received a better outcome compared with my last three years refund. Additionally, she could figure out the mistakes that my previous accountant made.Overall, I had a fantastic experience with this company. They were efficient, friendly, and provided high-quality service. If you're looking for a tax advisor and a small business planner who is reliable and trustworthy, I highly recommend PCG.Lastly, they do not take walk in customer. It must be scheduling an appointment only.“

“Art is phenomenal. He has been doing my taxes for two decades and I am beyond happy with his service. Thank you Art.“

“Extremely trustworthy and incredibly efficient. Always answers all questions in a kind and patient manner. Will continue to work with for years to come.“

“We've been working with David, Ashley and Kacie for 5 years. GREAT experience all around. Their customer service, responsiveness and knowledge have all been exceptional. I have a finance background and provide financial consulting to small- and medium-sized businesses. This background makes me appreciate knowledgable tax professionals and David and team provide a solid service offering. I did our own tax returns for years, but decided I wanted to verify I was filing accurately and doing appropriate tax planning, particularly after starting the consulting business. David has helped with both the filings and the planning and explains tax approaches in a clear and concise manner. Having a good tax advisor is much more than having someone who can file the returns. If I could sum it up in a couple of words, it's this...David Listens. His responses are knowledgable, thoughtful and timely. The entire team communicates clearly whether it's a follow up request for information, tax planning thoughts or upcoming tax deadlines. When we first decided to forgo using the do-it-yourself tax software, I wondered whether I would really get the value from a tax professional. We considered using the service for just a year to verify we were handling the business expenses correctly and then reverting to doing it ourselves. 5 years in and each year I'm grateful for the planning and preparation assistance they provide. I highly recommend David and the team at Curran & Associates.“

“Loreen Huddleston is a very important resource to me and my small business, not only during tax season, but throughout the year when I need tax advice about various tax-related issues that come up with my business and family situation (son in college, auto purchases, house upgrades, etc.). When it comes to filing my taxes, Loreen provides easy to use tools which streamline the process enormously for me and for our F2F meeting time. I always feel as if Loreen is making sure that I have considered all possible allowable write-offs and opportunities to minimize my tax liability without putting me at risk of audit. I'm not looking for ways to trick the IRS...I just want to make sure I'm not paying more in taxes than I should and she is a terrific resource for that. In a nutshell: I highly recommend working with Loreen for taxes/tax expertise!“

“I use Jessie for my tax preparation for many years. He is a top professional providing me always with the best advise for my tax returns. He is a very honest man and he is always there for me during the year with great advise on many issues that may have tax implications. I used 3 other advisers in the past and the reason I left them is because I found them not very honest - as far as my interest. Jessie never let me down in the last 10 years.“

“As a part-time controller for our business, Natalie is a crucial element in the evolution and prosperity of our financial management. She meticulously updates our financial records, tackls intricate challenges with a blend of patience, precision, and apparent ease. Natalie's skill in merging different systems and platforms has made our operations smoother, leading to improved overall efficiency. Remarkably, she managed to resolve longstanding issues with a government agency, which had been a significant concern for us.Additionally, Natalie handles our tax filings, leveraging R&D tax credits to secure substantial savings for our company, amounting to tens of thousands of dollars.Beyond her technical and professional skills, Natalie stands out for her approachability and patience. She consistently goes the extra mile to answer our questions and address any concerns we may have. I wholeheartedly recommend Natalie to anyone in need of a competent and amiable CPA.“

“TJO has been doing our taxes for about 10 years now. They have been exceptional in advice and also filing our taxes. Brian, who is our consultant is well informed on US/International tax laws and has given us very good advice all these years. I would recommend TJO to anyone at anytime.“

“I couldn't have expected better service. Alan and his staff made my tax needs very stress free and explained everything to me as well. Always responsive and extremely knowledgeable. Definitely recommend.“

“Working with her for 10 years, helping us with our tax returns. We have a side business and some investments and I feel much more confident having Fernanda work out the details than doing it myself.“

“Outstanding CPA firm with solid Christian principals and tax expertise.Have been of great help to us- answering our personal tax questions and doing our annual Tax filings. Helped close relatives resolve a troublesome misunderstanding with IRS. We're still using them despite moving to Paso Robles in 2018..I would give them highest recommendation possible. Craig Sturges“

“This man goes over and above his duties to satisfy his client.He works miracles with your mess.“

“Mr walker exudes professionalism and precision in his work and demeanor, I was so glad I enlisted his services that I would have paid any fee he asked for. Don't lend your trust to just any baboon ,you work to hard for your money“