Tax Preparations near Cupertino

“I usually write reviews for providers who offer good and professional service. How could I miss writing one for May, who has been doing our taxes for the past 25 years!! My husband and I are fortunate to have had an excellent tax advisor for so long. May has consistently saved us money, given us peace of mind, assisted with year-round tax planning, and supported our small business. We highly recommend her services.“

“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!“

“Jessica was responsive and efficient with my personal income taxes. Excellent communication. Web portal was very helpful with documents.“

“Lina is simply the best Tax consultant that I have ever worked with. Lina's team has been doing my taxes for the last seven years and not once did I have anything to worry about. I am always running late and asking her to file the taxes for me at the last minute and she is nice enough to accommodate me. She makes the tax filing so much easier with her online portal. Over the years she has given me some amazing recommendations, which helped me a lot. I have not run into anyone with more tax knowledge than Lina. Besides the taxes, she is just a great person to work with.“

“I have been going to Moses since he opened. He does my taxes every year. Highly recommend him. I wouldn't go to anyone else. He is always available when I have questions and I would give him ten stars if I could.“

“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.“

“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.“

“I cannot remember a time leaving that office without a complete understanding of my financial situation. Phone calls are always answered or returned. And last but not least,I've always felt comfortable and relaxed in a time that could be stressful and overwhelming. Jose is Awesome!“

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

“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“

“Second year doing my taxes with Leady she is so amazing very helpful and knowledgeable she makes doing my taxes really easy/stress free, I highly recommend her services!“

“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.“

“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.“

“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.“

“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.“

“Second year now going to Elena! She's helpful to answer questions through email for all my tax questions. She really helps me try to understand how I can best navigate taxes. My sister has been going to her for years and I finally caved in to seek her aid! She is speedy with filing taxes if you come organized! $350 for a long form filing.“

“Pat is an absolute pro. She is friendly, knowledgeable and stays up to date on all pertinent tax code changes. I would highly recommend Pat.“

“What I like the most is the friendliness and above all the day does not matter if I have any questions I call and they answer my question and are very professional“

“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.“

“I've had over fifteen years of consistently great tax and financial advice and support from Mike. My professional situation has ranged from sole proprietor to salaried employee to corporate partner over this period and his knowledge and advice have always kept my finances in order and given me the security and return on investment I've needed.“

“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“

“We have been working with RMJR Tax for the last 3 years. They are very responsive… anytime I’ve had a question you’ll hear back in a timely manner, even if it’s not during tax season. Highly recommended.“

“We get our taxes done here every year for 20 years now. Steve's knowledgeable, courteous and gets our taxes done fast and it's easy too!!!“

“All the folks -everyone in the Xact team is awesome, very cooperative and just about perfect. We have used them for over 25 years. And I have referred them to multiple companies. Nothing but very good things to say.“