Accountants near Los Altos

“Highly recommend SCHERTAX. Robert is very reliable and always making sure I get the best refund for taxes.“

“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.“

“My husband and I have been with 1040 Tax Smart for 6 years. We appreciate all that Maria and her staff do for our family as well. Maria treats you like family. Thank you Maria & your Staff for all you do!!“

“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“

“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!“

“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.“

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“I met Chris through my neighbor when I was complaining that my tax situation was exceeding the capabilities of my accountant. He said that there's nothing Chris can't do. And that has proven to be true. Beyond just a guy to do annual taxes, he's really an advisor to assist in a whole range of financial matters. His experience with a very wide range of clients and complex situations has made him extremely well versed in many different situations. When we have any complex questions, he's on speed dial.“

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“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!“

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“Amy and her colleagues have been helping me with financial reporting, book keeping and tax reporting in the past several years. So far so good. I feel grateful to have their help.“

“I'm consistently pleased with the work Peter does for me each year. My tax returns are somewhat complex, involving income from a trust (which requires its own separate tax returns) as well as reporting on an in-state and an out-of-state rental property. I strongly dislike doing the necessary prep work for my tax returns each year, but Peter makes the process of gathering the information and getting organized as straightforward and as painless as can be reasonably expected. The things that I dislike about doing this prep work are the fault of the US and CA tax codes, and definitely not the fault of Peter. To the contrary, he makes this annual obligation easier, more bearable, and more doable. Plus, Peter is a genuinely nice guy -- friendly, responsive, professional, etc. Finally, I'm skeptical of Nicole L's negative review posted here from 2019. Her experience is not my experience with Peter. Not at all in fact.“

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“I reached out to Moe via a referral from a friend and words cant describe how grateful I am for the recommendation. After years of doing my own taxes, it came time to hire a CPA to assist me after my own errors come reporting time. Moe happily assisted me with all my questions and was a pleasure to talk to. The process was very easy and all virtual. Simply send all the tax documents to Moe, and he process everything for you. Once completed, simply sign the tax documents he prepared after your review. Thank you for everything, and I look forward to working with him next year!“

“We got our company incorporated With Mr Satya Narayan's help. Satya has extensive knowledge in his field and is extremely humble and helpful. I strongly recommend him to any startup that needs a CPA. He is also well connected with other startup related service providers like lawyers and investors. You will be in good hands.“

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“Did a great job on out taxes. Asked a ton of questions and found a carry over from last year that was a nice surprise. Found other things that were done less than optimally in the prior year and helped us get our tax house in order relatively painlessly.“

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“He is very knowledgeable and thorough. He makes sure that as a client I understand all the details regarding my taxes. One thing I really like about him is his willingness to answer any tax related questions through out the year via email or in person Thanks To Venkata garu.Only advice for new friends that you should approach him earlier in the tax season. Given how much he has grown over the last few years, Very knowledgeable and up to date with the latest information. Explains you everything in a detailed manner..Overall, really happy with the service and the guidance he provides.“

“I’ve been seeing Jim Pilch for 2 decades. He does my yearly taxes (they’re a bit complex) with great efficiency and thoroughness. He’s friendly, helpful with my tax and personal questions. If you want personalized service, he’s your guy.“

“I think it's been around 7 years at this point to which I have used Mark for his services. Mark continues to provide great service and now has options to do the entire hand-off of your forms online, and you can also now digitally sign your forms as well online. He also will meet you online via Zoom as well, and prefers that method due to COVID restrictions.I actually got the wrong time for my yearly appointment with him yesterday (Sunday), and while leaving a message, the secretary picked up, thanked me for notifying them that I would miss the scheduled appointment, Mark was mainly booked until mid next month, and doesn't see anyone on Mondays, but was willing to make an exception for today (Monday).I really appreciate that he was willing to see me despite the missed appointment. The appointment went well as usual. I was able to tell him some things about some of the forms and he asked me some questions about my prior year, which he also told me I could do business deductions and we went through a tiny list of things that we could deduct.I generally scan all my stuff into PDF format where I don't have a digital copy and just hand him a flash drive with all the stuff for him to use (he will scan physical documents for you if it comes down to it). Given that he now has a digital portal, you can probably upload the docs there instead.“

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