9AM - 5PM
1440 Villa Dr, Los Altos
Accountants
8:30AM - 5PM
419 S San Antonio Rd UNIT 213, Los Altos
Accountants
“This team is the best! They can handle anything you give them. Live in another state TX, have a rental in CA, then sell the CA house, investments, stock sales, stock losses, self employment and more. They know it all. And ensure your outcome puts a big smile on your face. Always available to answer questions to ensure you are making the best financial decisions. Been with them for decades. And I have Never been disappointed.“
“Ron knows his business. He is reasonable and available. We have had Ron and Karen do our taxes for years. We are happy.“
“Robert is an excellent tax accountant. He is kind, efficient, and very professional. I highly recommend Robert's services“
“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.“
“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!“
10AM - 5PM
575 High St, Palo Alto
Accountants
“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.“
“Love Robert! Have referred over 30 people to him! He really knows his stuff and has been super helpful.“
“When our previous accountant retired, we asked a trusted friend to recommend someone local. He said "Go to Chris Finck." And so we have, for quite some years. And why have we stayed? For a whole bunch of reasons. He is highly competent, thorough, and meticulous. He is deeply ethical and trustworthy. He is personable, accessible, patient and offers clear explanations in a language we can understand. And when unusual circumstances arise, like a particular international tax issue or need for an unexpected extension, he sorts them out promptly and effectively. He graciously furnishes financial guidance when asked. He has been worth every cent we've paid him, unequivocally. I cannot recommend him highly enough. Eric Hertzberg“
“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!!“
8:30AM - 5PM
1811 Kentfield Ave, Redwood City
Accountants
“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.“
9AM - 5PM
525 W Remington Dr, Sunnyvale
Accountants
“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.“
“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.“
9AM - 5PM
1491 S Wolfe Rd, Sunnyvale
Accountants
“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.“
9AM - 5PM
695 Oak Grove Ave, Menlo Park
Accountants
“I again am posting a rating only to point out that the very first rating came from someone who has had no interaction with me-- it must be a review bot“
9AM - 8PM
1159 Sonora Ct, Sunnyvale
Accountants
“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.“
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“Amazing accountant and always helps me with my taxes. Thank you so much Robert! Cheers to more tax refunds!“