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I filed an extension last year for 2015 taxes. Then I missed the deadline. So not only were my taxes late, I was really worried about owing taxes and being able to get approved for any sort of payment plan. I searched online for highly rated tax professional near my office in Sunnyvale. I reached out to Avi Gadre on the Tuesday before Thanksgiving. We met at my office, I shared my documents, and by Friday my taxes were approved and I was able to make fair payment arrangements for my taxes owed. No extra penalties or major challenges. All things considered, Avi handled this quickly, and made a scary situation feel a whole lot more manageable. I cannot stress enough how great and how reliable Avi Gadre is as a tax professional.
Brian provided excellent tax advice, and I can strongly recommend him, indeed I will be using Brian for next year's tax return
Kathleen was willing to take our returns within a few days before the tax deadline. The 2015 refund she got for us exceeded the amounts I got from using Turbo Tax by 90%. She also helped us retrieve additional refunds due us from previous overpayments to both the feds and state of California.
Jay is great to work with. He is very knowledgeable and helped us understand our tax deductions better.
Prepared my 2016 tax returns. It was obvious how knowledgeable Mr. Rondini was through out the process. He was very easy to work with and extremely helpful in his explanation of the various entries/forms and attachments. It was a pleasure working with him.
Quick response, knowledgeable about international tax issues, open about charges.
Rahim was a real find on this site. Very professional, totally responsive and worked on my tax and accounting issues. He has an attention to detail and was able to suggest different options that I hadn't seen in accountants before. Total 5 star experience.
Noella was punctual and very professional. We are expecting to call on her again next year when it is tax time. We couldn't have asked for more.
Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting
Safwat is a true professional who is techincal when it comes to details. He is excellent is customer satisfaction and listens carefully to his client needs. I would absolutely recommend him for anyone seeking tax/accounting advice.
Selina is very professional and have helped us with our taxes every year. She is clear and made all tax questions understandable. She is very accommodating by working around our schedules. She made preparing and filing our taxes seamlessly every year. We definitely recommend Selina to anyone who needs tax service needs. Thank you, Selina! Look forward for your help again next tax season.
They are great with advanced, tax planning and filing as well. Any issues I've ever had have been related to the tax software (very minor) but Raymond has always been quick to help me that.
George did our married foreign income tax filing for last year. Overall, it was a disaster. We chose him because he specializes in foreign income, his rate was a bit lower than others, and he answered our initial communications quickly and thoroughly - so, we started off expecting a good experience. However, the first draft of the filing contained numerous mistakes, such as: listing myself instead of my wife on the self employed income form, miscategorized income as a deduction, checking ‘no’ we did not need to file an FBAR when I told him it was already filed, and more. After finding so many initial mistakes, we tried to go over the corrected filing as thoroughly as possible and each of us found areas of concern which we wanted further clarification on. George assured us that everything was properly filled out, but said he would need start charging additional fees to answer our questions. We felt pressured into giving him the go-ahead to file. The final kicker was a mistake we missed: the country code for our german home address was incorrectly filed as GM instead of DE, and our tax return check never arrived because it was sent to Gambia! It took us 6 months of mailing forms back and forth to the US to get it sorted out. Doubly surprising, as we were expecting the refund to be electronically deposited to the account provided! In the end, we wish we had not allowed him to file but instead paid someone else to redo the taxes. We’re still concerned about their accuracy, and feel that especially the self employment income/deductions were handled so sloppily that I just have to cross my fingers we are never audited.
Patty is very friendly and very professional. I highly recommend her for all of your tax needs.
Denise has been taking care of my books and tax's for over 7 years and I can say she has always taken good care of me and my accounting needs. Love you Denise you are the best !!!!
We have a small non-profit and were in need of advice and consulting after the departure of our accountant. We found Build Advisory to be incredible. It's a one-stop shop for taxes, bookkeeping, etc. And Mark's energy is amazing. He's patient, logical, understanding, and is willing to work with us and educate us to build capacity for the future. It's incredible. Highly recommend.
George took over both my bookkeeping and tax preparation. We had a lot of catching up to do and George was focused, knowledgeable, thorough, efficient, and timely. I could not have reconciled all those years without him! I highly recommend George for anyone's personal or business bookkeeping/tax prep needs.
An Outstanding Experience
My experience with Jessica was excellent. She was attentive, honest, and cared about the financial standing of my business. I continue to be a happy client to this day and recommend her to anyone who needs bookkeeping services.
Always helpful and guides menthrough the process. I hate tax time and you make it painless.
Federally Licensed Tax Practitioner (EA #130152) I am an experienced accountant with a demonstrated history of working in the taxation, financial, technology, and transportation industry. I am an Enrolled Agent, EA; a prestigious designation from the Department of Treasury - IRS, and a certified QuickBooks ProAdvisor. I am skilled in taxation, accounting, customer service, account management, and business relation and development. Besides having a bachelors degree in Sciences/Liberal Arts, I have also achieved a Certification of Specialization in Accounting and Certification of Specialization in Taxation that includes individuals, businesses (LLC, S-Corp, C-Corp), trusts and estates. I have years of experience working at some of the prominent companies in the Bay Area of San Francisco, CA. Now, I am the founder of ACTAX