Silicon Valley Accounting & Tax Firm
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![Photo of Joseph H.](https://s3-media0.fl.yelpcdn.com/buphoto/aSAO1Fw4F3LOypomubYI4w/90s.jpg)
Joseph H.
Our personal returns start at $375, business returns $750. I have 39 years experience, I am a CPA, JD, and LLM, and a former IRS. agent. Call us for a free quote. Thank you, Joseph CPA JD LLM
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- sally ..Sunnyvale, CA01May 19, 2024
Recently I had experience with Silicon Valley Accounting & Tax Firm for my P/L verification. I am so fortunate to meet them. The level of service and professionalism I received from their team was outstanding. They turned what could have been a stressful situation into a smooth and manageable process. They work very fast and very responsive for my request. I highly recommend this accounting and tax firm to anyone in need of reliable and expert tax services!
Helpful 0Thanks 0Love this 0Oh no 0 - R T.San Jose, CA427152Aug 6, 2024
Horrible experience with this tax firm. They completed my LLC business tax filing for the 2023 tax year and they filed it as a "partnership" instead of an "LLC" when I clearly stated we are an LLC. I found out today (July 2024) when I received a notice from the Franchise Board Tax stating that I owe $1600 for this mistake. Save your money and go elsewhere with a firm that has more knowledge, experience and transparency.
Joseph claims he has 25+ years in this field but he was not even the one that worked on my file. One of his associates - Rachel, who worked on my file she sent the filing for to me for review I noticed a few errors. When I asked to her to correct this mistake, she complied but afterwards billed me for "extra work". I had to escalate this issue to Joseph who he also agreed with Rachel that I should be billed for "extra work". The extra work was adjusting 1-3 lines on a single form. That was it.
I am warning you - this firm is NOT transparent at how they operate. What is more unprofessional is that I agreed to pay Joseph a certain amount for my first tax filing with them BEFORE we started any work as good faith. Both sides agreed and I have email proof of that agreement. After we have finished our transaction, Joseph emailed me a month later and stated that I paid my previous tax firm more than I paid him and he demanded me for additional payment. He even sent me an invoice and threatened to sue me and my partners in a small claims court. I stood my ground and responded via email and that is how our last interaction ended.
Be sure to get all your communication in writing if you do decide to work with this firm. They do not hold to their promises and there is a lot of miscommunication.Helpful 0Thanks 0Love this 0Oh no 0Business owner information
Joseph H.
Aug 6, 2024
This comment is a total misrepresentation of the true facts:
1. We prepared the tax returns exactly as it was prepared the previous year and with the information the customer provided, therefore, any mistakes by the type of return was created because it was done incorrectly in the past and because the customer’s information was misleading or inaccurate.
2. Each year the CA FT charges a minimum tax of $800, if he had a $1,600 bill, its because, he failed to pay one, in addition, if a return was filed incorrectly, then one of the charges of $800 could be reversed with the proper correspondence with the CA FTB. He does not mention this fact, as it was not our work that caused him a tax, it’s the government’s law.
3. In negotiating our fee, we offered to match this customer’s previous accountant’s fee, which he represented as $350; however, when we began the work, we discovered he actually paid $950, based on the previous accountant’s invoice. We addressed this with this customer who became agitated.
4. He provided us his spreadsheet for expenses, which he created, as a result of errors he made with his formulas on two different lines the total expenses were adding numbers twice. Our engagement did not include providing any accounting work as we based our fee to prepare his return on a condition he provide the numbers and accounting. When I charged additional to go back and revise his numbers because we completed his work and there was no way for us to identify his Excel formulas were double counting numbers, he became irate and unusually emotional and explosive.
5. He also insisted we use the $950 on his previous tax preparer’s invoice despite representing he actually paid $350. This is clearly and obviously a fraud on either us because he paid $950, or a fraud on the Government for over reporting what he deducted for his expenses for tax preparation in the previous year.
6. He states, “he was not even the one who worked on my file,” again his statement is unsupported and a foolish comments, as not only did I work on it, I had a two hour call with him on a Sunday because he was highly angry about my assistant, and endlessly criticized them.
I have been an accountant since Oct 1985, that makes my experience over 39 years, furthermore, I am a CPA, Certified Fraud Examiner (CFE), Jurisdiction Doctor, and former IRS agent in the SBSE division of the Internal Revenue Service.
In our initial experiences working with this individual, I realized he was going to be a problem and that he was gaming my company.
I too have all the proof, which includes the invoice he paid his previous tax preparer, the original Excel worksheet including a copy of the cell showing the error in the formula, and the additional time I worked on his tax returns, and subsequent changes to his tax returns because he provided bad accounting numbers because of his mistake and failure to compile the Excel worksheet correctly.
His intentional misrepresentations of the facts made publicly are defamatory and are an intentional attack on me and my company. - Jasper C.Riviera Beach, FL01Apr 15, 2020First to Review
We had an IRS & CA FTB tax problem; we spoke to the CPA who was very knowledgeable; he was able to figure the problem, after various correspondence with the IRS & CA FTB, we got a letter which removed the levy from our home and bank accounts. WOW what a relief after three years and three CPAs, this firm fixed our problems and their fees were very reasonable, they saved us over $200,000.
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