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*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
11501 Dublin Blvd STE 200
Dublin, California 94568
Working with Nidhi has been an absolute game-changer for both my personal and business finances. From the very beginning, their team demonstrated a rare combination of professionalism, expertise, and genuine care that made me feel confident and supported every step of the way. She is incredibly knowledgeable, up to date with the latest tax laws and financial regulations, and always willing to explain complex topics in a way that's easy to understand. She took the time to really understand my needs, goals,
I have been working with Nidhi Jain for tax preparation for few years now. Nidhi is incredibly knowledgeable and thorough in handling of taxes.Not only did she complete my taxes promptly, but she also went above and beyond to answer all of my questions and address any concerns I had. Her dedication to providing excellent customer service truly sets her apart. Thanks to Nidhi and her team, I had a smooth and hassle-free tax filing experience. I highly recommend their services to anyone in need of a reliable
I've been working with Nidhi Jain for nearly 4 years now, and she has consistently impressed me with her professionalism and expertise. Our journey began with a challenging tax audit, and I was immediately struck by how she handled the case with such ease and confidence. Since then, she has become my go-to person for all tax matters and she's always been there to provide guidance and support. If you're in need of a reliable and trustworthy CPA, I highly recommend Nidhi Jain.
Nidhi has been doing my taxes for the last couple of years, and have provided excellent service. She's answered all my questions patiently, and works hard to get everything done on time. One of the things I appreciate the most about Nidhi and team is their responsiveness. I'd recommend Nidhi Jain CPA for anyone looking for tax filing services.
I have been working with Nidhi for the last few years now. Nidhi is very knowledgeable and very helpful throughout the year for any questions, not just time of Taxes. She really had helped us a lot with our taxes. She and her team are very good at communicating back and set up an appointment for focused discussion.
I contacted Nidhi CPA in July for tax optimization advice. Before our meeting, I was required to fill out a comprehensive intake form, which I promptly completed. Communication with her is only possible through her portal?s messaging feature. Initially, she responded quickly, but informed me she was traveling and wouldn't be available until August. In August, I had to follow up myself, and we finally had a brief 10-minute call, where she provided basic advice that can easily be found online. For more speci
We have had the pleasure of working with Nidhi for the past five years, during which she has been handling our household taxes with exceptional service and expertise. Nidhi's deep understanding of the ever-changing tax codes and rules has been invaluable, ensuring that we are always compliant and maximizing our returns. One of the most remarkable aspects of working with Nidhi is her availability. No matter the time or day, she is always ready to address any queries or concerns we might have. This level of
Nidhi and team has been working with me for the last 6 years. They are a partner to our personal taxes and 2 startups that I run. Nidhi is very diligent and through with the details and helps you think in right direction for future. Great to have a business partner like Nidhi.
I have been working with Nidhi for a number of years now and can't say enough positive things about her and her team. They are so easy to work with and are always proactive about providing recommendations and suggestions on ways to reduce your tax burden. I have often had one-off questions for her and she is always quick to respond. Kind, professional and efficient, you can't ask for more in a tax accountant!
I have had the pleasure of working with my CPA, Nidhi, for the past two years, and I cannot emphasize enough how invaluable her expertise has been to me. As an individual with limited knowledge in the complex world of taxes, Nidhi has been an absolute godsend, answering all my questions with patience and providing invaluable insights on tax savings strategies. From the very beginning, it was evident that Nidhi possesses a deep understanding of the tax landscape. I have gained a comprehensive understanding o
Nidhi is one of the best CPAs that I have worked with. She is reliable, provides solid advice, and is very proactive throughout the year. Best of all, she leverages technology to make it very easy and least painful to file taxes, all of which is done without going to a physical office. Her reasonable fees, coverage of services for both individuals and small businesses, and being a bay area woman owned and operated business makes it a no brainer to go with Nidhi.
I did my tax filing through Nidhi. She spent fair amount of time to go through my taxes and suggested few good ideas for my future tax-related investment. Nidhi is extremely knowledgeable and professional in dealing with complicated income taxes. She very accurate and detail oriented.Love her professional yet caring attitude towards clients.I Definitely recommend Nidhi to anyone needing accounting or tax help.
We have been working with Nidhi Jain CPA for few years now. Nidhi and her team are amazing. I use to be nervous about taxes. Nidhi had coached me and she has made it very easy for me. I can focus with my small business. While Nidhi takes care of the taxes. We highly recommend Nidhi Jain CPA.
This is the second year of working with Nidhi for tax filing. She is detail oriented and her process is very organized. Her response time is really good. Even during the busy tax filing season, she will reply promptly. Highly recommend her service.
Nidhi was very helpful in preparing my taxes and helping me navigate the process. She was very quick and responsive for all the questions I had. I would highly recommend her for tax services.
Nidhi is one of the most knowledgeable, responsive, thorough and patient CPAs we've ever worked with. She makes sure she spends enough time with her clients for preparing the files and also is very responsive for any follow up questions we may have. She's also very good with tax planning advice that saved us considerable amount. I highly recommend Nidhi for the quality of work she provides.
Nidhi is an experienced CPA whom you can trust and have confidence in while filing your taxes. She is a subject matter expert when it comes to taxes. She took time to understand my situation and had advised me on the right steps to take. She is also a great person to work with and goes above and beyond to work with you. I have filed taxes with Nidhi?s office for the last 2 years and I am a happy customer. I would recommend her service to anyone looking to find a reliable CPA.
I have been using Nidhi tax services for couple of years now. Nidhi not only helped me file taxes, but also giving replies to IRS queries. Nidhi is excellent in not only US taxes but also Indian taxes too. She is also helping in other areas like creating college funds.. I am very very happy with her services and highly recommend her to anyone who is looking for professional and reliable services
I highly recommend Nidhi's tax services for both personal and business needs. We tried out multiple tax services incessantly for the past 15 years and this is the first time we have found someone who truly "cares" and is not cliched. Nidhi spends a ton of time (multiple meetings/emails/calls) in helping us understand our financial situation, our tax status, and most importantly, how we can plan and save for the future. Nidhi provides financial consultation that helped us plan for our children and our future
I've been working with Nidhi for almost a year now. She is a very knowledgeable and professional CPA. She is responsive and always there if you have any questions. I recently bought an investment property and was confused on how to file the taxes for it. Nidhi made the whole process very easy and guided me step by step on how to do it correctly. Nidhi is hard working, professional, meticulous and very detailed oriented. I highly recommend her!
I have been working with Nidhi Jain CPA for the last few years. Nidhi is very professional and very knowledgeable in her field. My tax filing scenario is pretty complex because of ISOs & NSOs but her in-depth understanding helped me a lot in filing taxes in the correct way. Throughout the year Nidhi is always available for any kind of tax advice or discussing any tax saving strategies. She is also a chartered accountant (from India) and has thorough knowledge of the Indian tax system and this helped me a lo
Once you get hooked up to a good doctor, you do not change them, the same way, once you get a good tax consultant, that's it! you are set for life. Nidhi is one of those Tax consultants, she has been consulting us for all our tax needs for the last 4 years and I can bet are very few tax consultants out there that can match the service she provides. She is thorough, hard working and very customer focused. She does not just file your taxes like a software, she consults you, explains the various aspects of tax
My experience working with Nidhi is exceptional. Her focus on customer service and understanding the needs of the customer is par excellence. She has profound understanding of tax laws of the US and India. I had a rather complex situation (as a US citizen living in India as an expat and then back) where I needed her advice and she thoroughly analyzed my situation and gave appropriate advice in a timely manner. I have had a large tax firm doing my taxes for last 6 years, however I have decided to work with
Nidhi runs an incredibly diligent and knowledgeable CPA practice. We've been working with her for 5 years and I am grateful as she is consistently thinking ahead for us, has sound advice and provides the needed guidance and strategies on accounting and tax matters to us. Thank you Nidhi and team.
Nidhi has patiently navigated me through a last minute tax filing snafu. She was extremely informative and answered calls late into the evening. She helped me prepare and file my tax returns that involved addressing a late return for the prior year, correcting my W-2, maximizing HSA contribution, and an inter-state move. She's very knowledgeable and has recommended that I proactively plan my taxes for the coming year. I highly recommend Nidhi for all your tax needs.
I have been working with Nidhi and team for a few years now. Always had a good experience in filing my returns. They're good at communicating, answer all my questions and promptly file the returns before tax filing deadline. I'll be coming back next year. Thank you for your help!
I had my taxes done recently and it was a very smooth experience. Nidhi is very responsive and was able to address all my questions and concerns. The tax return was also prepared quickly and I didn't have to check on status of things. Even post tax filing, she was kind enough to provide guidance on tax loss harvesting. Definitely recommend her.
Outstanding service! Extremely knowledgeable, professional, and helpful. Made tax filing stress-free and easy. Highly recommend for all tax needs!
Nidhi was recommended to me by a friend. When i contacted her she responded promptly and helped with the federal, state and fbar filing within the next few days. Very good communication throughout the process. After the filing she accommodated a separate appointment to review my tax situation in detail and gave useful advise on tax saving strategies to apply for the following year. I would gladly recommend Nidhi to others looking for tax prep services.
Nidhi has helped me file my tax returns for the last three years. The knowledge she brings to the table, especially in my case as I am having taxes and income in multiple states and both in USA and India... she is able to help me navigate through the complexity with ease and brings her expertise to ensure that I get the best return in a compliant manner. Thank you for helping me out Nidhi!!! Will always work with you for my taxes... :)!
I am extremely impressed with Nidhi's quality of work as a Tax Accountant. She is very knowledgeable, trustworthy and a pleasure to work with. I can completely rely on her to take care of all the complexities in my Tax return and be assured that it will be taken care of with an ease. She is also highly responsive and willing to help you with any concerns or questions. I would highly recommend her to anyone who is looking for a trusted Tax accountant for their tax filing.
Last year I filed my personal and corporate tax returns with Nidhi Jain and found her to be extremely professional, knowledgeable, accurate and reliable. She takes the time out to answer my call or respond to each email thoroughly and are pretty concise. She completed all our tax returns and filings on time. Working with Nidhi gives me the sense of peace knowing that my tax returns are correct. I highly recommend Nidhi Jain to individual or corporation who wants to make sure they are doing it correctly wit
We are so thankful to have found Nidhi to file our tax returns. She came highly recommended from my wife?s coworker. During these challenging times due to Covid 19, we were worried it would be a challenge to file our return with an new Tax Accountant, but it was quite the opposite. We utilized the upload tool from her website to upload all our documents, and Nidhi prepared the Return for us to download from the same website. It was brilliant and super easy. Nidhi was kind enough to provide feedback on our p
Nidhi is a thorough professional. She is very knowledgeable in the subject of US and India taxes, was able to guide me thru different financial and tax scenarios. What I also appreciated was her calm demeanor not being pushy and being patient. She was able to extend her help and support in going above and beyond just tax issues. I would highly recommend her for financial and tax consultancy.
We interacted with Nidhi this year for our personal tax filing. From the very beginning, Nidhi?s conduct was very empathetic, informative and warm. She listened well and resolved all our queries with utmost clarity. She is a thorough professional in conversation as well as in all of her dealings. She and her office were prompt in paper work. Everything was well managed and online. It was an ease and pleasure to work with Nidhi and her team.
It has been an amazing experience working with Nidhi to file my taxes. She has been both patient and timely in answering my questions and I had a lot of them. 10/10 so far.
We have been using Nidhi's tax filing services for the past couple of years and she has been fantastic. Very knowledgeable and easy to work with. Highly recommend her work.
I have been working with Nidhi for the past year. She is very efficient and professional. Outside regular tax season, she is always available to help with tax-related questions. Highly recommend her.
I had always used Turbotax and never really liked the experience as I wasn't even sure if I filed it correctly. This time I decided to try Nidhi's team, great experience filing taxes, the process was super smooth and fast. I was also able to get refunds from the last year's return with her help. I'll definitely file the taxes via Nidhi's office from now on.
Nidhi was extremely helpful in correcting a mistake a previous accounting service caused when filing my taxes. She walks you through step-by-step making you feel comfortable throughout the process. Whenever I reached out to her, she always made sure to respond via phone or email as soon as possible. If you are looking for someone who is dedicated and detailed in their work, reach out to Nidhi Jain CPA. Thanks again!
Nidhi is an extremely knowledgable tax professional and a pleasure to work with. Nidhi helped us with our complex tax situation in 2019. She understood the situation, proposed a path forward and followed up diligently throughout the process to help us successfully address the situation. Nidhi is highly responsive. Of particular note are her amazing work ethic and her attention to detail.
I have done my taxes with Nidi for a few years now. She is not only knowledgeable but also patient and took the time to answer all of my questions and concerns. I recommend her to others - Five stars!!
Nidhi is great to work with. She is very responsive and thorough with her work. Her knowledge of U.S. and Indian tax matters is exemplary. We have used several tax accountants in the past and she is clearly the best we have worked with so far.
A few months back when I was seeking help from a CPA to help my business tax preparation ,Nidhi Jain was the first to respond to my requires. She has helped me to file IRS tax returns without payment pressure. I personally met with Nidhi, she has made me feel comfortable, her clam voice has been reassuring to me to solve all my business question regarding tax filling .I highly recommend Nidhi to anyone seeking guidance and professional advice .
Worked with Nidhi to get both our SCorp and Personal taxes done this year. I have never learned much from our past consultants, but Nidhi not only completed the taxes filings, but educated me on my deductions and how to approach my possible deductions and finances the coming year. She was very professional and I loved that she had quick turn around time to get my taxes done and off my todo list. I am not one to typically write many reviews, but I have been impressed enough to want to write this to help folk
I am a new business owner, and was looking for a CPA that can help us with our complicated C-corp structure and cleaning out my LLC books and prepare my personal as well as business taxes. I was lost in terms of where to start and my husband help me find Nidhi. I was doubtful in the beginning thinking that how come she is so chilled about this complicated system, but I worked closely with her from last few months, I learnt that she is confident, knowledgeable, trustworthy. Her work is clean and she is subje
One Friday evening in midwest 6.45 pm, I was going through a letter from IRS & needed some quick consultation. Found Nidhis's company's contact info from google and called her. She was quick to to help me, took a look at the letter and gave me an advice. I was a bit in panic mode but she was calm and composed, which calmed both my and wife down. And we got advice from Nidhi not to worry about the letter. I would recommend Nidhi to any of my friend.
I came across Nidhi during my evaluation to find a trusted partner who could offload me from financial aspects of my corporation and take over every aspects of tax, accounting & bookkeeping etc., from my plate. In the next few days Nidhi dedicated a decent amount of her time (at no charge) to understand the lay of the land and recommended me a go forward plan that was not only well drafted but was also very well structured/affordable in-terms of her service charges (unlike most CPA who even charge to say he
My experience working with Nidhi is exceptional. She has a very good knowledge of the tax code. She has been readily available to answer all my questions. I would recommend!
Used Nidhi ji's services to simplify my tax situation. Her advice during a complex real estate transaction was extremely helpful. Would recommend her expertise and services wholeheartedly no matter what your situation.
I found Nidhi CPA through my friends and many colleagues in my Company. She is very thorough and vey knowledgable in taxation in USA as well International tax matters.I am really glad that I found her. She is always reachable. She just not file taxes she also does help lot on tax plannings and any past mistakes with client's complaints perspective. Overall the entire process is very smooth and easy. And she provides very excellent professional service at a very reasonable price. I would highly recommend to
Nidhi goes beyond the tax filling CPA role to helping and guiding her customers with tax planning, advice and options. Her approach to partnering along with experiences working with Bay Area tech professionals makes a real difference! Highly recommend!
Nidhi is very knowledgeable and super helpful through the whole process. My filing wasn't the most straightforward, but she had no issues and even gave me specific advice to optimize taxes in the future. Everything was done online.
Nidhi Jain is a knowledgeable professional who has apt advice for any Tax-related query. She has helped me with my tax returns and tax planning for the last 5 years. She has my unequivocal recommendation.
Nidhi is excellent CPA with great knowledge of tax code for both business and individual taxes. We are most impressed with that she takes interest in our taxes personally as if it is her own tax return and provide valuable advise to save on taxes.
After my CPA of 25 years retired, I needed someone to replace him quickly so that I could do this year?s tax returns. Nidhi Jain was efficient, prompt, and very communicative when we talked on phone. I found her online platform, used for sending documents, easy to use. I knew where I was each step of the way. We had a final call to make sure I understood everything in my finished returns. The whole process took less than four days and I am very satisfied.
We worked with Nidhi this year for our tax planning needs and it was a great experience. She is very friendly, , understand the customer needs and provides great feedback for planning purposes.Highly recommend her.
If you are looking for a great CPA, your search has come to an end. Nidhi is very proactive and hardworking. I approached her for tax filing and she looked at my previous tax returns and found that my previous CPA had done some misfiling and that had costed me a lot of money. She went thru the old papers in details (painstakingly) and get my money back. She is a keeper.
Nidhi is a highly meticulous and competent CPA who is always willing to meet and address any questions. We have a great appreciation for her professionalism.
Nidhi and her team are highly efficient and make the tax preparation process seamless. As the CEO of a start up, I highly recommend Nidhi for company tax preparation.
Nidhi is outstanding. She filed our tax returns last year - 2 states, multiple ESOP, RSUs, ESPP, property transactions, relocation etc etc. All done in an examplary manner...
Nidhi was very thorough in her work while doing my taxes. She took time to try out all the possible option to check what was right and most beneficial for me. I highly recommend her services.
Found CPA for life!! This firm got the job done within weeks. Fired previous firm who couldn't get the job done for about 4 months. Efficient communication methods and gets job done pretty fast.
I have been very happy with Nidhi and her professionalism. She has continued to help me even after taxes are done and I have questions about tax related issues i face, I highly recommend her services.
She is friendly, analyses the focus areas of the returns, give out suggestions to avoid future problems. She makes you feel at ease and she expertly tackles all the issues. I rely on her expertise and feel safe filing returns through her each year. Her charges are very decent. I find her very professional and friendly.
Worked with Nidhi on our taxes, she is easy to work with and very professional. She also responds quickly and her portal is easy to use to upload data.
Nidhi is very meticulous in observing the facts and Data given. Helps explain why certain details are material for filing taxes and FBAR. I had a very smooth experience with my amended taxes and FBAR filing. Cost is reasonable.
Nidhi is great CPA, She helped us to save tax dollars and prepare for next year tax planning.
Nidhi is very responsive any time we have question for her.Very knowledgeable on all the aspects related to taxation.Filling tax using her team services was seamless and will be using their team services in future too.
I found Nidhi very knowledgeable specially in the area of Tax Planning for the family keeping now and future in mind. I would highly recommend her
Have been getting Nidhi and team's help for the last 5 year now. Always an amazing experience - and a pleasure to work with! Thanks for all the help.
Nidhi Jain provides excellent tax advice and preparation. She is professional, prompt, and extraordinarily knowledgeable.
Nidhi is extremely knowledgeable, efficient, and helped me navigate complex financial matters with ease. Highly recommended!
Super good service more then what we expected and also very quick and responsive ...explained all our questions and very dedicated in her work... we had complex situation in our taxes this year and she handled it very diligently and took extra care for us. Thank you Nidhi for helping us out on this.
Pretty bad experience with this agent not sure why the other ratings are high. Would recommend looking around other agents as well as these guys are pretty disorganized. Uploaded all the documents in time, and they setup an appointment and missed it. Never called back. I gave them the benefit of doubt and called back, they asked me to upload everything again via email, did that, then they call back almost 1 week later asking to upload the documents again. Like wow.
YYEESS She is a CPA I was looking for my accountshaving thorough KNOWLEDGE discussing each minute detail from customer spending good and precious time to understand everyone requirements and giving solutions.finally She is great and I would recommend everyone who require BEST CPA in bay area
Excellent service, and very knowledgeable of international situations.
She is the best. I recently did my tax filing and I am 100% satisfied. Definitely recommend.
Very knowledgeable and helpful. They have been doing my taxes for the last 5 years. Very happy with them.
I got IRS notice as she missed reporting some of the stocks on my stock statement. I had to pay IRS penalties and interest for her mistake.
Hands-on, Personalized, Practical and Trustworthy Approach ! Would recommend to anyone looking for professional and honest tax solutions
Very prompt and helpful. Very knowledgeable.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.