Sanjiv Gupta CPA

Sanjiv Gupta CPA

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the team's professionalism, responsiveness, and expertise in tax filing. Many highlight timely service, clear communication, and thorough handling of complex tax situations, including international filings. A few mention exceptional patience and proactive guidance. While one review notes poor call quality during a consultation and another cites post-filing communication issues, the majority highly recommend the firm for both personal and business tax needs. The team members are consistently described as knowledgeable, friendly, and dedicated.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Multi-state Experience
Cross-border Taxation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Multi-state Experience
Cross-border Taxation

Contact Information

Address

5820 Stoneridge Mall Rd Suite 222

Pleasanton, California 94588

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday 9:30AM-6PM
Friday 9:30AM-6PM
Saturday 1-6PM

Customer Reviews

Soumya is excellent, makes sure all the minute details are all in order. This is fourth year I have filed taxes through her and overall its 5 star, everything went extremely smooth within a week's time. Highly recommend her and Sanjiv Gupta CPA team for taxes.

Soumya has helped me for a couple of years now. Extremely satisfied with her level of detail and her patience for my questions during the filing season. I would highly recommend working with Soumya.

I truly appreciate Soumya for her patience and expertise in answering all my questions regarding the Schedule K-1 and K-3 documents. Earlier I sought the brokerage firm's help which was not very helpful. Soumya took time to clarify everything and even offered additional support once the documents were received. Her willingness to assist made the entire process much smoother?thank you, Soumya!

I've had the pleasure of working with Sowmya Bhat, Sanjiv Tax Pro for the past 2+ years, and I can't speak highly enough of her expertise and dedication. Sowmya and team made tax filing seamless, ensuring every detail is handled timely with precision. Beyond just preparing my returns, they've provided additional guidance on strategies for future tax savings, helping me plan ahead for Year 2025. With their proactive approach and tax saving strategies, I look forward to the continued tax consultation.

Partnering with Sanjiv and his team for our tax management has been a game-changer for our business. Their exceptional customer service and unwavering commitment have set them apart, providing us with the confidence that our finances are in the best hands. Sanjiv's personal guidance has been especially crucial for us as a small business, helping us navigate complexities with ease. We truly appreciate their dedication and wish them continued success in the future.

I have used Sanjeev Gupta's firm for the first time for my 2023 taxes. I had some India transactions & investments, and I could see that my previous CPA was not able to handle the depth of it. In Sanjeev Gupta's Pleasanton office I worked closely with Kalpana. Not only was she detailed and thorough in handling all aspects of 2023 taxes, she was also able to identify a few things in previous year's returns which helped me save some money and amend some inaccuracies. I also had several K-1's from USA investme

I have been using SanjivCPA for my business and personal tax filings for the last two years, and I couldn't be more satisfied. Sanjiv Gupta and Soumya Bhat have been incredibly helpful throughout the process. Their expertise in tax planning, tax audits, and statutory compliance is outstanding. They've provided excellent guidance on GILTI tax and FBAR filings, which has been crucial for managing my international business income. The team is professional, responsive, and detail-oriented, making the entire tax

I am a small business and over the last two years I have struggled to find a good tax CPA. I have worked with tax CPAs in the past that are not responsive and I am the one hounding them and asking questions to find the right deductions for my business. With Kalpana at Sanjiv CPA, it was the exact opposite. And that was such a refreshing feeling as Kalpana was always available, communicated regularly, asked the right questions, served reminders and the list goes on. It was one less thing for me to worry abo

The best accounting and CPA firms I've been to, and I went through a few in the past couple of years. Kalpana and Mr. Gupta have been amazing at helping my business with full accounting and future growth advice. I've already recommended a few of my friends and will continue to do so. I cannot thank them enough.

Our taxes became quite complicated when we were recently audited by the IRS. We were overwhelmed and unsure of what to do, so we turned to Sanjiv Gupta's office, his team member Soumya was assigned to us for help. She was incredibly patient and understanding, and she took the time to educate us on tax benefits and how to avoid being audited again in the future. She also spent a lot of hours to make sure that our taxes were filed correctly. We are so grateful for her help, and we highly recommend her to anyo

I have had Miss Soumya Bhat do my taxes for a few years now. She is very detailed, patient and professional. This time around my tax return was complicated due to foreign rental income and a few other situations. Soumya followed through very diligently asking detailed questions to navigate the income while looking for tax saving options. I have always have a great deal of confidence in my return due to Soumya?s handling of it. On top of that, she is very patient in answering any question and in great detai

Had a great exp. working with Kalpana at Sanjiv Gupta, CPA firm. My tax filing was fairly complex involving international transactions and assets declaration. She was quick in preparing the return and was very responsive throughout the process. She made the entire process very smooth and simple. I highly recommend the firm for any kind of CPA needs / tax filings.

I have been taking the help of Kalpana Vanga of Sanjiv Associates for the last 4 years and she has been always prompt in clarifying my tax related queries and preparing the US tax returns for my daughter. She is a great asset to her organization.

After many years i changed my CPA and start working with Somya Bhat from Sanjiv CPA and it was great working with her. She is very accessible and have knowledge to answer all my questions. Process was smooth and very much automated.

I worked with Soumya to file my 2022 tax return. My tax situation was pretty complicated, but Soumya was able to help me through it. She made herself available whenever i had any questions about the process, and she took the time to walk me through my tax return and ensured i received the maximum benefit. I would definitely recommend filing taxes with her.

Soumya from Sanjiv Gupta CPA has been an excellent choice for handling my tax and accounting needs for the last 2 years. Soumya has been incredibly helpful throughout the process, providing prompt and accurate assistance with Tax filing. I highly recommend their services for anyone seeking reliable and efficient Tax plnning.

I have been working with Sanjiv gupta's team for all of my IT returns from past couple of years. Kalpana from his team is knowledgeable, friendly and easy to reach. I always wanted to have a CPA to whom i can reach out comfortably whenever i have doubt on my complex tax filing(includes both usa and oversees income). Thank you Sanjiv and Kalpana, for making it so simple and easy! Highly recommending this team !

I recently had the pleasure of working with Sanjiv Gupta CPA for my tax preparation needs, and I must say, the experience exceeded my expectations. My point of contact throughout the process was Soumya, her pleasant demeanor and her professionalism and expertise made the entire experience seamless. From the outset, Soumya demonstrated an impressive level of courtesy and was attentive to my specific needs. She was thorough in her approach, leaving no stone unturned to ensure that my returns were compliant an

We have been getting my taxes done with Sanjiv CPA at their Pleasanton office for the past few years. They are highly professional, file returns on time. Never they miss to return calls. We work with Ms Kalpana and she does an amazing job. Whenever i call she answers if not with a client, or if i had to leave a message , returns call promptly. Even if i call multiple times for any doubts she dosen't mind to explain or find things out for me. This has been the best services i have received from any taxes se

I have been using Sanjiv Gupta CPA for my tax filing. I use the Pleasanton office. Kalpana is the one who handles my case and I find her very knowledgeable and helpful. She is quick to respond to my questions and resolves them efficiently. I strongly recommend them as CPA to use for your tax purposes.

As always, was back to Sanjiv Gupta, CPA, in particular, Kalpana Vanga for our annual 2023 Joint US Tax Return filing. Once the details of our AY2024-25 Indian Tax information & documents along with the US Tax information & documents were forwarded to her, it's just about over, preparing the Draft Returns, Federal and CA, jointly reviewing with her the Draft and signing the Efiling Authorization Forms, all within a few days. I have been using Sanjiv Gupta, CPA's services, to prepare and file our Joint US Ta

I have been working with Kalpana @ Sanjiv Gupta CPA for at least 4 years now . Each time I found her to be consistently professional, knowledgeable, responsive and customer centric to address my tax filing needs . This makes me keep going back to this firm and Kalpana every year !

Sanjiv and his team specially Ms Kalpana help us a lot to file our tax returns stressless, She is very knowledgeable and responsive. She also advised us different options about financing and business tax saving. We are very satisfied and highly recommend Sanjiv CPA . Thank you so much !

Worked with Soumya in the Pleasanton office to file my 2022 taxes. She was professional/friendly and filed the taxes in a short period of time. Would highly recommend their service. Thank you.

This year I filed taxes with Sanjiv Gupta. It has been a hassle free experience filing taxes with SanjiV Gupta. Sumedha helped us to file taxes promptly without any delay. She was proactive and responded to my questions with patience. Having a branch open in Pleasanton was convenient for us. I surely recommend Sanjiv Gupta team to file tax returns.

Easy to approach and tax expertise is my reason for filing with the Sanjiv Gupta firm for last few years. Kalpana Vanga works fast and accurately and on time while filing taxes.

I've been with Sanjiv team for quite a few years. Everybody is friendly and professional. We have personal as well as business accounts with Sajiv team. I mostly deal with Kalpana, and I've never had any problems accessing her any time of the day. She goes extra mile to help, even if I have questions which are beyond her domain or responsibility. Sanjiv is extremely knowledgable and he very quickly resolves any complex situations that we end up into sometimes.

We have been doing our taxes with Sanjiv and Kalpana for all our personal taxes for the last few years. They are able to Understand US and India taxes. Kalpana is always there to answer our questions and provides us with any requested documents on time. Kalpana is great in getting our taxes filed on time.

Sowmya is a great help. She is good with communication and responses.

Highly recommended!! Had a great experience filing my tax returns for 2021. I was directly working with Sumedha Vaingankar and she was extremely knowledgeable and patient and helped us through the process with ease.. I am surely staying with Sanjiv Gupta firm for the coming years and also check on other services like tax planning etc

Got my company taxes done through Sanjiv. Overall a good experience.

Great service. Very competent staff. Special shoutout to Kalpana who is a powerhouse and helped us get through multiple business tax returns.

Kalpana and the entire team at Sanjiv's CPA firm do a fantastic job every year. They are dedicated, focused and follow through with their clients and get things done in a timely manner.

Soumya was my CPA for the 2022 tax returns. She was very professional and filed my taxes in a short period of time. Thank you.

I have used this firm multiple times and I highly recommend them. They file returns in a timely fashion, are upfront about what docs are required, have a very good system of communication and ensure that the information is accurate. That is frankly all you could ask for in a CPA and this firm delivers.

Good experience with Sanjiv and Soumya. Transparent and easy to work with. Prompt responses and clarifications on time !!

Adding context. This review is for a consultation. They scheduled an online consultation. The call quality was very bad. I had to ask Sanjay again and again to repeat the information he was sharing. There was no continuity in the conversation because of this and I could not make sense. I could also not share my documents with him since video never worked.

Very professional, diligent and knowledgeable team. Kalpana from their team who has been filing my taxes for the past 5 years is highly recommended.

Kalpana V at Sanjiv Gupta CPA was brilliant to work with. She was responsive, knowledgeable and got my return completed efficiently.

Sanjiv Gupta and Kalpana Vanga do awesome job in my corporate accounting and tax filings. I'm impressed with their timely responses, communication and commitment to the Customer service. Thank you.

Good luck getting in touch with these guys after your fee is paid and taxes are filed. Can't get hold of them by email or phone.

Soumya was wonderful to work with. Will definitely repeat.

Amazing team! They know what they are doing. Extremely approachable and helpful! Highly recommend!

One of the best CPA in bay area

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.