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October 2024 by Jaron Brown
Great person to work with. Thank you for being patient and holding my hand through the process
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September 2024 by Max Caughron
We needed some help on my taxes and some scenario modeling. Sumeet was great to work with, was prepared and skilled at communicating. She didn't just bombard us with complicated terms, but took the time and made sure we had a clear understanding of the actions we should take. Highly recommended!
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July 2024 by Jordan Nakamura
Sumeet is great! I had asked her to do my taxes and she makes sure everything is correct, has suggestions on optimizing tax liability, and takes time to explain how things work. In the past, I've had other CPAs where they didn't know certain things and were just plugging in numbers, or others that would just submit taxes without providing any additional advice.
I really appreciated the time she spent with me to answer any questions I had. I felt extremely confident Sumeet was handling my taxes correctly. Would highly recommend her to anyone looking for a CPA.
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July 2024 by A Draheim
I did a simple consultation with Sumeet Bedi to check over business and personal income tax returns. She was able to fit so much useful advice into a short hour. Sumeet is an expert in taxes, and strategies for reducing life long tax burdens, as well as tax implications for retirement savings, medical expenses, and business expenses. I would recommend her to anyone seeking tax help. She is a great communicator and very honest in her assessment of your needs.
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May 2024 by Chloe Claridad
If you are looking for a CPA for your taxes or answer any tax questions you might have to ensure you’re getting the most tax benefits you can in your current situation, I would not hesitate meeting with Sumeet. My partner and I had specific questions around real estate taxes. We have always filed taxes on our own but we had very specific questions that we needed a professional’s opinion on. In just one hour with Sumeet, she was able to not only answer our questions directly and efficiently, but she also gave a very clear breakdown of her tax analysis and provided us a solution that maximizes our tax benefits. She went above and beyond to ensure that all of our questions were answered and used terms that made it very clear for us to understand. The way she was able to quickly do the math, breakdown the different options we have for our taxes was nothing short of genius! I highly recommend Sumeet for any of your tax needs because she’ll provide you with an answer that you didn’t even know was possible. I shopped around for other CPAs before moving forward with Sumeet and Sumeet’s rates were definitely the most affordable. Now after meeting her, the knowledge we gained is almost invaluable compared to the rates she charges. Again, I cannot recommend Sumeet as a CPA more.
Thank you so much Sumeet for making this information clear, concise and we learned so much!
Chloe and Arjuna
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March 2024 by Jackie Mahlen
Sumeet has been doing my taxes for over 8 years. Her quality of work is exceptional! I would only recommend Summit Bedi !!!!!
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March 2024 by Samantha Klim
Sumeet has been so great to work with. As a small business owner with little business/finance experience- Sumeet has been SO helpful and compassionate. I highly recommend her services.
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March 2024 by Dana Yaffee
Sumeet is incredible! I was looking for a new accountant who would be honest, transparent and who would be willing to review my tax situation with me in person rather than by snail mail and emails like my previous accountant. Sumeet was able to answer my questions and address any concerns I might have, and my taxes were filed in a timely fashion. My only regret is that I did not find her sooner. I just started a new business and look forward to continuing to use her professional services.
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October 2023 by David Hirata
Sumeet helped us with our tax return, which got a little complicated this year. She was simply great to work with--great communication during the process, and terrific follow-up. She was the perfect picture of professionalism--knowledgeable, efficient and just really helpful. We definitely plan on working with her in the future.
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August 2023 by Kristin Alewel
After getting an unexpected letter from the IRS, I needed fast, expert help to fix a few things on a prior year’s tax filing.Sumeet was truly awesome. She took me on as a new client, worked quickly to meet the deadline the IRS set (the work was actually done early), and was super communicative throughout the process. Her explanations were easy to understand and I felt more informed than ever!She helped resolve my problem and significantly decreased the tax bill I owed, and even found a few new opportunities to improve my tax situation.We’re definitely going to return to Sumeet with any tax prep or questions we have in the future!!
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August 2023 by Kristin B.
After getting an unexpected letter from the IRS, I needed fast, expert help to fix a few things on a prior year's tax filing. Sumeet was truly awesome. She took me on as a new client, worked quickly to meet the deadline the IRS set (the work was actually done early), and was super communicative throughout the process. Her explanations were easy to understand and I felt more informed than ever!She helped resolve my problem and significantly decreased the tax bill I owed, and even found a few new opportunities to improve my tax situation.We're definitely going to return to Sumeet with any tax prep or questions we have in the future!!
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April 2023 by Jennie W.
I highly recommend Sumeet! She has helped me immensely and always demonstrates the highest levels of professionalism, integrity, and accuracy. I trust Sumeet so much that I have recommended her to many other people for their annual tax needs as well. I am so grateful to have her services!
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March 2023 by Fern C.
Sumeet Bedi has served as our only CPA for many years. She's reliable, consistent, and she always reviews our tax return with us before filing it. She answers all of our questions, and discusses thoroughly with us anything she sees that's even slightly out of the ordinary. Over the years, she's given us great advice about estate planning and on RMD distributions. She's calm, knowledgeable and a pleasure with which to do business. She you next year, Sumeet!
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March 2023 by Carlos Ruano
Sumeet has been great to my family. Her quality of work is exceptional. On top of that, she's genuinely a very good person. For that, she has us as loyal clients for life. She won't rip you off and won't be lazy like other folks I've seen out there.
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January 2023 by Delorse L.
Sumeet is very very professional, organized, knowledgeable. We engaged her for our 2021 taxes during challenging life events and she completed them quickly and saved us money as well. Sumeet was caring and very helpful with tax advice. We will continue using her tax expertise. Highly recommend!!
