Tax and Financial Services

I hired Wasi to do my taxes in 2014 and I would NOT recommend him to anyone.
First of all, he never mailed me a copy of my completed tax filing. I have emailed him about it since he completed my taxes and he never responded.
Second, he made a mistake on my taxes regarding how long I had been living in the state of California. The result was the State of California thinks I owe them $ 18K, even though I had only lived in the state for 3 months. I don’t make enough money to owe $ 18K for living in California for 3 months…
When I received this bill, I contacted Wasi and after a few emails he finally responded, saying he would take care of it. He told me not to pay the bill even though when I had called the California Franchise Tax Board, they said I had to pay first and then file an adjustment.
I was totally willing to overlook this mistake because it was perhaps it was just a miscommunication about when I moved to California. He told me to sign a form to give him the power of attorney in dealing with this matter. I emailed him the form immediately and then followed up regularly. He replied ONCE to my email saying that the Franchise Tax Board was understaffed with the July 4^th holiday. After that, I haven’t heard from him again.
I have been emailing him regularly, messaged him on LinkedIN (he added me before this debacle went down) and called his offices, but I have heard nothing. I don’t know if anyone is even working in his office in Palo Alto because no one picked up the phone.
In the meantime, I have been accruing interest and penalties on this $ 18K, so you better believe I am angry and will be filing a complaint with the State and IRS.

Based upon the 5 stars on Unilocal I contacted Wasi and set up an appointment to engage a new CPA to handle my taxes.
The office is in a temporary Regus Office complex in down town Palo Alto, this is where I met with Wasi in person two times.
I usually do not like to deal with people that do business as I personally encountered too many vaporware outfits that use these temporary offices and are easily used as a disposbile front.
But based upon the great reviews on Unilocal I thought I was dealing with someone with integrity.
Boy was I wrong!
Red flag number one.
When I met with Wasi at this locatoin verbally quoted me $ 350 to handle my taxes for 2014. I wish I had got that in writing or on video on my iphone while I was sitting with him.
When I contacted him at this number he only replied once, then I never got a reply to my many calls again to this location or the Newark office. Apparently he does this to a lot of clients if your read the ‘other’ reviews on Unilocal.
I did some further investigation on line and found this was only satellite office of his firm in Newark.
Read the similar poor review about Wasi and his bait and switch tactics!
He did leave me in a very bad way by abandoning me as I did not know if he was going to handle my 2014 taxes for the longest time after saying I was his client. It is not like filing taxes is an optional thing.
I complained with the State and IRS.
I would encourage anyone else that has had similar experience to do so as well.
Wasi probably did me a favor by dumping me after I read these terrible reviews from the Newark (real) office!

For the past four years, I’ve just used Turbotax. It seemed like the most economical option; and, as a graduate student, I assumed that my taxes were relatively simple. This year, though, my tax situation is substantially more complicated, so I decided to get some professional advice.
Wasi has been incredibly helpful regarding not only my taxes this year, but also my previous returns (for example, he pointed out several [fortunately, harmless] mistakes due to a combination of Turbotax/​user error). The thing that really impressed me, though, had nothing to do with taxes: as soon as Wasi realized that an earlier meeting was likely to run long, he called me personally to check and make sure that it wouldn’t be a problem for me to shift our meeting back a few minutes. I really appreciated the heads up, as it gave me time to run a few errands beforehand – infinitely better than waiting indefinitely in the lobby, with no idea when (or even whether) he would arrive. Highly recommended.

Wasi was really helpful preparing my taxes. He was patient with all my questions and our session did not feel at all rushed. He made sure that I understood each step of preparation and submission. Very professional and I would certainly recommend his service.

I found this place through Unilocal.I was looking for a CPA firm fairly close to my work in Palo Alto who had experience working with stock options. I had a complicated situation with stocks ISO and RSU for this startup that was recently acquired and I was really worried as to how this was going to affect my taxes.
Wasi was very helpful with detailed tax planning and gave me valuable information as to how excersizing my stock options would impact me financially for this year and next year.
I should have started with him first. Some of the things he told me took hours of research to find on my own.

Dahlin’ it’s that time of the year again. Yup! Tax season baby!
I have been using Wasi’s services for 5years in a row now and usually I go to his office in Newark. Thank God that they decided to open another location close to work. The new location is right where the Bank of America on Lytton Ave is. Since I have no time to squeeze coming in to their office, Wasi was kind enough to offer to pick up my documents at my work. He took it with him, process it and BAM! It was done in no time. Since I forgot that I had an appointment with him to pick it up and sign my tax refund on that day that we agreed upon, he took the liberty of dropping it off to my work instead. How freaking awesome is that? I don’t think any accountant will do that. Customer Service at it’s finest!!!
Obviously, I have been very happy with his services that I do not consider taking my business somewhere else. He is very professional and dependable and definitely takes pride in what he does. He cares about his clients and make sure that you are happy with their services.
I suggest calling them to make an appointment. They normally do not do walk ins just because they want to make sure that someone at the office will be available to help you out.
Great Job Wasi!!! Keep it up!!!

I am so glad that they decided to open up an office in Palo Alto. I work out here so its super convenient to go out and meet during the day. In the past i would have had to push off things till the weekend and something always seems to come up which made it harder to meet.
I manage several commercial rental properties all over the bay area and we have had this accounting firm manage our bookkeeping and taxes for years now. Wasi is really insightful and I have found him to be knowledgeable when it comes to tax deductions and credits that can be used by partnerships owning rental real estate.

Wasi and his team at Tax and Financial Services are a great resource. As a business client, they helped with not only taxes, but a whole host of filings required by law that I don’t care to become an expert at, as well as understanding my business and advising on my financial planning aspects. Way to go!

Wasi has been my tax preparer for a number of years. I find him to be knowledgeable in the field of taxation as well as other business issues, and also motivated to provide good customer service.

My dad has been going to Wasi for his business and personal taxes for year so when I needed some help with my tax that’s who he recommended. He took his time and answered all my questions and I like it that he was able to meet me on the weekend. That was very helpful.