HERMAN YIU, CPA, PLLC

 
 
 
 
  EXCELLENT  
  
 Based on 44 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Kathy N. 
 
 
 
 Verified 
I'm not sure what happened to the review I did years ago or why Yelp is acting like I'm brand new on Yelp ?  Herman and Richard are very nice ,welcoming people and I like the clean, nice office space they are in . Thanks for your service .
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Elka S. 
 
 
 
 Verified 
I have been using Herman to file my taxes since 2012! At that time I was living in NY. Since 2012 I've moved to multiple states, out of the country, have gotten married, and am now in middle Tennessee. I can not say enough good things about Herman. He makes the entire tax filing process seamless and stress free. Me living out of state- I love that he is able to do it all remotely, is extremely quick with his turnaround as well as answering any questions I may have. I feel like he's very profesional, knowledgeable, honest, and straightforward- which I really appreciate. I honestly can't recommend him enough and plan on using him until he retires!
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Sarah M. 
 
 
 
 Verified 
I found Herman a few years ago and am very glad that I did! I go back to him each year at tax time, and he makes things simple. He is organized, polite, and has a good personality. While my tax situation is not complicated, I feel better knowing that I have someone I trust taking care of things. He also is fair with his pricing.
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 marc p. 
 
 
 
 Verified 
Herman is awesome; trust worthy, price is fair, and always try to do the right thing for you! Definitely recommend!
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Denise X. 
 
 
 
 Verified 
We hired Herman back in 2016 as an advisor because we received an IRS letter due to complications with our backdoor Roth. Herman helped us fill out an 8606 and we thought the issue was resolved until we received yet another letter from the IRS asking us to pay an additional 10k for other issues they've found with our previous filings. For anyone who's ever been contacted by the IRS knows that it's like sitting on a blob of gum, almost impossible to get off once they're onto you. It was a very stressful and messy situation and Herman was extremely knowledgeable, patient and friendly. He really put our mind at ease and alleviated a very painful process. I have to take 1 star away because throughout the process Herman did make a huge mistake which ended up being very costly to us. He failed to let us know that we can recharacterize the money back to avoid paying an extra 2k. By the time I did my own research and learned about this, it was too late we had just missed the deadline. However I still highly recommend him above all other accountants/advisors because it was Herman's actions afterwards that really sets him apart from other accountants. He quickly took full responsibility, responded to all my emails very promptly and offered to refund our money. I didn't take the refund and instead proposed that he help us with other lingering items at no charge. After all he still saved us 8k!!! He did an excellent job thereafter including drafting letters on our behalf to the IRS. He is prompt, efficient, accurate and has the most friendly personality. I will continue to use Herman because he is an accountant/adviser you can trust. Trust and reliability superseded everything when it comes to ones finances. The only reason we are not using him fully for our taxes every year is because I like to maintain an understanding of my own finances before handing off to someone.
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Cam E. 
 
 
 
 Verified 
I have been a very happy client of Herman Yiu CPA for four years, after a few experiences with dishonest, over-priced tax accountants. Mr. Yiu gives excellent knowledgeable tax and investment advice, and above all, he is genuine and trustworthy. I highly recommend.
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Jonathan C. 
 
 
 
 Verified 
Herman is an excellent tax advisor. He listens well, provides useful analysis and actionable information, communicates very clearly, and does not overwhelm. I will absolutely come back to him again!
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Ray T. 
 
 
 
 Verified 
Very good experience.  Friendly, easy going, rates are reasonable for neighborhood.  Herman answered my questions during our consultation (cost was applied to final bill) and offered advice on reducing tax costs for future.  He also answered other questions that wife and I had later on (by phone and email).  Great office staff.  I will return next year.
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Ashley P. 
 
 
 
 Verified 
Herman was a great accountant for us. Unfortunately, we still have to pay but we really appreciated his attention to detail, answering all of our questions and trying to make the best of a not fun situation. We'll definitely work with Herman again next year!
  
 
  
 
 
 
 Posted on Yelp  
 
  
 
 
 Lucie F. 
 
 
 
 Verified 
I used Herman last year for my taxes because of all the good reviews. My taxes are admittedly pretty straightforward, but I don't mind paying for convenience and peace of mind knowing that I got them done correctly & with the largest refund possible. Herman didn't disappoint. I got a great refund, and working with him was quick and easy. I don't remember paying for a "consultation", but I think maybe I did and that cost was applied against my final bill. Either way, it was worth it. Herman also always responded to my inquiries via email since they were all very straightforward, so I was never charged for him calling me (as I think other reviews indicated). All in all, yes, I agree with other reviewers that this wasn't a cheap option - but I'm really glad I used Herman and will certainly be going back this year. I think the peace of mind & convenience makes it totally worth it, and I was really happy with Herman's responsiveness & quick work on my taxes.
  
 
  
 
 
 
   
 
 
 

 
 
 
 
  EXCELLENT  
  
 Based on 9 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bridget Martin 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I was referred to Herman through my Financial Advisor, specifically to discuss taxation for exercising stock options. Herman helped me understand my current situation and helped me figure out how to reason through the decision I had ahead of me. He was able to show me some calculations and overall I felt much more confident understanding what is at stake and how to best prepare. I highly recommend him and hopefully will work with him again in the future.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Shyam Shankar 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Herman is awesome !
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Marc Pan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Herman is very friendly, trust worthy and definately gave very good advise! Definately recommend!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Hayley Dahle 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Always pleasant and professional
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Rachel Beider 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I love Herman and use him for my businesses and for my personal accounting needs!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gregg Blake 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Herman is the best.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sean Dykhouse 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Several years ago, I switched CPAs for personal and small business matters and selected HY-CPA because of the online reviews. Now I'm making one and it is a rave. Now, I am a repeat customer year after year, and I have seen this firm grow year over year. Excellent understanding of accounting principles, backed with a modern approach and deep knowledge of the tax code has made all the difference, each time I return. Of course it makes sense to shop, do your homework and hire an accounting practice with a solid history of excellent references and with a support staff who can carry the day, but you will find no finer. Herman Yiu is a solid Accountant.