
Snap Advisory - Tax, Accounting, & vCFO Claim business
About
We are a small boutique firm who has built the firm almost exclusively on referrals and word of mouth. ONeill & Bergado CPAs started in Jan 2012 by Gale and Patti, who have worked together since 1999 in prior CPA firms. In 2023, we merged with Snap Advisory as Patti planned for retirement. Saad Abbas leads Snap Advisory, which has added...... See More
We are a small boutique firm who has built the firm almost exclusively on referrals and word of mouth. ONeill & Bergado CPAs started in Jan 2012 by Gale and Patti, who have worked together since 1999 in prior CPA firms. In 2023, we merged with Snap Advisory as Patti planned for retirement. Saad Abbas leads Snap Advisory, which has added resources and new expertise to the original OBI team. We believe in the power of relationships in building a business. We have clients that we have been working with for over 20 years.
Services Offered
- Current year tax preparation and filin…
- Accountants
- Past year(s) tax preparation and filin…
- Tax planning
- Bookkeepers
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Reviews
A Quick Look at Customer Sentiment
Clients rave about the exceptional accounting and tax services provided by both Snap Advisory and O'Neill & Bergado. They frequently highlight expert guidance, personalized solutions, and a proactive, responsive approach that alleviates stress and streamlines business operations. The teams are praised for their professionalism, efficiency, and clear communication, making them trusted partners for both small business and personal financial needs.
Deep Dive: Detailed Analysis of Customer Reviews
We’ve gathered and analyzed reviews from real customers across the web to give you an in-depth look at their experiences with Snap Advisory - Tax, Accounting, & vCFO. Here’s what people are saying about their service quality, professionalism, and reliability:
Overall Experience & Satisfaction
Customers express overwhelming satisfaction and trust in the services of Snap Advisory and O'Neill & Bergado, often remarking on how relieved and supported they feel. Many reviews emphasize a longstanding relationship that brings confidence and ease, with clients happily recommending these firms to peers and colleagues.
Service Quality & Expertise
The reviews consistently commend the high level of expertise in accounting, tax planning, and business coaching. Whether it’s crafting custom solutions like innovative spreadsheets for investment properties or offering deep insights into complex tax issues, clients note that the service quality is unmatched, with team members such as Saad, Frex, Irena, Patti, and Gale frequently acknowledged for their exceptional skills.
Customer Service & Communication
Responsiveness and clear communication are central themes across the reviews. Clients appreciate the proactive approach, with teams being readily available to answer questions and provide timely advice. Customers mention that the firms not only educate them about tax issues but also encourage ongoing dialogue, ensuring that every concern is addressed promptly.
Value for Money & Pricing Transparency
Numerous testimonials highlight the cost-effectiveness of the services provided. Customers feel they are receiving significant value, whether through practical advice that saves them money or by experiencing fees that are considered excellent in light of the professional and detailed service rendered.
Timeliness & Efficiency
Timeliness is repeatedly praised, with clients noting efficient resolution of issues even under tight deadlines. Several reviews mention problems being fixed in remarkably short timeframes, including an instance where complex issues were resolved in about an hour, underscoring the teams’ commitment to prompt and effective service.
Professionalism & Trustworthiness
The professionalism of both firms is a recurring highlight. Clients trust them with sensitive and complicated financial matters, and many commend the high ethical standards, reliability, and honesty displayed by team members, some of whom have been in their support network for decades.
Facility, Environment & Ambience
While most of the feedback centers on the virtual aspects of service delivery, the friendly and well-organized environment – both in-person and digitally – is appreciated. Clients note that interactions are comfortable and supportive, contributing overall to a positive service experience.
Accessibility & Convenience
Reviews consistently emphasize the ease of accessing support from the accounting teams. Whether through prompt phone or email responses or simply having a team that is always available, clients find it effortless to get the assistance they need, which greatly enhances their overall experience.
Problem Resolution & Follow-up
Clients are especially impressed with the firms’ ability to resolve complex tax issues and navigate challenges effectively. Detailed follow-ups and proactive measures, such as clear guidance during audits and thorough income tax planning, reinforce the sense of reliability and dedicated service modeling exceptional problem resolution.
Unique Strengths & Areas for Improvement
Standout strengths include the personalized and hands-on approach, innovative ideas for minimizing tax burdens, and a comprehensive service that goes beyond filing returns. While the feedback is overwhelmingly positive, a few reviewers hinted at potential improvements in streamlining initial responsiveness for an even more seamless interaction. Overall, the teams’ commitment to continuous improvement and client education remains a key asset.
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Get Directions Vía del Oro, San Jose, California
Working Hours
- Mon 09AM - 06PM
- Tue 09AM - 06PM
- Wed 09AM - 06PM
- Thu 09AM - 06PM
- Fri 09AM - 06PM
- Sat - Closed
- Sun -
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