ONeill & Bergado Inc. V, San Jose

Patti O'Neill has shepherded us through some complex tax situations with the closure of our SCorp and the aftermath of our relocation from overseas. She is exceptionally well organized. She deals with issues speedily. We recommend her firm wholeheartedly!

Patti O'Neill was recommended to us by our friend who has been using her services for many years. We found Patti to be professional and well versed on tax codes and tax laws. She has great communication skills. She explains the tax codes clearly and she offers great advice. She has helped us with our many tax questions. We would highly recommend her services.

I have been using the Professional CPA Services of O'Neill & Bergado (specifically Patti O'Neill) for 20+ years now. Additionally, I have recommended and referred Patti O'Neill many of my co-workers, friends, clients and family. Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress. I've been able to receive prompt email, phone responses if/whenever I have a question. Things have been running smoothly all theses years - there is really no need to look elsewhere. I found a great CPA/Advisor in Patti O'Neill and am happy to continue to use her great service.

O'Neill and Bergado has been doing my business and personal taxes for over 14 years. They have saved me tens of thousands of dollars in that time period and sent bills much lower than I think their work is worth. I have had several accountants in my business career of over 50 years and Patti and Gale are unquestionably the best I have ever seen. My two associates and I started another business in 2018 and I again insisted on O"Neill and Bergado My business partners were hesitant but are now happy that I did. We get excellent advice and service from Gale, Patti and staff. I would recommend them to anyone who demands the best!

I have been using ONeill and Bergado (specifically Patti ONeill) for over a decade for all of my accounting needs from personal taxes to financial planning questions to business start up advice. Patti is very responsive, clearly explains issues, is extremely patient and very easy to work with. I love the Real World Personal Strategy Note email series - I am constantly forwarding to friends and relatives. I highly recommend Patti and the firm.

There are many good accounting firms that can file your taxes. Patti O'Neill solves your tax problems. Several years ago, the tax authorities erroneously issued me a large payment due on a complex filing, when a refund was required. Patti told me, "I'll solved it. I love challenges." And Patti did! Refund received and tax records fixed!

I’ve had Gale do our personal and business returns for many years. She has provided great insight into do’s and donut’s throughout the year. I would not hesitate to recommend.

Gale did an awesome job amending and cleaning up my business tax issues that I had as a result of hiring an unprofessional and inexperienced tax person. She took the lead, walked me through the process and made time for my questions. I fully trust her and will continue using ONeill & Bergado going forward!

Gale has been my tax accountant for 20 years. Always does her homework, knows the business, and gives me great counsel. It is a comfort to have a professional like Gale looking after all our tax issues.

If it were possible to give Patti 10 stars we would. They are without question the most professional, most communicative, and most pleasant accountants we have ever worked with. If you are looking for a go-to accountant, now and for the remainder of your tax paying years, Patti is your solution. No ifs, ands, or buts about it.