Tervie Leung, CPA

Tervie is EXACTLY what you want in a tax accountant; honest, trustworthy, and knowledgeable.
Tervie is a true professional that is extremely well versed in the tax laws. She has been able to review my returns quickly and provide me advice on how to best optimize my tax returns for refund or limit my requirements for additional payment.
Tervie is extremely personable and is a delight to work with. You will feel as if she is managing your taxes as if they were her own.
On a side note I found Tervie through Unilocal based on others comments about her. They are spot on!
I previously used a firm in Sacramento, CA based on a referral from a friend and we all found out that they had been filing the taxes incorrectly specifically to maximize their customers returns. Tervie quickly reviewed the previous years returns and ensured that they were re-​filed correctly which saved me from the possibility of an audit.

I’ve had a few accountants in the past few years, and I never really thought they were doing things right nor had my best interests in mind. That led me down the rat-​hole of doing taxes myself, which was a terrible mistake.
Anyway, I found Tervie through my friend, and I couldn’t be more pleased. She not only knows all the little details about my somewhat complex issues (different types of ISOs ESPP, etc), but she also saved me a TON of money by recognizing that there was a mistake made by my previous accountant. Yes, she had to re-​do the last, what 5 years of returns, but in the end it paid off several times over.
Oh, and by the way, I like her personally too. It’s a win-​win :-)

Tervie has been doing taxes for me and my friends for several years now. She’s great because gives you advice ahead of time about how to save taxes. She was great help in understanding stock options and AMT.