Gailey Associates
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Gailey Associates
We've combined expertise and a family style way of doing business to give you industry leading service. Our goal is to become your trusted advisor, whether it be in taxes, accounting, audit or advisory. We've worked over 25 years to bring a team and level service that is unparalleled in the market place.

Our client commitment is our top priority. We continue to win clients because we work as a team and deliver the best results while staying on the forefront of the latest trends and practices. We're not just CPAs but advisors. Let us show you what we can do. With 25+ years of experience as your CPAs in Orange County, we have developed a high level of competency to ensure every client is served by the expertise of our entire firm.
Services
We are no ordinary accounting firm. With years of experience as a professional service organization, our Orange County based accounting firm in Irvine offers a wide range of services for businesses and individuals. From individual tax planning services to complex corporate consulting engagements, we are ready to be your full service CPA firm.
We personally invest into each client through our time, resources and dedicated team. When you become a client with us, you can rest easy knowing we've got your back. Through a collaborative approach, we proactively advise clients to not only become compliant but position them for success. We're here to help answer your questions.
There are a series of questions you should ask yourself in order to determine if its necessary for you to file your taxes. The IRS provides the option for individuals who cannot pay their taxes to pay in installments for up to five years. At Bharmal & Associates, we will gladly prepare and file the necessary request forms for those who have chosen this option.
Reviews (20)
Annie A.
Annie A.
Dec 05, 2021
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Thank you again, Bharmal Associates, each of you proved even during a pandemic, you all worked hard and helped my family and me with our personal and business accounts. This year was very tough, but with your professional guidance, everything worked out. We like to say thank you and Happy Holidays to each of you. We are forward to doing business in 2022. Thank you
Highly recommended please give them a call, you will not be disappointed.
Jed T.
Jed T.
Nov 18, 2021
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Father and son business, they both work hard to please their clients. Knowledgeable and professional
Meliza C.
Meliza C.
Oct 30, 2021
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Really enjoyed working with Kate. I finally found a CPA I can trust. I look forward to working with Kate every tax season.
Ali F.
Ali F.
Oct 22, 2021
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Been working with this company for years and absolutely love their services. Shoaib is the man. He is always explaining things in detail and answering any questions or concerns I have. Definitely recommend them to any one that is looking for smooth sailing when it comes to doing their taxes.
Linda M.
Linda M.
Sep 07, 2021
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Had a particularly unusual circumstance this year and needed someone to provide tax planning services. Reached out to Bharmal & Associates and they were very responsive. Met with Shoaib and he quickly assessed the situation, explained the next steps and promptly executed on it. We then had a follow-up discussion where he explained his analysis and recommendations clearly and concisely. I'll for sure be a repeat customer, using Bharmal & Associates for the tax preparation services as well.
Robert S.
Robert S.
Aug 08, 2021
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Highly recommend Bharmal and Associates. I've been with them for several years. Very knowledgeable and professional group of individuals. Prompt with responses, thorough with their work, helpful and supportive.
Mark H.
Mark H.
Jul 27, 2021
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We are self-employed professionals. We interviewed three CPAs and chose Bharmal Associates to file our 2019 and 2020 taxes because they responded promptly, seemed pleasant, and were organized with a web-based client portal. Due to COVID-19, all our interactions were by phone and email. They prefer expenses to be presented using a template format. Emails were pleasant and prompt. They reported our charitable donations in line-by-line detail on a form, instead of just keeping the scanned receipts; other CPAs did not do that. They have recommended that we donate quarterly to reduce the tax paperwork
Ravi L.
Ravi L.
Apr 06, 2021
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I found Bharmal associates through yelp and scheduled the Virtual appointment with them. I spoke to Shoaib , he is a very professional and answered all my questions and cleared all my doubts. I greatly recommend him for all tax related services

thank you
Ibe O.
Ibe O.
Apr 04, 2021
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Shoaib and team were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us.

His team was great at getting payment and paperwork to us in a timely manner. They made the process very smooth and efficient.

The portal used for documents has a solid user interface and it's easy to upload documents.

I would recommend.
Mike L.
Mike L.
Mar 29, 2021
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Great honest and professional service. Really made it easy to upload our documentation and keep it secure when sharing our personal information. And most importantly, took a rather complex tax situation for us and turned it around in short order for our year end taxes. Highly recommended!
K. G.
K. G.
Mar 18, 2021
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Shoaib and his team just prepared our taxes. This is our first year filing with Bharmal and Associates and our experience was wonderful. The team is very helpful, knowledgeable, and offered great advice to us moving forward. They are easy to reach and really make you feel like you are being taken care of. We felt as though they went above and beyond and their fee was so reasonable for the service we received. We will definitely have them help us with our 2021 taxes.
Henry M.
Henry M.
Mar 08, 2021
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My experience with this firm was so incredibly disappointing that it actually compelled me to create a Yelp account just so I could review them. Details are below, but in summary I strongly recommend you look elsewhere if you're seeking qualified, professional tax prep. I wouldn't wish this firm's apathy and indifference upon my worst enemy.

Here's the story. I first contacted Bharmal & Associates in August of 2020. I was in the process of incorporating two holding companies, and I needed a qualified tax preparer to guide me through my first return under my new structure
Nelofar O.
Nelofar O.
Feb 27, 2021
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I spoke with Shroib on the phone and he was very honest what I should with my situation. I really appreciated his honestly and I would highly recommend in hiring him for filing your taxes. Most people just try to force you to file with them but he was great! Thank you Bharmal and Associates!
Angel B.
Angel B.
Feb 05, 2021
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I 100% recommend their services, if you so consider them ask for Vanessa Vinarto, ALWAYS there when you have any concerns or questions either via email or phone. No complains!
Pary S.
Pary S.
Feb 05, 2021
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We have been working with Bharmal and Associates this past year after working with numerous CPA's in the past. I would say about 6 others over the life of our business. Not one of them comes close to how good this company is. I'm very impressed at the knowledge, expertise and professionalism they have. I'm appreciative of the advice and direction and I like the fact that all of my questions are answered thoroughly. Best of all, our regular meetings for the tax planning are a great help. It's extremely beneficial to know what's up ahead versus being in the dark.
Paul C.
Paul C.
Dec 31, 2020
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I was extremely pleased with the level of personalized service that Shoaib and his team provided. In my search for tax planning services, Shoaib offered a complimentary live consultation where he took the time to understand my individual needs and tailored a plan accordingly.

Throughout the entire process from initial consultation thru completion, Shoaib explained things very well and provided great answers to all my questions. I would highly recommend them.
Karen S.
Karen S.
Dec 03, 2020
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Poor customer service skills and not even speak English properly. Lack of communication skills. They lie about the price , the hike it up later when you get to the office. Bharmal is rude and useless. The worst place to get your tax done. Never come back.
Y. C.
Y. C.
Aug 22, 2020
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We read multiple Yelp reviews before we contacted this firm. However, this was really a bad experience.

My wife contacted them Thursday (8/20/20) and was arranged by Katherine for a Google Meet for Friday afternoon (8/21/20). Since this meeting was set for 5 PM, we cancelled other appointment to attend this meeting. Believe or not, even until 5:05 PM, the meeting was not initiated. What a big disappointment!

Then my wife called the office and was answered by Katherine again. She told my wife this should be a phone call instead of google meet but she did not explain why she sent an email invitation
Gabby L.
Gabby L.
Nov 05, 2019
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Bharmal and Associates is the perfect combination of accountability you expect from a big chain and personalized service you receive from a smaller firm. I'm very pleased with the financial planning that I've been receiving from Schoaib.
You can tell simply from the way they speak that they are experts in their craft, I feel so lucky to have been recommended their services by a friend.
From simple questions to complex scenarios, Shoaib is able to communicate everything in a way that a young person like me (who has very little experience with such matters) can understand. I'm so
Adam S.
Adam S.
May 01, 2019
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Bharmal and Associates is a father-son collaboration backed by a decent sized team of men and women. I came here to expand my understanding of the tax code, if you're looking to do the same then I recommend this to you.

It's important to state that service here is not cheap. I imagine those with the greatest potential to benefit from Bharmal's services are people with their own business, various income-streams/investments, or those looking to branch out into new financial ventures. I learned a lot about taxes over the last several years from various tax preparers, however, the amount