These guys are outstanding! I feel remiss in having never left a review for this awesome team. Keith and Shane have represented me for years and they took on a really thorny problem with a six figure tax bill that was wrongly assessed in my opinion, but I'd let it linger for years and it was a real mess. They picked up the ball and handled it and saved me over $80,000 in excesses, fines, penalties and the rest. I cannot express how grateful I am for their professional, courteous and timely service. If you need an accountant you'd be foolish not to give these guys a call. read more

I can't believe I have been working with Shane and Keith for all these years and still haven't left a review! These guys know what they're doing, they saved my taxes from someone else who was causing havoc, they saved me during COVID-19 when I could have, and probably should have, gone bankrupt. They have gone above and beyond for me to make sure that I can TRUST them with my finances and have always been led in the right direction. I am so blessed to still be working with them and to have seen such huge growth in my years with them. These guys are the real deal. They have my business for life (or as long as they allow me). read more

Looks like they're too busy to handle new accounts. I emailed them the following: "What would you charge to provide... * Review of Prior Year Tax Returns and Deductions * Overview of Suggested Missing Deductions * Virtual Review of Accounting and Instructions for Improvement * Financial Review * Financial Projections Analysis for your Business * Tax Estimate Calculations * Quarterly Reviews for 1 Year (4 Quarters) Bookkeeping diagnostic and reconciliation reports, * Tax liability projections * Tax strategy scenarios, and * Quarterly update of tax liability projections I waited for a week to get their response. After hearing nothing, I resent my request for a proposal and finally they wrote back: "Upon further review and discussion with my team, we will not be able to handle this project in a timely manner due to our current commitments and projects." UPDATE: (MY RESPONSE TO MR. BIEN'S RUDE REPLY) First of all, I protected your privacy, Shane by not mentioning you by name, yet you show zero fiduciary duty when you divulge my full name to the Yelp world. BUYER BEWARE! Secondly, nothing in my email "implied" that there was a short time frame. That is completely false! Thirdly, your last comment was completely out of line and unprofessional. I just stated facts and you made it personal. Buyer beware. read more

Had a great talk with Shane, for the free consultation! Really patient and Knowledgable and sounds like a really cool guy I want to work with read more

I just realized I've never left a review for my favorite tax guys! I've been with 9Financial for a few years now. Keith and Shane are running a stand up operation. These guys call back right away, text back right away, and reply to emails just as fast. I just sent out a late night email at 10pm and got back a reply within the hour! Any time I need them, they are there! I am the worst when it comes to my business taxes but luckily these guys have it all on lock for me. Ladies and gentlemen, this is how you run a 5 Star business! read more

I asked my friends for recommendations for a new tax preparation service. The one business name that consistently came up was 9financial. Shane was extremely knowledgeable and helpful with my tax needs. I can't recommend this business enough to anyone in tax preparation need. read more

I've been working with Shane & Keith Bien for my business & taxes & am very happy with their personal financial advice, help & always available service. To have people who actually care about what they do & have the integrity to care about what I do, beyond just working for works sake, is a rare find, in this day & age. I've owned & operated my store for over 26 years & have been working, since I was 8, so I have plenty of experience with financial advisers & tax accountants. I'm hesitant to recommend these gentlemen too highly because I don't want them to get too busy for me- however I know that their personal service is forever available because that is the way they do business. 10 stars. read more

Best service I have ever had! Very prompt and reliable. They are truly someone you can trust and build a good rapport when it comes to financial management ;) Thank you! read more

I received a shocking tax bill on a Friday evening and it nearly gave my a panic attack. I called several tax firms but Keith at 9Financials was the only one who had picked up my call right away and scheduled an appointment on Sunday. After discussing the case on Sunday, Keith assured me that it will be taken care of. Within a week, he clarified the problem with IRS, redid the tax, and mailed it to IRS. In the process, he was always responsive to my emails, even late at night. His prompt responses gave me the peace of mind I needed in that situation. Because of his professionalism, I was able to go on vacation knowing it will be handled. Several weeks later, I received a letter from IRS confirming my tax bill had been corrected. It was a pleasant and simple experience working with Keith, really appreciate the help! read more

Keith is amazing! I came to him at the very last minute to get my taxes and book keeping in order and he instantly put me at ease! Not only did their team get me back on track fluidly and effortlessly, he really took the time to understand what I needed and to also communicate what he needed from me. The appointment reminders and follow up emails are so helpful, especially for a business owner and full time mom who is constantly being pulled in a million different directions! You will absolutely not regret hiring Keith and their team and I can't recommend their services highly enough!!! read more

After reading some of the reviews about 9Financial I finally decided to call and had the pleasure to speak with Shane. I must say his knowledge, understanding and willingness to help is just priceless. read more

They are the most knowledgeable CPAs with corporate and personal tax experience. They will work with you, give you appropriate tax advice, and answer any questions you may have no matter how trivial. I always felt comfortable talking to them and they always respond to my emails and calls fairly quickly. I needed help opening my S Corp and they did it all for me! read more

Had a few life changes last year and needed help sorting things out. 9Financial walked me through everything, answering all of my questions and suggesting things I can do now to maximize deductions. I'm really glad I decided to give them a try, and now I'm all done! read more

My husband and I had the pleasure of working with Keith Bien, CPA. Keith was patient, professional, and everything we could've asked for in a CPA. He gave us information, guidance, and did not lose patience once as we asked different questions. We have worked with other CPAs before that make you feel like you're a burden if you ask even one question. Keith was the exact opposite, he was kind, knowledgeable, and never made us feel anything negative for asking important questions to ensure the best turn out. All in all, I would definitely recommend Keith and 9Financial, and we look forward to working with him for a long time to come! read more

9Financial started doing my taxes about 5 years ago. I am a freelancer in the Arts & Entertainment industry. They are always punctual and professional with reminders, communications and paperwork. They have gone above and beyond in delivering tax and accounting services for me, something other tax firms are not known to do. They have my full trust and loyalty. read more

Where do I start? I'm self employed and receive income from various companies. I was in need of a place that understood my background and what I needed. I had no idea how much Shane was going to fix my taxes and really my life. He's amazing, fast, and most importantly NOT lazy. He knows what he's doing and has saved me money. I wish I would have found him sooner. I'm a client that's here to stay. read more

I was stressed out about my 2013 taxes because I bought a place, sold stock, and moved money around last year which made it a bit more complicated but Keith and Shane took care of everything for me. They also tried to fix some issues that H&R block had made a few years ago. Overall, I couldn't expect more personable or professional guys to help me with my taxes. I look forward to working with them in preparation for next year. read more

Shane is the man! He's very knowledgeable and helped me open my business. I didn't know anything about the codes/regulations, he took time to explain all the details and advised cautiously on all the legal matters. Fast and productive, my business opened in 2 days after speaking to Shane. Thank you very much! read more

After meeting with several CPA's regarding my complex issues, I was able to get everything resolved! Shane and Keith were so accommodating and really took the time to really dive into years of issues. They setup my corporation and established an entire plan of action to save thousands on taxes. Life savers!! read more

Keith and Shane are A++++++++ super professional, knowledgeable and problem solvers. They are my go to team for all accounting, finance and business relations. They impress me time and time again with their ability to deliver quality results, fast and super effective. I highly recommend 9Financial for all of your personal and business finance needs! read more

Best place to do your taxes. I came from another tax preparer and thats good i went to 9Financial for second opinion and they fix my taxes and had to pay less. My daughter also went with them and got her refund in a week, is really fast and accurate. They are very knowledgeable and professional. Will come back again for sure. Try them and you won't regret. read more

9Financial has been a pleasure to work with. As an Attorney having a trusted CPA firm is critical for my practice and security. Shane is knowledgable in his field and very easy to work with. Highly recommended! read more

Keith and Shane are top notch, first rate, class acts... whatever phrase you choose, it applies. Three years ago, my wife and I knew that we needed help with our taxes. Neither of us had an accounting background and every now and again, we had arguments over our finances. We needed a tax service, but we also needed guidance. We called a number of tax professionals in the area and Shane was the first to respond. Now I think we can all agree that its hard admit when you need help, even with something so overwhelmingly complex as income tax. From the minute we walked in the door, Keith and Shane treated us with respect and courtesy. They were patient and willing to take the time to answer even the most minute questions. So here we are, three years later. The responsiveness and courtesy that we experienced on day one has not changed one bit. In that time, Keith and Shane filed three of our returns, created an LLC for my wife's side business, and even guided us on the path that will lead us to the purchase of our first home. On top of it all, they did everything electronically, which decreased our volume of paperwork and headache. When we discovered that we were in good hands, the arguments about money became less and less frequent. Find me a couple who wouldn't want THAT! The short version (too late, I know) is that these guys are great. We can't recommend them enough. read more

Taxes can be really intimidating and Keith has totally put my mind at ease. I couldn't be happier with my experience with their team. They answer their phones! I can't tell you how far that goes as a client! To know someone is going to respond, and when they do they have a solution, is absolutely priceless. There is a reason they have stellar reviews. Thank you so much Keith! read more

My experience with this group of CPA's has been incredible. I've been so happy with my income tax work each and every year. They can make this process seamless and less stressful. Great group of folks. read more

I have been using Shane for a couple of years now. He is professional, and sharp at tax prep. He has helped me and my business stay on top of our taxes. Thank you Shane. read more

I had very complicated personal and business taxes that I would otherwise have taken forever and a day to try and plug into turbotax. I handed the 9financial team all my paperwork in one swoop and weeks later got a refund bigger than I could have ever imagined doing it myself through turbotax. Not to mention the time and money saved! Their team is top notch and I'll be working with them on my future taxes without question. highly recommend!! read more

I can't say enough about these guys. I lost my CPA of many years suddenly and was desperate to find a new one. My taxes are a bit complicated -- small business, freelancer, entertainment. I met Keith Bien of 9Financial through a Neighborhood app. He reached out and at first I was thinking, hmmm...this guy's reaching out to me. How good can he be. The answer? THE BEST! I met with him and was instantly impressed with his knowledge, his warm personality and efficiency. In two weeks he had done two years' worth of Federal and State returns better than I've ever had them done. I was truly amazed! I highly recommend this company. I've done enough business law to recognize a talented and caring individual. He's the kind of guy who develops personal relationships with clients for life and looks out for what's best for you. And the cost was very reasonable. I'm not easily impressed. I am now. read more

I can't say enough. Professional, attentive, patient. I had some IRS problems, and Keith dealt with them in a rapid manner, and now it's all resolved. He returned e-mails promptly, which is a huge plus for me. read more

After years of doing my own taxes, I ran into some issues with the IRS. Confused and a little overmatched, I enlisted the help of Shane and Keith at 9Financial. They were able to quickly resolve my tax issues for very reasonable fees. Looking back, I wish I had gone to them years ago. Besides avoiding IRS penalties, I probably would have received much better tax refunds. Going to a CPA from the start would have saved me a lot of money in the long-run. The fees are beyond reasonable based on the fact that their services pay for themselves and then some. Trust me. It's been great getting more generous checks from Uncle Sam with 9Financial handling my taxes! read more

I started my company a couple years ago and never took the time to do the proper accounting. My tax situation was a mess, my personal and business charges were all mixed up and I needed someone to help me go through all my records and get organized. I researched a few different companies and had negative feelings about their approach: "Just estimate and give me the numbers for tax." WHAT?! Um, I don't want to be audited! Anyways, I found 9Financial and Shane was very accommodating to my needs, informative and very helpful. He made me feel comfortable and it finally felt like the right place to get the work done. 9Financial helped me with organizing my personal and business bookkeeping, prepared my taxes, and I am now in the process of officially organizing my business into an LLC! I also liked the fact that they have a real CPA doing the work and not just someone that got a tax certificate like H&R block. I would HIGHLY recommend 9Financial, and trust me, once you sit down and meet, you will know you made the right choice. Thanks again!!! =) read more