Working with Peter Chu at CTB has been an exceptional experience. Transitioning from one tax…read moreprofessional to another can sometimes feel uncertain, but Peter made the entire process seamless from start to finish. He took what I thought would be some of the more challenging pieces -- like the sale of one of our rental properties and making sure everything was handled correctly within our partnership. He made it all feel straightforward and manageable. What really stood out was not just the execution, but the thoughtful, relevant advice he provided along the way. His guidance gave me clarity on decisions and confidence that everything was being handled the right way. Overall, it was an incredibly easy and efficient experience, and I truly appreciate the level of care, responsiveness, professionalism, and expertise Peter brought to the table.

I love California tax boutique. They are very kind and offer advice and clear explanations of what…read moreis happening.

I posted on our neighborhood FB page asking for referrals to a good local bookkeeper. I was…read morepleasantly surprised at how many replies I received. What was even more surprising is multiple individuals recommended 'Lillian Makama Bookkeeping'. I reached out to her and she got back to me within a couple of hours. She called me the next morning to review my bookkeeping needs. After a few minutes, I felt very comfortable and added her as Quickbooks Online accountant. Within 15 minutes she was able to identify the duplicate entries in our bank register. She walked me through how to rectify the issue. I've been wrestling with this bookkeeping problem for months, and she was able to help me in minutes. I look forward to working with Lillian for all of my QBO needs in the future.

Lillian has been so amazing for our business. Her attention to detail is unparalleled. She went…read morethrough all of our books and made them make sense. Her service was so quick. Compared to other bookkeepers she has been the best I have found. Do yourself a favor and call her today!

Heidi is the best! She was so very helpful & responsive, reasonably priced & professional. I am so…read morehappy to have found her, a voice of reason in dealing with the crazy IRS! I highly recommend her!

Solid Rock Financial has been doing my taxes for 3 years now . So thankful for Heidi's expertise…read moreand availability . I feel especially confident in her experience with small businesses . I would totally recommend her Lisa M

This Guy is a "piece of work and"caveat Emptor" buyer beware U should never use him…read more He did bookkeeping as a supplement to his state job which over stressed him almost causing him to have a nervous breakdown. As a result I had to bear the brunt of uncompleted work! He charged $ 65.00 for stuff that wasn't done ( particularly my personal income consisting of rental properties) as a result of his lack of communication and incompetence I had to find a new local bookkeeper here in Marin to redo the Income statements on the properties that he told me he was doing all along. I spent copious amounts of my personal time getting him stuff he supposidlely needed then he drops the ball as I find out later. Guy is a piece of work and his arrogant attitude combined with his church or later day saints religious background caused a disconnect which caused me to say " good riddance"If he ever advertises again my advice to u is "don't go there'!

Volk Accounting was awesome to work with! They helped us set up our S-Corp for KD Kucher Accounting…read moreand made the whole process super easy. Really appreciate how friendly, knowledgeable, and on top of everything they were. Definitely recommend them to anyone starting a business or needing accounting help!

Marina is a wonderful CPA to work with! I learned about her services at a local wedding…read moreprofessionals event in Sacramento and her presentation was so great it made me want to learn more about her services. As a new business owner learning as I go, her expertise and advice has helped me shape the way I do business going forward and I am super grateful! She's kind, knowledgeable, and worth the money! I encourage anyone looking for a CPA to work with a CPA who cares about you and your business baby. 10/10 recommend!

Called in for an appointment for trust in January 2026. Received information over the phone and…read morepricing and then an emails with the fees discussed and a link to pay. Paid a fee for consultation and made an appointment in March. Was provided an email with the break down of fees. March Friday - Consultation went well, we were told an email will be sent with questionnaire form to complete and instructions to pay along with a link to upload documents. Tuesday - the next week- I called and asked I only received an email with a link to pay. No drop down, no amount, no questionnaire form. The person on the phone stated I need to choose from a drop down. I was shocked- because there was no drop down, just a blank space to type in the amount. They were not familiar with there one pay system. The person stated payment in full is required in order to get a link to upload documents and the questionnaire form. This was never mentioned in the consultation or in the email. In addition, first email I received has one set of pricing and the email I received after the consultation increase by $350.00 When I forwarded the original email and asked if they will be honoring the original quoted price. There response was "The Fiduciary Tax Return reservation fee for our early bird engagement bookings " So - NO they are not honoring No mention in the email about early bird or price only good for 30 days- nothing. This is what got me- In addition they stated this word for word copied from email. "I checked our availability with the team and was informed that we are currently full and not accepting any new fiduciary engagements until further notice. Unfortunately, this means that we cannot take on your engagement at this time but we can add you to our wait list upon your request. I have already initiated the refund for your New Client Consultation fee of $62.50 so you should see it post to your credit card within a few days." So I was dropped - on Friday they stated they have room. Very interesting. Needless to say, this left me in a challenging situation- trying to find an accountant on a short notice to file my taxes. I don't do reviews very often as I understand things happen and I grew up with a Family business , but 2 weeks later I am still struggling to find an accountant.

We have used EDH tax solutions last year with no issues. This year is different…read more Our tax was supposed to be delivered by 4/13, then they said 4/28, then 5/21, then they said it was under final review in May, nothing happened in June, then they said it was on their calendar for delivery by 7/19 which didn't happen. Now it's August and we still have not received our tax return.

Amazing service always looking out for my best interest with ideas I've never thought of to save…read moremoney. We love Merrill Bookkeeping for our tax service every year!

We are new to town and were referred by a local. Would 100% recommend them! Very friendly staff…read moreand super knowledgeable!!! Cannot thank Marylee (sp) enough for her help! She is a wealth of knowledge!