May is proactive, responsive, thorough and super professional. Highly recommend her service.read more

This is the most straightforward 5 star review! I had the…read morepleasure of working with May two consecutive years. May is not only an exceptional accountant, prompt and responsive but she is a woman with a kind heart, patient personality and outstanding professionalism! I highly highly recommend May for any personal or business accounting needs to anyone!!

Melissa has been helping my family with our tax preparation for years. As my financial situation…read morebecame more complex and I can no longer trust myself with TurboTax, she expertly took over once I provided all my documents. She was able to reduce my liability. The e-filing process was simple and paying what I owe was a secure and seamless process. She has given me peace of mind through the years and I trust that she prepares my taxes accurately as I have never had any issues with the IRS. I plan to continue working with Melissa as she has been helpful with tax saving strategies as my life situation changes.

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

I am incredibly grateful for Asal and Holistic Fiscal. After dissolving a difficult business…read morepartnership, my taxes were a complete disaster. Asal stepped in, sorted out the chaos, and truly helped me get my financial life back on track. She advocated on my behalf with the IRS, successfully reducing my penalties and securing a manageable payment plan. While I was initially embarrassed by the mess I was in, Asal was entirely non-judgmental. She is brilliant, highly experienced, and professional--qualities that alone warrant a glowing recommendation. However, it is her genuine kindness and compassion that truly set her far above the competition.

I worked with Asal during an important business decision and can't recommend her highly enough. Her…read morefinancial projections and scenario analysis completely changed how I evaluated my options, helping me see risks and outcomes I would have otherwise missed. What sets her apart is how clearly she explains the numbers and ties them to your broader goals. She goes beyond spreadsheets to build a realistic, holistic picture. Thanks to her guidance, I made a decision that was both financially sound and aligned with my personal priorities.

Ben and Sophorn have done our taxes for nearly 15 years now. And in those 15 years they've managed…read morecomplexities beautifully - from California taxes, nyc, federal and even expat taxes (fbar etc). They've kept us up with all rebates and benefits we can apply for as we married and had kids I trust Ben and his team and highly recommend him.

We have used BOL for two years and decided after last year it wasn't for us. The first year we had…read morean alright experience with Gary but weren't able to get comprehensive answers for the questions we had around real estate. The next year we were essentially assigned to someone else because who we saw previously was no longer accepting new clients...but we weren't new. Reaching whoever they assign you to work with is nearly impossible. After an initial apt weeks went by for very basic things and I was calling or emailing every few days in a panic as the deadline to file quickly approached. Eventually an extension had to be requested when all needed documents had been completed in Feb. The back and forth email and call correspondence was time consuming and ridiculous. We kept having to reach out to check the status and after weeks would get a response to schedule yet another appointment. Not personable, not friendly, poor communication. They likely take on too many clients because they care about profit over people.

Working with Izella Tax Relief was the best decision I could have made. Izella is an incredible…read moreasset for any business owner or individual. I received more actionable tax advice in one consultation than I had in years elsewhere. I was facing a highly stressful IRS audit as well a tax debt situation and didn't know where to turn. She's incredibly responsive, often returning my calls within the hour, and has always treated me with genuine compassion. She took a terrifying tax situation and made it seem easy. If you want a seasoned tax attorney who is not only a brilliant legal mind but also a great listener and partner, look no further. Izella is highly organized, detail-oriented, and excellent at explaining complex tax codes in plain English. She has helped me maximize my savings while staying compliant, all the while keeping my business's unique needs in mind. Truly a 10/10 experience! J.M.

I rarely write reviews, but I had to share my experience with Izella Tax Relief because they truly…read moresaved me. I was drowning in IRS debt and completely overwhelmed after getting hit with a wage garnishment notice. I didn't know where to turn until a friend recommended Izella. From the moment I walked into their Daly City office, I felt like I was finally in good hands. Izella took the time to really understand my situation. She explained my options clearly and helped me file years of unfiled returns, stop the garnishment, and set up a reasonable payment plan--all without me ever having to speak to the IRS again. Her compassion, honesty, and deep knowledge of tax law are unmatched. I can confidently say this is the best tax relief firm in Daly City. If you're dealing with IRS problems, don't wait. Call Izella--you'll be glad you did.

The first time I met Tracy, I knew that she was the perfect tax and business advisor for me. Tracy…read moreis knowledgeable, engaging, and very straightforward. She listened to my concerns, what I want to build, and then created a priority list that made it all digestible. Her personality and down-to- earth demeanor make her relatable and feel like you are talking to a family member who wants the best for you. I look forward to working and learning with Tracy.

Tracy is very knowledgeable. She did a great job filling our personal and business taxes. She is…read moreresponsive and reliable. She also has deep knowledge of how taxes work and stays up to date regarding changes. I will definitely be returning to her! Thank you Tracy!

I can not speak highly enough of Chris, Anthony, Norma, Robin...the whole team at…read moreFrederiksen-Crawford CPAs. Frederiksen-Crawford has been doing our taxes for 4 years now and every single year they do a fantastic job leaving us consistently pleasantly surprised at the end of tax season. Our taxes are moderately complicated with some W2 stuff, some self-employment business stuff, rental property, property sales (capital gains), etc. and while some firms I have worked with in the past struggled to get it all correct and submitted on time, Frederiksen-Crawford has been meticulous about getting it all correct, on time every single year. They are professional, informative, easy to work with, diligent, and effective and make what could be a painful tax season feel fair and relatively painless. Thank you Frederiksen-Crawford! We'll see you next year.

Diabolical We were…read morelooking for a long term person to work on our taxes as expats from the UK, so we thought Chris would be the right person. We asked would they be able to take on our case before the tax deadline (a month or two before), they said they could and I pretty much provided all the documents needed in a few days. However a month or two later just before the deadline we were assigned to someone called Steven Daniel - he was without a doubt the absolute worst person we've ever dealt with in terms of client experience. He would ask us stupid questions like can we convert an image to a document for him to which I pointed out there are plenty of tools online for that. They filed an extension without telling us we would be liable for any interest. A month or so passes and they then start following up with questions saying they are nearly done. Another month passed and they upload the preliminary tax bill into their portal without telling us. The tax bill was a lot higher than expected, I clarified this with Chris, sent the money to the IRS and he said nothing more was needed. Another month passes and Steven emails us asking would we like to file the tax return. WTF Steven?!? The man is clearly an absolute imbecile and did not work out when I said we have paid the IRS (for which he was in the email) this means file the bloody return?!? I get a call from Chris apologising saying they will cover the interest. To this date I have never received this despite sending them the interest bill I paid off for several hundred dollars. For the luxury of all this madness, they charged me $1500. At that price I would be expecting a fairly high end service, this was beyond belief - I cannot fathom how they are happy to charge this for some of the worst professional service I have ever experienced. In short, steer clear unless you have more money than sense - if you hear the name Steven Daniel, run and do not look back.

We are so happy that we found Lisa. We had been getting our taxes done through a franchise tax…read moreservice where they just plug in the numbers but don't offer any tax advice or information that could help us to prepare for the next tax season. Lisa is so knowledgeable and was able to provide valuable information to us on our first visit. It has been helpful to have Lisa's expertise and guidance, and we look forward to working with her in the years to come.

Lisa has prepared our taxes for the past two years. She has made tax season so much less stressful…read morefor us. She is efficient, knowledgeable and very pleasant to work with. I highly recommend Gelardi Tax Service.