Julie Loomis and her staff at JL Consulting have done all of the accounting functions for our…read morecompany for over twelve years. Their attention to detail and advice have been essential for our small business. We are a sales based corporation without the experience or personnel to complete the complex accounting requirements that JL Consulting provides us. We have been in business for 24 years, and previously have had other accounting firms do this work for us. We have found JL Consulting's professionalism and help with our business beyond compare. When you have a small company, a relationship like this can make all of the difference in the world for your corporation's ultimate success. Scott Harms Material Handling & Storage, Inc.

I am a small business owner and Julie Loomis has been my accountant since I started practicing 3…read moreyears ago. She is friendly, warm and patient and really puts you at ease during the stressful task of taxes. I always feel better after I've met or talked with her and she's helped to guide me in setting things up for my business as well. I appreciate Julie and the whole staff at JLConsulting and highly recommend them.

I requested payroll services from Evelyn in 2020. She did the 2020 payroll for me but with lots…read moreof hiccups and headaches. Every time I would call her, she would text that she is in a meeting. EDD deducted $4k and called her to ask what this was for, she never replied back. Going into 2021, I thought she would process my payroll, either every six months or at the end of 2021, but she never did. She never answered my calls or texts. I was late for my 2021 taxes so I had to pay a penalty. On top of that, my 2020 payroll tax papers were never sent. She is horrible in returning calls or doing her job. I have a text from her saying that she would check on the $4500 that EDD charged me. It's been 6 months and she still hasn't answered. She is saying she is busy.

The most expensive service I've ever used, and for fairly straightforward taxes. 3x as expensive as…read moreI've paid in the past.

Do not waste your time or money with this group. They never respond to emails, or file incorrect…read moretax returns. John is incredibly unprofessional, unresponsive, and will completely ignore all customers. The only time this group will reach out to you is for payment. Again, they ignore every email. Do not give this company your business! You will regret it!

Don't waste your time or money at Conley Tax Service. I wish I could give them zero stars because…read morethat's what they deserve. Conley's was an affordable, convent place to get your taxes done until Kyle Conly became the owner. They have charged me more every year since 2022 when Kyle became the owner. Last year he was rude and charged $550 for a 15-minute appointment.

Sharons been doling our taxes for years. She is 5 Star service in our book! Excellent job,…read morequick, informative and well organized! Highly recommend her. Mark

Michele did our taxes for 3 years. In that time, we received 5 notices from the IRS for additional…read moreamounts due. We've moved on to another tax prep person and are happy to be done with her.

Years of ongoing relations have made me appreciate Michele Day's breadth of knowledge and talent,…read morein areas of personal and business accounting and management. Michele is an exceptional individual who would have done well in any field, because of her vast knowledge and experience. Cool and calm, she knows how to make one trust her wisdom and guidance. Contrary to accountants who play had to get, she is readily available, warm and friendly. I won't say more: she is one in a million. I have known Michele Day for easily 5 years and she has been my personal CPA for most of that time. I speak from true and lasting experience. Thank you Michele!

if I could give no stars - that would be more accurate. dan didn't contact the IRS or State after…read morehe said he would. I called and said "you didn't file my extension." he said we file extensions for all clients - (he never even asked my name). I said I don't care about "all clients" please contact the state. then I received another notice!! I called again. he still had NO IDEA WHO I WAS - NOR DID HE ASK!! I then nicely phoned and asked for my retainer back beginning in January. no reply. when I finally spoke with him, he said he would have to bill me for his time repeatedly calling the IRS!!! so, again, he never called the State!! also, since when does an accountant bill like a lawyer does? I've always paid a flat fee, revealed in advance as to what it would be. he finally (3 months) mailed my invoice. he charged the entire retainer of $400!!! for one phone call to the IRS and NEVER CALLED THE STATE ON MY BEHALF!!! this man is a thief!!! he also has not updated his address - guess that's because he doesn't want anyone to easily find him. STEER CLEAR - FAR, FAR AWAY 4/29/23 - do not believe a word he says. he also has no right to post any info - true or not - regarding my financial information.

Horrible. He forgot my appt. I waited for a 1/2 hour and then he had no idea who I was. Not…read moredetailed for an accountant.

We would not think about going anywhere else! Simply the best! Melissa takes great care of us.read more

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!