Had another stellar tax experience with Virgil! This is the second year he did our taxes and we…read morewon't go anywhere else. He is measured, knowledgeable, and somehow totally calm and pleasant during crazy tax season. He is so unlike any other accountant we have had. He gives great guidance without being overbearing, he is really pleasant to work with; his desk is actually organized. Have you ever seen that in an accountant's office in April?! He is the best!

Daniel was great! Thought I owed big time but got a refund instead. Definitely recommend him!read more

Sean is absolutely amazing! He really knows his stuff when it comes to QuickBooks and bookkeeping…read more I wish I had hired him from the very beginning of my business. He went back, cleaned everything up, and now I finally feel confident knowing my books are in great hands. Sean is super easy to communicate with, encouraging, and makes finances feel way less intimidating. Highly recommend him to anyone needing bookkeeping help -- you'll be so glad you found him!

Sean has been an amazing addition to my team. He not only cleaned up my quick books but also made…read moreme financially savvy by revoking areas of improvement in my business. He has been amazing to work with and very accommodating to my busy schedule. If only I had made him a part of my team sooner but I see him a part of my team indefinitely

Lauren did an outstanding job and succeeded in providing quality services. Would highly recommendread more

From the owner: At LBK Bookkeeping, we specialize in bookkeeping services for service industry businesses, helping…read moreyou stay organized and efficient. Serving clients in Sacramento and across the country, we tailor our solutions to fit your needs.

Amber was incredibly kind and patient with me when I needed to retain her services. She was also…read morethe only person who called me back when I had a small window of turn around time. Amber is extremely professional, knowledgeable and efficient. I'd work with her again.

I highly recommend Amber. I had questions about family court documents and she took the time to…read morewalk me through everything and answer all my questions. She is extremely knowledgeable and I appreciate her responsiveness. If you need legal services without the hassle and expense of an attorney, definitely contact Amber.

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.

Ryan Shull of Golden State Tax and Business Service provided invaluable assistance to me. He…read morecompleted the estate tax returns for me when I was settling my son's estate. He was knowledgeable, kind, efficient and prompt. Also reasonably priced. He took time to understand my situation and was very supportive. Highly recommended.

From the owner: We offer a broad range of services for business owners and independent professionals.read more

I worked with Isaac for a short period doing some cleanup work and reconciliation work. He was able…read moreto deliver what was agreed upon in the time I needed. He was able to figure out some syncing issues between my QBO and my CRM that was not working correctly prior. I would work with him and his team again. I will post updates.

From the owner: Tailored Solutions: We understand that every business is unique. Our team crafts customized…read morebookkeeping, consulting, and accounting solutions to meet your specific needs, ensuring precision and relevance.

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

The best decision I've made in my business was hiring JC Bookkeeping…read more The whole team they have going is fantastic.