Squeezed me in last Minute and did a great job, and taught…read moreme I had been doing everything wrong.

The tax preparers I'd used since moving back to CA in 2017 closed up shop after tax season last…read moreyear, and so 2025 was the year to finally stop driving to Vacaville, since I hadn't lived near there in 5 years, and find someone closer to do my taxes. I listened around town and checked reviews, and settled on Taxpertise. I was not disappointed: Susan made the new client intake process very straightforward, and Ed answered my questions and had my tax returns completed in a more than reasonable timeframe. I'm planning to return to them again next year, as I very much appreciate a professional, hiccup-free process, on which they delivered.

Lynda Morgan is clear, expedient and focused. Her work has streamlined my financial, administrative…read moreand operational practices thus lowering my clients' costs. Highly recommend her.

THIS IS A SCAM. THE WORK WAS NOT COMPLETED. I have nothing to show for the thousands of dollars I…read morepaid Serah Blackstone Fredericks. I hired her to do bookkeeping and to train me on QuickBooks. The limited bookkeeping was grossly inaccurate with many, many things miscategorized. She did not provide a Profit & Loss Statement, a Balance Sheet or a Statement of Cash Flow She initially took responsibility for this and offered to provide a partial refund, but now she has ghosted me in the process of negotiating the amount.

Needed to hire someone to come fix the errors, but her assistant did a decent job with the basics…read more If you have a small business without too many transactions, or your books are not complicated they will do a wonderful job for you. More complex issues, or businesses with large payroll or 100s of transactions in a day are most likely beyond the scope of their experience.

Hi, Update: I live in Sonoma and learned from the…read more The Board of Accountancy say's that Ray's license expired in June 2023. As I said, he completed my taxes on paper, OR SOMEONE DID, but they were not turned in to the IRS. I still can't believe this happened. Something is going on.

Have been using Ray for 12 years, and never had any issues. But the last 3 years have been a…read morenightmare. No communications sent all paperwork to him in beginning of March. Has completely ghosted us. Left 100 messages sent several E-mails and text him. no response.

Full charge bookkeeping with prompt and great service!read more

When requesting a new card machine because ours was from around 2006-2008, was told no and to try…read moreanother company, so months later I did, told him to come get his machine, he never did, but the service charges kept coming, he states in his voicemail that he gives a timely response, but that also is untrue, found a way better deal with my local bank, I would never deal with Andy ever again

Do not use this credit card company he is giving me the runaround and it's nothing but a joke likes…read moreto come into people's businesses use foul language and likes to have attitude with this customers I highly recommend you use a different credit card processing company and unfortunately Andy is a horrible business consultant