I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been…read moreamazingly helpful in providing sound fiduciary advice about my retirement planning. I could not recommend any higher!

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and…read moreknowledgeable. He is currently assisting us with my husbands non profit corporation. He's patient, he makes things so easy to understand and accessible. His prices are unbeatable! I highly recommend David! So far, we're so thrilled and grateful for his services. He made what seem to be a long, stressful process to be seamless. Thank you David, for your patience and expertise. Previously, I have been going to another CPA for my w2, the past 5 years and the treatment I get here, is like day and night. I am jumping ship, and not looking back!!! Thank you!!!

Nam is extremly responsive. I reached out to a lot of CPA and he was one of the ones that responded…read moreto my inquiry about internatioal wire transfer. Which I so appreciate. He was very generous during the consultation and was treating me like a client even though I wasn't a good match for his service. Nontheless, he was professional, helpful, patient, and very knowledgable. If I ever need his service, I would def hire him.

Navigating my tax situation is like trying to untangle a messy, complicated web - with ISO stock…read moreoptions from my employer's IPO, RSUs, AMT credit, cryptocurrency, and a recently acquired house in the mix. After negative experiences with other tax professionals in the Bay Area, I was referred to Premier Tax Advisors through a friend. My intro consultation was with Nam and I IMMEDIATELY knew that my tax situation was in good hands. In that first meeting, he provided a wealth of knowledge and value. I came away from that intro with more insight into taxes than I ever had at previous tax firms. The ease of my 2022 tax filing process was amazing. Every aspect was seamlessly conducted through email, phone, or video chat. I simply uploaded all relevant documents into a shared online folder, and Nam's constant communication kept me informed about the necessary steps. The entire process was incredibly organized. If you're like me and have a tax situation resembling a financial maze, save yourself the hassle and entrust your affairs to Nam and his team. They not only make the process easy but also deliver a level of expertise that's unparalleled in the Bay Area!

Michael is simply the best tax and financial professional I've had the pleasure of working with…read more His deep expertise and genuine passion for his clients' unique financial situations set him apart. He goes above and beyond to maximize savings and minimize tax liability -- both for individuals and business owners. If you're in the South Bay area, I highly recommend him without reservation.

Michael Hua has been my CPA for many years, providing outstanding customer service. He consistently…read moregoes above and beyond to help reduce my taxable income and offers invaluable guidance as a financial advisor.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Slade & Company Certified Public Accountants: 2025 Apr (4.25 of 5)…read more Tax Time = Stress Time: Tax time, to me, is the most stressful time of the year. Even though I am diligent at noting every receipt, expenses and income on excel spreadsheets... the result remains - that the stress and load does not lessen. My husband and I are both self-employed, and the law always change, so there's always that unknown. For the last two years, we hired the services of Slade & Company. This being the toughest month to handle in any year, we're glad to have the assistance of Cynthia Eddy and Jessica Mason. They responded to my questions and concerns fairly quickly, and we got our taxes completed at a timely manner.

The really is a one star review. I am dissatisfied with the attorney who was working or rather, not…read moreworking on my case. We'll keep the details out. Client privilege as such. However, Adriana Rivera, the Tax Assistant, came through for me! So it is 5 shining stars for Adriana!

Over the years, Anna has successfully guided us from pre-retirement and into retirement. She's…read moresmart, patient and very hands on. She responds quickly to questions and is thoughtful in her responses, customizing her solutions and providing options to meet our specific needs. I would highly recommend her.

My husband and I recently had a retirement plan put together by Jennifer Bush and their staff. We…read moreare so grateful to have her as our CFP. Jennifer is very caring, kind, knowledgeable and down to Earth. She is easy to work with. She has been diligent with everything concerning our plan. She is excellent at explaining what needs to be done, she goes over every detail and makes sure you understand how to implement the plan. We appreciated seeing the different scenarios/columns in regard to our three housing options. We discussed what makes the best financial sense for our future retirement. It was eye opening to see where our money goes and how to make a budget. We are very aware now and make better financial choices. We looked at the worst case scenario and best case scenario and what needs to happen to get the best outcome. After seeing it all in writing it made things very clear. It was so helpful to have another set of eyes to go over everything. We felt like a weight had been lifted and it gives us hope for our future. I have an outlined to do list of what I need to take care of. We looked at our Trust, bank accounts, investments, life insurance, housing insurances etc. We had a previous Advisor but unfortunately it was such a bad experience for us. I was stressed and worried, not knowing who to turn to for help. After several months of searching the internet and narrowing it down, I kept coming back to Jennifer's profile. I am so glad I reached out and got the help we desperately needed! Our experience with Mainstreet Financial Planning has been extremely positive and we highly recommend Jennifer Bush and the entire Team.

I am a first time customer to this firm. I was referred here by a dear friend. I'm most ecstatic to…read moresay that this was a superb referral! I was especially thankful for the attention to details that made my concerns disappear. Sometimes I required a little more handholding than most folks. I am very pleased to say that they accommodated me. Thank you for your superb service. I will be back, with referrals to many of my friends. Professor Clem Lundie

I've been using CPCO for the past 20 years for a few different things, including my annual returns…read more They're very responsive and knowledgeable. They're patient with my questions and happy to jump on the phone when needed. Their advice is helpful and meets you where you are in terms of sophistication.

I was referred to Mr.Essaw by a friend a few weeks back. He was able to clean up my financial…read morestatements quickly. He took the time to walk me through the content of my financials in a way that made sense. His rates are very reasonable for someone with his experience and knowledge. Will definitely recommend!!

I hired Essaw & Associates, CPA after seeing their advertisement on Craigslist. I was in the…read moreprocess of opening a bakery and was in need of advice on the accounting side of the business. Their team was very quick in responding to my email! I was able to meet for an appointment the very next day. Even though it's a new business, I was impressed by their beautiful office. I met with their CPA who explained to me in detail the things I needed to know and how to avoid common new business issues. I haven't opened my bakery yet but definitely want them on my team when I do.