Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

Super quick & easy! Amada filed my taxes the same day I sent over my paperwork, and I got paid…read morewithin 4 days of the submission!

Back in 2022, I had a very bad experience with Amada when they had an office in Albany, CA. I asked…read morefor help in filing for custody of my child and decided not to go with a lawyer since the other parent was in agreement to give me full custody. I was a college student at the time, so financial resources were very scarce, but I needed help filing to take time off my hands so I could focus on school. She was very enthusiastic about taking my case and said she helped other parents before so she was fairly confident in the way she expressed her expertise. I paid $1,500 for her to help me fill out the documents and file the fee in the Hayward Court. She said that the fee is larger because the filing fee is around $500, but she also applied for the fee waiver (which was approved because at the time I was low income) so I'm assuming the full $1,500 fee was her take-home amount. She wasn't transparent about that though. I did sign the fee waiver, but chose not to address it since I just wanted to forego the headache of having to drive to the Hayward Court to file documents while I was in college. She was also the recipient address of all the court documents, so the least she could do was inform me if I had a court date to attend to for the custody hearing. After paying the fee, she gave me an update when it was filed. Lo and behold, I hadn't been receiving any updates from her for a few weeks. I was curious and looked at the Court website to see if there was a court date set - and like a movie I saw that the custody hearing for my child's case was THE NEXT DAY. Again, didn't receive any communication for her for a few weeks. She said she would contact me if there was an update. Also, if you didn't know anything about custody hearings, no-shows mean by default you give rights to the other parent in attendance. I immediately contacted her and said that the court date is already set for tomorrow and why she didn't let me know, since she's the person receiving the information and that the least she could do was inform me of the court date since she also didn't forward me any mail that she received about my case. I told her I was disappointed and I didn't even receive an acknowledgement that she made a mistake. She just said "I'm sorry you feel that way". And then after that, she forwarded all the mail she received to me AFTER I discovered the court date by myself. It's been years since this occurred, and just thinking about the fact that I could have lost custody of my son due to a non-communicative, incompetent person that I paid $1,500 to help me file and update me on court matters still makes me panic every time I think about it.

Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.

Reading Marlyce's reviews makes me laugh because I want to write the same note! She has been doing…read moremy taxes now over 20yrs and absolutely every interaction with her has been wonderful. She can get buried during tax season but she always gets it done, with a smile and with usually some creative money saving option I had not thought of even after all these years. I have my own company, kids, real estate and a relatively complicated tax footprint. She has been awesome from day one.

The most pleasant and thorough tax consultant with whom I have ever worked! She has my 10000000%…read morevote for service!

I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.

He doesn't have hair. But he's a good accountant and easy to work with. Need to type a bit more.read more

Buyer beware. Make sure you ask up front what he charges for…read morea simple 1040 non itemized form. Also hard to contact. Doesn't answer emails in a timely fashion.

I've been coming here since 2016. They have always been very helpful and friendly. I have always…read moregotten back something back and not owed anything back. My husband and I will continue to come here as long as we can.

They are amazing , thanks again ‼ Very very helpful and…read moresuch great customer service and professionalism

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

Thakur is friendly, helpful, knowledgeable & will gracefully help you complete your taxes with a…read moreminimum amount of stress. Highly recommended his services! Thakur has repeatedly helped my family during times of great stress & I am very grateful to him.

I have been filing my tax return since last two years from this Liberty Tax. Thakur, who filed my…read moretax is very professional. He answers every questions we have regarding taxation. He is very calm and explains all of the options to go with. Last but not least, they provide free coffee, water and juice.