May is proactive, responsive, thorough and super professional. Highly recommend her service.read more

This is the most straightforward 5 star review! I had the…read morepleasure of working with May two consecutive years. May is not only an exceptional accountant, prompt and responsive but she is a woman with a kind heart, patient personality and outstanding professionalism! I highly highly recommend May for any personal or business accounting needs to anyone!!

Taxes were rejected and I have to track down why this happened and deal with tax people when i…read morespecifically paid someone to avoid doing exactly that.

Allen is very attentive and responsive. Excellent in…read morecommunications and efficient in his accounting skills.

He is a busy guy, but gets the job done! Mr. Medina is…read morefriendly and easy to talk to! I have been doing my taxes with him for a few years and will be sure to come back again next year!

Courteous, very friendly and knowledgeable tax prep! Appreciate his honesty!…read moreBeen using him for probably 30yrs and have always been happy with his service.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

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.

The service was very good. They took us in last minute for a notary service. The service was fast,…read moreefficient, and very friendly. I will be recommending this place to my family and friends. They do taxes as well, so I will be returning for that service as well. 10/10 service and recommend.

Needed several documents notarized, called Mia, and she said if I came to the office immediately,…read moreshe would do it right away. Quick, professional service.

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.

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.

Had to find a CPA. at last minute, my accountant got seriously ill. Joseph saw me right away,…read moreworked with me. Do to miss communication I was missing a document; he allowed me to run home in middle of appointment and return 15 minutes later to finish my taxes and file. Very patient and courteous

Joseph and team is what I needed for all my tax purposes. I wish I found them sooner! They are…read moresuper informative, descriptive, and helpful with my tax returns, any IRS complications and more. I'll be going back to Joseph yearly now.