I hired her as my outsourced bookkeeper for my small immigration law practice around the time I was…read morestarting out. She gave me clarity in my books and answered questions about bookkeeping that I had been struggling with when I was handling my own books. I did go a different direction after a while, and it was not the right move, to be honest. But I had to learn that the hard way. Fast forward to 2022, my immigration law practice business grew, but I was always behind in my books. I had read the book Profit First and attempted to implement the PF model on my own. I struggled. If you're reading this and are wondering why you just couldn't do your own PF accounts because, after all, you read the book, I am here to tell you: DO NOT DO THIS ON YOUR OWN. You will waste time and lose your opportunity to enjoy the profits you are making, and potentially leaving money on the table. Hire instead, Sooter Consulting! I learned Donna became a Profit First certified professional. It was a sign for me to reconnect with Donna. After speaking with her, I felt confident to turn over to her and hear team my bookkeeping and payroll to her. I have now been working with Donna and her team since June 2022; it was the best business decision I have ever made. I would tell anyone who would listen - implement the Profit First bookkeeping model and hire Donna to do it. I've never been more clear with my books, where my money is, where it is going. I don't "worry" if I have money to pay myself and pay taxes, and pay staff, and go on my next vacation. The PF accounts show me all of this. The value Donna and her team bring is their passion and commitment to something most would run away from, bookkeeping. But if you do not have clear bookkeeping, it has the domino effect of making your life miserable. I don't want my life miserable. Donna and her team gave me my weekends back. I know my books are in good hands and when I look at the numbers, I know what they mean and I am confident they reflect my current situation.

Sooter Consulting has been doing bookkeeping for my real estate practice since 2016 (5 years as of…read morenow) and they have been consistently excellent across the board. Donna and her team are great with communication, which is helpful and clear. They understand real estate, our many expenses and categories of expenses, and have been flexible about delivering the reports in the way that is most helpful to me. On a personal level, I want to add that I feel cared about as a valuable client, and that they are partners in my success. Donna Sooter and her team came highly recommended to me by another Realtor friend, and hiring them has been one of the best things I've ever done for my business.

Mark Sommer has been our incredible tax person for almost 2 decades…read more He is extremely knowledgeable, professional, reliable, honest, helpful, and kind. Even after leaving the Bay area , we have continued with Mark as I could not imagine a better person for the job. Julia B. MD

Mark has been doing my taxes for 16 years and he is amazing. He is extremely knowledgeable, fast…read moreand available when you need him. He has handled very complex tax situations for us and I would highly recommend him for all your tax needs.

I have been getting my taxes done with this staff for years. My father recommended them because…read morethey take care of his books for both business and personal. In the last 7 years they have been helpful and always easy to get a hold of to answer any questions that i may have and various options on how to handle any tax troubles. I would not go anywhere else and in the last 7 years i havent.

I am giving this review a 1 because of a service he did (not) perform for my parents. My parents…read morelives on the mainland and have used Bill to do their taxes. This past year, something happened where they have lost their filings and no one was contacted until my parents got a letter from the IRS telling that they will take possession of their property and bank assets for not filing a return even when it was written that a late filing would occur. Could you imagine the fear and anxiety elderly people get when such a letter is mailed by registered mail to them? He might be knowledgable but his tactics in doing business needs a second look at. If I had done any person wrong I definitely would not charge them and on top of that pay for the late fees. Bill finally sent it in and my parents had to pay for penalties and his bill. I called and asked that they be given a discount since they were seniors and they had nothing wrong to do with this filing. Since they received no discount and still had to pay a late fee to him, I have decided to write this review. I am spreading the word about this terrible injustice.

Bill has been our CPA for many, many years. He is thorough and knowledgable, always up to date with…read morethe latest tax information. We wouldn't go anywhere else.

I have been working with a CPA for years, and recently he became unreachable. I desperately sought…read morea decent and responsive outlet for 2023 Tax Return papers. I luckily came across Tibotax via a large worldwide Facebook group. In the short run, I received proper, prompt, and very professional service. I advice their service to all my friends.

This is my first year using Tibotax and i am extremely happy with the service! They are so helpful,…read moreprecise and responsive. They are very professional! I highly recommend this company!

Wow! It's said that there is nothing certain, but death and taxes; but one other certainty is that…read moreI will always use Sam Dorrance as my tax man, and my personal financial advisor! I have done my taxes with companies, and personal financial services both over the years, and never have I felt more comfortable, and well taken care of when preparing to get punched by the government. Sam followed up with me consistently and answered ALL of my questions, with patience, and wisdom. Truly remarkable!! I have already referred friends, and business associates!

Great service and very affordable pricing, plus a quick turnaround for the work I needed. Also has…read morea convenient private online account for uploading and storing documents, which is nice. Highly recommended for bookkeeping and taxes!

I made a phone call to Wade Financial Advisory and spoke to Ethan. He was incredibly patient and…read morehelpful. He helped steer me in some very helpful directions and provided some very helpful resources.

We are so grateful to Ethan and the rest of the staff at Wade. They have helped us navigate through…read moreplanning for college, retirement, tax planning, a new home purchase, you name it! I love that they see the whole picture and are unbiased with regards to investments. They are not paid on commission, so you can trust their recommendations. Plus, they are just nice, personable, organized, bright people. I have never felt like I was valued less because I am not a "high roller." Getting our financial house in order was worth every penny. Best thing I have ever done for my peace of mind.

Donald J Lazar CPA has been my accountant for over 25 years! My family and I could not have a more…read moreprofessional and caring individual take care of our accounting needs! Highly recommend!!

Donald Lazar has been my tax accountant for over 5 years. I…read moreown numerous properties and my taxes are quite complicated. Donald is very easy to work with, is very efficient and is very helpful during the year when I have any questions relating to taxes. He get's back to me promptly with the answers I need answered. I highly recommend him. Dyvekka Properties