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    Bridging Books Accounting

    5.0 (2 reviews)
    Closed 9:00 am - 5:00 pm
    Updated 2 months ago

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    2 years ago

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    Lowell Foster, CPA

    Lowell Foster, CPA

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    Recently, I had very frustrating and disappointing experiences with two bookkeepers and was…read moredesperately trying to find a CPA that is an expert in the department of filing taxes and tax advice. Surprisingly, Lowell answered my call and very patiently explained everything that I needed to know pertaining to my tax filing situation. He also helped me get the ball rolling to resolve my issues within 24 hours! He showed his expertise, efficiency and kindness throughout my interaction with him. Lowell is not only extremely knowledgeable, but passionate about what he does. What impressed me the most is that he genuinely CARES about his clients! Lowell also gets work done in a super-efficient and timely manner! Working with Lowell gave me the PEACE of mind that no other CPA has ever given me. I highly recommend Lowell Foster to anyone who is looking for a CPA who is a tax pro and sincerely cares about you. Working with Lowell made me feel like a VIP client! I am so very grateful for you! Lowell!

    Lowell's knowledge and expertise in S Corp businesses has been paramount in my success and savings…read morewith my company. He has been my CPA for a number of years now and Lowell really works hard to stay up on new tax laws and programs to help you save. His experience and tax literacy cannot be overstated! My business is an LLC, but Lowell helped me see that taxing it as an S Corporation would save me a ton in the end. On top of that his fees are very reasonable. Lowell has really been a godsend and I don't know what I would do without him. I highly recommend this CPA!!

    Top Hat Tax & Financial Service

    Top Hat Tax & Financial Service

    4.8
    (39 reviews)

    I have been using Top Hat Taxes for many years! Daryl Hale, owner, personally does each and every…read moreperson's taxes! He is accurate, prompted and ready to assist. Give him a call! https://miramesataxpreparation.com/

    I originally found Darryl Hale on Yelp and had him prepare our taxes the last couple of years…read morewithout issue. This year Darryl reached out directly offering tax planning services. After paying the $2,500 assessment fee Darryl recommended two tax strategies, both of which raised significant concerns: 1) GFX Trading - a complex Series LLC foreign currency structure. This strategy was presented as a way to generate large tax deductions through foreign currency trading. When I asked for written explanations of how the strategy worked, what the economic substance was, and how it would hold up under IRS scrutiny, the answers were incomplete and at times inaccurate. When I declined to proceed, he called me immediately, insisting "everyone is doing this," and became defensive. I later understood that his affiliated company receives commissions from this arrangement, which was not disclosed before he recommended it. 2) DNA Harmony - involving the purchase of gift certificates for Jazz Band Splash red-light therapy. This was presented as a deductible expense through a separate Series LLC structure. Again, I requested information in writing about the IRS basis for deducting these types of purchases, but the responses did not address compliance, valuation, or audit exposure. When I decided not to move forward with either strategy based on the lack of clear documentation and concerns about risk, I requested a refund of my $2,500 fee. The request was denied. My experience did not meet the level of professionalism I expect from a tax advisor. I would not return nor recommend Darryl Hale and will be filing a complaint with the IRS Office of Professional Responsibility and notifying the California Franchise Tax Board.

    David Yorks Tax Service

    David Yorks Tax Service

    4.8
    (33 reviews)

    I chose David York to prepare my 2025 taxes and to help me strategize a solid tax strategy for my…read morebusiness going forward into 2026. David handled both my personal tax and my business tax situations. I am the owner and founder of Symbiotx, providing expert CMC (chemistry, manufacturing and controls) support/consulting for small biotechs which need my level of experience and expertise but cannot afford to commit to a full-time employee. My consultancy (Symbiotx) has steadily grown over the past three years such that bringing in an experienced "tax guy/gal" was warranted. I did my research and went with David. I am glad that I did. David is extremely organized, upon which I place a high value. After an initial "in person" consultation, he provides you with a detailed checklist and has you populate a shared vault where you can upload the various documents required to optimize the tax preparation. When all the documentation is in place, you have a 1-on-1 meeting (this can be done remotely on the phone or using Zoom) with David where he completes your state and federal submissions for your personal and business taxes. Because he and I are extremely organized, this meeting took less than an hour to complete and file all submissions. I had many questions, and David had answers. He is patient and professional. David doesn't work cheap, but frankly, I would be concerned if he did. I expect top-notch results, and I'm willing to pay for them. I came out far ahead of where I would have without David's help, and I enjoy the peace of mind knowing that we have a plan in place for 2026 taxes. I would recommend including David on your list of candidates if/when you find yourself looking for a top-notch tax guy.

    A couple years ago I got the kind of scary mail from the IRS you never want to see, and it's…read morebecause of a straightforward W-2 mistake David made on my income tax return. He still won't pay me back for it. The facts: - In 2021 I got a decent-sized raise at my job. (Brag?) When it came time to file my 2021 taxes, David accidentally COPY AND PASTED the much lower income from the previous year, 2020. So he underreported my income by a lot. Of course he had my accurate 2021 W-2 -- but he was too disorganized, rushed or careless to use it. - Not only that, he copy and pasted some *unemployment income* from 2020 into my 2021 return, so -- to add insult to injury -- not only did he massively under-report my salary, he also slightly over-reported it with non-existent unemployment income. - I ended up owing almost $10K in back taxes, interest, and an extra-high penalty. - After I paid the back taxes, he tried to help with appealing the penalty. But he did this by sending the IRS a half-hearted ashy letter about numbers that were "entered incorrectly" and he didn't specifically request or argue for an abatement in the penalty. - (I also paid a ridiculous amount of interest.) - Unsurprisingly the IRS rejected this attempt and ruled that the penalty must be paid. - It's around this time that communication with David York became especially spotty, where he said he'll call the IRS...but then he fell off the map and it took weeks to hear back from him. - I paid the penalty by the deadline. - He called the IRS (after the deadline lol) then emailed me claiming that the "the penalty and interest have been removed" and I'm like...wtf are you talking about. That's probably because of what I paid already?? - I've asked him to reimburse me just for some of penalties and interest, $1,852.68 -- which doesn't even include an earlier interest payment or state penalties that his mistake bubbled up. Gave him an address to send a check. But he hasn't. It's been radio silence from David York. - "You should hear back from me by Monday" is the last thing he wrote to me, back in January 2025, words to echo on into the void forever. - Silver lining though, I recently learned Rihanna's accountant also owes her money so now I have something in common with Rihanna. Read the one-star reviews. They'll save you a lot of time and $$$$$ in the future. (Oh, and side note not related to this income tax fiasco -- on a return for my S Corp at the time, he didn't even provide us the full return, just an authorization page that was missing Form 1120-S and the K1, so we were scrambling the following year looking for it.) I also noticed his business has a second profile on yelp, which might help him get around these one-stars. You should choose literally anyone else to do your taxes.

    Bridging Books Accounting - accountants - Updated July 2026

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