Marianne is by far the BEST bookkeeper I have yet to find in this area! When meeting her she was…read moreextremely pleasant..right off the bat I knew she would be the right Bookkeeper for our company. She is very educated and dedicated to her work/clients. She was not hesitant to give me references of current clients, who highly recommended her. Not once has she not answered my questions/concerns. Also another skill I was in need of was someone familiar with QuickBooks, and to find out she is a QuickBooks ProAdvisor too I was sold. What an expert! She is efficient, professional, honest, patient, hardworking, and better yet friendly to say the least!!

Learning QuickBooks on my own was not going well, so I hired Marianne to help me learn the…read moresoftware. I am SO glad I did. Marianne broke down the training into small manageable sessions so that it was not too overwhelming. She was very knowledgeable in Quickbooks, and if she didn't know the answer to a question, she would research it. Not only did she show me the basics of QuickBooks, but she also showed me more advanced tools and how to maximize the reporting features for my business. Marianne is a very patient, easy to work with and makes the process fun. Her training and expertise saved me time, money and a lot of frustration. I am so thankful that I hired her! I highly recommend her for your QuickBooks training needs!

You need Virgina as your accountant for your business. If you have a small business or multiple…read moresources of personal income she is EXCELLENT. She talks to me in plain english, not accounting jargon, so that I can understand everything that is happening with my financials and tax returns. Virginia spent significant time showing me how Quickbooks worked for my bookkeeping, explained how some of the tax code works, and generally helped me get confident and informed about my business's financial health. She is extremely diligent and patient with bookkeeping in Quickbooks and proactive about taxes at the end of the year. Virginia is also a good human, during a difficult period in my business she was conservative abut how much time she spent on our books to keep our costs low. She is direct and to the point. A valuable asset that I am very grateful for!

Finding the right CPA is like dating. You have to wade through the sea of options available, sift…read morethrough the bullshit, sometimes get burned - but I tell you now, it's well worth it when you find the right person. I wanted to find a person with the full package: experience, energy, resiliency, flexibility, and humor (although, I did initially imagine a Ben Affleck-esque accountant coming to save me with guns a blazing). My friends and family and colleagues said nothing - verbally. They just stared. It probably didn't help that March 15 was creeping up and my QBO was a mess. I was an utter mess of anxiety with the shakes. I'm not a praying person. But I prayed for a miracle. Cimmer agreed to meet with me and look over what I would need in order to complete all the required tax forms (I had a vague idea of what those were). In that short time, I knew she was going to be my Baywatch red floaty. And it was just like in the show!! She sprinted in with the red floaty in tow, hair whirling and all, to save me from drowning. The best part? She didn't just pull me out, she taught me how to swim! She gave me the tools I needed to clean up my books, showed me what my spreadsheets and numbers should look like, and translated the jargons of QBO/accounting/finance/numbers. She set me on track and pro'd through the taxes. I cannot put into words how much gratitude and appreciation I have for Cimmer. She is exceptional with so much knowledge and experience. I needed a person, not to do the grind work (that's what I needed to learn), but to have solutions with plans and execute processes and improvements. She's my rock star and I am ecstatic to have her in my corner.

I've used TurboTax Online for several years and have always trusted it to get us the right answer…read more This year, after several life changes (getting married, buying a house, etc.) I just didn't believe TurboTax (or didn't want to since it was saying I owed a significant amount). After reading these reviews, my wife and I decided to have Kristin do our taxes in hopes that she could review our taxes and provide tax guidance for future years. Here are the interactions that transpired: 3/23 - My wife contacts Kristin, tells her our situation and sets up an appointment. 3/26 - We meet Kristin at our first appointment. We bring all the paperwork we believe will be needed, and I explain that I've already done our taxes on TurboTax and provide her with the estimates to compare to. At this point, Kristin says she should have our taxes completed by 3/31 at the latest. Given that it's already 3/26, we're elated to find out she'll be able to get it done so quickly. 3/26 - Kristin emails us asking for a few other pieces that she needs to complete our return. We email her back the same night with all the documentation. 4/4 - Having not heard from Kristin, I call the office and leave a message asking what the status of our return is. Jonathan from Kristin's office calls us back saying she's running a little behind and our return should be completed by 4/6. 4/8 - Kristin emails asking for one more piece of information. We had already provided it at the consultation on 3/26; nonetheless, I respond immediately with what she needs. 4/11 - Feeling a sense of urgency with 4/15 looming, I call Kristin's office again to find out if they've completed our return. 4/13 - Jonathan emails us saying our return is almost finished. He says she doesn't want to speed through the return so she'll be filing an extension today and asks for one more piece of information. I get right back to him with the info they need. I still don't know how much I owe and payments are supposed to be submitted with extensions ... 4/15 - Kristin emails our payment vouchers. She then tells me the electronic filing of the extension is failing because of my wife's info. She says she'll try it again and worst case will mail the extension. I have to rush to get the money together and mail a check off to the IRS. Ridiculous. Between 4/15 and 5/28 I called 3 times to figure out if she had completed our return. 3 times! The last time I say we just want our stuff back and I'll file myself. 5/28 - Kristin emails us saying they had problems with their voicemail system. She says she understands our frustration and we're welcome to take our stuff and file through some other means. This whole thing was ridiculous. Why did she take us if she didn't think she could finish. Why did she keep promising it would be done each weekend? Why did they wait until the 15th and make me run around? Why were we the people calling her? Wouldn't she be expected to complete the review in 1.5 months after the filing date? There were no apologies or attempts to rectify the situation. She basically made us spin our wheels for months and didn't provide any service at all. If you can't trust your accountant to be thorough and punctual, how can you trust them to do your taxes? I would never recommend her over TurboTax. Oh and by the way, TurboTax only costs $80.

I am using Kristin's Servies for over 5 years now…read more After a bad experience with my former CPA who's only interest was ripping me off I found Kristin Shaffer and since that I am a loyal client to her. She's a very experienced and professional CPA and with her, all goes smooth. I can only recommend Kristin. For us, she does the bookkeeping, tax roll and of course all the reports and balances. I am very satisfied with her and so will you!

My law firm hired Janie as our bookkeeper in December 2019. We have been working with her for over…read more5 years and she has been the best bookkeeper we have worked with. Prior to her, we worked with 2 others who did not suit our needs. Janie reconciles our accounts at the end of each month. I also asked Janie to start running payroll for us on ADP. Janie is great at collaborating with my employees. They often email her with questions, or ask her to amend or delete an invoice. She also sends us the necessary financial statements at the end of each month, and the 1099 amounts for our contractors to our tax accountant during tax season. She is very responsive to our requests and concerns. She usually responds within a few hours. Janie has a pleasant personality, she is very responsive, she is patient with my employees when they make mistakes entering client payments into Xero (sometimes they will enter payments into the wrong account and she re-enters them for us, which isn't within her scope of duties), and she always tries to help with any requests that we may have. Overall, I highly recommend Janie. She does a great job with the bookkeeping for our small business!

Janie, was a life saver when it came to doing my books. I first went to her panicked because my…read morebooks were a mess, and I mean a mess. She was able to do 3 years of back work and worked magic. I'm so grateful to her. I have since continued to use her reliable services and this is going on 5 years now. She's a phenomenal bookkeeper & is incredibly responsive, knowledgeable, and organized. I can't recommend her enough!!

I have had Jessica prepare my taxes for several years now. She is always very efficient in her turn…read morearound time and has my taxes done in a matter of a few days if not the next day! I appreciate that she always very prompt in getting back to you and getting an appointment with her is never a problem. She is flexible in how you can meet with her to review your completed return whether it be in person or remotely. She is very thorough in explaining the completed return and knows the latest changes in tax laws. Her fees are also reasonable. I would highly recommend her services.

Jessica is very prompt , thorough and professional and great customer service! Turn around time is…read moreimpressive!

Wendy is not your Typical Business owner. Her generosity and incredible ability to enable…read morebusinesses to flourish is reason enough to utilize her services and partner with her. I Recommend all in need of bookkeeping , Cpa and relative servicing to not only utilize Wendy but to understand she genuinely cares about your success. She's a jewel in the Silicon Valley!

Very efficient. She helped me get things straightened out. I'd highly recommend Joanne.read more

I called and made a appointment to file my taxes with Joann,she seemed professional until I was 5…read moremin late to our follow up appointment where she got a little personal over the phone and stated how she I obviously didn't respect her time and that she drove far to meet me,mind you I live 10 min away and I was only 5 min late,she said she had a 2pm appointment so I'm not sure how I wasted her time by her driving down when it was only 105pm and she had a 2pm anyway. She then hung up on me but befor she hung up she said well call me back when you make up your mind while I was mid sentence explained how I did respect her time and I made a mistake and was having a bad morning. I came and waited for her 2pm to be over but she left I guess early. I received a email from her stating she's fully booked till oct 15th which is he cut off date to file taxes for 2018 if you filed a extension today is oct 7th so she totally is trying to ruin my life because I was late to a appointment. Super unprofessional you don't treat your customers bad because they are late.

Horrible service! I was recommended to this firm from the next door app which I will be posting…read morethere too. I was in dire need of getting my 1099 for my small business completed. I was already 6 days behind completing them. Melissa -the daughter of the owner- knows how to swindle you especially when you are desperate for help. I was told when I came in to pay $350 up front which they never told me that was just a deposit. To my knowledge it was to perform the work. All the work. And she also had said she could do it in a few days (3). Ok so I paid and I put my credit card down for them to keep. Big mistake. Never leave your card for a vendor to keep! After the 4th day I was wondering what was the hold up. They needed two more ein that Melissa never emailed on. I had to reach out and she finally responded after a day. Then she preceded to tell me since she just gotten the new ein number it would take another 5 business days! After two weeks I was asking when they will be done. I know they were slammed and trying to buy time or charge me for that time. I was right when they finally called that they were ready after 2.5 weeks they said my invoice was $1900!! They processed twenty-eight 1099s for me. I was flabbergasted. I said to the front lady Patty which I am sure she is use to swindling people for the Chan's that I was not told it would be more. She said oh yes sweetie we charge by the hour. When the invoice finally came in there were no hours listed!! It was just a straight preparing and rechecking etc all for $1900. I said I'm not paying. I ended up doing my own 1099 through a phone call with Intuit. How long did it take me less than 2 hours! And I'm a novice with QuickBooks. If I can figure it out anyone can. The only advice I can give is to do your due diligence on this firm! This mother daughter team is a modern day Bonnie and Clyde! **Update** see forms below. A picture is worth a thousand words! Do you see deposit or hourly rates listed on them?

Just thought I would add one more experience. When covid came and we were all struggling, I lost…read moreall my work, my employees bailed and when I asked for a discount on their services, I was ignored. I am sure they got PPP money to pay their employees, but the thought of paying it forward was completely lost on them.