My only regret over hiring Megan is that I did not hire her sooner. My business's financials were…read moreout of control from a bookkeeping perspective as we had more income and expenses than we had the time to successfully track. I wasn't able to complete my business or personal taxes on time for years. Megan changed everything. She got our Quickbooks in order, and helped us run more efficiently. This year, we completed our taxes nearly two months early, and that was almost entirely due to Megan's tireless efforts to get our books in order. We will be depending on her for years to come.

From the owner: How can I help? Bookkeeping is vital to properly managing…read moreyour business resources and tax liabilities. Whether you DIY or hire someone to keep track of everything, understanding the basics of bookkeeping is crucial to your success. I can help you setup up your bookkeeping records and teach you how to DIY or I can manage everything for you. My bookkeeping services are available when you need them, as often as you need them, be it once a week, once a month, or even once a year! My Services Include: Bookkeeping General Ledger Bank and Credit Card Reconciliation Accounts Payable and Receivable Financial Statements Sales Tax Filing New Business Set-Up Quickbooks Setup Quickbooks Training Full Service Payroll Time Tracking Software Quarterly and Annual Form filing Liaison with your CPA

Worst tax experience of my life!!!! He seems to have lost our paperwork. I hand delivered to his…read moreoffice. As tax day approached and we hadn't received the completed forms, he said they were still working on it. We had to file an extension !!! He keeps putting us off and has not even returned our phone calls. He may have been good at one time but definitivemy not any mor. I would never recommend Matthew Wehner for any work.

My trusty accountant in Davis retired but, I lucked out and was referred to Matthew Wehner and he…read moredid an excellent job doing taxes for myself as well as my parents. He was very diligent and followed through with all of my requests. I would highly recommend his services!

This organization takes no accountability for their own mistakes when preparing your taxes. We…read moreincurred a state bill for a mistake made by this accountant yet he decided to blame my wife and call her entitled in a very long and unprofessional email. In that email, he also accused us of not paying him for his services, which we paid in May and have a copy of the check he deposited. Rich Nitzkowski takes no responsibility and passes blame without research. Moreover, the owner, Rich Nitzkowski had the audacity to state that a prior lawsuit we were involved in was arbitrary and that he thought we would sue him if he didn't pay the bill to the state tax board. For context, I am a 100% service connected vet with PTSD and have an internationally certified service animal. The lawsuit was an Americans with disability act lawsuit in which I was denied rideshare transportation because of a service animal. Shame on Rich for considering that arbitrary. Use at your own risk.

I had some tax questions, and even though I ended up filing on my own the conversation that I had…read morewas incredibly helpful and reassuring. Richard was very knowledgeable and kind, and didn't pressure me in to using their services instead reassuring me that I would be fine doing it on my own. I know I will use their services if I do get in a situation where it's needed, and highly recommend them to others. Trustworthy and competent.

I had a tax question and was going to set up an appointment, but Betsy took my call over the phone…read more(it's too busy a tax time for in person appointments) and she spent about 10 mins answering my questions and giving me good advice. She definitely knows her stuff and seems like she cared 110% about where my money went. And I was just asking over the phone! Nice lady and if I need a CPA I'd go to her!

I have owned and operated a business in Davis for the past 15 years. During 13 of those years, I…read morehad tried no fewer than five different payroll companies. While they varied in quality from awful to quite good it is the payroll service that Andrew Newman offers that has met all of my expectations. For a fraction of the cost that I used to pay, I get to set up my own payroll service via web, and then use it as I see fit; no more phone call and long waits. If I am going on a vacation, I simply set up a payroll in advance and the system takes care of everything. It simple and simply perfect and I could not recommend it more!!!

They are very professional and attention to detail. You need somebody to really know what they're…read moredoing when it comes to taxes and De Leon tax Services is the place.

I did my taxes independently for so long with TurboTax and finally 2023 I did it with an expert and…read morewas charged an insane amount. Then I found De Leon Tax Scvs through my sister. I experienced timely meetings, kind interaction, responsive emails and basically just supportive environment for tax needs. Coming back for 2025 taxes!

"CDE Consulting Inc. has become an indespensable asset to my business. They've gone above and…read morebeyond to offer timely, professional and exceptional service. I was years behind on my books and felt completely hopeless. David caught me up in a ridiculously short amount of time. He also re-filed my last three years tax returns and I got $6,000 back after paying about $3,000 over the three years worth my old accountant.  Impeccable customer service!  Thank you for all of your hard work and dedication!"           - J. MacNear, KangaKare Daycare, Davis CA

From the owner: Our firm specializes in working with individuals, families, and even small businesses. By combining…read moreour expertise, experience and the energy of our staff, each client receives close personal and professional attention. We focus on three values: professionalism, responsiveness, and quality. Companies who choose our firm rely on competent advice and fast, accurate personnel. Our firm's reputation reflects the high standards we demand of ourselves. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served with top notch care. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. We will answer all of your questions, as they impact both your tax and financial situations. We offer tax services, business services such payroll services, and Quickbooks services. We welcome you to contact us anytime!

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!