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    Cathy Root & Associates CPA

    4.6 (16 reviews)
    Closed 9:00 am - 5:00 pm

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    Response time

    7 hours

    Response rate

    100%

    Services - Cathy Root & Associates CPA

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Recommended Reviews - Cathy Root & Associates CPA

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    Photo of Brian R.
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    1 year ago

    Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor. Definitely 5 Stars.

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    3 years ago

    Cathy and her team are friendly, responsive, easy to work with, and efficient. Highly recommend.

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    Photo of Anna H.
    10
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    5 years ago

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    Photo of Eric D.
    27
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    4 years ago

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    Cathy R.

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    3 years ago

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    Photo of AJ S.
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    5 years ago

    Cathy handled my complex needs on short notice with excellent communication and professionalism. Would happily work with her again.

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    Photo of Joy M.
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    6 years ago

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    3 years ago

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    6 years ago

    I had a great session with Cathy. She was very kind and understanding and helped educate me on various topics.

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    4 years ago

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    Cathy R.

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    7 years ago

    Cathy is great! Very attentive and responsive and super fair prices. We're really happy we found her.

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    7 years ago

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    Review Highlights - Cathy Root & Associates CPA

    MDesign Consultant We use CRA CPA services over the last 2 years.

    Mentioned in 2 reviews

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    Dimov Tax Specialists

    Dimov Tax Specialists

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    (650 reviews)

    UPDATE (July 2026): After posting my original review, the…read morefirm reached out to discuss my experience in detail. We had several conversations, and I appreciated that they took the time to listen to my concerns and work toward a resolution that I felt was fair. My original review still reflects my experience during the engagement, and I stand by the concerns I raised regarding communication, continuity, and quality control. However, I also believe it's important that my review reflects the complete experience. Because the firm took my concerns seriously and made a genuine effort to address them, I'm updating both my written review and my star rating. I've also agreed to a future tax planning consultation and will evaluate whether to continue working with the firm next year. If I do, I requested that my engagement be handled by the tax professional who ultimately finalized my return after it was escalated, or someone with a similar level of experience, and the firm agreed to honor that request. I'll update this review again after that experience so future clients can see how it compares. ORIGINAL (June 2026): I hired Dimov because I wanted more than tax preparation, I wanted a long-term CPA relationship for my growing business. During my initial consultation, I clearly explained my two priorities: evaluating our R&D expenses and discussing an inventory write-off strategy. Those were the primary reasons I hired the firm. George was very responsive before payment. After I became a client, however, I was handed off repeatedly. Over the course of my engagement, I worked with EIGHT different team members and had to continually re-explain my business, priorities, and previously submitted information. It felt like no one truly owned my engagement from beginning to end. The process took over three months to complete. Just to name a few issues: - My return was placed on extension without anyone proactively informing me that the original filing deadline would not be met. - The two primary issues I hired the firm to evaluate, R&D and inventory, were both initially overlooked. - I paid separately for an R&D consultation, yet the R&D analysis was not included in my draft return. - After I questioned why the R&D was missing, it was added to the return. However, when I reviewed the revised return, I questioned the analysis itself. The preparer assigned to it acknowledged he wasn't experienced with the R&D credit, and the matter had to be escalated to someone with more expertise before it was completed correctly. - A California LLC tax payment I had already made, and previously notified the firm about, was omitted until I caught it. - I spent weeks following up for updates and often received little or no meaningful response. When communication broke down, I copied George on multiple emails and also reached out to him directly. I never received a response, which was disappointing since he was the person I initially engaged with and who understood my goals. To the firm's credit, every issue I raised was eventually corrected. However, those corrections came only after I identified the problems myself. Had I simply signed the original drafts, several important items would have been omitted or reflected incorrectly. If you're looking for basic tax preparation and are comfortable reviewing every detail yourself, your experience may be different. I was looking for proactive tax planning, guidance, and confidence that my return had been thoroughly reviewed. Unfortunately, I didn't receive that experience.

    I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

    SmallBizMaven

    SmallBizMaven

    5.0
    (14 reviews)

    My books were resurrected from the dead and neglected. Blythe came, conducted a thorough interview…read moreto really try to understand my small but complicated venture, forced me to supply and organize all kinds of important historical docs, set up a brand new streamlined bookkeeping flow, and most importantly got my quickbooks to a point where I can actually open it and obtain actionable information. She will make you do your homework. But it will be worth it.

    Blythe IS THE SMALL BUSINESS MAVEN!!! For those of you who are great at creating business and doing…read moredeals and making things happen, but whose brains do not do well with the minutiae of managing your accounts, receipts, subscriptions and bills (but also don't know who to trust to help you with this), Blythe will come to the rescue. Having previously hired a bookkeeper who gave me tasks to complete then ignored me if I did not do them (and was happy to take a fee anyway), Blythe comes as a refreshing antidote. Blythe will figure out what YOU need to get the job done, and she will support you with patience and without judgment. She will clean up any messes, put systems in place, and look at ways to streamline. She has a special gift for working with small business owners who are in growth mode, and she will help you in the here and now as well as help you plan for the future. She also really CARES, has the highest integrity and wants to see you thrive and succeed! She takes her fiduciary role as seriously as I take mine, and I have tremendous respect for her work ethic and humanity. If she has time in her schedule for you, take advantage it! She will save you time and money, and she will help you get more of your life back.

    Cathy Root & Associates CPA - accountants - Updated August 2026

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