All I have to say is that if you are looking for a new tax person, look no further. Kevin Leitner…read morehas been the most responsive communicator, clear and has guided us expertly with our taxes. He was even helping us troubleshoot a problem on tax day and he was so even keel and kind. My husband and I have seen a few other tax people in the past who had us dinged on taxes every year and weren't responsive. Completely the opposite experience here. We absolutely love Kevin !

Absolutely incredible service and very detailed oriented, exactly what you want when it comes to…read morepaperwork specifics! I've been using TheTaxGuySF for my filings for years now, with the last few seasons being done by Kevin. I have a huge peace of mind knowing everything will be filed on time AND Kevin has helped us find deductions we didn't know we had qualified for :) Very thorough, extremely reliable, prompt replies to my questions. 5/5. I a a long term customer who is very happy! Chris M.

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

I needed help with a tax situation that I'm dealing with and had a call with Elina. She listened to…read morewhat I needed help with and patiently answered all the questions I had. She ended up telling me that she didn't feel she was right for the job and referred me to someone else who she thought could. Despite not using her services, I'm really thankful for her pointing me in the right direction, she comes off as a very kind person.

Akram & John have done a great job for us every year. They are organized and make the process…read moreeasy. We highly recommend them.

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

Barb's been doing my taxes for years. She's very good, effective, efficient and I trust her…read morecompletely

Barbara is the best. Efficient, convenient, painless. I've used her for several years and will…read morecontinue to use her in the future.

Cindy is great to work with, she goes above and beyond to help explain any questions or issues. She…read moreis quick, organized, patient and very knowledgeable. I had done my own taxes for the last 5 years, but it was getting harder for me to do. I am looking forward to working with her every year. She is a gem for sure!

We have been using Cindy for a few years now and are totally impressed with her expertise and…read moreprofessionalism. Our son recommended her to us and we will never use another CPA!!! She's that good!!! We appreciate her expertise and guidance on our taxes and with our finances. She is a person with the utmost knowledge and integrity! We trust her implicitly.

Not only can Chuck do your taxes. He is the best. Also use him for all your Real Estate needs!read more

Melissa has been amazing to work with to file my taxes. She has clear instructions, responds to…read morequestions quickly, and is accurate and thorough. Highly recommend!

Welp. I'm updating my review because I wrote the review yesterday. She emailed me with the copy of…read morethe 2024 as I requested, but 12 hours after she said she sent it to me. (I checked my spam and mentioned that i will hadn't received it.) She was kind and considerate, until I said that I was at a wedding and couldn't respond. I am now pretty shaken about the exchange I had. You can judge for yourself if you want her for your CPA. I tried to delete my review, but I was met with an error message. To be clear, I never asked her for a refund for what I paid her for her services. I never said quoting a price was illegal. I'm not sure why she said that, honestly. I think people that receive a service should be paid in full, which I did. I wasn't trying to skirt out of any payment. I was going to edit my entire review. Instead, I'm trying to delete a review at almost 1 in the morning because of this exchange I received and it completely ruined my whole night and happy wedding/celebratory mood and replaced it with unnecessary stress because she wanted the review removed before 3am.

We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

Good reviews on other sites so I called and it was a waste of time. They book me then ask…read morequestions and realized it is too complicated so they cancel me days later via the internet. Would not recommend to contact

Her receptionist told me she was still taking on new clients, so I waited a week before talking to…read moreher on the phone. During the phone call she asked me questions about my taxes and eventually comes to the conclusion that she didn't want to do my taxes but used the excuse she had too many clients for this year. She kept asking me why I wasn't working with my former CPA, like it mattered, and she sounded more worried about future years taxes because of my business. Why make me wait a week only to make up some excuse that you can't take me on? She also mentioned she doesn't usually work with people that find her on yelp because they aren't a good match. Good luck to anyone trying to work with her.

Julie is an amazing professional. She is well organized, knowledgeable, and service oriented…read more Julie has all the attributes you would want in a CPA. I have enjoyed working with her for many years, and highly recommend using her expertise!

Julie was very helpful in providing me professional accounting and tax services. Julie is…read moreprofessional and a pleasant person to work with. I would recommend and gladly use her services again. James Young