May is proactive, responsive, thorough and super professional. Highly recommend her service.read more

This is the most straightforward 5 star review! I had the…read morepleasure of working with May two consecutive years. May is not only an exceptional accountant, prompt and responsive but she is a woman with a kind heart, patient personality and outstanding professionalism! I highly highly recommend May for any personal or business accounting needs to anyone!!

Taxes were rejected and I have to track down why this happened and deal with tax people when i…read morespecifically paid someone to avoid doing exactly that.

Allen is very attentive and responsive. Excellent in…read morecommunications and efficient in his accounting skills.

Courteous, very friendly and knowledgeable tax prep! Appreciate his honesty!…read moreBeen using him for probably 30yrs and have always been happy with his service.

He is a busy guy, but gets the job done! Mr. Medina is…read morefriendly and easy to talk to! I have been doing my taxes with him for a few years and will be sure to come back again next year!

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Needed several documents notarized, called Mia, and she said if I came to the office immediately,…read moreshe would do it right away. Quick, professional service.

The service was very good. They took us in last minute for a notary service. The service was fast,…read moreefficient, and very friendly. I will be recommending this place to my family and friends. They do taxes as well, so I will be returning for that service as well. 10/10 service and recommend.

Chris at FlexTax has been my tax advisor for about three years now, and I can't recommend him…read morehighly enough. He's incredibly thorough and detail-oriented - he double and even triple checks everything to make sure your return is accurate and that he has all the right information. He's also very responsive and flexible with scheduling, which has made it easy to fit tax meetings around a busy workday. Chris really shines with more complex situations. He specializes in startups and equity compensation (ISOs, RSUs, etc.), as well as investment portfolios, so if you work at a startup or have a more complicated tax situation, you're in great hands. He takes the time to walk through everything, explains complex issues clearly, and makes the whole process feel much less stressful. He goes above and beyond by looking at prior years and making amendments if necessary to put you in a better position for future tax years. I originally started working with Chris based on a friend's recommendation, and after three years as a client, I'm very glad I did. If you're a startup employee or founder, or anyone dealing with equity and investments, I highly recommend Chris at FlexTax.

This firm went from exceptional to completely unprofessional overnight…read more I stayed with them for years solely because of Sam, who provided outstanding service. After the ownership change, it's clear that level of care is gone. What replaced it is a rigid, impersonal system that treats clients like transactions rather than relationships. They failed to notify clients of a major policy change regarding tax extensions until just days before the deadline--putting me at risk of non-compliance. When I raised concerns, their response was essentially: "This is our policy now, and if you don't like it, go somewhere else." No accountability. No attempt to fix the situation. No access to leadership. Just scripted responses from a support team. For a firm that benefited from years of loyalty and referrals, this is an incredibly poor way to treat clients. Avoid. UPDATE IN RESPONSE TO OWNER : Your response proves my point. After years of automatically handling my extensions, you changed the process right before a deadline, offered no real support, and told me to pay $240 or figure it out myself. Had I not followed up, I could have been penalized -- and now you're trying to turn it around and frame it as my fault by calling me "not engaged." After years of loyalty and referrals, this wasn't a transition -- it was a downgrade to a transactional model.

Joe Chan the CPA is super knowledgeable and highly recommended. He knows tax law has worked in big…read morelaw firms and now it is serving the community directly through this practice quality is high and the value is top shelf.

I reached out to Joseph for my 2024 business tax returns, which were due on October 15th after an…read moreextension. With less than a week to go, I provided all the necessary documents, and he immediately got to work. Joseph was quick to respond via email and kept the entire process smooth and efficient. Thanks to his promptness and professionalism, my return was filed on time, and I avoided any penalties. Even though I live in Oakland and he's based in Daly City, everything was handled remotely and securely. As a former Big 4 accountant, I can confidently say Joseph's work is top-notch. I highly recommend him and look forward to working with him again next year.