1. EGW Management

1. EGW Management

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EGW Management

5.0 (4 reviews)
Open 7:00 am - 4:00 pm

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Ken R. Anderson, CPA

Ken R. Anderson, CPA

4.6
(18 reviews)

I am in the middle of a purchasing an existing business and got to a point during my business…read moretransaction where I had to submit an Allocation Form that was time sensitive. I needed direction from my CPA but he was out of town doing a business seminar. My situation was unique as the seller usually does the allocation in a business purchase but in my case, the broker/seller was pushing me to do it. I called several CPAs in the San Ramon/Danville/Dublin area to see if we could have a "filler" CPA go over numbers with us for this transaction. I must have called 25 CPA's in a day. Some answered and we're quick to tell me that I should push back, and make the seller do it. They made it seem like what I was looking for couldn't be done and they just didn't want to deal with it. Like many of the CPA's I called, Ken was busy when i first reached out. But his assistant or front desk person, Reese(if that's how you spell it) was very attentive with his responses. Ken is the only accountant that called back and only accountant that actually asked me the details/numbers of my transaction. He took time to understand the unique-ness of my situation and made sense of it. In a 25 minute call he educated me more than the 7 or 8 other CPAs with higher review ratings. After talking to him, I felt like I was given "survival tools" and "little nuggets" for my bigger, future entrepreneurial endeavors. He was so pleasant and easy to talk to. To be in the generation of customer service being taken over by robots and people treating everyone like numbers. Both Ken and Reese were so authentic and human in their responses. No overselling, no fake politeness. I have been with my CPA in Hayward for 10 years and Ken really has me thinking about switching over.

I'm a big fan of Ken's as he has done great work for me and my extended family through the years,…read morehelping us navigate many life events and tax law changes. From the start of working together years ago, I've appreciated Ken's energy, expertise, and how he asks questions to see if there is any way he can help us do our taxes in the most efficient manner possible! I always appreciate his insights, his responsiveness, and his understanding of the tax laws and changes. As a business owner, he does a great job of looking at how I can take advantage of the tax laws (while being conservative enough not to trigger red flags!). I've recommended him to my clients for years so I figured I'd recommend him wholeheartedly here on Yelp as well!

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.

The Helsing Group

The Helsing Group

1.4
(170 reviews)

I am sorry to add this negative review to a long list of negative reviews, but hopefully Helsing…read morewill read this review coming from one of their properties in Concord, California and will be inspired to improve themselves. In my opinion, at the core of their management problems is their poor communication skills. This company does not communicate transparently that well. This company does not communicate its expectations that well. It feels like this company does not like asking the necessary questions that will help them improve and help improve their properties. This company does not have a strong personable approach in their communication style. It feels like this company does not like communicating promptly when the topic at hand is not the easiest to address. Their communication style feels like they view their customers as inconveniences that need to be managed instead of high value assets that deserve to be cherished and fairly serviced. Essentially a fundamental understanding of customer service seems to be lacking within the context of being good property managers. In an ideal world, Helsing would take this feedback and work on improving themselves. Will that happen? I guess time will tell.

Practically from the day I moved into my home, one of the biggest complaints I had was that Roy…read moreHelsing and the Helsing Group were responsible for our HOA. You can read about some of the negative experiences I've had with them in my earlier reviews. Today I got in the mail a letter that was quite possibly the best surprise ever- it was a letter from another HOA company saying they are officially taking over as of 6/1/26. I'm too old to do cartwheels, but I did a little dance out of sheer exuberance. I don't know what this other company is like, but it's impossible for them to be even half as bad as Helsing. If you're in an HOA run by Helsing, you should bother the crap out of your HOA board to change companies ASAP. We did it...you can too.

Impact Complex Financials

Impact Complex Financials

5.0
(14 reviews)

100% 5 stars. I've been using impact for the past few years, and they always take care of me. The…read morelast couple of years I was a bit late on submitting my taxes and they filed an extension on my behalf with me even asking. If you're looking for a tax guy that you can rely on- Christian and is team are the goats. I'm sure I'll still be with them when I'm old and gray.

6 out of 5 STARS ***** 11 out of 10 STARS *****…read more This guy is GOLD!!! Mahalo Christian for all the answers I was looking for... I've been struggling to find answers for my tax situation. I've been doing my taxes for the last few years, but will eventually need to create a new tax structure to accommodate growth and eventually find a tax firm to take over when time is becomes more of a premium. I found Impact Complex Financials on Yelp along with a 5 other tax firms. I picked the top 5 highest rated businesses in my area and reached out to all of them. Only one had clear and concise communication with a follow up and did not charge ridiculous fees...take a guess who was the clear winner = Christian from Impact Complex Financials Christian is a sharp young gent; punctual, professional, well spoken, knowledgeable and most of all honest. That gut feeling when you run into a good, decent human... According to his website he is a Certified Management Accountant and an Enrolled Agent as well...brilliant! I had a new client consultation with him and he answered all the questions I had without hesitation and also gave me an honest breakdown of my situation. I will most definitely be referring people his way. Be sure to visit his site. https://www.impactcomplex.com/ Also be sure to check him out on Instagram, so many useful and educational videos. https://www.instagram.com/chrisedoria/ Cheers!

Palma Financial Services

Palma Financial Services

4.2
(39 reviews)

I can't say enough good things about Mr. Palma. He has always been going above and beyond for more…read morethan just myself, but my entire family. My parents have exclusively been working with him for years now and he's never once not picked up a call, text, email, etc. Whenever I have any question regarding tax or something in the realm of finances, he's more than happy to walk one through the process. I was surprised to see someone of his caliber not with a big firm, but upon my personal due diligence found out that he's ex-Deloitte for many years, which means he really knows his stuff. I look forward to using him more for my finances as time goes as well as seeing his business grow.

A polished, polite and professional organized team. I was…read morethankful they took me on as a client when most firms were at capacity. I purchased their tax planning service. They delivered on their promise to routinely meet with our business to strategize and plan and were prompt in responding to our needs through the year. They also prepared my state and federal taxes, and I received a tax refund! Working with their firm did pay off. I couldn't remember the last time I got a refund! I always owed something when working with other financial professionals. Some other reviewers comment that Miguel markets too much, which he does market a lot for his services, but I came to learn through our partnership that he is enthusiastic knowledgeable, and passionate about sharing financial planning and services . I found Miguel and his team to be trustworthy and deserving of manging these aspects of my business. If you own a business and have your finacial reporting in order*, can afford their services*, and be able to financially implement* any tax planning done together, then yes I highly recommend this firm. Thanks Miguel, Jasmine, Pedro and Gabriel.

EGW Management - accountants - Updated July 2026

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