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    Financial Foothold

    5.0 (5 reviews)
    Open 8:00 am - 5:00 pm

    Services - Financial Foothold

    Bookkeepers

    Payroll services

    Audit and conflict resolution support

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    Sandy Bukovec

    Sandy Bukovec

    5.0
    (9 reviews)

    [Transparency alert: copying this from LinkedIn because Sandy is AWESOME and this is all 100%…read moreaccurate. She's done my taxes 2 years in a row now and will continue doing so as long as she'll have me] I'm going to keep it short because I could go on for a long long while about just how great Sandy has been for me as my CPA. But first, a quick story... I found Sandy on Yelp the year after I got back into freelancing. The year before, I had met someone through a friend who said "Oh I can do your taxes -- and I only get paid 10% of what you get BACK, so if you owe anything, you don't pay me." Sounds great, right? Yeeeeeah that's illegal. And Sandy pointed that out to me when I first met with her. This guy created a turbotax account in my name and then filed taxes not as my representative but as me. That means that if any issues (or god forbid audits) came up, I have zero protection. Sandy rescued me. She was patient and worked with me and even went through and sorted my "shoebox o' doom" just filled to the brim with uncategorized, unorganized receipts. AND THEN ... she *apologized* that I owed 3k in taxes (thought it'd be WAY higher). Fast forward one year -- she's still my CPA (and will be for years to come) -- and this year I owed 11k and was THRILLED to pay that because Sandy saved me SO much more than that. If you need a LEGITIMATE CPA to help you with: - setting up accounting systems - doing your taxes - helping you organize your finances You're going to have a tough time finding one who will produce better work at a better rate (AND care about the work) than Sandy. 11 out of 10 stars (that's how you math, right Sandy?)

    Sandy went above and beyond to ensure that my amendment for my tax return was correct. She was very…read morethorough in her review and end up helping me more than enough when it came to what the total for my tax return. I'm really happy with the outcome. She is very sweet with professionalism and will answer you promptly. I highly recommend her! Thank you, Sandy!

    Exacta Bookkeeping & Tax Services

    Exacta Bookkeeping & Tax Services

    4.3
    (11 reviews)

    I wasted a lot of time and am now even more behind on my taxes because of Exacta BTS. Maybe they…read moreare OK for simple returns, but if you have anything that falls outside the ordinary, find someone else. They also do not have any CPAs on staff. I asked for help with an unfiled tax return that was a little bit complicated, and I let them know multiple times that I was concerned about the pro-rata calculation for a roth conversion in a previous year. The accountant they assigned (Jonathon B) was not competent enough to even understand, so it never crossed his mind that he was doing it wrong, despite the fact that I had given him the correct forms. After he completed my return, but before filing, I asked him multiple times to explain how he did a pro-rata calculation. Instead he confused the pro-rata calculation with marginal tax rate, and tried to explain that the software did it. After I asked him to clarify multiple times (because he didn't account for prior contributions) he stopped answering my messages. On asking someone else at the firm for escalation to a different accountant, I was told that Jonathon is one of their most experienced accountants, and that they do not have any CPAs on staff, nor could they provide a referral to one.

    Jorge Perez was very helpful and took the time to explain everything clearly. Because of how…read morehelpful he was, I will definitely be going coming here from now on!

    Financial Foothold - bookkeepers - Updated August 2026

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