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.

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.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!

I had the same accountant/tax preparer for almost 50 years until he retired last year. After…read moreresearching tax preparers near me, I decided on MM Tax Preparers in Pinole. I feel very lucky to have found them. My tax preparer there was Ana Cardona. I was very impressed with the process they have there and especially Ana. She was very precise as well very knowledgeable about tax preparation. I learned things about my tax return that I had never known before. She answered all of my questions as well as going over my finished tax return with much detail. I brought all of the paperwork needed and we went over our tax return, line by line. What was also very impressive, after she entered my information into their tax program, we were able to complete the process right there and was told that our return would be submitted electronically that day. As our yearly tax refund is an important part of our yearly budgeting, to do this process so quickly was very unexpected and helpful. I would feel good about recommending MM Tax Preparers and, especially, Ana.

I normally do my own taxes however I needed a tax amendment and I wasn't sure how to add the…read moreadditional form, so I looked for tax professionals in my area and saw that this one was rated 5.0 so I gave Mauricio a try. I came in for my appointment at 2pm and even though he saw me, he kept talking on the phone for another 20 min!! How RUDE! Finally after waiting on him he called me to his desk but gave me a BUNCH of WRONG information and how I'm going to owe taxes etc when I knew that was incorrect, he proceeded to act like he was in a rush and trying to get rid of me!! I had to open my phone and show him my research on HOW TO FILE THE ADDITIONAL FORM! What's up with that!??? You're supposed to be the tax professional!! After I told him how it should be filed, he said that will be $400 after his employee Daisy had quoted me $300-350 which is still WAY too HIGH! I was SO MAD AND FELT ABSOLUTELY NO CONFIDENCE IN THIS MAN, so I decided to bring my husband with me when it was time to pick up my amended taxes. When Mauricio saw me come in with my husband, he IMMEDIATELY jumped up from his desk even though he was sitting with 2 clients and spoke to me like he was this nice professional!! WOW!! So that's how he treats women huh?!! I paid with my CC and got charged an additional 4% ($14)!! Highway Robbery!! I called later and asked to speak with him (because obviously I wasn't happy with my experience with him) and I was told he still had clients but that he would call me right back. The office closed for the day and I got no call back. So now here is your review Mauricio. You need to do better with your customer service and read up on what you should already know! Lastly stop trying to cheat people out of their money! After this horrible experience, I DO NOT RECOMMEND THIS PLACE!

Peter and his team are truly incredible. Thoughtful, competent, kind, responsive. Can not recommend…read morehighly enough.

I used Peter for over 10 years and then learned how to do taxes so I now do my own. Peter is…read morenaturally curious and inquisitive so he was able to uncover applicable deductions that I did not even know existed. Reasonable prices and streamlined. I would recommend them to anybody who wants personable and excellent services.

Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.