Had some concerns in regards to my annual taxes. Zula was so kind and understanding. Nabil was…read morequick and overall gave a great experience. I plan to use them for any future needs and refer friends . Thank you EBA!

Terra and East Bay Accounting are caring and professional in every respect. I had a difficult…read morepayroll situation with immediate deadlines, and Terra stepped in and did an amazing job. I can easily tell she cares about her clients and is able to navigate through any problem - especially in difficult situations. I have no hesitation in recommending Terra and her team for your taxes, bookkeeping, and payroll. 5 stars!

Very very quick to respond and answer all my questions. No slight of hand no double talk . Straight…read moreup prompt , straight forward pricing.

Eric was very prompt and knowledgeable. He gave me good action steps to follow for working…read morethrough tax issues. Definitely recommend his service.

I've been working with Bob for our Corporation and personal taxes for over 10 years and through the…read moreyears he has provided me and my company excellent advice for tax savings and financial planning. More recently, I think my accounting records have some errors and Bob has so generously offered to help me clean up any discrepancies. Bob has integrity, he is extremely knowledgeable and always displays the utmost professionalism. I highly recommend Bob and his team for financial advising and taxes.

From the owner: Our primary service is Wealth Management. We also provide our clients with Retirement Planning and…read moreTax planning & preparation. We are conveniently located in downtown Danville, CA. We serve individuals and small business clients. One stop for your most important financial needs.

Been with them many years and find them to be very organized. They review and file in a timely…read moremanner and are very thorough.

We've used Isaacson and Company for the past six years. Gail is extremely knowledgeable and great…read moreto work with. I trust them and I recommend them to anyone who need a very good accountant that is trustworthy and professional.

Such an elite team here at Flex Tax and Couslting! Alex and Will helped me on the establishment of…read moremy non-profit organization. They are efficient on the process and gave me all the advices that I've missed! I learned so much from them! They provided top-notch experience that I've never had with other consulting group! The price I paid for definitely worth it as they pointed out things I need to pay attention on and avoid pricy mistake.

I spoke to someone over the phone. I was trying to make an appointment. Then he started asking a…read morelot of questions. He then said I needed to sign a declaration and I had to pay $500+ in advance. Never in my years of filing taxes I've been asked for this. I suggest people do their research before getting caught with scammers. Ask before you act.

more than a cpa, phil understands financial situtations and gives great advice. whether you are a…read morenew business or an individual, phil is the man you should call, dr. jac

We contacted Mr. Andrews on the advice and referral of our (new) financial advisor. After the…read moreinitial e-mail consult, Mr. Andrews informed that we were able to handle the tax situation on our own. We truly appreciate Mr. Andrews honesty. Although we will not be using his services this time, we will definitely keep his number should a future need for a CPA arise.

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.

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.

Admittedly, I have a complex tax situation; I have an employer, I own a business, have a rental…read moreproperty. Ray is a very kind man. I'm really hesitant to ever write poor reviews...but I will give the SPECIFICS of why I am writing this poor review. One year he filed an extension for me and vastly underestimated the taxes owed, and when filed, I ended up paying $1800 in penalties, with NO acceptance of responsibility on his part. By the third year of preparation, he seemed "over it" and essentially quit on me without any advance notice. Then, here we are in tax year 2024 and I receive notifications from tax year 2021 of improperly calculated and unpaid taxes, with an imminent lein notice forthcoming if I don't pay in two weeks. If you have a complex tax situation, The Werner Group may not be a wise choice.

I couldn't even get through their client screening software. I wanted to file an amended return,…read morebut because I had previously used Turbo tax, I was not compatible with them. I was told to use a CPA by someone else in my family who'd had to file the same paperwork I needed to add (said that the process was too complicated to entrust to a "tax prep person." I guess this is on way to do business. It definitely keeps it simple for the CPA and their support staff, but it's not very customer friendly for someone willing to pay a reasonable fee ($1000 say) just to get the darn thing done and settled. This group is probably fully competent -- other reviews say as much. Just thought others might want to be aware of this caveat.