Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Thai is very knowledgeable and the passion for his work shows. He was extremely helpful in filing…read moreour two business taxes in a short period of time since we were very close to the tax filing due date. He was able to answer all our questions and also give us recommendations that our previous tax preparers didn't. My husband and I are very happy to have found Thai, we highly recommend him.

Bobby and his team are outstanding - there's no one else in the Bay Area I'd recommend. Within…read moreminutes of talking to Bobby, it's clear that he is an expert in his field and then some. He's constantly up to date on the latest and greatest trends in the financial world, has a keen awareness of the market, and provides sound and educated advice for clients in a variety of financial situations. My husband and I got the white glove treatment from Bobby, who comes extremely prepared and organized. He's professional and prompt, while still being able to form personal connections with his customers. When we were in a jam and needed help with estimated payments, Bobby took us on, had our situation planned out in one 30-minute meeting, and managed to get us a refund beyond our expectations. If doing your taxes is as scary as a horror movie and you're looking for an expert to give you a quick and painless experience, you have to go to Bobby!

I've been working with Bobby and Cheri since 2017 - they are wonderful. They have saved me quite a…read morebit of money and helped navigate some tricky once-in-a-lifetime (for me) situations. My first experience was Bobby calling me back (response time 1 day) in late Dec 2017 to give advice on some RSU sales. On that call, he saved me many times his fee in CA tax with a "hey, one more thing" - advice about Trump's SALT credit cancellation. That's been the theme: when you call Bobby and Cheri, they save you money. Bobby has consistently given great advice, and handled my taxes since I outgrew Turbotax. I am the typical tech worker: income, stock options / RSU, some investments and retirement accounts... they are definitely good at that - and probably other stuff as well. I can't recommend them enough.

I cannot Kartveli CPA enough. Giga is very helpful, knowledgeable and easy to work with. For…read morereference, Giga does my personal tax returns and my s corp. He also gave my husband and I a fantastic referral for our home loans.

I had a phone consultation with the man here and explained the things I need done on my taxes (W2,…read morerental income, stocks). Being new to having an investment property, I asked if his tax fees, which I found to be high, could be a write-off for the rental. He answered saying fees shouldn't make a big difference taking into consideration tax liability and the consultation isn't for such "in-depth" questions. He overall didn't have a friendly or helpful tone and left a bad taste in my mouth.

Mark has been my family CPA since 2021, since then I am totally released from any income issues…read more He is so knowledgeable and trustful, any questions always get answer on the same day or next, year around service and advices. I used to buy Turbo Tax to prepare tax return myself, but when I filed my return, I am not sure everything is correct. Now I am so confident, and no more IRS letters ask me to correct returns! Best CPA in Bay Area!

Mark has been doing my taxes for 16 years. Always a terrific experience: I always feel safe,…read moresecure, well represented, and well advised. Mark is extremely professional - every year I recommend him to many friends and colleagues.

You need Virgina as your accountant for your business. If you have a small business or multiple…read moresources of personal income she is EXCELLENT. She talks to me in plain english, not accounting jargon, so that I can understand everything that is happening with my financials and tax returns. Virginia spent significant time showing me how Quickbooks worked for my bookkeeping, explained how some of the tax code works, and generally helped me get confident and informed about my business's financial health. She is extremely diligent and patient with bookkeeping in Quickbooks and proactive about taxes at the end of the year. Virginia is also a good human, during a difficult period in my business she was conservative abut how much time she spent on our books to keep our costs low. She is direct and to the point. A valuable asset that I am very grateful for!

Finding the right CPA is like dating. You have to wade through the sea of options available, sift…read morethrough the bullshit, sometimes get burned - but I tell you now, it's well worth it when you find the right person. I wanted to find a person with the full package: experience, energy, resiliency, flexibility, and humor (although, I did initially imagine a Ben Affleck-esque accountant coming to save me with guns a blazing). My friends and family and colleagues said nothing - verbally. They just stared. It probably didn't help that March 15 was creeping up and my QBO was a mess. I was an utter mess of anxiety with the shakes. I'm not a praying person. But I prayed for a miracle. Cimmer agreed to meet with me and look over what I would need in order to complete all the required tax forms (I had a vague idea of what those were). In that short time, I knew she was going to be my Baywatch red floaty. And it was just like in the show!! She sprinted in with the red floaty in tow, hair whirling and all, to save me from drowning. The best part? She didn't just pull me out, she taught me how to swim! She gave me the tools I needed to clean up my books, showed me what my spreadsheets and numbers should look like, and translated the jargons of QBO/accounting/finance/numbers. She set me on track and pro'd through the taxes. I cannot put into words how much gratitude and appreciation I have for Cimmer. She is exceptional with so much knowledge and experience. I needed a person, not to do the grind work (that's what I needed to learn), but to have solutions with plans and execute processes and improvements. She's my rock star and I am ecstatic to have her in my corner.

another update. this past june, Marcelle went above and beyond for my wife this time. Rose had…read moresome back filing issues she wanted to resolve before going through her upcoming citizenship appointment. Marcelle did an emergency preparation and we got things sorted out in time. Rose is now a citizen. thanks, Marcelle ;^)

Took 3 years for them to get us on a payment plan with the IRS. Meanwhile, money was withheld from…read moremy paycheck, they saved us literally NO money. In fact, they cost us money by never filing the current years return. Over $3,000 in late fees JUST for that year, that we are now stuck paying because they have nothing to do with it anymore. We dealt with what felt like their entire team. Do not recommend.

These folks were responsive and use this really good online software https://basecamp.com/…read moreThis enables tracking of tasks and todo's clients have to like submitting W2s, etc. So much better than e-mail threads which get confusing. Even with the simple process of a joint return it enabled my wife and I to be aware of what we each needed to provide. Pricing was very competitive, less than the accountant I had last year who I very disappointed with. I see negative reviews and I wonder if these different experiences could be due to getting up to speed on the portal. The negative reviews seem to be similar though not as bad as experiences I have had with the previous 2 accountants. I can say my experience was positive and I found Stephenie responsive and our taxes were filed correctly.

Acounteam is a high quality firm that understands the challenges facing small businesses. My firm…read morewas in desperate need for an accountant that could help with quickbooks. Acounteam was responsive and understood my predicament. We are in great shape now. They also have a great sense of humor.

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

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.

Robert is great to work with! After having some trouble the last few years with other accountants…read moreit was refreshing to find someone that was so helpful and easy to work with. His response time and communication is great, definitely will be using him again.

It was a pleasure working with Robert on our taxes. We had him do estimates for 2019 & 2020 as well…read moreas other tax related issues. Robert was very responsive, well organized and a true professional. I would highly recommend him for all your tax needs.