If you want someone smart, personable, conscientious, look to Melanie Shaw! She is all…read moreof those things and more.

I had been doing our taxes on my own for the past several years and always ended up paying assessed…read moretaxes. I scheduled an appointment with Melanie to review my prior year taxes as well as prepare our taxes for this year. After reviewing my taxes, Melanie was able to pinpoint what was causing us to owe taxes every year, saving us a large chunk for next year! On top of that, Melanie refused to charge me for the consultation, and further advised me that it's not worth the money she would charge me to prepare our taxes this time. Amazing! Melanie charges the same as H&R Block, but has a passion for the complex and ever-changing tax rules as well as a CPA background, which you may not usually find at an H&R Block (I was an H&R customer for a few years). Melanie also explains the complexities of tax rules clearly and patiently. If our tax situation ever becomes more complex, I would use Melanie and no one else! Thanks again Melanie!

Please save yourself from Jennifer Batuyong. Worst customer service ever…read more Jennifer accepted the case on Feb 25th and again on March 1st through phone and email, then telling us she doesn't have time, 10 days before the submission deadline Phone conversation: Feb 25, she accepted the case and sent the secure link which initially didn't work and after back and forth, link sent on Feb 28 We uploaded all docs on March 3rd. No response to 4 follow up emails and 4 phone calls after that until March 25th. Finally quote came on March 25th. I Accepted on April 1st. No response again until I called them and asked for the status. on April 5th she emailed me that: "They normally don't accept clients in March and now we need to file extension because she doesn't have time" She was blaming us for answering to the quote email late!!! I couldn't believe what I saw in the email. I will add all the email screenshots to this review if this company is accusing me of providing inaccurate info.

I have been a client for almost 15 years. They help with…read moredocumentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

Sandra Danioth-Jones is competent and nice to work with. She solved a tax situation for me and I…read morehad already been to two other CPA's.

Sandy Jones is a straight-shooter who knows taxes. She's extremely professional and thorough, I've…read moreused her off and on for over a decade. I trust her to make sure I pay all my taxes properly, but not a nickel more than I genuinely owe. Trustworthy.

I used to be locked into a dysfunctional relationship with a tax preparer who embodied everything…read moreyou wouldn't want your tax preparer to be: late, non-responsive, foggy-headed, and sometimes flat-out wrong. Why it took me so many years to break away is a question for my therapist. When I finally decided to go to a REAL professional I found myself here, in the amazingly capable hands of Jackie Thomson. It was like the storm broke, the Jesus rays shone down from the heavens, the sky cleared, and it was a cloudless-still-74-degree-day. And that's the way it's been ever since. Hallelujah. Jackie answers e-mail in a flash, gets the job done on time, exhibits work ethic excellence, is reliable, trustworthy, organized, and timely. Basically, she's the consummate professional and I'm left looking for her replica in every other service business I patronize. So, there you have it. Why you'd go anywhere else can remain your little secret but once you switch to Jackie (and Anspach) you'll want to blab it all over the place just like me.

The people who work there are pompous jerks who overcharge for the little work they do and file…read moreunreliable tax information. Find some other group who will treat you with better respect. They seem nice the one year we worked with them but in the past we have never had to pay both State and Fed... this group has no clue how to work any kind of tax law that will get you benefits and they charge 2xs as much as other offices. They would not see us in person because they were "too busy". But my sister in law called the same day and ( and it's not even St. Patrick's day in March) got an appointment within the same week.... they play favorites and if you are new and don't have more than 3 apartment buildings and lots of money you are a poor s-o-b who they don't have time for. Plus did I say we only worked with them through emails last year because they "didn't have time" to see us in person and never really got us as clients - they just charged over priced cost $$$$ and we had to pay for the first time in a long time where I don't think we had to. Save ur money and find someone who will work with you personally - these people suck! They are jerks over the phone and will not even let you talk to the person you want to talk to! They suck!!!!

Paula did my tax return in 2023 and gave me advice on contributing to an IRA that proved to be…read moreincorrect, forcing me into hours of work and headaches to reverse and document. She charged me over $2000 and did no better than TurboTax. And to make matters worse, she never took responsibility for her work. I wasn't able to give her a review before because she disappeared online. Now she's apparently back. Oh and she was working from Hawaii at the time, although advertising as if living in Sausalito.

AVOID This INCOMPETENT CROOK. Paula refused to respond to me until after I posted my initial Yelp…read morereview with screenshots proving her wrongdoing & filed a complaint with the California Board of Accountancy. I would've preferred to resolve this privately, but some behavior is so egregious that it cannot be ignored. On October 14th, she tried extorting an additional $250 from me ahead of the October 16th CA tax deadline on top of the $3,247 I had already paid her for a rejected return that had to be corrected and re-filed hours before the deadline due to her mistakes (screenshot below). Paula refused to respond to my emails & calls, yet somehow found time to respond to my Yelp review when she should've been focused on accurately re-filing my return. She can't even refute my post because the truth speaks for itself. Instead, she resorts to gaslighting & falsely claiming that I gave her inaccurate information. Rather than apologize and make things right, she attempted to publicly blame me for her error which demonstrates her complete lack of accountability. The only thing chaotic and disorganized is her manual client intake system. (See screenshots of her 42 page "tax organizer" that you have to manually fill out unless you purchase an Adobe subscription). She thrives in chaos because it enables her to charge additional fees for exchanging back and forth emails instead of replacing her inefficient document management system. I sent Paula multiple filing status clarification emails BEFORE the tax deadline (screenshots below). She didn't "donate" any time. It's an insult to anyone's intelligence to claim such nonsense after she received $3,247 for a rejected individual tax return. To add insult to injury, she brazenly demanded another $250 to correct HER mistake. When I refused to be extorted, she backed down and made the correction she should've made all along (an admission of guilt, although someone like this never explicitly admits when they are wrong (screenshots below). The updated return was half the length of the original, and since she refused to explain the discrepancy & has forbidden me to call for clarification, I hope the new return is accurate (screenshot below of me requesting clarification & her non-response). It never should have come to this, but bullies and con artists like Paula should never be acquiesced to. Beware of this wolf in sheep's clothing who seems pleasant and polite on the surface. Charm is deceitful. When people show you who they are, believe them.

Layla and her team were outstanding. I was with a company that cost more and were unresponsive…read more Layla and her team got back to me immediately and addressed all my questions. They gave great advice and were very professional. We were extremely happy with their service. Well worth the price!

Overpriced.Too expensive. Very disappointed. Need to have a…read moretax consultant to do my 2023 tax and found this service on Yelp. I read all the reviews and wanted to give it a try since everyone says it is good. If the service is good, I will use it for future tax return purposes. Unfortunately, she charged so much for my tax return service and my husband ended up doing his own tax.

Tina has been doing my taxes for more than 10 years and I think she's the best! She takes the time…read moreto understand my business and suggest strategies to legally maximize my deductions. She helped me organize my record keeping to make it easier to find the information I need at the end of the year as well as pointing out missed opportunities to capture other deductible expenses. H&R never did that! Now I just send her my year-end investment statement, 1099s and a few other forms and she works her magic! I've been happy with the results every year! Tina also provides classes in various aspects of tax law that can help the average person minimize their tax liability. It's great to feel like you know what's going on without having to become a tax expert yourself and it's an opportunity to ask questions when you aren't getting billed by the hour. And sometimes other people ask relevant questions you hadn't thought of!

Barb's been doing my taxes for years. She's very good, effective, efficient and I trust her…read morecompletely

Barbara is the best. Efficient, convenient, painless. I've used her for several years and will…read morecontinue to use her in the future.