I absolutely adore Anne & Lois. They've given me great advice, are always quick and easy to work…read morewith. AND they're both delightful. I look forward to my meetings with them. One particular example of the help they gave me -- Anne knew I hadn't refinanced my mortgage. She called me in 2021 when rates were at the lowest, and got me through the process really quickly. That saved me over 25% of my monthly costs!

After losing several tax accountants, we finally found Financial Fitness Center. Jennifer James was…read moreour accountant and we loved her. When this year's taxes rolled around I knew it would be a tough year. I had capital gains to deal with and Jennifer was our go-to person. But she wasn't at Financial Fitness Center. I was frustrated because all I heard was, "She's no longer with us. Here's your new person." I didn't want a new person. I Googled Jennifer and found her on LinkedIn. I contacted her and was relieved she would be doing our taxes. Money is a funny thing: you don't want just anyone handling it. And I think Financial Fitness Center could have handled the communication a little better. For instance, Jennifer's picture is still on this Yelp site. What's that about??

I am lazy. Which is funny given that 70 hrs/wk is light work for me. TMB & Associates did our…read moretaxes in Feb, I filed Apr 15th and now that it is nearly June I am getting around to writing a review. TMB and Associates was a smart move by my family and will be for yours. We had two W-2's, a 1099 and lots of deductible expenses. I thought I had everything together and organized. I was so wrong and am so glad I went straight to a professional. Tamika saved me money every step of the way. She found and was aware of deductions I had not even considered. She also gave us a sweet and discounted flat rate. Do not be afraid to tip your CPA folks. Especially when they help keep your hard earned money out of the hands of evil and greedy men. Also, I think it is worth mentioning how in the midst of this professionalism I was put at my ease. Such a positive and friendly environment. I look forward to using this service every year and my only regret is not posting sooner.

Good service with a smile. Caught me up on my taxes and took a load off my shoulders when my son…read morecould no longer help me. Tamika Smith was fast and professional. I will come to her again.

We are so happy that we found Lisa. We had been getting our taxes done through a franchise tax…read moreservice where they just plug in the numbers but don't offer any tax advice or information that could help us to prepare for the next tax season. Lisa is so knowledgeable and was able to provide valuable information to us on our first visit. It has been helpful to have Lisa's expertise and guidance, and we look forward to working with her in the years to come.

Lisa has prepared our taxes for the past two years. She has made tax season so much less stressful…read morefor us. She is efficient, knowledgeable and very pleasant to work with. I highly recommend Gelardi Tax Service.

Great accountant. I used Ellen for various tax advice including divorce, house basis, and general…read moreand was very happy with the results.

I've recently started working with Ellen, and so far she's been fantastic. When I first called…read moreher, she was on vacation so I left a voice mail. She called me the day she returned, and was very conscientious about getting back to me a second time as well. My husband and I have somewhat complicated tax scenarios, with a home rental, S-Corp, personal incomes, etc., and Ellen spent almost an hour thoroughly discussing different options for filing with me. She seems very well-versed in the tax laws, and I look forward to continuing to work with her in the future!

We retained Cheryl Vesely for help in our retirement planning. She is honest, thorough, extremely…read moreknowledgeable and fun to work with. She also communicated clearly, answered all of our questions and provided invaluable advice.

Cheryl is amazing. She was somehow able to untangle our complex financial situation and communicate…read morewith us about the best ways to invest while being really easy to talk to and very cost effective. You can pay by the hour for advice and do the investing yourself if you like, a perfect model for us. I've recommended her to at least half a dozen friends, all who have been really satisfied by her work. Highly recommend!

My Tax service moved out of state and was replaced by Gouveia Tax Service. I was apprehensive to…read moreuse a new service but I am very satisfied with the work that they provide. They are patient and answered all of my questions and concerns. The detail of the finished product is detailed and organized, the hallmark of good work.

We have been using Elizabeth for over 10 years. As our kids and careers have grown, she has been…read moreso helpful in helping us with our tax planning. I highly recommend her services!

Our company worked with KYB a while ago and while our professional relationship has technically…read morebeen over for a few years now, the benefit of having used them in our early years just keeps on giving. We started out as a boostrapped startup in SF- no easy feat! We had just enough revenue to pay ourselves with not much surplus, and not much demand for an accounting person. We used KYB a few hours a week doing payroll, A/P, and A/R. They were even kind enough to let us use their office as an official mailing address until our company had a physical office. As we grew, KYB was able to grow with us. A few hours per week turned into many hours per week and another kind, professional, and responsive KYB staffer. Eventually we outgrew KYB and brought finances in-house. The transition was graceful and they were very helpful with residual questions. We now pull in over $25MM in revenue a year and have three full time, in house finance people. The best part is this: Last month, we underwent an IRS audit of our 2010 financials (a year we were still with KYB), and just received a 'no change' report- a clean audit! I will be forever grateful to this awesome, competent, and patient set of individuals.

Oh Yelp, I knew it would happen eventually. I mean, I go to Yelp for recommendations on everything,…read moreso why not for a book keeper for my business? KYB was very highly rated and I thought I had found my solution. Boy was I wrong.... Maybe it's because I used Becky and KYB for book keeping rather than tax prep, but my experience here was most certainly NOT 5 star. Becky seemed great when I met for my initial consult, but from then on, my books were handled by an assistant, rather than Becky herself. First mistake. Then aformentioned assistant racks up huge amounts of hours without warning me and when I confronted her about it, she BLAMED ME. Now, I have been in customer service for many, many years and rule numero uno is that you never blame the freaking customer!!! Especially when I was politely asking her why my bill had quadruped with no notice. She explains that the extra time has come from me not giving her certain info that she has had to manually figure out, hence the extra time. Fair enough. From that point on, I get her the info she asks for - organize it beautifully and send it to her on time. And yet, nothing changes. She continues to bill me the maximum amount of hours she can on my account despite my efforts to make things more efficient. When I asked her and Becky about it, the response was basically that I should just get over it and expect to keep paying that amount, though there was absolutely NO evidence of her assistant doing the amount of work those bills required. There were also mistakes with them sending me other clients invoices, lost packets of my own info that never turned up and I never received ONE financial report for my business! Do yourself a favor - if you are a small biz owner like me, STAY AWAY. There are plenty of other options out there. I have a great book keeper now if you need a referral...... UPDATE: So mysteriously after my post there are several new reviews extolling the virtues of how great this place is.....all from new users with only ONE review: on KYB Bookeeping! How ironic. Look, no matter how many cheesy great reviews their friends may post, it still not going to keep them from sucking. San Francisco has TONS more bookeepers that will do a WAY better job - trust. UPDATE 2: Due to the overwhelming response by other Yelpers asking for a reference, my new book keeper is booked solid! If you want a reference, I'll see what I can do.......

Chris is very knowledgeable and provides exceptional customer service. She always takes her time…read moreto answer my questions. I am very pleased with the service she provides. I highly recommend this business!

Chris did my taxes for two years and seemed great, then I recommended her to my mother...she made…read moreseveral major mistakes including adding a 0 to the property tax amount (ie mom paid $3,000 in property tax and she put it as $30,000. She then refused to fix her mistake (or rather said she would help file the amended tax return and then stopped responding completely). Very very unprofessional, please think twice.