We've been clients for almost 10 years and have worked with most of the firm as they've grown…read more Tessara (fka Ballast point financial planning) has been instrumental in guiding us as our income and net worth has climbed. Shawn has also been a trusted resource for referrals to other services we have hired in the Bay Area and we're so appreciative of him. Most recently, Vidalia is our lead planner and she is fantastic! She is knowledgeable, responsive and personable. I admire how she handles my questions in such a calm and composed way which I know can be challenging sometimes since I handle clients in my own career. We've "graduated" now that we have a stable financial plan but will have no hesitation becoming clients again if our planning needs change in the future.

Shawn with Ballast Point helped us do a one-time consultation of our finances. Shawn was incredibly…read morethorough, looking over all of our financials then providing advice on specific questions we had (if we should keep our home as a rental vs selling, advising us on stock options, etc) as well as letting us know where we could make some adjustments to our savings and brokerage accounts. We got advice on our kids' 529 accounts and upping our life insurance policies and Shawn gave us the name of a fantastic law firm who handled creating our living trust. The Google spreadsheet with the breakdown of our finances and things for us to consider in the short and long term was also great and something we will absolutely be using in the future to track our assets. Very grateful for Shawn and BPFP!

I couldn't recommend Karyn more! She's personable and so very knowledgeable. As a small business…read moreowner, taxes are the thing I understand the least and find so overwhelming. Karyn is always so helpful in answering and clarifying any questions I have. She has such fast response times and timelines for filing. Karyn helped me and my partner sort out our finances when we were new business owners and had continued to be so loyal and helpful throughout our small business journey. Unfortunately we recently had to close our business but Karyn has stayed connected with us and has continued to help us as we go through our final tax seasons. I am truly so grateful for her and her services. If you're looking for an incredible and efficient accountant, you will not be disappointed.

Karyn is personable, efficient, well informed, thorough, and incredibly timely! As a small business…read moreowner with incredibly limited knowledge about tax law and how to complete all the forms needed, I felt so assured and confident that Karyn was taking care of everything! I highly recommend her! Thank you, Karyn, for all of your help and hard work!

Glenn is amazing. Truly one of the nicest people I work with professionally. Equally he is…read moreincredibly knowledgeable about any and all tax situations. He always responds promptly, and gives very detailed instructions and advice. I feel perfectly confident with him handling all my tax needs

I can't say enough great things about Glenn and his responsive expertise when our annual tax chores…read morecome around. When we have any questions he gets back to us without delay. We also love the "early bird" discount which motivates us to get it all done at the beginning of the tax cycle. I highly recommend Glenn Carlson Tax Service to anyone looking for great service and expertise. Lynn Y.

Akemi claims efficiency, but what really defines her approach is an unforgiving attention to every…read moredetail that too many so-called professionals miss. I don't praise easily, but she tore through our tangled financial mess like it was nothing, giving us clarity where there was chaos. Her speed is not a breath of fresh air; it's the baseline anyone should expect. If you want someone who will treat your financials like a personal challenge rather than a routine task, Akemi is who you call.

Akemi has helped me from the moment I incorporated my company in 2014 and has been an amazing…read morepartner throughout all those years. She is extremely capable, delivers very quickly and is just a joy to work with. On top of that, she is also incredibly thorough and doesn't make any mistakes. Akemi is always able to answer questions and take the time to explain things. I cannot rate her highly enough! Give her a call, you'll be happy you did!

We committed to working together, I felt they were unresponsive once we started uploading docs…read moreetc., and they then suddenly told us they'll no longer work with us with no explanation and didn't respond to any follow-up questions. We're now left with very little time to find a replacement and we'll probably lose a lot of money as a result of this surprise from them. Facts: we agreed to work together at the start of this year. They shared a portal for us to upload docs into. It took us a few weeks to get started uploading those docs but we're still within their purported time-frame in mid-February. We had some access issues that, for myself, they fixed; that was not fixed for my wife and we had to bug them several times in the last week before our scheduled tax prep meeting. They then reached out to me, saying that they can no longer work with us and that they'll delete all the files I uploaded to their vault. When I asked them why, they did not respond.

I've been working with Akram at All About Your Taxes since 2021, and I can honestly say he is the…read morebest tax professional I've ever had. Before finding him, I was going to a lady in Chinatown because her prices were cheaper, but I quickly learned you get the kind of service you pay for. Mistakes were made on my taxes, and I needed someone reliable and knowledgeable to fix them. That's when I found All About Your Taxes, and Akram helped me amend the errors and get everything corrected. Since then, I've stayed with him every year because he is extremely thorough, detail oriented, and professional. The entire process is always smooth, seamless, and stress free. Akram truly goes above and beyond. He takes the time to explain everything clearly, answers all of my questions, and always acknowledges my emails. Akram gives great advice that is tailored to my situation. I always feel confident that my taxes are being handled correctly. I am so happy I found Akram and I highly recommend him and the team at All About Your Taxes.

Professional, responsive and communicative. The office has a good safety protocol and like how…read moreeverything can be done virtually.

I used MC Accountancy to file my 2024 tax return this year. Prior to filing my taxes for this year,…read moreI had been the beneficiary of a very good Tax accountant who unfortunately was no longer doing tax filings for clients due to fast occurring health issues. Therefore MC Accountancy became my new beacon of hope and they have proven to be excellent to work with. Highly recommended. Keeping all of your records and statements and documents updated and in order is always helpful, but MC Accountancy and the ladies who helped me with our tax filing were great to work with. Very professional and very thorough throughout. Courteous and friendly and efficient. I will definitely be asking MC Accountancy to help me in any and all future tax related necessities. Thank sincerely you to everyone at MC Accountancy.

Joseph is an amazingly knowledgeable professional…read more He is very methodical, swift, he asks every details, he listens things very carefully, explains everything, compares with other scenarios. He never misses a phone call and email. He always mentions what better I can do to save on taxes next time. This year he mentioned about new laws so that I can prepare myself in time. All these with a fair price. I'd recommend Joseph anyone at anytime.

Reliable, efficient bookkeeping with great tax guidance, strong attention to detail, and excellent…read morevalue.

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.