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    Julie Turner, CPA

    5.0 (3 reviews)

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    Tessara Wealth

    Tessara Wealth

    5.0
    (27 reviews)

    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!

    Flex Tax and Consulting Group

    Flex Tax and Consulting Group

    4.7
    (166 reviews)

    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.

    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.

    Totah Accounting

    Totah Accounting

    5.0
    (12 reviews)

    We have been with Totah Accounting Inc. for over than 25 years. We owned two small businesses and…read morewe have been with them since we opened up our first business. That must say more than I want to say. The best of the best customer service you will ever get. Your calls and questions always answered professionally. I highly recommend them for any of your accounting needs, and tax filling.

    I normally don't post reviews but Totah Accounting is one of those businesses that deserves talking…read moreabout. After moving to the Peninsula, I needed to find a new tax accountant since I didn't want to drive into the city. A friend recommended Totah Accounting. The office is rather inconspicuous and simple. If you drive too fast, you might miss it. Don't let this cover of the book fool you. The owner, Paul is very responsive and knowledgeable. In the case with my situation, I did not have a simple, straight deduction. There was no way I was able to do my taxes and risk getting audited by the IRS. Paul was able to navigate through all my documents and explain to me about the tax process. That was important to me b/c my prior tax person was not responsive and only called me when my taxes were complete. The receptionist who works the front office is great too. She was able to send me my previous documents encrypted via email. Totah Accounting is a "A+" business and gets my thumbs up! They may not be a big company like H&R Block, but I rather have the best service with a personal touch that Totah Accounting offers.

    Julie Turner, CPA - accountants - Updated July 2026

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