As a small business owner with a background in business I thought, "I don't need anyone to manage…read moremy books, I can totally handle this." I sure how to eat those words! I found myself busy running the business and not wanting to spend my free time doing my books. I purchased QuickBooks and again totally thought I would do my own books. I spent less than 5 minutes on QuickBooks when I realized my time would be better spent doing other things and paying a professional to do my books. Enter Jeff with Anderson Accounting. My main concerns with hiring someone to do my accounting and books were making sure they knew what they were doing, were looking out for my best interest as a business owner without doing anything shady (don't want to be in trouble with the IRS) and were trustworthy. Jeff came highly recommended so I met with him for an initial consultation. I thought maybe my business would be too small for him but soon realized he could be a big help for even my small business. He was able to handle everything my business needed and get my books in order and update my QuickBooks. Thank God there are people like him who actually enjoy boxes of receipts and invoices and entering things into QuickBooks because I can't stand it! He was very knowledgeable when it came to what deductions I could take and pointed out things that I had not accounted for. Highlights of Anderson Accounting: Trustworthy Very affordable Extremely knowledgeable about taxes and business deductions I would recommend him for any business large or small.

I want to thank Jeff for his knowledge and expertise. Jeff has helped me with books on many…read moreoccasions and his knowledge of Quickbooks, and general accounting, has been a great benefit to me and my company. I highly recommend his Services.

Couldn't say more about how awesome it has been to have this team in my corner. As a small business…read moreand entrepreneur, I've been my own bottleneck for a long time. When the time came to find a solution for my backend, I didn't just want someone crunching the numbers without getting to know me, my business, and my goals. Enter Holly and her team. Leah H. and Michelle S. are the real deal. I am still early with the team but my business has already flipped from negative margins to the black! And we are on track to have our best year yet! If you are used to wearing every hat for your business, STOP! Don't wait as long as I did to let this rock start team guide you to your goals!

Before moving forward with Sum of All Numbers we interviewed several of their competitors and I'm…read morevery happy with the decision we made to move forward with this group. Their pricing is fair and service is amazing. Working with Sum of All Numbers has been a nice breath of fresh air. Everyone on their team has been a pleasure to work with. We went from poor and slow data to having great KPIs in a web based dashboard called "Fathom" very quickly. Keep up the great leadership work in attracting quality people like you have today, you guys are doing something right.

If I could give 0 stars I would!…read more I really wanted to support a local business to file my personal and small business taxes for 2021, but regret it dearly. Our initial meeting with Ryan was great and he made everything sound easy and seemless. We walked away happy and optimistic that hiring a "professional" was the right decision for us, but things quickly went off the rails. Here's a BRIEF list of the issues we have had: 1. After uploading our files we hadn't heard a peep from them in over a month. As business taxes are due March 15 and we did not want to get hit with late fines we inquired on the status of our filing. After a delayed response (and leaving us anxious), they got back saying they filed an extension - it would have been great to notify us that they were doing this. 2. Mid April I emailed Ryan again to see if our taxes had been filed as we has not heard anything from them. I still have not received a response to that email 11 months later! 3. In the same email we asked about quarterly tax payments as Ryan made us to believe he was a CPA and could advise us on all things related to our business taxes. Like #2 above, crickets! 4. I tried emailing again a week later and got an out of office reply so I emailed their "info" email from his canned response. We still hadn't heard if our personal taxes were filed and are beginning to panic (again) as it is past the deadline to file and don't want to get audited/fined. Again, still have no record of any response to this email. 5. After still not receiving my state refund check, I contacted them in September (now 6 months since they supposedly filed) to see what was going on only to find out they submitted my return with the wrong home address! They somehow confused my address of 5868 with 5686, resulting in an address that does not exist!!! They did the same for my fiance, submitting 5685 for her! If they got my address wrong, I don't even know what the did wrong on my returns. 6. For over 10 months I went back & forth with JC Bookkeeping to get my return with no luck - I have numerous emails with no response from them & others were they brought in other employees (Amanda, Jackie), with no traction on a resolution. 7. Amanda & Ryan had me go in person to sign a Power of Attorney form in September so that they could contact FTB on my behalf, which I did promptly. 8. I inquired again in October on the status - a month after giving them "Power of Attorney" - and Amanda said she would check with Ryan as he was "trying to get a hold of the state". I never heard back. 9. I initiated an email YET AGAIN in December as they had gone silent on my again. He replied saying he sent the Power of Attorney to the state again & I should hear from them in 2 weeks (based on his track record thus far, I fullheartedly believe he never sent it a first time). The whole purpose of a POA is so that THEY could communicate with FTB on my behalf. They resubmitted the POA & I received a mailed letter from FTB stating an an authorized user access my account, which I let them know & never heard back. 10. Fast forward another month and now entirely fed up with the incompetence of the "professionals", I decide to reach out to FTB directly. After an hour on hold I talk to the agent and they update my address instantly and note I should receive the check in 2 weeks. 2 weeks later, my refund is in my mailbox - to absolutely no help of JC Bookkeeping. To this date, 3/14/23, I still have not heard from anyone at JC Bookkeeping since December 2022. They should be entirely ashamed of themselves and have done absolutely nothing to make this situation right. The only thing they were quick and responsive on was sending me the bill for their "services". Side note - since they filed the tax returns improperly, I also did not receive the Middle Class Tax Relief money. Thankfully I am not in a financial position of relying on the tax return to pay my bills and feed my family, but if I was, JC Bookkeeping would've bankrupted me. TLDR; The negligence is strong with JC Bookkeeping. I advise anyone considering them to stay far away!!!

The best decision I've made in my business was hiring JC Bookkeeping…read more The whole team they have going is fantastic.

A good lawyer is everything.... - Lew Ashby…read more So we decided that given all the changes we have had that our decades old trust was no longer cutting it, and decided to simply start out fresh. We had poked around our area and none of the local estate firms really seemed to fit our needs. At the suggestion of a good friend we gave the Yee Law Group a call. From beginning to end the experience was excellent. In terms of getting this done we were the ones that lagged a bit and every time we provided or revised something, we heard back in less that one business day. The were friendly and professional at every turn. We headed up to Sacramento and signed the documents with no fuss. Friendly, competent legal services with reasonable pricing? Look no further

I practiced law in Chicago for many years before retiring to Northern California, so when I need a…read morelawyer for help in an area of the law outside my own expertise, I am very particular about who I retain. When my wife and I needed our trusts redone, I researched available law firms specializing in wills and trusts. Yee Law Group stood out during my research, and we are very happy we chose them for this project. At our first meeting with Michael Yee, it was obvious that he was an expert in this area of the law. He confidently answered all of our questions in ways that made his answers clear and understood. He gave us full confidence in every aspect of the professional relationship. Importantly, every communication with his staff was friendly and helpful, and it made us feel as though we were important clients of the firm. Our project is now complete, and it is easy for me to add my own 5-star review to all of the other 5-star reviews earned by Michael's law firm. The professional fee charged was fair, and I highly recommend Yee Law Group for all legal matters relating to wills and trusts.

My wife and I have gone to Larry for almost 30 years. Back in 2015 he made a mistake on our tax…read morereturn, and have been having to pay for the last three (3) years for his error. My wife had an appointment with Larry the other day and he was more than an hour late, and had two (2) other clients waiting for him to show up. His excuse was he forgot. You don't forget that you have appointments as a CPA during tax season. But that's not the bad part. When my wife finally sat down with Larry she mentions the error from three (3) years ago, and proceeded to tell that he doesn't make mistakes. Then started cursing at her, and as she stood up to leave, his response was you will never find anyone cheaper than me to do your taxes. Wow, way to go Larry W. Thomas CPA, trust me this will get around!

Larry has been our CPA for years. He has always been there for us with advise and fast service…read morehandling our business and personal taxes. Since we are retired now, he helps with our rental property and with our mothers finances. His prices are a good value for professional work.

The best Tax preparers around. Honest and highly educated. Always available to answer any questions…read morewhether small or large. I would not hesitate to recommend.

We have been using Mary Hewitt at Broadstreet Financial for our business and personal income tax…read morepreparation and are very pleased. Mary is professional with a warm, friendly, demeanor. She knows her stuff and is prompt in communications and timely in completion of project.

Finding James Hammer was such a relief. From the moment I walked into his office which is…read moreprofessional, beautifully decorated, and welcoming I felt at ease. I brought my 18-month-old daughter, and he made it completely comfortable for us both. I had a lot of questions and concerns, and he never rushed me during our free consultation and was very generous with his time. He patiently walked me through different scenarios, explaining why I shouldn't make certain decisions too early, which gave me real peace of mind. He also recommended a fiduciary, set up the call, and made sure I wasn't charged just to get a file started. Everything was setup as flat, "out-the-door" fee so there were no surprises. Knowing he recently became a dad himself made him even more relatable and understanding. I left feeling like I had a plan, not stress, and that my daughter's future was in good hands. He's knowledgeable, honest, patient, and genuinely family-friendly. I would recommend James Hammer to anyone who wants both expertise and a lawyer who truly cares.

Today, my wife and I met with attorney Adam Shiells. We shared the tedious details of our…read moresituation, the actions we had already taken, and our confusion over the future path to follow. Not only was he incredibly knowledgeable and experienced, more importantly he was patient and engaged throughout our encounter. He took the time to listen, and his responses were specific and insightful. We now have the confidence to move forward and are clear on Adam's role in this process as we progress. What an incredibly positive experience.

D Edwards has been doing my personal,corporate and LLC taxes for many years ! I highly recommend!!!read more

Deborah helped me understand what incorporating means and my responsibilities as a business owner…read more She's very patient and takes her time to explain everything. I never felt rushed by her. I really appreciated this. My previous CPA would rush me every year I would come in to do my taxes. I never fully understood what he was doing. I had to just pay, sign and leave. FYI, I'm in the San Francisco Bay Area and I don't mind driving up to Loomis to meet her. I know many self employed women such as myself and I am steering many of them to hire Deborah. I love the concept of women helping women. Thank God I found Deborah!