Kathleen A. Hunt, recently collaborated in designing and drafting a revocable trust and will for…read moreour family's estate. We are absolutely delighted and amazed with Kathleen's professionalism and final draft produced to perfection. Kathleen is well versed and highly competent in estate planning law. Her experience allowed us immediate confidence in her professional legal advice and doccumentation abilities. This is evidenced in reading and showing the final draft trust documents to other related professionals, whom have complimented the quality of the Kathleen's legal ease. Whenever we were confused by anything during the process of drafting our trust and will, Kathleen was ready and willing to communicate with us. In doing so, we we were able to clear up each and every issue with resolve. Kathleen kept us informed during the process of her drafting our will and trust. She conducted herself with us in the most respectful and kind humanistic way possible. We enthusiastically recommend Kathleen A Hunt for drafting, anyone's estate plan will and trust. We do so with the certainty that she is highly competent, very nurturing professionally through the process, yet, also very reasonably priced. The impact of Kathleen A. Hunt's guidance and final product for our future comfort has been an amazing relief! Please do not hesitate, for any reason, to complete an estate trust and will with Kathleen A Hunt; she is an outstanding attorney and human being! Gratefully, David Commerford

Honest and thorough. Made sure I understood the implications of my choices. She gave me more…read moreinformation and guidance than my previous lawyer who charged 10 times the price.

I returned her call today from her phone number that appeared on my cell, only to be blasted saying…read moreI should never call her on her cell phone again and should call her office phone. As one reviewer stated - she is indeed very "condescending". She spoke to me as if I was less than... and assumed I did not know what a Grant Deed is. Too bad a Zero star rating doesn't exist! What attitude!

Conocí a Sara como 9 meses atrás. Me corrigió errores del Abogado anterior, y cambios que yo hize…read more Quedé impresionada con su Profesionalismo, y conocimiento en la Ley. Es una Abogada muy responsable, y hace todo con eficiencia. Es muy importante tener un testamento, para evitar problemas que a la larga es gastar mucho más dinero, que pagar por un Testamento bien escrito. Es difícil encontrar tantas cualidades en una persona. Vayan a Sara, habla español, y es una Abogada con años de experiencia. Dos veces me ha ayudado, y quede muy satisfecha.

The person picking up the phone is not a gatekeeper, she's a brick wall. I know it is late to be…read moretrying to get help with 2025 tax return, so I asked to have an extension filed so I could have until October. I always over pay my taxes so there is no issue with owing the IRS. Obviously, I was fine with paying a retainer, but the brick wall person on the phone refused to connect me to a voicemail so I could simply leave a message. The person on the phone said I would not be able to get an extension filed with any of their staff and would not be allowed to leave a message for a tax professional. Apparently, the brick wall picking up the phone does not want the firm to have any more business for the rest of the tax season. Oh well, glad you all are doing so well that you turn away a client who will give you money now and in the fall when business is slow.

I was a case of being extremally financially successful at a very young age and with that came many…read morelearning curves. 15 years ago, I was searching for a CPA to assist me with getting my taxes on track after business success and physical illness. I did not know where to start, so I searched for someone that would be in my neighborhood. My search led to Kealoha and a lengthy discussion and dissection of my finances and tax situation. She gave me hope and I felt the up most trust with her, daughter Isabel and team. Unfortunately, my tax status hindered me with so many life opportunities due to the IRS's relentlessness but with Kealoha working with me continuously I did not feel doomed. Long story short, the extensive knowledge, seasoned experience, and true advocation of Isabel and Kealoha on my complex tax scenario was resolved. Every year I continue to use the team for my tax prep, and every year I am grateful for Kealoha and Isabel who really helped put that piece of my life back together. I speak to any small business owner, hard worker or corporate company that this firm has the tools, experience and professionalism to exceed your expectations.

It's such a pleasure to have such great help with our taxes. Everything is explained in clear terms…read morethat we can understand, and the work is very professional.

I have used Susan Kopman's services for many years. My income comes in from various directions- a…read moreregular job, property rental income, a few inherited investments, and a small art biz. That said, too complicated for me to file a simple tax return. Susan sends out a beautiful workbook organizer in December to help clients put their numbers in order. That interactive document helped me understand the important information to track and record. Then there was the year my mother was very ill (and passed), and I couldn't even deal with opening envelopes with tax information, or sorting receipts and bills. I was able to just drop off a large shoebox of unsorted papers and unopened envelopes and her office staff brilliantly and affordably took care of me. (This is NOT a regular service!) I am a very grateful client.

Hannah is not just my tax preparer, but she has helped me keep track of my financial life after…read moredivorce, and while trying to raise three kids. I'd say she is crucial to me. And she makes house calls---at least for me! :-) I highly recommend her as your tax preparer.

She's nice and engaging. Good mother of kids. She lives eight blocks away, so convenient…read more But she filed my return on April 15 even though she had the data in mid-March and she did not file the data for my 4-year-old nephew until April 16. Franchise Tax Board demanded penalty and interest for her delinquency. No explanation or apology or recompense from Hannah.

Mitchell wrote a family trust for us and did an outstanding job. She asks questions that we needed…read moreto consider, and helped us create a trust that served us and our family needs.

Recommended her for a friend. Her elderly parents needed a living trust. They were very happy with…read moreher service and her Spanish. They only speak Spanish and were happy that she explained everything every step so they could understand. Not only was she a good lawyer but empathetic and personable. I have recommended her several times and have not been disappointed.

I reached out to Carol to see if she can help me set up a bookkeeping system to help track business…read moreexpenses, and she took a good 20 minutes to chat with me about how I currently work. With her insightful questions, she quickly helped me diagnose the issue which doesn't have to do with bookkeeping but is really about my needing to diligently enter all my expenditures at the point of transaction. She also walked me through how Quickbooks works and kindly helped me understand my next steps which wasn't to hire her. I can't recommend her enough to folks who do need a bookkeeper!

We have used The Balancing Act for several years. Carol and NIcole are professional, friendly and…read morevery easy to work with. Nicole always responds in a timely manner and is very knowledgeable. We highly recommend them for all your bookkeeping needs. Very reasonable rates also.

Meseret exhibits an exceptional level of professionalism, punctuality, integrity, and thoroughness…read morein her tax services. She is a dependable Certified Public Accountant.

I regret hiring Meseret. I could have calculated my own returns in less time than it took me to…read moreplead with her (unsuccessfully) to fix the ~$5000 in mistakes she made. The problems all started when I found a mistake she made in our returns, which would have cost us $4000: she hadn't claimed an exemption for us even though I told her we qualified for it. She initially refused to discuss over email, forcing me to come in person where she didn't seem to understand what I was saying, and instead inflicted a confusing lecture about how we couldn't claim it (we can). My impression is that she was not familiar with this common exemption. She seemed pridefully unwilling to admit her mistake. After many more emails in which I pled with her to fix this error detailing the exact form and line, with links to the IRS instructions, she changed her story, implying that I must have had undisclosed IRA transactions and was therefore attempting tax fraud. It seemed like she was not aware that IRA contributions can be made retroactively, and that confused her. I finally provided her with detailed month-by-month IRA account statements showing the exact dates of those transactions from a decade ago, and she relented, and recomputed our returns. As a finale performance, she unnecessarily had us claim the full amount of a lifetime exemption (first-time home buyers'), even though we only needed a portion of it. This would have eliminated our ability to use the remainder in future years (costing us maybe $600-$1000 in the future). When I asked her to fix it, she incorrectly claimed that the exemption can only be used for our first house purchase (false), and she stubbornly inflicted another infuriating lecture upon me. I finally decided to quit wasting my time and file the returns myself. I didn't pay her hundreds of dollars to spend hours trying to educate her while she accuses me of fraud and gives misinformed lecture after lecture. Meseret has a lot of good reviews from people who I'd guess haven't ever double-checked her work before - or maybe those people don't actually exist. Please double-check her work, or better yet don't hire her in the first place. It might be a costly and time-consuming mistake.