Cathy Root is a highly skilled, experienced and responsive Oakland-based CPA and tax advisor…read more Definitely 5 Stars.

Cathy and her team are friendly, responsive, easy to work with, and efficient. Highly recommend.read more

Dave did an outstanding job on our return!…read more We used them for several years. Dimov tax did great work.

I think if you are looking for a company to just do your paper and your taxes for you and not to…read morethink about anything at all, dimov is probably a good option? That said, for me, I wanted help to actually understand my finances, have questions answered, and feel like I had a relationship with whoever was managing my business/finances. Dimov wasn't really able to do that for me -- I felt like I was getting emails from 6-7 different people, and I didn't know any of them, didn't have a go-to person, and I don't feel like anyone ever really asked me my goals or my ambitions financially or otherwise. They filed my paperwork appropriately without issues, and so I am grateful for that, but I think I personally was looking for a CPA that would educate me and have more of a relationship with me--

We've been having Vivian file our taxes for the past three years including this year. They are…read moreknowledgeable, responsive and helpful and we are very happy with their service and no issues with our taxes each year despite we have complicated issues, but her and her team always provide good guidance and support. We will continue to use them again.

I've been going to Vivian to file my personal taxes two years in a row now and she has been very…read moreprofessional and helpful. I was nervous to do my own taxes after my tax situation got more complicated with a house purchase and filing jointly with my wife but she expertly handled all my questions and saved me much more money than if I did the standard deductions. I don't dread the tax season anymore (as much) and it is thanks to Vivian. I went to two other CPAs for quotes when I first started looking and she charged the cheapest and fairest amount.

We have been coming here for a few years now. Great service and a friendly environment. Highly…read morerecommended!

Really bad service làm việc không có trách nhiệm, làm sai không chịu sửa , trôn khách hàng gọi…read morekhông bắt PHONE.

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.

We dropped off tax documents on March 18, 2020. Lloyd Phraner agreed to assist with a fairly…read moresimple tax preparation. We provided additional information a few weeks later. It is now June 6, 2020. We have left several messages to check on the status or completion. No response, no return of our original documents. Very unprofessional. I have never had such a poor experience. Still calling and trying to get my documents returned.

Make it easy on yourself and take your taxes to Andrew (and Lloyd!)…read moreThey make the process effortless and are easily worth the trip to Alameda but they can also conduct the whole show electronically. Taxes? Done!

I needed assistance and decided to call this business at 1 650 238 9281 The response time was…read moredecent and the person on the line tried to help as much as possible. I had to be transferred once, but the second representative handled things better and gave me the correct information. It wasn't perfect, but it was still a workable experience. I'm leaving this review to share how things went for me personally.

I needed assistance and decided to call this business at 1 650 238 9281 The response time was…read moredecent and the person on the line tried to help as much as possible. I had to be transferred once, but the second representative handled things better and gave me the correct information. It wasn't perfect, but it was still a workable experience. I'm leaving this review to share how things went for me personally.