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

I've used Dimov Tax for 5 years (since 2021), and I'd like to say I'm happy with the service I have…read morereceived. The reason I went to them: I needed someone who could handle out-of-state rental property taxes (I'm in California and have a rental property in Indiana). Filing Process: They request documents long before April so that they can work on my tax return before the April rush. I send my tax documents and business statements via their secure portal. They reach out with any questions or anything that looks odd, as well as reminders for potential documents I may have missed. After they have worked on my taxes, the team reviews my filing with me and helps me with planning for the next year. They point out opportunities and areas to improve on, as well as projections for next year and areas I want to be mindful of. Extra: The Dimov Tax team sends out reminders throughout the year for important things to keep in mind such as: dates, tax strategies, changes in local tax law, changes in federal tax law and changes in government policy. Customer Service: The team has always been responsive and available to help whenever I had a small question or needed an extended discussion for particular issues. I can reach out by phone or email and they typically get back to me within a few minutes or hours and at most a few days.

I strongly recommend against using Dimov tax specialists…read more Although I have used Dimov Tax Specialists since 2024, I cannot say they were ever a great fit. Disclaimer: I find filing taxes, wealthy management, etc to be an irrationally stressful experience and really wanted a tax accountant who was very proactive, someone who basically took every bit of work off of my plate, and I would be happy to pay for that service. The Dimov group really puts the onus of being proactive on the client. Fine, fine, ok, I can try to do that. As long as there are no issues. The tax specialists at Dimov recommended I form an S-CORP and I paid them to help set that up--but once it was set up, I was basically on my own again, left without much consultation on tax strategies or managing it. They did provide a 20 minute phone call, but I have to say I left even more confused than when I started. Still, nothing actually bad was happening, it was just a less than streamlined experience, so I was happy to give them good reviews in the past. But this was the last straw. I filed taxes (after an extension by their recommendation) for 2025, and then received a notification from the IRS that I still had a large balance to pay, a balance that was getting larger with interest and penalties. I asked Dimov for assistance, and they initially got back with me, but still could not answer all my questions. They recommended I call the IRS myself, and I eventually did. I ended up paying the large balance with the penalties. But prior to spending hours on the phone and dealing with this myself (without the help of any tax professionals, whom I paid to prepare these taxes), Dimov essentially ghosted me for a month. Anytime I reached out, I was brushed off with an email saying that "a senior is working on this," and apologizing for the delay, all the while penalties kept accruing. I would not use this company unless you are happy poring over the prepared taxes yourself to hunt for any mistakes or if you are financially savvy and interested enough yourself to essentially do most of the work yourself--but then why use a tax accountant at all?

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!

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!