This firm has the worst customer service. I have been using their accounting services for the last…read moreseveral years and their competency and response times have declined this past year to the point that I am definitely moving my business. There is something seriously wrong with this firm. They waited until the absolute last minute to file my taxes (two days before they were due!!!) despite getting the needed information from me months in advance and bi-weekly follow up check ins from me. The answer was always "soon" which was a full on lie. So stressful for clients and completely unnecessary. They used to be a pleasure to deal with and now they are just a nightmare. Taxes are not a joke and are way too important to put up with a firm that could care less about their clients.

I would certainly NOT recommend this company. In the 8 months I dealt with them I found constant…read moremistakes and much of the advise they gave was just plain wrong. The payroll staff was friendly but were not well trained on the system they used (ADP). When I brought errors to their attention they were less than gracious and totally unapologetic. Do yourself a favor - use someone else!

We have been clients of Pruneyard Financial Group for financial and tax services since the early…read more1980's. Their knowledge and integrity as Certified Public Accountants and Personal Financial Specialists have helped my family through all the seasons of life from marriage and having a family into retirement. In fact, their advice and services have always saved us more money and guided us to more sound financial decisions than their services have cost. When my wife changed from working for a school district to developing her own consulting business, or when I was with a Fortune 500 company or spending years in venture capital funded start up companies in Silicon Valley, we found all our investment, financial, and important tax needs were more than met with Pruneyard Financial Group.

I cannot say enough how I am happy with Pruneyard financial Group…read more I had a very difficult tax year 2011 and was delighted getting such a great and professional support from them.

I have many years doing my income taxes with this company and i highly recommended . They do such a…read moregreat job they are really professional they take care of you right away. Thanks.

Donald has been doing mine and my husbands taxes for years now. He is extremely knowledgeable and…read morethorough with his work. After you file your taxes he makes a nice, organized binder with all your information to keep. Highly recommended!

Donald J Lazar CPA has been my accountant for over 25 years! My family and I could not have a more…read moreprofessional and caring individual take care of our accounting needs! Highly recommend!!

Donald Lazar has been my tax accountant for over 5 years. I…read moreown numerous properties and my taxes are quite complicated. Donald is very easy to work with, is very efficient and is very helpful during the year when I have any questions relating to taxes. He get's back to me promptly with the answers I need answered. I highly recommend him. Dyvekka Properties

Geetika has been helping me with my taxes for over a decade now. She's extremely professional and…read morepays lots of attention to details. The most important factor for me is trustworthiness; Geetika epitomizes this quality. Her charges are also very reasonable given the high quality of her work. Highly recommended.

Geetika has been doing my taxes since 2014. She did an outstanding job handling my taxes, including…read moreforeign income reporting. Very professional and easy to communicate with. Excellent service.

They definitely expressed over the phone how well they know their stuff and with use of QBO. Fast…read moreforward 3 years down the road, where I have always had questions on my business like "hey I wish all of that money was in my account because I sure look good on paper and on my P&L?" I was able to find areas like I know that I paid $80k in workers comp and the P&L only showed $20K. But that was the extent of where I could help when they were off and they always assured me everything was CORRECT. I paid both workers comp premiums on their assurances as well as my yearly taxes. I finally gave up and terminated services and found another bookkeeper and boy, have they found significant errors such as payroll wages being under reported, W3's not matching. Wages for out of state workers not being reported and members of Cal Savers stuck in limbo and not receiving their funds. I have tried to personally reach out to both the owner and my bookkeeper but both have not taken the matter seriously. I am up to about $10,000.00 so far in reconcile and need to amend returns and pay for those also. Please, please, steer clear from this company. They are deceitful, incompetent and lack common courtesy when you have an issue. Now to find out even worse that they will cost you so much in the long run. I am writing this to hopefully help others when believing and trusting in firms to keep your books straight. A lot can go very wrong. Choose wisely.

This business provides competent bookkeeping services, but my experience was that they were not up…read moreto speed with technology, such as Zoom meetings, securely uploading and downloading information. In addition, although they were able to download Quickbooks data from financial institutions, they advised that they still entered the data manually, as the bookkeeper believed that this was faster. Since they bill by the hour, this was problematic from my point of view. The owner seemed to be a bit intense, and with the billing in particular. They seemed to expect that invoices be paid within 10 days of mailing. Starting on the 11th day, they would send dunning emails and letters, for relatively small invoices. It was a curious experience, and a bit frustrating. They seemed like nice people, but they did not meet my expectations.

Dan has done both our personal and business taxes for years. Initially our tax situation was…read moresimple, and later became extremely complex as our business grew. Dan is exacting and works very diligently. He doesn't cut corners and he does an amazing job. He even helped steer us around a major pitfall when we were getting inquiries from the IRS. We gave him the 'steering wheel', and he put us on a path that was better both financially and resulted in the IRS dropping their inquiry. Dan's reputation in the CPA community is also stellar, I've come to know. He has been retained by major corporations and government entities to unravel and resolve complex tax situations.

Dan called the business I work for 7 times in less than 24 hours seeking our EIN for a client…read more(during hours where we do not man the phone) After leaving one voicemail I returned his call within two hours. On the phone he was INCREDIBLY rude; claiming to have left multiple voicemails and emails. I received one voicemail and no emails. He explained he was in a rush to file his clients taxes and considering we've all been given an extension; I don't know what the emergency was. Never a good reason to act unkindly. Especially taxes.

My daughter and I met with Jim about three weeks ago because we were looking for somebody to handle…read morethe bookkeeping for our new small business. Jim seemed very personable, and we both liked him and so we decided to take him up on his offer which the only downside of was that he couldn't get started until after his "busy" season which lasted until Oct 15th. We had an appointment with him for next week, but just Today out of the blue after collecting mine, and my partner's personal information Jim informed my daughter that he was "too busy" to work with us. I find this to be VERY suspicious and will definitely be reporting this business to the BBB and anyone who will listen! VERY ODD and in my opinion, VERY SHADY!

For 2.5 months James Eggers (Jim) assured us on the phone and over email he would file our 2018…read moretaxes. Then two weeks before the deadline, only after we asked him for an update, he went back on his word. Being a professional means being able to estimate your available time and follow through on your word. Jim does not consistently do this for his clients. We spoke with Jim in January and he assured my wife and I he would be able to file our taxes. We sent him all our files Feb 27. He assured us again on March 5th he would start our file on March 15 after completing his corporate client work. On March 30th we asked for an update only to be told he was too busy to finish our file after stringing us along for months. This left us scrambling last minute to find another accountant shortly before the deadline.