After my mom died, I needed to get CPA help, so I could get an estimate of how much of her estate…read moreto reserve for the next year's taxes. Most places I called didn't want to deal with me (too small potatoes I guess!) or charged too much. After finding Joe Collett (LPC Tax) online, I interviewed him in person, and he seemed a great guy! So I hired him to do the estimate, at a reasonable cost; he also got a reappraisal of mom's property to minimize taxes. The next year I hired him to do the estate taxes; more complicated than I thought, and he did a great and thorough job! Later he even wrote a letter to the IRS to cancel a penalty they had levied, so I got an unexpected refund. I highly recommend Joe Collett, as he is honest, straightforward, and highly competent; everything you want in a tax accountant.

I have been working with Joe for the last few years. I first used him when Turbo Tax advisory…read moreservice sent me for a tailspin. After seeing the error strewn tax return, called around at short notice and was not able to get anyone's time. Finally stumbled upon Joe's reviews on Yelp and decided to give it a shot. Was impressed with his knowledge on my first call and decided to give him a chance soon after. I have not been disappointed - Joe knows his stuff including stocks for startups and small business rules.

I cannot begin to explain how much help the team at Bains Financial has been. I recently switched…read morefrom an llc to an s corp and had no idea what i was doing. They were able to get me back on track and pointed in the right direction. They were very patient and very easy to communicate with! Highly recommend!

As a travel nurse juggling contracts in multiple states, taxes used to be a nightmare. Bains…read moreFinancial Services made everything so much easier. They knew exactly how to handle my multi-state 1099 income, travel stipends, and licensing costs and they identified deductions I wasn't even aware of. I actually got money back this year--and I finally feel confident about my finances. Super responsive, super kind, and totally worth it. I've already sent two coworkers their way!

I had a bunch of issues with my previous CPA that I had engaged which that left me with little…read moreconfidence and time that I would get my tax situation sorted out in time for the year. Since I had only been using TurboTax before, I didn't have much experience in working with professional tax advisors and I contacted Yan after reading some reviews on Google/Yelp. The experience of using her for my CPA was completely different compared to the previous one I had. She was very detailed and meticulous in checking each detail of my situation, and also didn't pretend to know everything - if there was an issue that she wasn't clear about, she didn't hesitate to look up the necessary IRS documentation to make sure that we weren't making any mistakes. Even after our meetings in-person going over documents, she would also follow-up and double-check to make sure that I hadn't inadvertently overlooked something (and she did find a bunch of details that I had filled in incorrectly as well through this process!) She was also more interested in making sure that I understood the process and what each document was for, rather than just taking everything into her own hands and just asking me to "rubber-stamp" documents. I really appreciate her spending the effort to help with my tax literacy. Would definitely recommend Yan if you're looking for a reliable CPA who looks out for your interests, rather than just treating you as yet another client!

Yan was very helpful and will use her for my CPA Tax needs. We talked extensively and she gave…read moresome recommendations but did listen to us.

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.

I have been doing my family's taxes with Nana for the past 7 years. She is professional, thorouhg,…read moreeasy to work with and trustworthy. My daughter is now an adult and does her taxes with Nana as well. Highly reccomend!

Find someone else to handle your tax matters. We hired her for our 2019 returns and it was a…read morenightmare. - Very uncommunicative. We had to reach out to her, two or three times before getting a response. - she never scheduled a zoom or phone call, all correspondence was over email. I wondered if she was who she said she was - Ended up getting audited by the IRS due to her miscalculation. Imagine getting a $5600 bill with two weeks to pay. When we reached out to Nana, it took two attempts before hearing back from her where she admitted the mistake. She offered to pay the interest charge but only if we filed with her again. She really deserves 0 stars. I wish we stuck with TurboTax.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

I had a 15-minute introductory consultation with Gary, and I cannot recommend him enough. As a…read morefirst-time small business owner, I was completely overwhelmed by the whole sole proprietorship transition. Gary was incredibly patient, helping me navigate my confusion regarding 'cash basis' accounting and clarifying why my specific contracted work resulted in a W-2 rather than a 1099. ​What impressed me most was his honesty; he explained that my current tax situation is simple enough to handle via software and encouraged me to save money by filing myself this year. He even provided AI-generated notes from our call so I could stay present in the conversation instead of scribbling notes. If you want a CPA who is knowledgeable, tech-savvy, and has high integrity, Gary is your guy

Jack is amazing. He helped my son, a Stanford University baseball player, obtain his W-7/ITIN and…read morealso prepared and filed his taxes. Jack's communication skills are second to none. He is extremely professional, friendly, knowledgeable, and responsive. He kept us informed throughout every step of the process and promptly answered all of our questions. For Stanford students and families who need assistance with ITIN applications, tax filings, or related matters, Jack is conveniently located just minutes from Stanford University and understands the unique needs of student-athletes and international students. I highly recommend his services to everyone not just Stanford students and their families. JCC

As a Stanford student with a fairly complex tax situation, balancing jobs, financial aid/tuition,…read moreand other personal factors, filing taxes can be stressful. Over the past four years, Jack has consistently been there to help me navigate everything and make the process smooth. Since finding Jack, I haven't felt the need to work with anyone else because I trust him to handle my taxes carefully and thoroughly. As someone who also went to Stanford, I know he's a detail-oriented, hardworking, and thoughtful professional. He's always willing to help people and genuinely cares about making sure his clients are taken care of. I highly recommend Jack to anyone looking for a knowledgeable and reliable tax professional.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!