I have been advised by Brent since 2003. Multiple tax issues resolved, and financial advice taken…read more I was able to retire early knowing my financial position was secure. His is dedicated to serving my needs and responds very fast. He provides you with up-to-date tax information and avoiding investment mistakes. Your decisions are respected. He is reasonable and quite friendly. I rarely write reviews but putting my mind at ease was worthy of acknowledgement for his services. jerryg

Brent is a professional with a true service mindset. He was recommended to me and I have since…read morerecommended him to friends and family. Brent is not only knowledgeable and thorough in his work, he is exceptionally responsive. While I was in the middle of some intense legal proceedings a few years back, Brent took time out of his day to join via phone and explain some financial nuances to the entire party so we could move forward with drafting the contract accurately. He is honest, fair, and skilled at his work. Highly recommend!

I have an IT consulting business with about 35 employees. I've gone through what I think is the…read morenormal progression of book keeping over the years starting with myself doing it all in Quickbooks to hiring an outside book keeper to,finally, hiring Profitwise. They do it all for me - payroll, invoicing, reconciliation, tax filings, and more. It is the best decision I ever made. I don't have to worry, our clients get their invoices more timely, less money leakage to missed tax filings/late invoices, and work with multiple states on taxes. I get to spend more time doing my actual work! They are very responsive and don't let tasks drop. Somehow they have a system for keeping 10 balls in the air at the same time and not letting any of them drop. Highly recommend!

My husband and I own a boutique advertising agency and have been clients of Profitwise for a little…read moreover two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team -- they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which had been amazing. They also got us transitioned to Quickbooks Online which has been huge for us! During our meetings with Dave he pulls up our books, answers any (and all) of my questions and can make needed adjustments right then and there. I also really appreciated their on-boarding process. From our initial meeting where Dave gave us a detailed overview of all their services to the initial setup. We felt very taken care of. As an someone who works in the marketing/advertising world I also appreciated the thoughtful collateral that was sent to us as part of being a new client. They are also very transparent with their pricing which I really value. If you're looking for a true partner to make your life easier when it comes to accounting, bookkeeping, taxes, and more -- Profitwise is the team for you. I'm so very grateful to work with them!

He provided excellent service. I highly recommend him. He was very nice and helpful. Contact him…read morefor any tax related needs.

Great tax services by Greg! I've used Greg for the past 5 years and I've always been very pleased…read more He provides friendly, professional, high quality services! His services are highly recommended!

Talan is the best! I don't know where we'd be without him. He made tax season SO much easier for usread more

I've been a client of My Better Bookkeeping for almost 8 months and I couldn't be happier. As a…read morebusy mom and small business owner, I found the time to invest in my finances a struggle. As my business grew it became a bigger challenge. I hired My Better Bookkeeping and felt a sense of relief knowing my finances were being organized as tax season was approaching. I have saved not only hours but gained more time needed for my kids. Talan is not only trustworthy but a very hard worker and is there right when you need him. 10/10 recommend.

3rd year coming back to Daniel for taxes. He's does everything with integrity and prudence…read more We got a huge tax return and his consultation is very professional. Highly recommend!

I called and they were very rude and he talked down to me. I hired another cpa firm in Los Angeles.read more

If you do your own taxes, you're a real dumb-dumb. I mean, taxes suck and unless you went to school…read moreto crunch numbers why in the world would you take on such a task yourself? Paying someone who's built for this type of work is absolutely priceless, which is why I keep going back to Ian. Granted, this was the first year that I have to actually pay taxes but that's on me, not on Ian. In past years I always got a chunk back but this year was a different story. The key words in that previous sentence are "in past years." Why, you ask? Well... I picked Ian as my CPA a few years ago because I'm never going elsewhere. I don't want some old fart dying on me and leaving me to drag all my paperwork to someone else to figure out for the first time. Ian is young, Ian is skilled, and I'm going to the grave never having to hire someone else to do my taxes. Sorry Ian, you're stuck with me and my wackadoodle taxes.

I picker Macdonald CPA because of their 5 stars rating on here, and Ian is a really 5 stars one!…read moreHe was pretty fast on preparing our tax returns and even helped revise some for our previous years. Looks like we finally found our tax advisor :)

I am truly grateful for the incredible experience with Merritt Bookkeeping. The onboarding process…read morewas genius and user-friendly; the directions were clear and concise, making it almost impossible to mess up. Whenever I had a question, it was promptly answered, and I was back on track in no time. My books were a mess as I have been so busy getting my restaurant off the ground, I had no time to work on them. They went back to the start and got my books in order. The cost is totally reasonable, and they were flexible in allowing installments for the additional expense of having to backtrack, which was crucial for me during our slow season. Bookkeeping is foreign to me; I know how to run a kitchen and keep food costs in check. Those numbers make sense to me, but reading numbers from a business perspective is something I still have a lot to learn about. As a business owner, knowing your numbers is crucial to continued success, the breakdowns and reports that Merritt Bookkeeping provides has helped me make sense of things quickly. I am genuinely grateful for Merritt Bookkeeping. They have relived a lot of stress for me.

Completely misleading! I went with this firm based on their reviews. The onboarding and set-up was…read moregreat. The problem came in when I sent my year-end financials to my Accountant and he couldn't work with the files due to numerous errors.

Tam Dang at Shapiro & Co. is an exceptional accountant. During the day, he is able to e-mail me…read moreback in under an hour, and almost always within the day. Tam's service matches up very well with my way of doing business as he is straight forward, very ethical, and tells me exactly what I need to do and how to prepare my business structure as I grow my business. Working with Tam is not intimidating at all either. I wish to understand the taxes I am paying for and sometimes ask him the same question two or three times. He doesn't hesitate to re-explain things to me or draw out scenarios -- especially in situations where I can save money. In addition, knowing Tam has connected me to other contacts in the financial industry that are now helping me with ongoing finances, investments, and retirement. All of these professionals have only held high praise for Tam's professionalism, ethics and ease to work with.

Excellent communication and explanations provided all the way through the whole process of…read moretransitioning over from another company. They did two company returns and our personal returns. Sloane was extremely easy to deal with, attentive and timely when I reached out, and explained thoroughly. Highly recommend Shapiro & Company.