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

I had such a fantastic experience working with Coach Crystal. She helped me grow and become a…read morebusiness woman I am today. She offers practical steps that will help you reach your goals and also hold you accountable. She is very prompt, returns email in a matter of hours. You will always learn something new on every session with her. Crystal is an amazing person overall and it's been such a pleasure having her in my corner as a business coach. Every business person should have at least a few months worth of business consultation with Crystal. I highly recommend working with Coach Crystal and Run Right Consulting.

I referred Crystal and her company, Run Right Business Consulting to one of my 30+ year clients…read more She has done an amazing job, helping them focus and respond to the changing business landscape. I believe a referral to someone is paramount to one's own business, as it is for the person whom is receiving the expertise of the person being referred. Trust is what keeps a 30+ year client, and Crystal and her team made that on going relationship possible.

Seven years into my career in tech, I came to Brandy feeling stuck, unfulfilled, and genuinely lost…read moreabout what kind of move to make next. I had passions and ideas but no framework for sorting through them. That's exactly where Brandy excels. She brought structured thinking and concrete frameworks to our sessions that helped me cut through the noise and actually make decisions. Beyond being an incredibly capable and intelligent individual, Brandy is kind, funny, and understanding. The progress I've made has been remarkable. I'm now actively prototyping different career paths at once: pursuing a Master's in Art Therapy, working at a high school in San Francisco, and doing strategy & operations consulting for Planned Parenthood affiliates. I was hesitant to invest in coaching, but I no longer have any reservations about that decision. If you're feeling confused, stuck, or unsure of where you want to go, I can't recommend Brandy highly enough.

I've been entrenched in a years-long rut and reached out to Brandy to help me get unstuck. Just ten…read moreweeks after my first session with her, I've already made huge strides toward a life that is more intentional and in alignment with my values. I'm all around feeling more ease and infinitely less stress and anxiety, even knowing that there are still some difficult decisions ahead. Brandy has given me practical and actionable advice with equal parts encouragement and nudging me toward what I want for myself. I look forward to our sessions - they tend to lead me down a path that I wasn't expecting, in the best way possible. She's empowering, smart, intuitive, and organized. I highly recommend Brandy if you want to move toward a more intentional life that reflects what you want for yourself and need a coach and cheerleader encouraging you along the way.

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.

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.

I need more stars to express how amazing Linda is. I had worked previously with another coach to…read morehelp my business deal with some personality clashes between critical staff members that I was hoping would be part of my succession plan as I move toward the next phase of my life and my business. The previous coach didn't feel these two individuals would ever be able to work together as a contributing part of our "team" and bring my business forward in the future. Within two meetings with each of the individuals, Linda had worked magic! They were working together and demonstrating mutual respect and helpfulness. Linda is also helping me work through what I need after building a business for 40+ years and thinking about what's next. She is truly, truly gifted!

If I had my way, I would gift Linda Walker's services to everyone considering making the leap from…read morecorporate life to self-employment. Linda's knowledge is extensive, her ability to quickly brainstorm and problem solve is so rare in part, I believe, because she is one of the most attentive listeners I have ever met. In our first year together, Linda has coached me through the basics of shifting in mind and practice from being an employee to a sole proprietor. I can't minimize the importance of having a knowledgeable person, someone I deeply respect, trust (and just plain like) to guide me along the process of creating systems and practices to improve how I work. Linda is that rare blend of knowledgeable, professional, and tough. What I especially appreciate about Linda is how she leads by example. She comes to our meetings prepared, printed agenda in hand, having reflected on our last session and even email exchanges in between sessions, and is always ready to jump right in. I don't make public recommendations lightly and yet this is one I offer happily and without a single hesitation after working with Linda for over a year.

Hiring Joel at SEOzone was the best decision I've ever made for my website and my business. He's…read moreexceptionally knowledgeable, supportive, and kind, with outstanding communication skills. Joel truly went far above and beyond for me -- he didn't just expertly handle all of my site's SEO, but with his superb writing ability, he also helped me beautifully revise and improve my entire website content. He's absolutely meticulous, thorough, and precise. You can tell that he really cares about you and the quality of your results, and that his SEO talents are brilliant. Remarkably, less than two months into his SEO work on my site, its rankings had skyrocketed from being "nowhere to be found" to being the top 3 organic listings on Google page one, and calls started pouring in! Thank you, Joel. I'm so very grateful for your dedication and expertise!

Joel at SEOzone did a fantastic job with our website content, SEO, Google ads, Google business…read moreprofile and online presence for our business. Joel is an excellent communicator and partner. He quickly assessed what needed to be done to promote our business online presence and implemented his strategy efficiently and effectively. The results speak for themselves - Joel made us #1 in Google search results for our target keywords and increased traffic on our website by an order of magnitude. I'll be calling Joel next time I want to quickly ramp up sales and anytime I'm starting a new business. Thanks so much Joel!

I recommend Ezra very highly for your insurance needs. He solved a health insurance conundrum for…read moreus that we have had for years. All under a tough timeline. He also went the extra mile to notice other places we could use services and recommended some really capable professionals. I am so grateful that there is someone who still has creativity and the time of day for smaller businesses. Its hard to come by these days.

What would I do without Ezra?…read more Taking care of my own health insurance is complicated, and scary. Multiply that by 10 employees and their families, and the situation freezes you in your boots.. I was overwhelmed, and Ezra took me under his wing of knowledge and care, and helped me feel at ease through the process. Thank you Ezra for being there, times 10x for me and my people. Brad Butler, Bicycle Coffee