She's a lifesaver: she's not only an amazing human being, she's a highly skilled CPA. Our doctor…read morefriend recommended her. And she didn't even know she was on yelp. She doesn't take clients unless it's a referral. I think because it's a lot of work and a large commitment. She charges accordingly but in our case that we have many years of back taxes it's worth the money. Peace of mind is priceless... I appreciate that she can handle stress on another super human level. Her mind is sharp, she has a special talent, I believe she was born with a special brain, and has a gift, to crunch numbers, handle red tape, IRS, deadlines and take clients through the daunting road of taxes. Always in a great disposition. She's fearless too. She has no problem going down the rabbit holes and making calls and inquiries. She is an amazing human and a top notch CPA. And someone we can trust with our entire lives on the table. If you have work to do with an accountant you really need to feel heard and be able to trust that person. It's an intimate process. No judgement. You shouldn't ever feel ashamed. We are all human. And taxes aren't something natural to any normal human being. So to find a wonderful person that can make this process smoother. And legally work their magic. It's a blessing. I feel blessed to have been introduce to Irina Kassil.

Irina was recommended to me by my financial advisor becuase the tax professional I had goofed up my…read moretaxes in a very bad way. The first thing Irina did was spend time talking with me both on the phone and again in person to learn about my tax concerns and issues. And now she's done with my taxes for 2018 and I have been completely impressed. Her pinpoint knowledge of tax law and tax consequences is profound. Her attention to detail is outstanding. She helped get my sole proprietor deductions in line to make an audit less likely. And she managed to work in all my expenditures into my numbers so that I didn't lose a single penny. And her knowledge of COVERED CA is quite strong. Irina is wonderful and I'm relieved & grateful to be her client.

Although they did a good job with my filing last year, this year has been a total disappointment…read more I contacted them by the end of January to get an early kickstart and avoid leaving this to the last minute. They asked me to send the documents as soon as they were available. After a while, when asked if they needed anything else, the answer I received in March was, "We will know when the returns are being prepared." meaning they didn't start at all. As a follow-up, I asked them if it would take some time; I could try to find someone else while there was still time. So surprisingly their response was, "Feel free to find someone else". This last response summarizes how they value their clients. I only gave them an additional star because they managed the situation better last year. If you're an individual client, avoid them at all costs.

Brandon was so helpful and generous with his advice. He explained my financial situation and…read moreoptions in detail. He was very efficient and knowledgeable with his answers. Looks like I have a new CPA moving into the future! He's is wonderful! Thanks again Brandon!

I really appreciate Sona's hard work and expertise. Wether it's been simple or complicated, our…read moretax prep has been in excellent hands. Thank you!

Sona is the best. She's always incredibly fast, she's set up simple systems and always provides…read moreclear, useful advice. She's incredibly thorough and I'm so grateful to have someone who provides such trustworthy tax preparation. Thank you Sona!

David Bott from Wilson Markle Stuckey Hardesty & Bott is THE kindest, supportive and nicest human…read more His turnaround time and support staff are just AMAZING. I've been incredibly happy with their service. If you seek a CPA with a family feel, David Bott and his team our your people! Love them so dearly and thank them for taking care of my family over the years.

We are very pleased with WMB2 in general and Shirley Chen-Blum in particular. All interactions…read morewith the firm have been prompt, clear, professional and couteous. Shirey is exceptional - warm, responsive, knowledgeable and very helpful. We highly recommend her and WMB2.

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!

Glad to see this guy has put a sign up and is open for the rest of you to hire him. He's going to…read moresave you a TON of headaches and the good stuff $$$$ MOOLA I was lucky to find Keith, many years ago. I run my own business and he set me up to create and distribute invoices, collections, and everything that it takes to get my billing done. I mean it was a revelation for me to get everything in order and know where it's all going - and More Importantly - where it's coming in from!! Right. They did my taxes and saved me a bunch of money - and listen, I have an undergrad in accounting with a concentration in taxes (4.0 in this area) but I gotta admit - it is / it was and always will be CONFUSING! (Confucius say use Axis to save yourself aches and pains). Okay, maybe too corny. A HUGE Blessing to have these guys really take the time - be extremely patient (I wouldn't be that patient) and take me through the steps of doing my own day to day accounting. At first they did it for me - and then they weaned me out of it by helping me through the steps numerous times. I wanted to do it after a few years when my business became easier. Point is - Contact Axis with Keith - you will Love this guy. He's too easy to deal with and he has a personality. Some accountants you don't know what they're thinking like it's some kind of mystery. Not so with these guys - straight up, reliable, and get the job done by knowing all the angles. INTEGRITY

My books were a disaster. My previous bookkeeper completely messed all my records up and to be…read morefrank: had no idea what he was doing. I had 55k in uncategorized expenses...what??? And then, the stars aligned. I had previously worked with Keith and Alissa in my past life. They were highly regarded throughout the company and were known to get it done. Keith randomly reached out to me asking if I needed help with my books. I jumped out of my chair and said I needed him 6 months ago!! I would hire him as my CFO if I could afford him (I still plan on doing so when I can ;)). I now actually have books that are properly categorized and inventory that is actually booked properly! It's freaking amazing. I can not recommend this firm more to people that are in need of accounting/bookkeeping services!

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.