Found Nick through Yelp and he had the best reviews as I was searching for a good book keeper and…read moreaccountant to do my payroll. I had some issues with EDD and Nick had it resolved in a good timely matter. He educated me about my business structure that I currently have been doing and what I can do to better my business regarding my book keeping and payroll. Highly recommend him and his firm to get any issues done when it comes to EDD and payroll. Payment was very flexible and a great value for his service. I enrolled my business with this firm to make sure I don't have to worry about payroll, taxes, and bookkeeping. That's a huge load off my shoulders and all I need to do as a business owner is focus on managing my business and employees. I don't have to worry about the books anymore. Thank you Nick and to your team!

After reading such wonderful and warm reviews, and a good phone conversation, I scheduled my own…read moremeeting to discuss my tax needs. Gathered all the documents they requested that I bring. When I arrived (early) for the appoint about 10 days later, the office was closed, with no one answering the phone or the door. Left a phone message, but that has gone unanswered, too. Really quite bizarre and has left me wondering.

They helped me out alot with my small business and preparation of my tax return. Highly recommend…read more Super nice people

From the owner: At Ohana Tax & Financial Services, we take the stress of bookkeeping, payroll, and taxes off your…read moreshoulders, so you can focus on what matters most. Let us do the heavy lifting. We offer individual tax preparation, small business and corporate tax preparation, estate and trust returns, and nonprofits. Some of our specialty areas are military, retirement, rental income, stocks, investments, cryptocurrency, clergy, foreign income, casualty and disaster loss, cannabis and more. Ohana also offers business services for bookkeeping and payroll needs.

My family have always prepared our taxes with H&R Block. When I visited this branch around 7pm, I…read morewas impressed with their evening hours in helping walk-ins file taxes to meet the demands/conflicts of scheduling. I was very fortunate to be helped by Mr. John Anderson. He was very patient, friendly, knowledgeable, took the time to know my situation to better serve my family's needs. I really appreciate him for promoting diversity with his staff and creating unique Tagalog ad/flyers that assists Filipino families and the elderly. I recommend all Filipinos to meet with him and his friendly staff! It was a delight to get to know John and do business with his team. He provided me with quality, transparent tax advice and other resources to help me prepare for my future taxes. I appreciate him for sharing information and providing excellent customer service. You will walk away from this branch with more love and knowledge knowing that H&R Block has your back 100% I am thankful for meeting John and look forward to doing business with him in the future!

I have been going to same office (American canyon Ca)for many years. Also many times I used the…read moredrop and go, very convenient . However this year when I came to office with all my documents. I was standing at the counter right next to the big red sign that said "Drop and Go" and the representative told me I could not drop and go.  I had to get a link then take pictures of my documents with my phone and send them to them. The documents were in my hand but they would not take them. So I walked away.  To me this is beyond ridiculous. A longtime customer with all the documents and they would not accept them. I am baffled.  I had been a customer for many years now maybe not anymore. They should probably remove  their drop and go sign too.

Our firm has worked with Melissa for two years now. She initially rescued us from several years of…read moreawful service from a financial company handling our books, payroll and tax returns. We were receiving letters from the FTB and IRS regarding mishandled returns. Melissa patiently and methodically helped us address the state and fed and carefully refiled about 3-years worth of returns on our behalf. At the speed of government it's taken almost the time we've been together to clean up our tax records. In the meantime we've filed 2 returns with her. We're amazed by the tax advice and the research she has done on our behalf to get us the best possible outcomes and to plan ahead instead of after the fact. Melissa is a straight shooter, tells us like it, both good and bad, and advocates for us. She has prepared both our corporation and personal taxes and neither is easy. If you want shortcuts, she is not your person, but if you are looking for solid tax advice, forward thinking planning and solid tax returns, we highly recommend Melissa for your business and/or personal needs. Paul Kelley Paul Kelley Architect, Inc.

We've worked with Melissa Petrie for nearly ten years, and I honestly can't imagine trusting anyone…read moreelse with our taxes. She is not only incredibly knowledgeable and detail-oriented, but she genuinely cares about her clients. Over the years she's helped me navigate everything from routine tax filings to complex business and personal financial decisions -- always explaining things clearly and making sure I understand the "why" behind the tax law and her recommendations. I never feel rushed or embarrassed to ask questions, and I always come away feeling more informed and confident in our decisions. She helped us successfully navigate a difficult long-term tax issue with the IRS -- and thanks to her thoroughness and persistence, we didn't have to pay for a mistake that wasn't ours. She consistently brings us new tax information as it becomes available and explains how it could affect us -- both as a business and personally -- along with smart ways to take advantage of benefits or minimize any negative impact. She helps us plan ahead in ways that have saved us stress and money! Her fees are more than reasonable given the quality, care, and peace of mind she provides. Having been through several CPA's before finding Melissa, I can tell you that it's rare to find someone who is this skilled and proactive. If you're looking for a CPA who is trustworthy, experienced, and truly invested in your success, I can't recommend Melissa highly enough.

I have used Lipton Tax Service for several years and think they are highly competent and thorough…read more I receive an electronic tax organizer each year so I have plenty of time to get my tax records organized, complete the organizer and submit everything including backup documents electronically all from the comfort of my home. I'm a highly organized and detail oriented person myself so it is a good working relationship and I am confident that my returns are accurate.

Worst tax experience I have ever had. I was shorted over $400 on my return. Your better off using…read moreturbo tax than using this company.

I came to Mauricio after I felt like my last accountant wasn't up to par. Mauricio literally saved…read morethe day and was so accommodating to my last minute requests. He did my taxes within 1 day and saved me more money than the last accountant could. Great same day service and I would highly recommend to anyone who is lost and needs direction to get their taxes back in line where they need to be.

Mauricio was great! Needed him to deal with Oakland Tax Officers. Contacted him on a Thursday…read more Got a quote on Friday. Two weeks later, all paperwork in and done. Highly Recommended

I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

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.

Quality service, definitely coming back next year! I requested the service, I was late and he got…read moreme right

Dan Moore did not keep his word and did things he'd promised not to do. The details are…read moreconfidential but I do not recommend trusting him. Also note he is a tax preparer not a CPA.

If you want the best level of service and advice go and talk with Dan. He is tremendous and has…read moresaved me 1,000s in fee and taxes over the years. Thank you Dan.