Was referred to Tony's business and was set up with Cole for an assessment meeting…read more He went over what they offer and if they might be a good fit for me and my business. Cole was easy going, understanding, but most importantly didn't pressure me into signing up by any means which was big for me. Give these guys a shot or at least some time to ask some questions see if they're a good fit, high recommend!

I have no doubt these bros know their stuff, but they definitely don't want to talk to you using…read morebreath and vocal cords. That's what AI is for-- and they employ it liberally. I made the mistake of requesting an appointment. Here's what happens next: Lots of robo-texts and emails. I responded to one and booked an appointment 2 weeks out. I prepped for it. I told my students that I couldn't stick around after class to help them because I had an important call scheduled. I confirmed (by auto text) the appt. again yesterday (it was scheduled for today). But... They flaked about 15 minutes before the scheduled time, then 5 min later I got a friendly text reminder not to miss the appointment, which was a nice touch. I had to laugh at that, at least. The Dude's time is far more valuable than yours. You will find out minutes before your "scheduled" appt when Siri drops you a line.

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!

I have had a business relationship Kendall Financial Services since 1994; i know she was in…read morebusiness several years prior... KFS meets/exceeds several of my criteria when it comes to a professional relationship: - my finances are important to me; when I have a question or a project, I want to be able to reach the people that have the answers - and quickly. KFS is great when it comes to being readily available / part of Monica's high work ethic. - lead by example: Monica has personally done well for herself; I would hesitate having a person giving me financial advice who is in bankruptcy - I have watched her leapfrog three offices and she is on a constant path of growth (built a-top stability) and I personally applaud her. Lastly, she has consistent staff who I trust and have a relationship with; I don't want to have to share sensitive personal information with a different person every-other month. I am a big fan of management that maintains a "successful workplace" / loner-term staff is usually a reflection of a positive management style. Thank you Monica and staff for taking care of my personal and business finances through the years.

Monica is a tax expert. She and her staff are exceptionally efficient , knowledgeable,and…read more professional . Her knowledge of up to date tax law makes it easier for her to assess your personal or business tax needs. Simply the best. Thank you , Kendall Financial Services.

Working with Chris at Flex Tax was an outstanding experience. From start to finish, he kept us in…read moreconsistent communication, never leaving us guessing about where things stood. No matter how detailed our questions got, Chris had thoughtful answers and took the time to explain things every time. Chris genuinely made the process feel easy and stress-free. Highly recommend Flex Tax to anyone looking for top-notch service that is efficient and affordable!

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.

Gwen and her company have been serving my tax, and small business accounting needs (Randy's…read moreJanitorial) for over ten years. She assisted in the inception of my business in 2019, and prior to that she served my personal tax/financial needs. Quality, knowledge, and integrity is what you should expect when hiring her and her team.

GWEN BROUSSARD IS OUR MIRACLE WORKER AND THE BEST IN THE BUSINESS!…read more This is an extremely long review, but please read it unto the end: We were currently living in a beautiful, convenient, brand new downtown Oakland apartment. Due to circumstances beyond our control, we were given a 90 days' notice to vacate! A dear church member put us in touch with a mortgage lender who qualified us for enough to make a purchase and we were given one of their real estate agents to work with. Being new to the entire process and not knowing that we could use the lender for funding, but select our own agent was traumatic at best! The agent soon dropped us and we were left dead in the water, with now less than 60 days to vacate our unit! We came to Gwen under the direst of circumstances and implored her real-estate prowess for assistance. She gave us a timeline and said "Stick with me and WE WILL FIND YOU A HOME." She was thorough, efficient, patient and no-nonsense (in working w/the seller's agents). She held our hands and walked us through EVERY STEP OF THE PROCESS! From going out to look for homes daily, on down to explaining all the ins and outs of the contracts/agreements, to connecting us with the finest network of agencies, (i.e. home and pest inspectors, etc.) to assist us in the purchasing process. She is a down-right maven, an authority and expert in all things real estate! I can't imagine NOT having had her to be our agent for purchasing our first home! She encouraged us until the very end. There were MANY times we wanted to give up. We were facing this incredible deadline and didn't know if we should just throw in the towel and rent an apartment for $2200/month or to keep searching. She made the entire ordeal something we could totally conquer and wondered why we hadn't sought out her services sooner! We got an offer accepted on our new home about a month before we were mandated to be out of our apartment. She made it possible for the deal to be expedited and we were able to move out of our apartment and received the keys to our beautiful new home on the same day! Our mortgage is several hundred dollars below what we would have given away in rent. Our home is absolutely amazing and perfect for our little family; our neighborhood is cute and the neighbors are friendly. I recommend Gwen not only to YOU but to anyone! As a matter of fact, I recently did recommend someone to her. I had the opportunity to share with her how easy the entire process was with Gwen and how her knowledge and understanding of real estate is a must have and just how REALLY DOABLE the home buying process is with a fantastic agent. She not only took my suggestion and contacted Gwen, but do you know SHE TOO just received the keys to her new home and her deal was completed in even less time than ours! I myself was amazed at how quick the transaction happened from start to finish! I'm telling you from my own personal experience, IF YOU DON'T HAVE A REAL ESTATE AGENT - DO YOURSELF A FAVOR - GET GWEN!!!! You'll thank me that you did and soon be sending my invitation to the housewarming party for YOUR new home! Thanks Gwen Broussard for making a lifelong dream our present day reality for our family.

It appears that Mr. Lorette prepares Form 990s for nonprofits that contain giant red flags for the…read moreIRS. His name appears as the preparer on the ones for 2015 and 2016 for Ukiah Autumn Leaves, a low income housing facility for the elderly: https://drive.google.com/file/d/1XySbZ2FLQs1f3NWcO5nKTzmNKHnAx3GN/view?usp=sharing https://drive.google.com/file/d/1nYoyYq5nj8nLNlKilbwNR41FwIN4SRrS/view?usp=sharing Between the two of them, there's a $961,366 tracking error under net assets on page one. Mr. Lorette says he doesn't want to discuss either one of them with the IRS. Is Dennis L. Lorette a CPA who throws his clients under the bus?

Mr. Lorette came well recommended. Took me a long time to get an appointment with him. After our…read moreappointment I had a couple questions and called him on his cell number which he gave me and assured me he returns calls. (3 months later he still has not returned my call.) 3 weeks later and a week before taxes are due his office calls and says my taxes are ready. I go pick them up and find out I owe an exorbitant amount of money. Naturally I cannot speak with him nor to this day have I been given an explanation of why. I had to file an extension and find another accountant as I was not accepting Mr. Lorette"s findings. After finding another accountant and having my taxes reassessed I was relieved to find I owe thousands less than Mr. Lorette's findings.

For the past 4 years My wife and I have done our taxes at Kaizen accounting solutions. The first 3…read moreyear We have made a appointment with Elena Carter. This year Willie Thompson advice us while preparing our 2018 taxes, Ms carter will not be in this season (but that she is ok) and will be back for next season. Very helpful & informative especially with the new tax bracket Mr. Thompson showed us our 3 previous years and this year. Very happy with his staff and his business, definitely recommend to everyone come check Kaizen Accounting Solutions. P.S. Mr. Thompson have a awesome welcoming waiting room with a big tray of sorted treats gummy's, chips & refreshments.

Another great Tax year with Kaizen Accounting in the books! The process was so smooth and…read moreeffortless. They have awesome social distancing protocols in place. From scheduling a last-minute appointment, to uploading my documents to their secure file portal, to using Google Meet everything was so straight forward, and user friendly. This year Don Brown did my taxes, with his help and expertise I came out ahead that year!!! Thank you!

I've been going to Roy for 3 years now. He helped me with back tax returns and current. He's fast,…read morereliable and organized. I love how personable he is also. His office is in a quiet neighborhood and he's always so helpful! Thanks for the years of hard work and the future years. He's also has GREAT prices.

I recommend Rod to do your taxes or any kind of bookkeeping moving from Southern California where…read moreI've been most of my life it was a little challenging trying to find someone to do my taxes Rod was one of the first ones to call me back Rod is very knowledgeable his customer service is out of this world thank you again Rod and definitely will see you next year

She knows the tax laws and was able to help me with my accounting practice to better track my…read moreexpenses for deductions on repairs.

Sheila is absolutely amazing!!! My family has been going with her for over 25yrs. I have personally…read morebeen going with her for the past 18yrs. (Not sure why It took me so long to leave a post) Sheila is extremely amazing at her work, very talented and such sweetheart to work with. I actually look towards a yearly appointment more than a tax appointment I consider it a yearly catch up. I do consider Sheila a family friend after so many years.