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.

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.

We scheduled a zoom call with Gary for some advice and to determine if we should use his services…read more He answered all our questions open and honestly, guiding us in the right direction. If the need arises to use a CPA in the future, I wouldn't hesitate to call Gary again. Thank you for your advice, Gary!

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.

If I could give Score a rating of less than one star I would have done so. First if all they are…read morecomplete waste if your time and it takes a very long time for a so called mentor to answer your requests and reply to you. Second they send you a phony template and ask you several questions that are very vague and general questions. After I spent many hours of answering those questions they gave me phony excuses and rejected my answers even after I revised them so many times and then they lied to me in many occasions by accusing me not to answer those questions. They are very dishonest,corrupt, careless and complete waste if your time and money. Trust me they are there to completely waste your time and hard work. Stay as far as you can from this organization. They are complete scam and fraud. Be very careful.

Dr Valerie S. San Francisco, CA…read moreDec 21, 2024 I have the pleasure of working with George Schaefer through SCORE, and I am incredibly grateful for his expertise and guidance. George brings a wealth of knowledge, professionalism, and a genuine desire to help others succeed. From our very first meeting, George took the time to understand my goals and challenges. His thoughtful approach, combined with his ability to break down complex concepts into manageable steps, made a significant difference in how I approached my business strategy. He offered invaluable insights, practical advice, and resources that were directly applicable to my needs especially as he introduced me to AI. What stood out most was George's persistence, patience and encouragement. He created a supportive environment that allowed me to feel confident in exploring new ideas and making informed decisions. His mentorship has been instrumental in helping me move forward with clarity and purpose with my non-profit as well as my professional physician business. I wholeheartedly recommend George Schaefer to anyone seeking a SCORE mentor. His dedication, expertise, and genuine care for his https://www.score.org/inlandempire/profile/george-p-schaefer

Michael came on as our HR consultant as we were going through some transition, he assisted in…read moreproviding a path that would make the exit process for outboarding teamembers professional and seamless. In addition we have given our employee manual a much needed tune-up and implemented with his expertise a detailed process for screening and onboarding new hires. So appreciative to be partnering with him. Strongly recommend sharing this hat with Michael.

We enlisted Michael to help us get an employee handbook in place, and establish some good HR…read morepolicies as we were making our company's first "real" hires. Michael was also available for some ad-hoc questions as needed, and did a great job of keeping us up to date on any changes in CA employment law that we should know about.

What the feng? This lady puts the shui in my life's feng shui. I've used previous feng shui…read moreconsultants before her but she was the one who resonated with me the most. The amount of time that she takes to analyze and speak to you about your life and goals are priceless beads of information that she will discuss in your consulatation. Since I consulted with Sasha Lee in 2015 for my parents' home, she mirrored a lot of my concerns about that house. We set up a plan of action then that got me results, so when I changed residence, I knew I needed to consult with her again. She brought Finola with her again (on a crazy rainy and windy day!!) and they analyzed my home...asked me what my goals were and what problems may occur...and gave suggestions. Listening to these wonderful ladies and their suggestions, kept my head busy as far as the short term and long term goals and plans. Don't get me wrong, there is no magic wand that can zap away life's issues. However, if there was some sort of insight you could receive in improving your life's circumstances, why not try feng shui? There are some things you'd have to invest in such as self motivation, being open minded, time, money, and patience to see results. But if you're looking to try classical feng shui...because there is a difference between Western and Classical and I have tried both (I'd go with Classical personally), do an in person consult with her. I have tried to wing it myself and she pointed out on our very first meeting that I probably had a rough month since I placed my fountain in the wrong area...she was right. =) Sometimes there are things in life you can't change and other things you can. Why not change the things that you have control over?

I was first referred to Sasha back in January of 2017 upon the recommendation of my acupuncturist…read more I was in a life transition, nothing seemed to be working out, I felt blocked. I scheduled an appointment with Sasha for BaZi, Chinese astrology. The session was not only eye opening, but confirmed some things I suspected about myself. She gave me information about my past, my future path, characteristics unique to me, areas to focus on, and more. I found her to be approachable and extremely knowledgeable about BaZi and Feng Shui as well. She gave me "homework", which I followed diligently! To say that it was life changing would be an understatement! Months later, I was finding that my apartment just did not feel right. Something was off, some things dissatisfying. So I called Sasha to schedule a classical Feng Shui session. She now only worked with what she knew about me from our BaZi session, but did Feng Shui on my apartment itself, and it revealed amazing information about where I live. As it turns out, it is a great place for me to be. She spent 3 hours with me, focusing on auspicious areas and how to best use them for their intended Feng Shui purposes. I received concrete and user-friendly ideas on furniture placement , decorating, and how to maximize the potential I have here. I have found Sasha to be an expert in her field, and an incredibly knowledgeable and enthusiastic practitioner. She is so friendly and approachable, and I have the utmost respect for her. I see how diligent her practice is, and how much she loves what she does. I look forward to working with her every year!

I wish I could take back my initial good reviews of BPM. Somewhere around 2023, their consultants…read morejust fell apart. They required up front payment and then ghosted us. As in, delivered nothing and stopped replying to our email. When we asked for a refund, they offered up a new consultant who met with us once via Zoom and then never appeared again. It seems their whole HRIS/General Ledger team has left the organization. I suppose our only recourse is legal or through the BBB at this point. They're expert marketers, and will reassure you of their expertise. They'll do a great job of capturing your needs, promising a solution and outlining a plan. They'll even sign a contract committing to specific deliverables. Just don't fall for it.

Avoid BPM like the plague. If I could give a NEGATIVE 5 Stars, I would. Due to their failings we…read morehad to pay all 4 of both of our S-Corps estimated payments at one time plus the year end 8 months late. This company is one of THE most disorganized and unprofessional organizations I've ever had the displeasure of working with. They have NO time for their clients. They are only interested in woking with clients who need NO and I mean NO personal connection. And if you did want to have a meeting to discuss your taxes they would charge $750+ for a consult. They clearly do not have enough accountants to meet their client's needs. Much of their correspondence was confusing and redundant leaving you confused and distrusting of their business practices. Due to the poor service, late filings, and costly errors, we began looking for a new accounting firm. Just shortly thereafter, we received an email in LATE December they are letting us go along with 300+ other clients. Our accountant did not even have the respect to contact us directly to let us know, we had to learn of this through EMAIL! No thank you for 8 years of using them. In the end, we are relieved to leave BPM and to be working with another firm who values the business relationship and has integrity in looking after our companies financial needs.

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

Phuong was extremely responsive, knowledgeable, and followed up without any extra action on my…read morepart- which I really appreciated given how terrible it feels when you have started a process with someone and you have to constantly reach out to get a response! Phuong was a professional throughout the entirety of the process and guided me through calculating and the actual process of paying off quarterly taxes with patience and kindness. He also gave me an estimate of the price before conducting the service and was very transparent. Highly recommend if you are starting your own business!